Samsung Display - Page 29

Samsung Display announced that its latest AMOLED laptop displays achieved UL's GREENGUARD Gold Certification for low chemical emissions. This is the first laptop display to achieve this certification (UL 2819).

This certification is awarded to products such as electronic and medical equipment that meet its volatile organic compounds (VOCs) and particle emission standards. With LCDs, the backlighting unit can be a major VOC origin due to its use of multiple plastic substrate sheets. According to UL, Samsung's OLED panels reduced the emission of VOCs to about half of LCD's emission.

UBI Research says that the OLED materials market will grow 17% in 2021 to $1.52 billion USD (up from $1.3 billion in 2020).

Korean OLED makers are the main customers for OLED materials, with 74.3% of the total market, while China producers represent 25.7% of the market. Samsung Display is still the leading OLED materials customers with 45.9% of the total market, LGD is second with 28.5% and BOE third with 13.7%.

Samsung Display is unveiling new OLED technologies today at SID Displayweek 2021. The video below shows all the new displays:

First up we have a tri-foldable AMOLED display shown with a smartphone prototype. The display can be folded twice inside and outside, and when fully open the display is 7.2-inch in size.

The South Korean government launched a new project which aims to develop new technology that will enable the production of Oxide-TFT that support 1,000 PPI OLED panels. The project, led by Samsung Display, will hopefully conclude by 2024.

Samsung plans to develop higher-efficiency Oxide-TFTs - in fact ten times faster than today's Oxide-TFTs. The new technologies will reduce the power consumption and production costs of the TFTs.

Samsung Display announced that certification company SGS has certified its laptop OLED for gaming performance. According to SGS, the new Samsung Display OLED displays showed blur length below 1.4mm and moving picture response time below 15.4ms.

Samsung says that an LCD laptop with identical specifications showed a maximum 2.1mm blur length and 26.4ms moving picture response time. Samsung OLED's HDR contrast ratio resulted in over 1,000,000:1 according to SGS.

Trusted Apple analyst Ming-Chi Kuo says that Apple is developing its first foldable smartphone, planning to release it in 2023. The company plans to sell up to 20 million units in the first year of production.

The Apple foldable smartphone's current design uses a 8-inch 3200x1800 display. Samsung Display is expected to be the exclusive supplier of this high-end display.

DSCC says that inkjet printing technologies for OLED display production is finally starting to gain traction, and the company sees IJP OLED display capacity to increase in a 137% CAGR from 2020 to 2025, to reach 7.1 million sqm.

As you can see from the chart, most of the growth will come from the printing of the quantum-dots color conversion layers in Samsung's QD-OLED fabs. Actual RGB inkjet printing will be confined to JOLED's fab which will start mass producing in 2021. In 2024, China Star (CSoT) will begin printing OLED TV panels at its T8 line.

Samsung Electronics reported its financial results for Q1 2021. The company's revenues was 65.4 trillion Won (around $58.7 billion USD). Operating profit increased 4% from the past quarter to $8.4 billion, as Samsung enjoyed strong sales of phones and consumer electronics, which offset slower sales of displays and semiconductors.

The past quarter saw a fall in the revenues of Samsung's display business, due to weak seasonality of mobile products and a shortage of chips.Compared to Q1 2020, however, earnings improved due to increased adoption of OLED displays in smartphones.

According to a report from Korea, Samsung Display started producing OLED display modules at its new plant in India's Noida city Uttar Pradesh state.

The modules that will be produced at Noida will be supplied to Samsung Electronics, to be used in smartphones sold in India.

DSCC says that OLED production will grow 94% in the Q2 2021, fueled by strong demand for OLED in smartphones, TVs and other devices - coupled with a recovery from the pandemic. Growth in OLED input area for small & medium displays is expected to grow 68%, while grow in OLED TV input area will grow by 134% over last year.

The chart above shows the total OLED (and mobile LCD) industry capacity. As you can see, flexible OLED capacity is growing - mainly from expansions by CSoT, Tianma and Visionox. There's also growth in rigid OLED capacity - from Everdisplay and JOLED.