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South Korean Government May Block LGD’s New China Plant

by Andrew Fenn

LG Display’s recently-announced plans to build a $2.3 billion 8.5-Gen OLED fabrication in Guangzhou, China, may be in jeopardy, as the South Korean government is reported to be unhappy with the plans. According to …

Tags:Large Display Monitor| LG Displays (LGD)| OLED Fabs| Vol 24 - Issue 35

QH05 QD & OLED Supply Chain Analysis

by Chris Chinnock

Chris Chinnock returned to deliver a presentation prepared by Display Supply Chain Consultants, Ross Young and Bob O’Brien, as they were unable to attend. On the supply side, DSCC makes the point that quantum …

Tags:HDR - High Dynamic Range| IFA 2017| Large Display Monitor| Large LCD Supply| LCD Fabs| Mobile Display Monitor| OLED Fabs| Production Capacity| Quantum Dots| TVs (TV Sets)| Vol 24 - Issue 35

Report Suggests 100% Oversupply for OLEDs in 2020

by Bob Raikes

An article on the investor website, Seeking Alpha, has suggested that the industry capacity for OLEDs for smartphones may have a 100% oversupply by 2020. The report suggests that excess capacity may be absorbed …

Tags:Mobile Display Monitor| OLED Fabs| Small Medium Panel Supply| Vol 24 - Issue 33

Sunic To Develop G6 OLEDs after IPO

by Bob Raikes

Sunic Systems of Korea is going through an IPO on the Kosdaq stock exchange on 21st September and will use the funds generated (estimated at $61 million to $73 million) to fund development of …

Tags:Investment| Large Display Monitor| Mobile Display Monitor| OLED Fabs| Production Equipment| Vol 24 - Issue 33

AP Systems Improves its FMM Resolution

by Bob Raikes

At IMID, AP Systems of Korea said that it can create fine metal masks (FMM) with an ultra-short pulse layer with 1,000 ppi and the company said that this could be extended as high …

Tags:Large Display Monitor| Mobile Display Monitor| OLED Fabs| Production Equipment| Vol 24 - Issue 33

Sony

Sony Looking to Double OLED Supply

by Bob Raikes

Business Korea reports that Sony has been enjoying great demand for its OLED TVs and the paper said that as a result, the company has asked LG to double its OLED TV shipments. The …

Tags:Display Supply & Demand| Large Display Monitor| LG Displays (LGD)| OLED Fabs| sony| Vol 24 - Issue 32

LG Display to Supply OLED to Apple

by Bob Raikes

Many sources, including the ET News in Korea, are saying that Apple has chosen LG Display as its secondary supplier of OLEDs for its upcoming phones. The company is expected to provide financial support …

Tags:Apple| Flexible Displays| LG Displays (LGD)| Mobile Display Monitor| OLED Fabs| Vol 24 - Issue 28

Foxconn, LG & Samsung, and Netflix on Holiday…

by Bob Raikes

We had our annual publishing break last week, and it looked as though we timed it well, with two big supply chain announcements from Foxconn and LG Display and with huge profits from Samsung, …

Tags:Editorial| Foxconn (Honhai)| Large Display Monitor| LG Displays (LGD)| Mobile Display Monitor| Netflix| OLED Fabs| Samsung| Streaming Dongles| Vol 24 - Issue 27

OLED revenues to reach $21 billion in 2017

by Bob Raikes

DSCC released its latest Quarterly OLED Supply/Demand and Capital Spending Report in the first half of July. Some of the highlights include: The company has identified 76 different phases of OLED capacity investments, including …

Tags:Display Supply & Demand| Large Display Monitor| Market Data| Mobile Display Monitor| OLED Fabs| Vol 24 - Issue 28

LG Display Sets Plan for G10.5 OLED Fab in China

by Milos Pavlovic

LG Display has confirmed that it will make a $7 billion investment in a new plant that will make large and small OLEDs. The fab will be built in Guanzhou, China and LGD will …

Tags:China| Large Display Monitor| LG Displays (LGD)| Mobile Display Monitor| OLED Fabs| Vol 24 - Issue 27

IHS Predicts 91% Growth in Flexible AMOLED from 2016 to 2020

by Andrew Fenn

UK analyst IHS Markit estimates that production of flexible AMOLED panels will increase from 1.5 million square meters in 2016 to 20.1 million by 2020, an increase of 91%. While rigid panel capacity plateaus, …

Tags:AMOLED| Flexible Displays| Mobile Display Monitor| OLED Fabs| Vol 24 - Issue 27

Apple sets up OLED panel R&D line in Taiwan, says report

by Milos Pavlovic

As we have been reporting for some months, one of the key issues for the development of the OLED industry is the availability of evaporators which have, so far, been exclusively available from Canon …

Tags:Apple| Mobile Display Monitor| OLED Fabs| Production Equipment| Vol 24 - Issue 27