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Musing on Production
LGD Installing Their Version of A-OCTA
March 02, 2020
Of the ~200m smartphones that incorporated FoD (Fingerprint on-display) last year (up from ~30m in 2018), ~75% were optically based, while 25% were ultrasonic. Samsung Electronics is a big proponent of ultrasonic touch, with such being used in the Galaxy S and Note series, while optical touch was used for the lower-priced Galaxy A series, and Huawei was looking to use ultrasonics (on-display) but was restricted from using the Qualcomm (QCOM) ultrasonic chipset in its newer models due to the US trade sanctions placed on the company. Early last year the price of the QCOM ultrasonic chip was ~$12, and by 3Q the cost of the optical solution had decreased to $5, making the decision one based on total BOM budget, but the big question will be whether Apple would add touch to the iPhone line this year, and if so, would it be ultrasonic or optical Panel makers are operating in a manner indicating that Apple will add touch to the iPhone line, it would be ultrasonic based, as Apple has filed a number of patent applications for acoustic/ultrasonic touch systems and would likely have the same ability to buy directly from Qualcomm as Samsung, but whether they would add such a feature with a ToF sensor and forgo the structured light system or whether this would be an additional feature.
Samsung has committed to delivering Y-OCTA (OLED with built-in TP) for the iPhone from 2020 and there is a strong probability that functions will be adopted from 2021 or 2022 that increase the number of processes (mask count, implying a drop in production capacity), including drilling (changed from notching) and Haptics on Display. Samsung Display is refurbishing the on-cell touch OLED production lines for the A3 plant at its Asan2 Campus. The monthly capacity is up to 60,000 of Gen-6 panels. In order for other OLED panel makers to compete for Apple’s business they will have to deliver an internal touch capability comparable to Y-OCTA.
Beginning in March 2020, LG Display is scheduled to begin installing up equipment at its E6 line for producing touch-integrated what it has labeled Touch-on-Cell (ToC) OLED panels for Apple’s iPhones due out in the latter half of this year. Since 2019, LG Display has been mass -producing ToC OLED panels. From its E5 line in Gumi of North Gyeongsang Province, the display maker has produced such screens for Huawei’s Mate 30 Pro. LGD is also providing the same type of panels for Huawei’s P40 Pro. LGD is currently using equipment from Jusung Engineering, ICD and Avaco at its E5 plant. The same suppliers are expected to be used at the E6 line, which exclusively produces ToC OLED panels for Apple. Apple is expected to use ToC panels to its iPhones this year, along with the add-on Touch Screen Panels (TSP). Since applying flexible OLEDs for the first time in 2017, Apple has been using TSF.
More and more smartphones maker have been opting for ToC OLED panels, including
CSoT, is also converting to ToC using equipment from Canon, Wonik IPOS and HB Technology. Suppliers like Nissha and Nitto that supplied equipment for Apple’s add-on TSP will lose business. In January this year, Nissha withdrew from a joint venture with Chinese glass processing firm Lens, citing slowing smartphone sales. Nissha incurred 1.5 billion yen (KRW 16.2 billion) of losses during this process. From : THE ELEC, Korea Electronics Industry Media(http://en.thelec.kr)
LGD Installing Their Version of A-OCTA
March 02, 2020
Of the ~200m smartphones that incorporated FoD (Fingerprint on-display) last year (up from ~30m in 2018), ~75% were optically based, while 25% were ultrasonic. Samsung Electronics is a big proponent of ultrasonic touch, with such being used in the Galaxy S and Note series, while optical touch was used for the lower-priced Galaxy A series, and Huawei was looking to use ultrasonics (on-display) but was restricted from using the Qualcomm (QCOM) ultrasonic chipset in its newer models due to the US trade sanctions placed on the company. Early last year the price of the QCOM ultrasonic chip was ~$12, and by 3Q the cost of the optical solution had decreased to $5, making the decision one based on total BOM budget, but the big question will be whether Apple would add touch to the iPhone line this year, and if so, would it be ultrasonic or optical Panel makers are operating in a manner indicating that Apple will add touch to the iPhone line, it would be ultrasonic based, as Apple has filed a number of patent applications for acoustic/ultrasonic touch systems and would likely have the same ability to buy directly from Qualcomm as Samsung, but whether they would add such a feature with a ToF sensor and forgo the structured light system or whether this would be an additional feature.
Samsung has committed to delivering Y-OCTA (OLED with built-in TP) for the iPhone from 2020 and there is a strong probability that functions will be adopted from 2021 or 2022 that increase the number of processes (mask count, implying a drop in production capacity), including drilling (changed from notching) and Haptics on Display. Samsung Display is refurbishing the on-cell touch OLED production lines for the A3 plant at its Asan2 Campus. The monthly capacity is up to 60,000 of Gen-6 panels. In order for other OLED panel makers to compete for Apple’s business they will have to deliver an internal touch capability comparable to Y-OCTA.
Beginning in March 2020, LG Display is scheduled to begin installing up equipment at its E6 line for producing touch-integrated what it has labeled Touch-on-Cell (ToC) OLED panels for Apple’s iPhones due out in the latter half of this year. Since 2019, LG Display has been mass -producing ToC OLED panels. From its E5 line in Gumi of North Gyeongsang Province, the display maker has produced such screens for Huawei’s Mate 30 Pro. LGD is also providing the same type of panels for Huawei’s P40 Pro. LGD is currently using equipment from Jusung Engineering, ICD and Avaco at its E5 plant. The same suppliers are expected to be used at the E6 line, which exclusively produces ToC OLED panels for Apple. Apple is expected to use ToC panels to its iPhones this year, along with the add-on Touch Screen Panels (TSP). Since applying flexible OLEDs for the first time in 2017, Apple has been using TSF.
More and more smartphones maker have been opting for ToC OLED panels, including
CSoT, is also converting to ToC using equipment from Canon, Wonik IPOS and HB Technology. Suppliers like Nissha and Nitto that supplied equipment for Apple’s add-on TSP will lose business. In January this year, Nissha withdrew from a joint venture with Chinese glass processing firm Lens, citing slowing smartphone sales. Nissha incurred 1.5 billion yen (KRW 16.2 billion) of losses during this process. From : THE ELEC, Korea Electronics Industry Media(http://en.thelec.kr)
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