Reports from Korea estimate SDC's QD-OLED investments at $8.8 billion between 2019 and 2021

In April 2018 Samsung announced it is developing QD-OLEDs (hybrid Quantum Dots - OLED) TVs. Later reports suggested that the company is building its first production line, with aims to begin pilot production in 2019.

Samsung QD-OLED structure (UBI Research)

According to a new report from Korea, if Samsung's initial QD-OLED development is successful, it plans to convert an existing LCD line (SDC's 8-Gen L8-1 line) to QD-OLED production in 2020. Samsung's projected investment in its QD-OLED production will exceed $8.8 billion between 2019 and 2021.

DSCC: Samsung to begin pilot QD-OLED production in 2019

DSCC estimates that Samsung will begin pilot production of QD-OLEDs in 2019, with a capacity of 5,000 monthly 8.5-Gen substrates. If this is successful, Samsung will double the capacity in 2020 and add a further 30,000 yearly substrates in 2021 and again in 2022. Material revenues for Samsung's QD-OLED TVs will reach $56 million in 2022.

Material revenue forecast for QD-OLED TVs (DSCC, 2016-2022)

DSCC admits, though, that as Samsung faces several technical challenges before it could launch commercial QD-OLED TVs, its forecast could be way off - there's a good chance that SDC will cancel the project, or it could increase capacity at a much faster rate than DSCC estimates and even scale-up production to 10.5-Gen.

DSCC lowers its OLED revenue forecast for 2019-2022, sees the market at $50 billion in 2022

Display Supply Chain Consultants (DSCC) updated its AMOLED market forecast, and the company now expects revenues to grow from $26 billion in 2018 to $50 billion in 2022.

OLED market revenue & growth (2016-2022, DSCC)

DSCC sees fast growth for the OLED market, driven by flexible and foldable displays - and the flexible OLED market will grow at a 32% CAGR from 2018 to 2022. Only a few months ago, though, DSCC estimated that revenues in 2022 will reach $57.2 billion by 2022.

DSCC updates its display equipment market forecast, says recovery is not expected until 2022

Display Supply Chain Consultants (DSCC) updated its display equipment spending forecasts, and the company now expects OLED spending to recover only in 2022. In June 2018, DSCC estimated that the OLED equipment market will start to recover in 2020.

Display equipment spending forecast (2016-2022, DSCC)

DSCC says that the whole display market is currently saturated after unprecedented equipment spending in 2016-2018 (an average of $22 billion per year for both LCDs and OLEDs) - for both mobile display and TV display production. Display production is expected to grow at 10% per year from 2018-2020 (as a result of the equipment orders in 2016-2018), and combined with lower operation margins and losses in the display market are causing display makers to be cautious with new capacity plans.

ETNews: SDC is building a QD-OLED TV pilot production line

In February 2018 it was first reported that Samsung Display is developing TV panels based on hybrid quantum-dots and OLED architecture (QD-OLED). Samsung later confirmed it is developing such technology, but with no immediate plans to commercialize it.

Samsung QD-OLED structure (UBI Research)

ETNews now reports that Samsung is now working to establish a pilot 8-Gen line for QD-OLED production. ETNews says that Samsung is collaborating with both Canon Tokki and Kateeva to develop the production equipment - apparently the OLED layers will be evaporated using Canon's machines while the QD filters will be deposited using ink-jet printing equipment made by Kateeva. Samsung aims to finalize the production line by the second half of 2019.

Samsung: no plans to release an OLED TV soon, but we are researching hybrid QD-OLEDs

In February it was reported that Samsung is developing a hybrid Quantum-Dots OLED technology for its future TVs. This report was soon denied by Samsung's Visual Display Business VP, Han Jong-hee, who said that Samsung is sticking to its two-track strategy for premium TVs, namely QD-LCDs and Micro-LEDs.

Samsung OLED TV (2013)

Today Samsung's Han Jong-hee again says that Samsung has no plans to produce an OLED TV any time soon - but he does confirm that the company is researching a way to combine QDs with OLEDs. According to our information, Samsung's main R&D initiative use blue OLED emitters and blue light to white light conversion using quantum-dots, combined with color filters (QDCFs) to add red and green colors.

Samsung denies it is developing QD-OLED TVs, will focus on Micro-LEDs and QLEDs

Last week we reported that ETNews claims that Samsung is developing a hybrid Quantum-Dots OLED technology for its future TVs.

Today Yonhap News reports that Samsung Visual Display Business VP, Han Jong-hee, denies this story, saying that Samsung sticks to its two-track strategy for the high-end TV market, developing both QLED (quantum-dots enhanced LED LCDs) and Micro-LED TVs. Han further says that Samsung will start selling its Wall Micro-LED TV in August 2018.

ETNews: Samsung is developing hybrid QD-OLED TVs

ETNews posted an interesting article, claiming that Samsung Display is developing a new TV technology that combines OLED emitters with quantum-dot photo-luminescence materials. The basic idea is to use blue OLED emitters and then convert the blue light to white light using quantum-dots combined with color filters (QDCFs) to add red and green colors.

Samsung OLED TVs (2013)

This seems to be a rather complicated design, but it could be much easier to produce compared to a true RGB OLED TV, as there is no need for precise OLED patterning. This is similar to LG's WRGB OLED TVs which use a white OLED source (made from yellow and blue emitters) and color filters on top.

Merck leads a new consortium to develop quantum materials for light emission

Germany launched a new project led by Merck to develop quantum materials as light emissive sources. The three-year project is called "Exploration of quantum materials – New paths to realizing innovative optoelectronic components" (ELQ-LED) and it is supported by the German Federal Ministry of Education and Research (BMBF) and led by Merck with an aim to conduct basic research on quantum materials as light emitting sources. ELQ-LED is a three-year project that will end on the summer of 2020.

Merck hopes that ELQ-LED materials will enable ultra-pure colors, higher energy efficiency and lower production costs compared to current OLED emitters. The focus of this project will be on cadmium-free quantum materials but the partners will also develop supporting components, processes, transport materials and ink. All components developed in this project will be printable, and the project will test its developments in display prototypes and automotive tail light demonstrators.

Samsung's Harman demonstrates new car display concepts using SDC's OLED and QLED displays

Automotive component maker Harman (owned by Samsung) is demonstrating new automotive display prototypes and designs that make use of Samsung's latest displays - both OLEDs and QLEDs.

Harman OLED/QLED automotive concept (CES-2018, 1)

The new automotive designs includes Samsung's latest flexible and transparent OLED displays, and Harman hopes that these new designs will bring more choice and flexibility to auto makers. Harman displayed two different car concepts which you can see above and below. In these concepts the OLEDs are used for the instrument cluster and other parts of the car, while the QLED panels are used for the infotainment system.

The 4th International TADF Workshop 2019The 4th International TADF Workshop 2019