The OLED-Info newsletter (January 2014)
Published: Thu, 01/02/14
LG is bored of flat |
LG sees a bright future for flexible displays, and in fact the company predicts that flexible smartphones will take-up 40% of the smartphone market in 2018. Samsung thinks the same, and they are basing their numbers on DisplaySearch - which means that LG is also probably actually quoting the same source.
LG Electronic's mobile product planning chief, Dr Ramchan Woo, says that "we are bored of flat" and that a flexible device is much more than just a flexible display - there are other key technologies such as a flexible battery and thin cover glass. LG says that truly bendable and flexible devices will come in the future - but it will take around a decade before such devices will hit the market.
In the mean time we'll have "semi flexible" devices - for example LG's G Flex phone. A few weeks ago LG started launching it outside of Korea, and it will arrive in Europe in early 2014.
Sony and Panasonic cancel their OLED JV |
In June 2012, Sony and Panasonic announced that the two companies will jointly develop technologies for OLED TV panels mass production. Now the two Japanese companies announced that they canceled the joint development. They will continue to develop OLED technologies independently, but will focus on UHD LCDs.
In January 2013 (during last year's CES event), the two companies unveiled 56" 4K OLED TV prototypes. The Oxide-TFT substrate was produced by AUO. We know that Panasonic used an ink-jet printing process, Sumitomo's P-OLED materials and a direct-emission architecture. Sony used their own Super Top Emission OLED technology and evaporable OLED materials.
I think we'll soon know whether Sony is making the same mistake they did when they did not enter the flat panel TV market a few years ago. It may also be that the production technologies chosen by the Japanese companies were simply too complicated and costly to develop at this stage. This seems to be good news for Korea's LG and Samsung as these two companies continue their strong push into OLED TV production.
Samsung OLED production updates |
In November Samsung hosted their annual analyst day, in which they repeatedly said that OLED is the future display technology. Most of SDC's capex will go into OLEDs and going forward OLEDs will be used ina ll high-end displays.
During December though, we heard several conflicting reports regarding Samsung's display strategy. First up were reports that Samsung will actually use LCDs in the Galaxy S5 and the Note 4 - in an attempt to lower costs. Further reports claimed that as Samsung Electronics will focus on mid-market phones in 2014, SDC was asked to reduce OLED prices by "at least 10%" and reduce OLED production and increase LCD production.
On the other hand, we also heard that Samsung actually started producing a new OLED display - a 5.25" WQHD (2560x1440, 560 PPI) AMOLED that will be used in the GS5. The display uses the same Diamond Pixel arrangement as in the GS4.
Samsung is also said to release new AMOLED tablets soon. Samsung is reportedly developing 10.5" and 8" OLED tablets and will unveil the first one at the CES 2014 event on Janaury 7.
In fact, SDC, officially expects OLED panel revenue to grow 27% in 2014. Digitimes says SDC's OLED production capacity will grow 33% in 2014 - from 140,000 Gen-5.5 substrates in the end of 2013 to 177,000 by the end of 2014. If Samsung indeed wants to start using OLEDs in mass-market tablets, they will sure need to increase production capacity quickly - or else start adoping LCDs in some mobile phone models. In the beginning of December, SDC announced that they are integrating their OLED and LCD divisions as they want to realize "organic integration" and simplify display marketing.
What to expect from CES 2014? |
CES 2014 will begin in a few days, and it should be an exciting event. We may get several new 4K OLED TVs, bendable TVs, a new OLED tablet, the GS5 display panel and new flexible OLED prototypes and products. Read more about our predictions for CES 2014 here!
Foxconn to start making OLEDs in 2015? |
In August we heard a report from Japan that Taiwan's Hon Hai (Foxconn) is establishing an OLED R&D center in Japan. Now Taiwan's OFWeek reports that Hon Hai is developing high resolution OLEDs aimed for mobile phone and tablets with plans to start volume production in 2015.
According to the report, Hon hai will first develop OLED panels with 350 PPI, and will supply them to Chinese mobile phone makers. Then the company will produce high-resolution panels (up to 450 PPI) as they hope to supply OLED panels to Apple.
In the meantime, Apple continues to file OLED related patents. In December the USPTO unveiled a new patent that describes OLED displays with integrated thermal sensors, while a new European patent describes several new technologies for a future iPhone device - mainly a wraparound flexible transparent display that enables new form factors, aided with an alumina powder liquid-metal process.
The best OLED stories of 2013 |
2013 is soon over, and it was an exciting year for OLEDs - what with the first OLED TVs and flexible OLED panels finally shipping. Here are the top 10 stories posted on OLED-Info in the past year, ranked by popularity:
- Samsung officially launches their YOUM flexible OLED displays (Jan 10)
- LG's 55" OLED TV finally on sale - $10,000 in Korea, will ship next month (Jan 2)
- Hands on with 4D Systems 2" transparent PMOLED panel (Apr 28)
- Samsung launches 55" curved OLED TVs in Korea for $13,000 (Jun 27)
- CES 2013 OLED summary (Jan 13)
- Samsung Display now mass producing 5.7" flexible OLED (Oct 7)
- Samsung shows off a 55" curved OLED TV prototype (Jan 9)
- Panasonic shows a 56" 4K printed OLED TV prototype (Jan 9)
- Panasonic's printed 56" 4K OLED TV prototype uses Sumitomo's PLED materials (Mar 19)
- Samsung unveils the Galaxy S4, with a 5" Full-HD (441 PPI) Super AMOLED display (Mar 15)
Here's for an awesome and bright 2014!
Top OLED News |
LG lowers the price of their curved OLED TV to $8,499
Amazon lowered the price of LG's EA9800 to $8,499, and also threw in a $500 promotional credit.
IHS: the OLED material market will grow 27% in 2014
IHS says that demand for OLED materials will rise almost 27% in 2014, to $445 million, up from $350 million in 2013. The market in 2013 grew 49% from 2012.
Ignis finally ships 55" AMOLED demonstrators
Ignis finally started shipping orders to customers (display makers and OEMs), hoping that the display makers will adopt their technology for TV, mobile and tablet OLED displays.
Samsung shipped over 10 million Note 3 smartphones in 2 months
Before launching the Note 3, Samsung said they shipped over 38 million Note and Note 2 smartphones.
The Holst Centre shows new flexible OLED demonstrators
The new video from the Holst Centre shows flexible OLEDs that can be ironed on a fabric and used under water
Merck and LG Display to co-develop OLED printing materials?
LGD and Merck are reportedly in talks to co-develop ink-jet printable OLED materials. Merck is already supplying evaporable OLED materials to LGD.
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