The Elec: Samsung Display is interested in maskless OLED production processes, looking for an exclusive license
A report from Korea's The Elec publication says that Samsung Display is highly interested in next-generation OLED deposition technologies, that are not based on a metal mask (FMM). Several companies are developing and commercialization such technologies. As these may enable higher-performance OLED production, Samsung Display is interested.
A few months ago we reported that SDC is interested in SEL's maskless production technology, and indeed the new The Elec report states that the two companies are in talks. SEL is one of the three companies we are aware of that have advanced maskless technologies, the other two being Visionox and Japan Display. Samsung Display is mostly interested in a technology that it can exclusively license as it does not want other companies to produce OLEDs using the same technology. Both Visionox and JDI are interested in using their technologies in-house, which is a problem for SDC.
UBI: The OLED IT panel market will grow at a CAGR of 41% to reach 31 million units by 2027
UBI Research estimates that 7.9 million AMOLED displays for IT applications (tablets, notebooks and monitors) will ship in 2023, growing to 31 million by 2027 (a CAGR of 41%). Apple's adoption of OLED screens starting in 2024 will fuel much of the demand.
OLED makers, led by Samsung, LG, BOE and Visionox are all expected to start producing IT OLED panels in existing 6-Gen production lines, and companies are also planning to construct new dedicated 8.5-Gen lines for IT applications.
Tianma, BOE and Visionox report their latest financial results as profits decline, but demand for OLED panels increases
Three display makers in China (BOE, Tianma and Visionox) reported their preliminary financial results for the first half of 2023. It seems as if all companies are facing a sluggish economy and lower demand for displays - but the OLED business is actually seeing increased demand.
We'll start with BOE, that expects an operating profit of around 700-800 million Yuan ($97-110 million USD) in the first half of 2023, a decrease of around 90% from last year. BOE says that it is starting to see demand increasing as the year progresses.
UBI: the foldable OLED market will grow to 61 million units by 2027
UBI Research estimates that the foldable OLED market will reach 22 million units in 2023, and will grow to 61 million units by 2027, a CAGR of 29%.
UBI also published a forecast on cover material market for foldable OLEDs - this market will also expand, and will grow to $840 million n 2027. UBI says that the market share of ultra-thin glass will grow, as Samsung will only produce foldable OLEDs with UTG in the future, and other makers including BOE, CSoT and Visionox are developing UTG panels.
Chinese OLED makers file a motion to dismiss a major SDC OLED patent in the US as the dispute of AMOLED imports to the US continues
Earlier this year, we reported that Samsung filed a request at the US International Trade Commission (ITC) to ban BOE's aftermarket AMOLED panels in the US, as they infringe on Samsung's OLED patent. Following the request, the ITC started a formal investigation.
According to a new report from China, several OED makers in China (BOE, Tianma, TCL CSoT and Visionox) have joined forces and filed a motion to invalidate one of Samsung's main OLED patents in the US. This is a response to SDC's request to halt BOE's US aftermarket AMOLED panel sales.
Visionox shows its latest OLED prototypes and technologies at Display Week 2023
China-based Visionox demonstrated many OLED displays and new technologies at Display Week 2023.
So first up, we have some rollable and foldable OLEDs. You can see some impressive looking such flexible OLEDs in the video above, and Visionox featured many such displays at their booth.
Qingyue shows new transparent PMOLED displays and OLED microdisplays at Display Week 2023
China-based PMOLED maker Qingyue (previously part of Visionox) demonstrated its latest OLED and ePaper displays at Display Week 2023.
So first up Qingyue showed a large transparent segmented PMOLED display, this is the largest PMOLED ever demonstrated at 20.6" in size. It did not detail the transparent level, but this looked very good and was quite impressive.
Visionox new ViP OLED technology uses photolithography-based patterning to increase display performance
Visionox is introducing a new OLED production technology, called Visionox Intelligent Pixelization (or ViP for short) that enables higher-density display production, at over 1,700 PPI.
The idea behind ViP is to replace the fine metal mask (FMM) method with photolithography-based pixel patterning. The process offers several advantages, mainly the increase of aperture ratio to almost 70% (Visionox says the currently reach 69%). FMM methods usually achieve up to 30%, which means that brightness, efficiency and lifetime can all be increased.
Omdia: small-size AMOLED display shipments down 6% in 2022
Omdia says that small-size (under 9") AMOLED display shipments dropped 6% in 2022 to 762 million units, due to lower demand for smartphones.
Samsung remains the leading AMOLED maker, with a 56% market share (by unit), down from 61% in 2021, with BOE in the second plane (12%) and LG Display in the third place (11%). The next producers by shipments are Visionox and Everdisplay.
Visionox signs an agreement with the government of Hefei to build its $1.6 billion flexible OLED module fab
In May 2022, Visionox announced plans to build a 11 billion Yuan ($1.6 billion USD) flexible and foldable OLED module production line, in Hefei. Yesterday the company signed the formal agreement with the local government and kickstarted the project.
According to reports from China, the new factory will have a yearly capacity of around 26 million modules in sizes ranging from 6-inch to 12-inch, although the company says it will also produce wearable OLED display modules at this fab, so there will be smaller sizes as well.
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