The OLED-Info weekly newsletter

Published: Tue, 04/19/22

Weekly OLED industry and market news
 

The OLED-Info newsletter (April 19, 2022)

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New OLED gadget: Motorola Moto G52

The Motorola Moto G52 is a budget Android smartphone that features a 6.6" 1080x2400 90Hz AMOLED display, a Snapdragon 680 chipset, 4 GB of RAM, 128GB of storage and a microSDXC card slot and a triple camera setup.

Motorola Moto G52 photo

The G52 should ship by the end of April 2022 in Europe, for around $270.

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Samsung aims to reduce the thickness of its future QD-OLED panels by removing the QD glass substrate

According to reports in Korean media, Samsung is developing a new process which will allow it to reduce the thickness of its QD-OLED panels.

Samsung Display QD-OLED panels at CES 2022

The current QD-OLED design uses two glass substrates, one for the TFT backplen (and the OLED frontplane materials), and one for the QD conversion layer. The new plan is to remove the QD glass substrate, and inkjet print the QDs directly on the OLED TFE encapsulation layer.

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DSCC Increases its OLED market forecast, see $65 billion in revenues in 2026

DSCC has updated its OLED market forecasts, as it sees faster growth than what it estimated earlier this year. DSCC says the market will grow at a 9% CAGR from 2021 to 2026, to reach $65 billion in revenues in 2026.

OLED panel revenues by applications (2021-2026, DSCC)

Most of the growth will be driven by demand to IT panels - monitor panels will grow at 70% CAGR (revenue), laptop panels at 52% CAGR and tablet panels at 52% CAGR. DSCC sees OLED TV shipments growing at 13% (units) and 6% (revenue), while smartphone panel shipments will grow at a CAGR of 11% in the period (with revenues growing at 6% CAGR).

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TADF developer Noctiluca IPOs at the Poland NewConnect stock exchange

Poland-based TADF developer Noctiluca went public at the Polish NewConnect stock exchange last week. The company now trades under the NCL ticker.

Noctiluca did not raise any funds in this IPO, as it has no need for more funds at this stage, but this move will enable some stock holders to realize their funds and other to join as stakeholders in the company.

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New OLED gadget: Vivo X Note

Vivo's X Note smartphone features a 7-inch 120Hz HDR10+ 1440x3080 LTPO AMOLED display, a Snapdragon 8 Gen 1 chipset, 8/12 GB of RAM, 256/512 GB of storage and a quad camera setup.

Vivo X Note photo

The X Note is now shipping starting at around $950.

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Samsung Display's managed to increase its QD-OLED production yield to 75%

Samsung Display recently started producing QD-OLED panels (for TV and monitor applications), and according to earlier reports, the production suffered from low yields, estimated at around 30-50% a few months ago.

In a move that is thought to reassure SDC's employees, the company announced on its internal bulletin board that it has managed to increase its QD-OLED production yields to 75%, and it now aims to increase that to 90% or higher.

According to the report, SDC's employees are not optimistic regarding its QD-OLED competitiveness with LG's WOLED and RGB OLED structures - and not just because of the low production yields. Initial reviews of the QD-OLED panels say that the contrast is now as high as other OLED displays with ambient lighting, and there are color issues due to the unique pixel arrangement.

It is estimated that even with increase production yields, SDC will refrain from further QD-OLED investments until it will see market reaction.

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New OLED gadget: Oppo F21 Pro / F21 Pro 5G

Oppo's F21 Pro smartphone features a 6.43" 90Hz 800-nits 1080x2400 AMOLED display, a Snapdragon 680 4G chipset, 8 GB of RAM, 128 GB of storage, a microSDXC card slot and a triple camera setup. The F21 Pro 5G offers what seems to be a similar display, but with stronger specification and 5G connectivity.

Oppo F21 Pro photo

The F21 Pro should start shipping by the end of April 2022.

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