QD-OLED - Page 5

Samsung Display says that it managed to increase its QD-OLED production yields to around 85% (up from 75% in April). The company plans to introduce new technologies and processes that will enable it to increase its production capacity from 30,000 monthly substrates to almost 40,000 at the same production line.

Samsung Display will so increase its QD-OLED production capacity by 30%. The main step to achieve this is the reduction of TAKT time (the time it takes to produce one panel).

Esteemed US-based A/V retailer Value Electronics conducted its latest annual TV shootout, with very interesting results. It is not a big surprise, but OLED TV won the first places in both the 4K and 8K shootout.

In the 4K category, VE tested five TVs, out of which 3 were OLED TVs: The LG G2 OLED TV, Samsung S95B QD-OLED, Samsung QN95B (QD miniLED), Sony A95K QD-OLED and Sony's X95K mini-LED. The winner of this year's shootout was Sony's A95K QD-OLED.

NanoPalomaki posted an interesting teardown of Samsung's S95B QD-OLED TV.

This is an interesting video to watch, during which you can see the sub-pixel structure of the TV. This is only the first part of the teardown, we'll see what is revealed in the second part.

Samsung Electronics reported its financial results for Q2 2022, with record second-quarter revenues of 77.2 trillion Won ($59 billion USD).

Samsung Display reported record second-quarter revenue and operating profit for mobile displays driven by solid demand from major customers. Samsung specifically mentions the growth in its laptop OLED business. Performance in the large panel business was weaker due to initial ramp-up costs of Samsung's QD-OLED displays, and a decline in LCD prices.

DSCC estimates that the OLED market will increase 2% in 2022, to reach $42 billion. Revenues for smartphones, the leading OLED application, will actually decline by 4%, but this will be offset by increases in other applications.

In fact, some applications will experience very fast growth: OLED monitors (641% unit growth, 279% revenue growth), OLED laptops (64% units, 39% revenue) and automotive displays (73% units, 68% revenue).

In 2020 Kateeva lost Samsung's QD-OLED inkjet printing inkjet printing contact to Korea's Semes, which resulted in massive layoffs including some of Kateeva's executives.

In January 2022 it was reported that Samsung has decided to change course, and rely on Kateeva's inkjet printers in its 2nd QD-OLED production line, as the Semes printers do not perform as well as Samsung hoped.

DSCC says that it expects the advanced monitor category to grow 328% in 2022, to reach 3.6 million panels. OLED monitor shipments will jump 641%, to reach 600,000 units. The growth in OLED shipments will continue, but even in 2026, OLEDs will still take a small part of the market segmented, which is dominated by mini-LED LCDs.

In 2022, DSCC sees QD-OLED panels to grab a 27% market share, while WOLEDs have a lead with a 52% market share. In total, OLEDs will have a 15% market share of the advanced monitor market.

According to reports from Korea, Samsung Display has decided to shut down all of its remaining LCD production line next month (June 2022).

SDC has actually made the decision to quit the LCD market back in 2020, but this decision was reversed as demand for LCD displays increased following the COVID pandemic. In recent months the price of LCD panels have dropped sharply to an all time low.

Reports from Korea suggest that LG Display is looking into adopting a microLens array in its large OLED TV panel architecture. The microlens layer could boost brightness by up to 20%, which will also increase efficiency (if brightness is kept as before).

MicroLens array structure, University of Michigan

According to the report, the project is at an advanced stage, and panels with the microLens array could be introduced by the end of this year. LGD will apply the technology to its OLED.EX panels, so brightness could reach up to 1,200 nits. LGD considers this technology as it faces competition in large-area OLED production, from Samsung's QD-OLED panels, for the first time.

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.