Visionox - Page 8

Yeolight new candle-like OLED lighting panels to soon hit the market

Yeolight Technology (which was spun-off Visionox in May 2015) developed candle-shaped transparent OLED lighting panels. The segmented panels have five different lighting panels each with its own brightness. The total size is 11.26 x 26.26 mm (with a thickness of 1.05 mm).

Yeolight tells us that these new OLED candles has been developed for a customer that will soon ship its final product to the market. The panels are now in production.

Read the full story Posted: Nov 23,2018

Merck and Visionox announce a strategic partnership to accelerate OLED material development

Merck announced that is has signed a Memorandam of Understanding with China's Visionox to accelerate the development and application of OLED displays. Merck did not provide a lot of details, but it did say that this agreement markets a strategic alliance between Merck and Visionox.

Merck Shanghai OLED center inauguration ceremony photo

Merck offers a complete portfolio of materials for OLED display and lighting devices - including evaporation and soluble materials suitable for ink jet printing.

Read the full story Posted: Nov 09,2018

Visionox announces plans to build a 2nd 6-Gen flexible OLED line in Hefei

China-based OLED producer Visionox announced plans to establish its 2nd flexible OLED production line in Hefei. The new line will have a monthly capacity of 30,000 1500x1850 mm substrates (6-Gen), similar to the company's first line in Hebei.

Visionox 6-Gen flexible AMOLED fab (Hebei, China)

The construction of the new line will take 25 months - so mass production will not begin before the end of 2020. Total investment in the new production line will be $6.3 billion, out of which $3.15 billion will be raised with debt and the rest by equity - by Visionox and the Hefei Municipal People's Government.

Read the full story Posted: Oct 19,2018 - 2 comments

Who will win the foldable smartphone race?

In 2013, Samsung announced its YOUM flexible OLED brand, showing off several flexible OLED prototypes - including a foldable phone/tablet. Samsung never used the YOUM brand name again, but the foldable smartphone concept presented in 2013 (see image below) is still exciting consumers - and many of them are still waiting for Samsung to commercialize the technology.

Fast forward to 2015, and the first reports of Samsung's Project Valley started to surface. Samsung started to actually develop a foldable phone, with plans to release its first device in 2016. Samsung faced many challenges - and delays - in its foldable smartphone project (which was recently renamed to Project Winner) - including problems with the substrate and the software and user interface.

Read the full story Posted: Oct 08,2018

Visionox demonstrates foldable OLEDs, is the supplier for Nubia's upcoming Alpha foldable device

Earlier this month, Nubia demonstrated a smartband that turns into a smartphone - with a foldable OLED display. We assumed that Nubia is using an OLED produced by either BOE or SDC, but it turns out that the producer is China-based Visionox.

A couple of days ago, at the 2018 China Display Technology Conference, Visionox demonstrated some of its latest foldable panels, and announced that the Nubia is using the company's panel. According to our information, the Nubia uses a 3.23" AMOLED display (when open) - and the device will indeed start shipping in China soon (before the end of 2018).

Read the full story Posted: Sep 22,2018

Visionox to sell its PMOLED business?

Visionox announced a complex restructuring move, that seems to indicate that the company (which recently reversed-merged with Black Cattle Foods) aims to focus on its AMOLED business and sell its PMOLED business.

The new restructuring, or the PMOLED business sale, involves several China-based companies - including local municipalities, financial investors and even a travel company.

Read the full story Posted: Aug 22,2018

CINNO Research details the mobile AMOLED market share by producers

Market analysts from CINNO Research estimate that Samsung Display produced 160.9 million AMOLED displays in H1 2018, which sets SDC's market share in the mobile AMOLED market at 93%. The two other large producers are LG Display and Visionox, both producing 3.5 million panels (2% market share).

AMOLED market share by produces (H1 2018, CINNO)

Both Everdisplay (EDO) and BOE produced 1.7 million panels in the first half of 2018 - or about 1% of the market each. AU Optronics and Tianma produced 0.7 million panels (0.4% market share) and Truly closes the list with a market share of 0.2% (400,000 panels).

Read the full story Posted: Jul 30,2018

CLSA: it is too soon to talk about an OLED recovery

DSCC recently said that SDC's OLED fab utilization is starting to improve as production starts for next-gen iPhones and Galaxy phones, and UBI Research also says that the market recovery is starting. CLSA, however, says that it is too soon to talk about OLED recovery.

CLSA agrees that SDC's fab utilization will rise from about 35% to 80% in the second half of 2018, but CLSA also believes that Samsung is not even considering the A4 fab (30,000 monthly substrates) which will remain idle, which means that actual utilization will be lower than stated.

Read the full story Posted: Jun 28,2018

DSCC: 100 million OLED panels were shipped in Q1 2018, generating $5.8 billion in revenues

Display Supply Chain Consultants (DSCC) says that in Q1 2018 OLED revenues dropped 33% compared to Q4 2017 (but grew 39% compared to Q1 2017) and amounted to $5.9 billion. DSCC says that OLED revenues will decline further in Q2 2018 but will recover in the second half of 2018. Full-year revenues are expected to reach $26.95 billion, while the market will reach $57.2 billion by 2022.

AMOLED revenue and growth (2016-2018, DSCC)

Samsung Electronics was the top OLED customer in the first quarter, and together with Apple (#2) the two companies consumer 79% of all OLED panels by revenue.

Read the full story Posted: Jun 13,2018

Visionox signs a long-term license agreement with Universal Display

China-based OLED producer Visionox signed a long-term licensing and material purchase agreements with Universal Display. UDC will supply its phosphorescent OLED materials to Visionox. UDC did not disclose the details or financial terms of these agreements. This follows the evaluation agreement signed by UDC and Visionox in February 2018.

 

Visionox is producing PMOLEDs, AMOLEDs and flexible AMOLEDs, and the company demonstrated some very impressive displays at SID Displayweek last month. Last month Visionox announced that it has started to produce flexible OLEDs at its new 6-Gen fab in Hebei.

 

Read the full story Posted: Jun 12,2018