Visionox announces plans to establish a $1.6 billion AMOLED module factory in Guangzhou

China-based OLED producer Visionox announced plans to establish a flexible and foldable OLED module factory in Guangzhou, China. Together with the local government, Visionox plans to invest 11.2 billion Yuan (around $1.6 billion USD) in this new factory.

Visionox 6-Gen flexible AMOLED fab (Hebei, China)

Visionox did not provide any time frame for this new fab. The company is currently operating a 6-Gen AMOLED production line in Hebei (with a monthly capacity of 30,000 substrates) and has announced plans to establish a similar flexible OLED line in Hefei in a $6.3 billion investment.

Sharp to stop producing smartphone OLED displays

Business Korea reports that Sharp will withdraw from the smartphone OLED market. Sharp started producing OLEDs in low volume in August 2018, and Business Korea quotes IHS saying that Sharp understands it cannot compete with Korean and Chinese companies with both technology and price.

Business Korea says that Sharp produced a total of 60,000 smartphone OLED panels - 6.2" 1440x2992 flexible notch-type AMOLEDs that were adopted in Sharp's own Aquos Zero phone. Sharp has already stopped production last month. It is not clear if Sharp will still continue to produce OLEDs for other applications (automotive perhaps?) or will it withdraw from all production.

LG Display reports its Q2 2019 results, to invest a further $2.5 billion in its P10 OLED TV fab

LG Display announced its unaudited financial results for Q2 2019, and updated on its upcoming OLED projects.

LGD P10 OLED fab, Paju Korea (March 2019)

First of all, LGD announced an additional investment of KRW 3 trillion ($2.5 billion) P10 10.5-Gen OLED TV fab in Paju. Last month it was reported that LG display has started to install some of the Oxide-TFT deposition equipment (supplied by Applied Materials and Jusung Engineering). The mass production at the first lines in the P10 fab is expected to begin in 2021. LG Display did not disclose any more details regarding this new $2.5 billion investment plan yet.

LG Display to start producing OLED TVs in its Guangzhou 8.5-Gen fab next month

In July 2017, LG Display announced its plans to build a 8.5-Gen (2200x2500) OLED TV production line in Guangzhou, China. Following many delays, LGD got the approval for its new OLED TV fab from both the Korean and Chinese governments in July 2018 and started constructing the fab, with an investment of about $4.2 billion.

LGD Guangzhou OLED TV fab render

Today LG Display announced that the Guangzhou fab will start production in August 2019. The fab will begin with test runs in July but it seems that LGD is confident that mass production will begin next month. The initial capacity of this new fab will be 60,000 monthly substrates, which will bring LGD's total OLED TV capacity to 130,000 monthly 8.5-Gen substrates (i.e. will almost double its current capacity).

OLED production in Korea could be halted by the end of July due to Japan's restriction of free exports

A few days ago we reported on Japan's government decision to restrict some material exports, including fluorinated polyimide, to South Korea, following a diplomatic tension between the two countries.

Samsung W2019 photo

Polyimide is required for OLED production, and Japan controls about 90% of the world's production. According to a new report from Korea, Samsung and other companies have warned the Korean government that production in some plants could be halted as early as by the end of July if these materials are not available. It is not clear what is the situation of Samsung's (and LG's) OLED production.

Business Korea: Samsung to decide on its QD-OLED TV plans soon

Samsung has not committed yet to its QD-OLED TV technology, and according to a new report from Korea the company will make its final decision by the end of June (or early July). Samsung originally planned to hold an investment review committee on April 2019 but that did not materialize. According to an industry insider, Samsung already decided to start QD-OLED TV production, the only question is timing.

QD-OLED stack scheme (DSCC, Oct-2018)

Samsung's plan is to shut down an LCD TV production line and convert it to QD-OLED production - although Business Korea now suggests that another possibility is to build a new production line instead of its planned A5 fab (which was delayed/canceled in early 2018).

Reports from Korea suggest that Samsung still faces technology challenges before it can begin producing QD-OLED TVs

Samsung is developing its QD-OLED TV technology and the company was supposed to hold an investment review committee on April 2019 to decide whether to go ahead with plans to start production soon (mass production by the end of 2020).

QD-OLED stack scheme (DSCC, Oct-2018)

However in May we later reported that Samsung decided to delay the production - trial production will begin towards the end of 2020, with real mass production on a new 10-Gen line only at around 2023. A new report from Korea sheds some more light on Samsung's situation.

UBI: OLED production capacity to double by 2023, Korean makers to retain their 80% market share by area

UBI Research estimates that OLED production capacity will increase from 34.9 million sqm to 68.5 million by 2023. LG Display and Samsung Display are expected to increase production of OLED TV and introduce new 10.5-Gen fabs better suited for 65" TV production.

OLED production capacity by country (2019-2023, UBI)

Mobile OLED production capacity will also grow, but at a slower rate - from 13 million sqm in 2019 to 19.3 million sqm in 2023, mainly driven by Chinese OLED producers that produce flexible smartphone OLED displays mainly for the Chinese domestic market. Korean OLED producers (SDC and LGD) will continue to dominate the market and will retain their ~80% market share in 2023.

LG Display halts flexible OLED production at its E6 line due to encapsulation equipment glitches

According to a report from Korea, LG Display has halted production at one of its production lines at its E6 production fab, LG's 6-Gen flexible OLED line that commenced production at the end of 2018.

According to the report, the problem lies with LGD's thin film encapsulation equipment - specifically the equipment that deposited the organic particles - which apparently suffers from sub par performance, not good enough for commercial production. LG is using equipment made by its subsidiary LG PRI in the E6-1 line, which is now halted.

BOE to start producing AMOLED displays with laser-cut holes

Samsung's Galaxy S10 smartphone family introduced the world's first OLED displays with round holes cut into the display to house the front cameras- which is seen as an improvement over notch-type displays.

Samsung Galaxy S10 photo

Up until now Samsung Display was the only company that had the technology to create such displays, but now it is reported that China's BOE is gearing up to produce its own OLED displays with camera holes.

Cambridge Isotope Laboratories - Deutreated Reagents and High-Purity Gases for OLEDsCambridge Isotope Laboratories - Deutreated Reagents and High-Purity Gases for OLEDs