Samsung Display - Page 62

Android Authority performed some preliminary tests of LG V30's display, which uses LGD's flexible P-OLED panels. AA says that the first impressions are very positive, and LGD's mobile OLEDs are highly competitive with Samsung's latest Super AMOLED displays (AA compared the V30 to the Galaxy S8, although to be fair SDC has since improved its OLEDs).

LG's color temperature is quite higher compared to the OLED of the GS8 - 8500K vs the GS8 7500K. On manual brightness both phones are able to reach almost the same brightness (421 nits on the V30, 398 nits on the GS8), while on automotive mode the LG reaches 606 nits and the GS8 only 535 nits (DisplayMate says the GS8 should reach 1,020 nits - but AA could not reach this high brightness in these tests). AA reviewers say that the LG V30 is quite comparable to Samsung's display in terms of black levels and vibrant colors.

DisplayMate posted a review of the new flexible Super AMOLED display used in Samsung's latest phone, the Galaxy Note 8. This is a 6.3" Quad HD+ (2960x1440) flexible edge-type display and DisplayMate says it improves on Samsung's previous OLED display (the one used in the Galaxy S8) and it declares that this is the best mobile display ever tested.

DisplayMate says that the new OLED display has several improvements compared to the previous generation display, and Samsung also included several new display features and functions in the phone. The major improvement is that the Note 8 is 22% brighter compared to the GS8 - it reaches a peak brightness of 1,200 nits - the brightest mobile phone ever.

According to IHS, sales of quantum-dot enhanced LCD TVs, or QLED TVs, dropped 48% in Q2 2017 compared to Q1 2017. Total sales in Q2 amounted to only 351,000 units - down from 671,000 in Q1 2017. OLED TV sales, meanwhile, increased from 29% from 212,000 units to 282,000 units.

Following this report, Business Korea speculates that Samsung Electronics may have to change its premium TV strategy, as it faces market share lose in this very important segment and may lose its leading position in the total TV market.

According to ETNews, Samsung aims to expand the adoption of its Y-OCTA touch technology which will be used in both versions of its Galaxy S9 (5.77" and 7.22"). In the Galaxy S8, only the 5.77" version uses Y-OCTA, the larger variant uses Samsung's film-type touch.

Y-OCTA (which apparently stands for Youm On-Cell Touch AMOLED) describes Samsung's On-Cell flexible (hence Youm) AMOLED touch technology. The touch sensor in Y-OCTA displays is deposited directly on the encapsulation (TFE) layer which is better than the add-on (or film-type) touch used in older flexible AMOLEDs generations. The optical features are better as the touch layer is below a polarizer and enables the use of a non-ITO grid, there's no need for a support film (see image above) and the number of layers is lower. Samsung estimates that Y-OCTA also cuts production costs by around 30%.

A report from the Korea Herald suggests that Samsung Display decided to invest €10 million in TADF developer Cynora, which follows LG Display's €15 million investment in the company. Both companies aim to secure access to next-generation emitter technology.

The Korean report actually states €100 million from SDC and €150 million from LGD - but this is surely a mistake as it's highly unlikely that Cynora could be raising such a huge sum of money at this stage. An earlier report from ETNews claimed LGD's investment totaled $9 million.

Universal Display reported excellent financial results for Q2 2017. Revenues increased 59% (compared to Q2 2016) to $102.5 million, with material sales increasing 110% to $46.8 million. Net income increased $25.4 million to $47.2 million.

UDC has $380 million in cash and equivalents, and is on the lookout for opportunities to use this money. UDC also increased its guidance for 2017 to be in the range of $285 million to $300 million.

Samsung Electronics reported a record-breaking quarter, with revenues reaching 61 trillion Won ($54 billion USD) and an operating profit of 14 trillion Won (about $12.6 billion USD). The company's enjoyed a very strong chip and component business, which offset a slight decline in mobile devices revenues.

Samsung Display posted an operating profit of 1.7 trillion Won ($1.5 billion) from revenues of 7.7 trillion Won ($6.8 billion). SDC's OLED business is strong and the company forecasts increased sales of flexible AMOLED displays as more smartphone makers are adopting flexible OLEDs.

DSCC expects the OLED market to rapidly grow in the near future, as AMOLED production capacity will increase at a CAGR of 41% from 2016 (5.3 million square meters) to 2021 (29.4 million square meters). OLED revenues will reach $21 billion in 2017 (a rise of 46% compared to 2016) and will reach $46 billion in 2021.

Smartphones are still the largest OLED application by far - with a 86% market share (revenues) in 2017 and 81% in 2021. The second largest application by revenues are OLED TVs, and other applications follow with a small market share - but one that will increase as supply looses in the future. If we look at shipments, then smartphones acount for 94% of OLED shipments, and the 2nd and 3rd applications are VR headsets and smart watches. OLED TV shipments will reach 6.5 million in 2021 (rising at a CAGR of 49% from 2016 to 2021).

ETNews reports that Cynora is finalizing its latest financing round, with aims to raise €15 million. LG Display will participate in the round, investing $9 million, and Samsung Display is also considering a similar sized investment.

Cynora, based in Germany, is developing OLED emitters, and has recently announced its blue TADF OLED performance. Cynora's new blue achieves a 15% EQE at 1000 cd/m² with an emission peak at 90 hours (at 700 cd/m²) on a device level. Cynora says that it is very confident that it can commercialize its first highly efficient blue emitter by the end of this year, as planned.

According to the Korea Herald, Samsung decided to "play it safe" with its next year's flagship phone and it will adopt the same basic design as in its current Galaxy S8. The 2018 Galaxy S9 will use a 5.8" Infinity curved Super AMOLED display (and the S9+ will use a 6.2" display as used in the S8+).

It is likely that even if this report is true, Samsung Display will use an enhanced display. Even though the display used in the GS8 was "the best mobile display ever" according to DisplayMate - there is still room for improvement, for example higher resolution (good for VR), better efficiency or a larger color gamut.