ETNews: SDC and Apple signed a flexible OLED supply agreement for the 2017 iPhone
ETNews says that Apple chose Samsung Display as the company's primary OLED supplier, and the two companies signed an official contract. Flexible OLED supply for Apple's next iPhone will begin in 2017.
ETNews further claims that other display makers are fighting to become Apple's second OLED supplier. There's a high chance that LG Display will be chosen, but the company has not yet been able to secure enough production capacity. Sharp/Foxconn and Japan Display are competing with LGD for Apple's OLED business.
The OLED Association release their OLED market forecasts for 2014-2018
The OLED Association posted an interesting story detailing their forecasts for the OLED market's growth between 2014 and 2018. In the bottom line, the OLED-A expects the OLED market to grow at a CAGR of 22% in that period. Capacity will grow from 1 million sqm in 2009 to 6.8 million sqm by the end of 2018.
The small/medium non-flexible OLED segment is seen as stagnating in 2016, with a relatively modest growth starting in 2017. Overall growth will be 7% CAGR in 2014-2018 as many small players will grow their capacity (but will not reach large volumes) or enter the market and it seems that SDC will not increase production by much. In 2018 nine companies will produce small-sized rigid OLEDs, led by Samsung (62%), JDI (8.8%), AUO (8.3%) and LGD (5.4%).
Foxconn wants to buy a large stake in Sharp, deal not finalized yet
Sharp announced that it will sell a two-thirds stake to Foxconn, in a deal worth $5.8 billion - but since then new material information has emerged and the deal has been put on hold. According to reports, Sharp disclosed new liabilities of around $2.7 billion. Foxconn and Sharp are still negotiating.
Foxconn aims to buy Sharp to boost its product offerings to Apple - and will make Foxconn Apple's main contract manufacturer and component supplier. Sharp is a leader in IGZO-based LCD production, and is also developing OLED technologies, although the display maker has no immediate plans to start producing AMOLED panels.
Sharp announced the world's highest density display - a 4K 5.5" 806 PPI IGZO LCD panel
Sharp announced a new 5.5" 4K IGZO LCD display (2160x3840) - that is the world's highest density display at 806 PPI (!). This takes the crowd from the previous record setting display - SDC's 5.1" QHD (577 PPI) Super AMOLED.
While it's a bit debatable whether we need such high-density displays in our mobile phones, it seems this race won't stop soon. Samsung is also reportedly working on a 4K panel for the Galaxy Note 5, for example (rumors suggest this will be a 5.9" 4K panel). Some other reports say that Samsung is also developing a 5" 4K panel (which will reach 860PPI).
Sharp promises to ship 7" MEMS-based low-power displays by year's end
In January 2014, Sharp unveiled 7" WXGA MEMS-based displays, promising to release them within six months. Last week during the SID conference, Sharp unveiled new prototypes, saying that they will start shipping those displays in Q4 2014 (yes, still half a year away).
Sharp's display use an IGZO backplane and MEMS technology developed by Pixtronix (a subsidiary of Qualcomm). The 7" 1280x800 panels offer a color depth of 24 bits and a 122% NTSC color gamut. Sharp says that this display is very power efficient - with full color it consumes less than half the power an an LCD panel. A monochrome display will use 1/10 of the power used by an LCD.
SEL and sharp show a 13.3" 8K (664 PPI!) AMOLED prototype
As we reported back in February, SEL and sharp unveiled a 13.3" 8K OLED prototype. This ultra high density (664 PPI!) display uses SEL's C-axis-aligned crystalline oxide semiconductor (CAAC-OS) backplane.
SEL's previous 13" CAAC-OS OLED prototype featured 326 PPI. But that lower-resolution panel was flexible. This new panel uses white OLEDs with color filters. SEL adopted micro cavities to narrow the wavelengths. The display features a 84% NTSC color gamut (rather low for an OLED). Each OLED pixel is driven by five transistors and one capacitor (5T+C) - there are almost 500 million pixel transistors in this display.
New OLED development to be discussed at SID 2014
The SID Display Week, the world's leading display industry showcase is scheduled for June, but the organizers already published the list of papers to be presented in this show. Hiding in this long list of technical achievements and research projects are some interesting new OLED developments. So here's some of the achievements to be announced during the show (at no particular order).
TCL's China Star Optoelectronics Technology (CSOT) managed to fabricate a 7" QVGA (320x240) flexible PMOLED display. The display uses a thin PEN substrate, processed at Gen-4.5. The company also proposes a design for a 14" QVGA PMOLED panel. CSOT also developed a 31" Full-HD AMOLED panel that uses a IGZO backplane. The 31" direct-emission panel was produced on a Gen-4.5 glass substrate using FMM.
Sharp promises MEMS display tablets within 6 months
Sharp was showing their 7" MEMS displays at CES 2014, promising MEMS based tablets on the market within six months. Those same prototypes were unveiled a few months ago at Ceatec 2013 in Japan. MEMS-Shutter displays are similar to LCD in that they have a LED backlighting unit (BLU), color filters, and a component that blocks the light. But instead of liquid-crystals and polarizers, these displays use MEMS shutters.
Sharp's 7" prototypes feature a resolution of 1280x768 and are made on IGZO substrates. Sharp claims that MEMS displays will feature ultra-low power consumption but will yet offer excellent image quality and color - in fact Sharp says the color gamut is better compared to 'standard' LCDs. Sharp sees these displays competing with OLEDs, but they will be a lot cheaper.
Reports say Samsung may choose Sharp's 2K LTPS LCDs for the GS5
A new week is starting, and the rumor mill regarding Samsung's upcoming GS5 flagship smartphone's display is not stopping. The latest reports from China suggest that Samsung Display is experiencing difficulties in producing those 5.25" WQHD (560 PPI) AMOLED panels required for the GS5. Samsung may choose to adopt Sharp's 5.25" 2K Ultra HD 560 ppi LTPS LCDs.
While Samsung holds a 3% stake in Sharp, it seems highly unlikely for the company to buy displays from Sharp and not from its own display maker. We heard that SDC already started producing those 5.25" AMOLEDs, and there are also reports that the company is increasing OLED production capacity to meet demand in 2014 (from both phones and tablets).
Sharp develops new LCD BLU that enhances color gamut
Sharp developed a new LCD backlighting unit (BLU) that improves the displays color gamut. The new BLU enables a 90% NTSC color gamut - without sacrificing the brightness. The new BLU is based on a blue LED with new green and blue phosphors. Below you can see an LCD with the new BLU (right) next to a conventional Sharp LCD.
Sharp usually uses a BLU made of blue LED and yellow phosphors, which achieves 72% NTSC color gamut. Some of Sharp's LCD use a blue LED and red and green phosphors to achieve 83% NTSC gamut, but this lowers the brightness by 20%.
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