OLED Fabs – Page 2 – Display Daily

OLED Mobile Phone Panel Penetration Rate Estimated to Exceed 50% in 2023

by Bob Raikes

What They Say TrendForce said that it expects the penetration of OLED into the smartphone market to get over 50% in 2023, up from 42%. (This would be on a unit basis, I assume …

Tags:OLED Fabs| OLEDs| Samsung Display

Samsung Display to manufacture single stack OLED first in Gen 8 line

by Milos Pavlovic

What They Say The Elec reports that Samsung plans to first make single stack rather than tandem OLEDs on the G8 line that it has just decided to build for IT applications. Samsung Display’s …

Tags:Apple| iPad| OLED Fabs| OLEDs| Samsung Display

UBI Reports & Forecasts Medium/Large OLEDs

by Bob Raikes

What They Say UBI Rersearch of Korea reported that its estimate for the value of the medium and large OLED display market was $1.67 billion with shipments rising by 11.2% on an annual basis. …

Tags:Forecasts| Market Data| OLED Fabs

SDC Talks Up its ‘Disruptive Display Industry Innovation’

by Bob Raikes

Dr JS Choi is President and CEO of Samsung Display (SDC) and he gave a keynote address at the recent IMID conference with the title “Changing (the) display industry with disruptive innovation”. We listened …

The IT OLED Hot Topic Self Selects Today

by Bob Raikes

I was just looking down my list of topics for Display Daily when I spotted a news item that immediately voted for itself as the hot topic today. The Yonhap News in Korea reported …

LGD’s Dilemma – LCD Panels Unprofitable & Getting Worse, But OLEDs Can’t Carry the Revenue Burden (Part 2)

by Barry Young

Yesterday, we published the first part of my article on LG Display’s strategic challenges in moving from LCD to OLED. (LGD’s Dilemma – LCD Panels Unprofitable & Getting Worse, But OLEDs Can’t Carry the …

Tags:Financial Data| Large LCD Supply| LG Displays (LGD)| OLED Fabs

LGD’s Dilemma – LCD Panels Unprofitable & Getting Worse, But OLEDs Can’t Carry the Revenue Burden (Part 1)

by Barry Young

Jeong Ho-young got his dream job in December 2019, when he became CEO of LG Display (LGD). His role would be to speed up the transition from LCDs to OLEDs, which his predecessor had …

Tags:Financial Data| Large LCD Supply| LCD Fabs| LG Displays (LGD)| OLED Fabs

DSCC Updates Display Equipment Spending Forecast – Higher Tandem FMM VTE Prices Help to Minimize Drop

by Milos Pavlovic

What They Say DSCC has updated its capex and equipment report and said that total LCD and OLED equipment spending remained relatively flat on a move-in basis despite a number of delays and cancellations. …

Display Fab Schedules Pushed Out on Market Weakness

by Bob Raikes

What They Say DSCC published a blog outlining how the current low fab utilisation in the LCD business and weak demand is forcing panel makers to review their capacity plans, or at least their …

Tags:Financial Data| Large LCD Supply| LCD Fabs| OLED Fabs

Samsung & Ulvac Clash over Equipment Pricing

by Bob Raikes

What They Say The Elec reports that Samsung Display (SDC) and Ulvac have different views over the likely price for a deposition machine with SDC wanting to pay $307 million while Ulvac is said …

Tags:OLED Fabs| Production Equipment| Production Technology| Samsung

Panel expert downbeat on Korean investments in premium TV displays

by Bob Raikes

What They Say The Korea Herald reported from a seminar in Seoul last week that Yi Choong-hoon from UBI Research that although there is some demand for large OLEDs for TVs, monitors and laptops, …

TCL CSoT Promotes Advanced OLED Technology

by Bob Raikes

What They Say Chinese website Weixin.qq.com reporter that TCL Huaxing has said that it has developed LTPO technology that can cover a range of 1 to 144Hz refresh. It has also developed MLP (Micro …

Tags:China| CSOT| OLED Fabs| TCL