What They Say
The 2022 Global Materials/Parts/Equipment Tech Fair, hosted by the Korea Evaluation Institute of Industrial Technology and the Electronic Times took place a few days ago. At it, UDC’s Mike Hack confirmed the development of phosphorescent and plasmonic blue OLEDs as well as highlighting again UDC’s OVJP printing technique.
LGD also spoke at the event and said that it will move its tandem OLEDs for automotive to a second generation which will reduce power consumption by 39% compared to the first generation. Luminance and lifetime have also improved. The firm also said that it is making 20″ automotive displays, but will add 30″ in 2023 and is developing 50″ versions.
Sohn Ki-hwan, managing director of LG Display said that the firm is aiming for an ‘overwhelming share’ of the automotive OLED market with more than 80%. The company said it has seen automotive OLED orders increase by 337% compared to 2019.
What We Think
LGD has long been the dominant OLED supplier for automotive applications because of its tandem technology which gives the lifetime that auto makers need.
It’s disappointing that UDC continues to fail to issue any guidance on the lifetime of the phosphorescent blue materials as this would give us a clue as to the likely initial applications. Clearly, not every application is going to switch instantly. (BR)