September 2024

DSCC says that shipments of Apple's iPhone 16 series were 8% higher in the first month compared to the shipments of Apple''s iPhone 15 series last year. As Apple continues to target emerging markets, DSCC expects Apple to increase sales of entry level and older iPhones, including the iPhone 13, 14, and 15 series.

Interestingly, a couple of weeks ago we reported that according to Apple analyst Ming-Chi Kuo the first-week demand for Apple's new iPhones is lower than expected, with total demand of only 37 million units - lower by 13% compared to the demand for the iPhone 15 a year ago. It remains to be seen whether demand picked up later in September.

The Chairman of the US House Select Committee on the Chinese Communist Party, John Moolenaar, sent a letter to the US Secretary of Defense, saying that the US should place both BOE and Tianna on the DoD 1260H blacklist as Chinese military companies.

In his letter, Mr. Moolenaar says that by using government support, the Chinese has taken over the display industry, and are already leading both the LCD and OLED markets (which is indeed mostly true). As these two companies have close ties to the Chinese government and military, this, according to the letter, poses a big risk to US and its allies.

As we reported last month, TCL CSoT officially announced that it has agreed to buy LG Display's last LCD production line in Guangzhou, China, for $1.5 billion (10.8 billion Yuan). 

TCL CSoT will acquire 80% of LG Display's 8.5-Gen LCD production line, and 100% of its LCD module line in Guangzhou. The two companies plan to complete the deal by the end of March 2025. LG's LCD production line has a capacity to produce 180,000 TV panels per month, most of these sized 55" and up (about 6% of the total LCD panel market), and had a net profit of $85 million last year over $900 million in revenues. The module factory can produce 2.3 million units per month. The two factories serve customers such as Samsung Electronics, LG Electronics, Skyworth, and more. 

Samsung Display has decided to build a new OLED module production line in Vietnam, mostly to produce automotive OLED modules and IT OLED modules.

The new production line will be built in Yen Phong industrial park in Bac Ninh province east of Hanoi, close to an existing Samsung Electronics plant. It is understood that the Vietnamese government will provide support for Samsung's new line, which will cost a total of around $1.8 billion.

TOYOTech, Sharp Display Technology Corporation (Mie, Japan), and the Japan Advanced Institute of Science and Technology (Ishikawa, Japan) have developed a novel measurement technology to analyze the behavior of Organic Light Emitting Diodes (OLEDs) under extremely low luminance conditions.

This new technology measures the gap between the onset voltage of current change and the emission voltage—factors closely linked to OLED degradation. It is expected to play a critical role in analyzing display Mura, a defect that appears in low luminance or as OLEDs degrade.

OLEDs emit light when a voltage is applied to organic compounds, enabling the creation of displays that are thinner, lighter, and more energy-efficient, suitable for devices like TVs and smartphones. Unlike Liquid Crystal Displays (LCDs), OLEDs have a simpler structure due to their self-emissive properties, which eliminate the need for a backlight. OLEDs are formed by stacking multiple layers of thin films, and their performance depends on optimizing deposition conditions. Traditionally, these characteristics have been evaluated using J-V-L (current density-voltage-luminance) measurements, which track current and luminance as voltage is applied. However, J-V-L technology has limitations in detecting small currents and low luminance levels at the start of OLED light emission.

Universal Display Corporation announced the establishment of a new award, the Sherwin I. Seligsohn Innovation Award in honor of UDC’s late founder. Through this award competition, UDC seeks to support and celebrate organic electronics innovation.

The aware amount is $75,000 and researchers can now submit their research (submissions will be accepted until June 302025). The award is open to individuals and teams from around the world, and is also open for both academic and non-academic groups that are pushing organic electronics innovation in new and exciting ways. The theme of the 2025 award is organic photovoltaics or solar (OPVs). 

Researchers from LORDIN, in collaboratioon with researchers from Korea's Dankook University, Gachon University and Hongik University, have reported on a highly efficient and stable ultra-pure blue phosphorescent OLED emitter, based on Lordin's Tetradentate Pt(II) material Complex with a vibration suppression effect.

The researchers say that the new emitter offers a lifetime of 451 hours (LT50 at 1,000 cd/m²), and an EQE of 25.1%. The emission spectrum is extremely narrow - full width at half a maximum of 22 nm. The researchers further developed a tandem OLED device based on this new emitter, which achieves an EQE of 50.3% and a lifetime of 589 hours (LT 70).

Researchers from the Fraunhofer IPMS, together with colleagues from the Max Planck Institute for Multidisciplinary Natural Sciences (MPI-NAT) are developing OLED-based optical stimulators for future cochlear implants.

The researchers explain that optogenetics is a method that uses light to control genetically modified cells in living tissues. By introducing light-sensitive proteins into cells, their activity can be precisely turned on and off with light pulses. This technique is commonly used in neuroscience to study the functions of nerve cells and to activate or inhibit specific neuronal populations.

Researchers from the University of Michigan, in collaboration with OLEDWorks, has developed an OLED device that converts near infrared (NIR) light into visible light and amplifies it more than 100 times. Compared to current night-vision systems based on image intensifiers, this device could enable a much more efficient and light-weight solution. 

The OLED device integrates a photo-absorbing layer inside the OLED stack, that converts infrared light into electrons. Those electrons are converted into visible light photons via the OLED layers - about five photons are created for each electron, and some of these photons are re-absorbved, converted into more electrons, and then even more photons, creating a great amplification of the absorbed NIR light. 

According to a report from Korea, Samsung is progressing with its rollable OLED development project, and the company aims to launch its first rollable smartphone in 2025. When fully opened, the phone will sport a very large 12.4" display. Interestingly, Samsung apparently will implement an under-the-display camera solution.

Samsung's acceleration of its rollable phone project is seen as the Korean device maker's response to Huawei's tri-folding smartphone, the Mate XT. It is seen that this was an embarrassment for Samsung, that recently also to witness LG Display's leading over it with tandem OLED production. It will remain to be seen whether Samsung's acceleration will lead to problems in quality and reliability - which happened when it launched the world's first foldable phone back in 2019.