QD-OLED - Page 9

Korea's The Elec says that Samsung Display aims to start trial runs at its QD-OLED 8.5-Gen production line next month (December 2020).

SDC will brand these displays as QD Displays. The first generation ones will adopt SDC's current hybrid QD-OLED architecture, but later ones may adopt QNED (quantum-rods) emitters. In any case, SDC's plan is to start mass production by the end of 2021, in the first line (15,000 monthly substrates). SDC is also planning a second line to follow the first, to arrive at a total of 30,000 monthly 8.5-Gen substrates.

According to UBI Research from Korea, Samsung Display has managed to improve its quantum dots nanorod LED (QNED) technology, and the company aims to start buying production equipment next year.

Apparently SDC's plan is to replace the fluorescent blue emitters in its QD-OLED TV production process, which will of course turn these TV panels into QD-QNED ones.

In October 2019 Samsung Display formally announced its decision to invest $10.85 billion in QD-OLED TV R&D and production lines. The company is already starting to produce prototypes, and is on track to start mass production in Q3 2021.

But SDC is facing a problem it probably did not anticipate - Samsung Electronics is hesitant about the adoption of QD-OLED panels, and may not ship QD-OLEDs in 2021 - or maybe even at all. Apparently Samsung Electronics wants to focus on microLEDs for next-generation displays as it finds QD-OLED TVs to be not bright enough - and also because it suffers from burn-in issues.

According to Omdia, Samsung Display has started to provide QD-OLED TV prototypes to potential customers - including Samsung Electronics, Sony and Panasonic. Samsung Display is on track to start mass production in Q3 2021.

Interestingly, Samsung Electronics is still not sure whether it will adopt QD-OLED TVs in 2021, as the company aims to focus on mini-LED panels in 2021, and may only release QD-OLED TVs in 2022.

BOE unveiled a new QD-OLED prototype at SID Displayweek 2020. This new panel is 13.6" in size with a FHD resolution. It supports up to 120 nits and achieves a 100% NTSC color gamut.

This is the first time we hear of BOE's QD-OLED project, this will be interesting to follow.

DSCC updated its OLED material market forecasts, seeing a lower growth ahead. DSCC says the AMOLED stack material market will grow from $928 million in 2019 to $2.06 billion in 2024 in a CAGR of 17%. Only a couple of months ago DSCC estimated that the market in 2024 will reach $2.69 billion - and even these were reduced from earlier estimates due to COVID-19.

DSCC says that the main reason behind the reduction in its forecast is lower OLED TV capacity. The company now expects a slower ramp up at the Guangzhou fab, and LG's P-10 10.5-Gen fab is now removed from the forecast period.

DSCC updated its capacity and demand outlook for the OLED industry. DSCC says that the oversupply situation for smartphone OLEDs will continue to effect the industry for years ahead.

According to DSCC the reason for the oversupply is Samsung's near-monopoly on flexible OLED phone panels - and the fact that the company keeps prices high and prefers high profit margins even though it leads to low utilization rates. DSCC sees China's capacity (which includes LG's Gunagzhou fab) share to rise from 5% in 2017 to 30% in 2020 and finally to 49% in 2025.

Reuters reports that Samsung Display has decided to stop all LCD production by the end of 2020. The company will continue to support it current customers without any issues.

SDC has two LCD production lines in Korea. One of these will be converted to next-generation QD-OLED TV panels (in a $10.8 billion investment announced in October 2019). According to Reuters, the second line will also be converted to QD-OLED in the future. SDC did not yet decide what will it do with its two LCD production lines in China.

Update: It seems we were mistaken, this prototype is not a hybrid QD-OLED, but a 'regular' OLED. This is still an impressive development - a rollable inkjet-printed OLED display.

TCL and Juhua Printing demonstrated a 31" FHD inkjet-printed rollable hybrid QD-OLED TV prototype. The display uses an IGZO (Oxide-TFT) backplane and TCL says that it has an aperture ratio of over 50%, brightness of 200 nits and a 90% DCI-P3 color gamut.

TCL's hybrid display technology (which TCL calls H-QLED) uses a blue OLED emitter coupled with red and green QD emitters. All three emitter materials are combined and printed using ink-jet printing technology.

In October 2019 Samsung Display formally announced its decision to invest $10.85 billion in QD-OLED TV R&D and production lines. SDC was supposed to start the plan in 2019, but according to a report from China the Company is delaying its initial investment. Originally mass production was supposed to begin in Q1 2021, but this may happen later if the investment is delayed.

It seems as if equipment makers expected to receive orders for production equipment, but that did not happen. The report says that Samsung decided to make personnel changes and transfer in January 2020 and only after these changes will the company finalize its investment plan in the new OLED TV fab.