WRGB - Page 6

Universal Display developed a new AMOLED structure that is a sort of WOLED - RGB hybrid structure. The idea is to use a large blue sub-pixel and a large yellow sub-pixel that is split into three areas - unfiltered and red and green filtered.

This structure is easier to deposit compared to a true RGB AMOLED (that requires very fine patterning of red, green and blue subpixels) but increase the aperture ratio compared to a WOLED architecture (which LG for example uses in its OLED TVs) - which increases the lifetime and color gamut of the display.

Samsung Display recently confirmed that it is still developing large-sized OLED panels, and a couple of weeks ago it was reported that Samsung is discussing a large investment (around $3 billion US) into a new OLED TV panel fab.

New reports from Korea gives more details about Samsung's OLED TV plans. Samsung is actually considering a slightly larger investment - around $3.3 billion in a new fab, with an aim to enable Samsung Electronics to launch OLED TVs by 2018. Samsung is looking to build a Gen-8 (2200x2500 mm, or six 55" panels) fab - and will need to start ordering equipment soon. The new fab will enable Samsung to produce about 495,000 square meters in 2017 (7,500 monthly substrates) and over 2 million square meters in 2018.

LGD has another interesting demonstration at CES - a 55" Full-HD transparent OLED. This is an WRGB OLED architecture that offers 600 nits of brightness and 40% transmittance.

It's not clear how close are LGD to commercialization. This is LG's largest transparent OLED ever demonstrated (in July 2014 LGD showed 18" transparent OLEDs).

The OLED Association posted an interesting article, summarizing 2015 and giving its projection for 2016 and onwards. So first of all, they conclude that 2015 was a great year for the OLED display industry, with shipments up 53% over 2014 to reach almost 275 million units. AMOLED Revenues grew to almost $13 billion - up 40% over 2014.

The growth was mostly due to Samsung Display's effort to commercialize flexible OLED displays for mobile phones and the expansion of AMOLED customer beyond Samsung Electronics. LG Display also contributed to the OLED display market, and the OLED association estimates the LG sold over 400,000 OLED TVs. They also say that they shipped around 14,000 flexible OLEDs, but they probably mean around 14 million - as that about makes sense for the Apple Watch.

Researchers from ETRI (Korea's Electronics and Telecommunications Research Institute) developed transparent graphene based electrodes specifically for OLED displays.

The researchers say that current metal (mostly silver) based electrodes have a limited viewing angle because of their internal light reflection, and the external light reflection affects the image quality. Graphene electrodes are more transparent and reduce the reflectance by 40-60 percent.

During the OLED World Summit, an analyst from UBI gave an interesting presentation, showing the company's view of the current status of the OLED TV industry, and their OLED market forecasts for upcoming years.

So first of all, we have LG and Samsung. LGD has obviously been successful in launching WOLED OLED TVs, and scaling up to mass production has been achieved. LG is also hopeful that solution processing will enable them to produce RGB-structured OLEDs efficiently. LG is collaborating with Merck and Espon on printing technologies.

LG Display is one of the two companies that lead the OLED industry, and the Korean display maker recently announced a major shift in focus from LCD displays to OLEDs. We conducted a short interview with an official from LGD regarding the company's OLED business goals and aims.

Q: LGD's CEO recently gave a very exciting speech regarding OLEDs, as the company shifts its focus towards OLEDs. What made you take that decision? How do you see the OLED TV market evolving in the next few years?

Market competition is getting fiercer with Chinese manufacturers rapidly catching up in terms of technology and capacity. In response, we recognize that differentiation in product and technology is essential to growth and maintaining leadership in the display industry.

A few days ago Panasonic announced the company's first OLED TV, the TX-65CZ950 - a curved 65" 4K OLED panel that features Panasonic's 4K Pro tech which includes advanced gradation controls and 3D color look tables. The TV supports HDR and is THX certified - and is based on WRGB (WOLED) panels produced by LG Display.

The director of Panasonic's TV business, told CNET that the company expects OLED panel prices to drop, to the point where they are within reach of average consumers in two or three years. He also says that the benefit of the curved shape is "not so big", and consumers prefer flat TVs. In fact he says that Panasonic's next flagship TV will "probably" be flat.

As expected, Panasonic announced the company's first OLED TV, the TX-65CZ950. This is a curved 65" 4K OLED panel that features Panasonic's 4K Pro tech which includes advanced gradation controls and 3D color look tables. The TV supports HDR and is THX certified.

The OLED panel itself is produced by LG Display, and uses LGD's WOLED (WRGB) architecture. Panasonic used to co-develop OLED TVs together with Sony, but that OLED TV joint development project was canceled in December 2013. Panasonic (together with JDI, Sony and the INCJ) formed a new company (JOLED) to develop small/medium OLED panels. But the company OLED TV program is reportedly halted.

IHS says that AMOLED material consumption will increase dramatically starting in the second half of 2015 as LG Display increase WRGB (WOLED) OLED TV panel production. The market will more than threefold - reaching $165 million in H2 2015, up from $58 million in H1.

IHS forecasts that the WOLED material market will grow at a compound annual growth rate (CAGR) of 79% from 2014 to 2019, to reach over $1.25 billion. The whole AMOLED materials market will grow at 54%, from $658 million in 2015 to $2 billion in 2019 (at a CAGR of 37%).