Royole to build a $2.4 billion flexible OLED fab in Qingdao

Chinese OLED developer Royole announced that it will establish a 16 billion yuan ($2.4 billion USD) OLED production line in Qingdao, China.

Royole at the Qingdao Innovation Festival 2020 photo

Royole did not provide any details, besides that this production line will be used to make flexible and foldable OLEDs. We do not know yet the timeline, technologies and production capacity at the new line.

TCL to invest $6.8 billion, plans to start producing inkjet-printed OLED TVs in Guangzhou in 2024

According to reports from China, TCL says its CSOT OLED inkjet printing project is going well, and the company expects to start mass production at its 8.5-Gen Guangzhou T8 (owned by Huaxing Optoelectronics) production line in 2024.

Earlier this year the Guanghzhou development commission issued a report that says CSOT's investment in this R&D and production project will amount to 46 billion yuan ($6.8 billion USD), and the construction of the actual production line will be in 2021-2023.

DSCC: OLED production rebounded in Q3 2020, and will continue to be high in Q4

DSCC says that the first half of 2020 has seen lower production at OLED fabs, due to normal season-related weakness in combination with the COVID-10 pandemic. Utilization rates and production capacity, however, rebounded in Q3 and will continue to be higher in Q4 of 2020.

TFT input for OLED and LCD production, 2019-2020 DSCC

The main reason for the bounce of flexible OLED production in Q3 was due to new products by Apple, Samsung and other device makers. In fact flexible OLED production in 2020 was higher in all months of 2020, including the weak quarters. However rigid OLEDs have seen a large drop in 2020 which has risen slightly in Q3 and will continue to rise - but remain smaller than 2019.

Notion Systems and M.Braun announce a strategic partnership on OLED inkjet printing equipment

Notion Systems and M.Braun announced a strategic partnership in OLED processing equipment. The two companies will combine their best-in-class OLED production technology to improve the production process offers and enhance market access in Asia.

Notion system MBraun n.jet display system and setup

M.Braun is a developer of glove boxes, inert gas purification and automation solutions while Notion Systems is a leading developer of industrial inkjet-printing systems for functional materials, and both companies already enjoy the growing demand of OLED manufacturing in Asia.

Eternal Material Technology starts to construct its 15-ton OLED material plant, updates on its OLED material and TASF project

China-based Eternal Material Technology (EMT) announced that it has started to construct its 15-tons OLED material production facility in Hefei. Yesterday the company held a groundbreaking ceremony at the construction site. EMT company expects the plant to begin mass producing materials in the second half of 2021. The planned total investment of the project (which will also include production of other materials) is 500 million yuan (or around $72 million USD).

 Eternal Material Technology OLED fab in Hefei, render

EMT says that it has been able to achieve design wins for its ETL materials, and also other OLED related materials - and has already achieved sales of over 230 million Yuan ($33 million USD). EMT offers over 20 different OLED materials.

LG Display officially announces it has started to mass produce OLED TVs in Guangzhou

LG Display's original plan was to start producing OLED TV panels at its 8.5-Gen OLED fab in Guangzhou in October 2019, but following some technical issues, production was pushed back, several times.

LG Display Guangzhou OLED TV fab ceremony photo

Yesterday LGD announced that it has finally started mass production of its Guangzhou fab. The capacity of the Guangzhou fab is 60,000 substrates per month, which will almost double LGD's total OLED TV capacity to 130,000 substrates per month.LGD also plans to expand the Guangzhou fab to 90,000 monthly substrates in the future. The plant will be used to produce 48-inch, 55-inch, 65-inch, and 77-inch panels, and 48-inch OLED TVs will shortly start to ship.

JDI developed a new OLED production technology, looking for customer partners to commence mass production

Japan Display says it is developing a new OLED production technology that will enable higher resolution and higher efficiency OLED displays, and the company is in talks with potential customers regarding a joint investment in producing next-generation OLEDs.

Apple Watch Series 5 photo

According to JDI's CEO, the company is using a new manufacturing technology that is different to the evaporation method currently used by OLED makers. It is not clear what is meant by that - it could be an inkjet-printing technology (but achieving high resolution for smartphone displays with inkjet printing is a challenge) or something like OVPD or OVJP - or a new technology developed in-house at JDI.

INT Tech to establish a $143 million OLED display fab in Taizhou, China

It came to our attention that a couple of months ago, Taiwan-based INT Tech signed an agreement to establish an OLED display fab in the city of Taizhou in Zhejiang province, China. The total investment in the project will be 1 billion Yuan (around $143 million USD) and the local government will support the project.

INT Tech developed a proprietary glass-based high pixel density OLED technology - which enables ultra high-resolution displays on glass TFT backplanes. The company is aiming to produce lower-cost and higher-performance microdisplays for the AR/XR markets.

DSCC details the production cost and prices of flexible and foldable OLED displays

DSCC posted an interesting article detailing their estimates for the production costs and prices of choice flexible and foldable AMOLED displays, in China and in Korea.

Flexible OLED production cost and price, Korea, Q2-2020 (DSCC)

We'll start with the chart above, which compares the prices and quotes of several flexible OLEDs produced by Samsung in Korea. DSCC says that as the profitability of Samsung's OLED business is highly dependent on fab utilization, it is currently losing money on this business as the yields in its flexible OLED lines are only 38% - and fixed costs such as personnel and depreciation cannot be decreased. Having said that, DSCC sees higher utilization in the next two quarters, which will result in profitability for SDC's OLED unit.

LG Display delays its P10 10.5-Gen OLED TV fab to 2025

In July 2019, LG Display announced an additional investment of $2.5 billion in its upcoming P10 10.5-Gen OLED TV fab in Paju. In June 2019 it was reported that LG display has started to install some of the Oxide-TFT deposition equipment. According to LG's original plans, mass production at the P10 fab was supposed to begin in 2021 or 2022, but this was later delayed to 2023.

LGD P10 OLED fab, Paju Korea (March 2019)

It is now reported that LG Display has decided to delay the mass production at the P10 fab to 2025 or 2026 - this pretty much means the project is now on hold. LG Display is currently seeing lower demand for OLED TV panels, due to the Coronavirus pandemic.

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