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Musing From an OLED Advocate

• Devices
• Production/Materials
• Technology/IT
• Econ/Financials

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May 15, 2021

• ​LGE and Samsung Compete for Gaming Monitors w/OLEDS and Mini LEDs
• ​Samsung Display Working on a 1000 ppi OLED for Smartphones
• ​Apple to Replace Qualcomm Modems with Internally Developed Devices
• ​Samsung Galaxy S22 Ultra -- Improved Periscope Camera With Continuous Zoom 
• ​Z Fold3 – Under Panel Camera: 16MP Sony IMXx71 with 1μm pixels
• ​Surface Duo Now Priced at $699​

May 09, 2021

• ​Visteon opts for the Low Priced Spread
• ​Honor Play 5 leaked w/6.53 OLED and Dimensity 800U SoC
• ​Galaxy Z Leaks

May 02, 2021

• ​Bosworth On AR – “Developing Passthrough Feature On The Oculus Quest”
• ​​Garmin Releases High Style Venu 2 and Venu 2S
• ​Chromebook Shipments Up 369% Y/Y in Q121 
• ​Samsung to Stop Using Lidar with the Galaxy 22
• ​New Smartphones
• ​Mate X2 Refresh to Use a Cheaper SOC
• ​Magic Leap 2.0 -- Cheaper, Thinner and Lighter​
• Samsung Introduces Its New OLED Notebooks

April 25, 2021
​

• Infinix Releases Note 10 Pro
• Fitbit Opts for High Style Designs
• ​The Neo 3 Is Pico Interactive’s Newest Standalone VR Headset
• ​TCL 20 PRO 5G
• ​Xiaomi Releases the Mi 11, Mi 11X and Mi 11X pro in India
• ​Samsung And OPPO to Release Folding Devices With Under-Panel Cameras
• ​Apple iPhone 13 Models Upgrades to be Camera, Display and SOC Related
• ​Galaxy Z Fold 3 Could Feature Samsung's AMD-Based Exynos 9925 or the Snapdragon 888+
• Huawei Sees Lower Priced Foldables as a Way Back to Leadership in Smartphones
• Laptop Magazine’s Misguided Analysis of Foldable Smartphones

April 18, 2021

• ​​150M Panels Installed in Automotive Market in 2020
• ​iQOO Innovates w/Liquid Cooling on the Legend 7
• ​2022 iPhone, Upgrades to 2 6.1” and 2 LTPO 6.7” OLED Displays
• ​​Microsoft Surface Duo 2 Could Include Bumpers to Protect Hinge 
• ​Axon 30 Ultra Offers A Triple Array Of 64-Megapixel Cameras And 5X Zoom
• ​Lenovo Legion Phone Duel 2 Adds 2 Active Cooling Fans
• ​Red Magic 6 Pushes Refresh Rate to 160 Hz
• ​Samsung and SK Telecom Cooperate on Quantum Cryptography Phone
• ​Sony Xperia 1 III Has a 120Hz 4K OLED Screen
• ​New Smartphone Releases
• ​Huawei Mate X2 Review Highlights
• ​Rollable TV Rolled Out in North America and Europe

April 11, 2021

• ​iPhone 13 Pro Max Extends Camera Performance
• ​After The Plethora of Phones Launched in March, New Phone Releases Continue in April
• ​Value Brand, Xiaomi Raises TV Prices
• Samsung's 110” MicroLED TV Introduced At $155,000

April 04, 2021

• ​Himax and BOE to Supply 12.8” OLEDs to Automotive Market
• ​Z Fold 3 Thinning Innovations Could Make All Flexible OLEDs Brighter
• ​Mi Mix Fold Sells Out In Seconds
• ​VIVO X60 Pro Plus: The Gimbal Camera System with Zeiss Optics
• ​Tianma Announces 8.3” Foldable Display
• ​Xiaomi Uses ISOCELL GN2 in 3 New M11 Phone
• ​​Samsung Visual to Consider Using QD-OLED TV Panels
• ​LG’s evo TVs Brighter w/Improved Picture Quality
• Back to the Future w/HD TVs
• ​Xiaomi Launches Mo Band 6 and Smart Band 6
• ​Moto G100—Mid Range Smartphone with 6.7” OLED at 90 Hz

March 28, 2021

• Apple Looks to Copy Nubia for Next Generation Smart Watch
• Apple’s VR Headset w/Micro OLED Has 15 Camera Lens and Eye Tracker
• LGE 1st evo OLED TV, G1 Hits 700-800 Nits
• ​ThinkPad X1 Fold: From Concept to Product
• ​Escalade Console a Big Hit
• ​The OnePlus 9 Pro and OnePlus Announced
• Realme GT Neo Launches on March 31
• Asus Zenfone 8/Pro Series Announced with OLED Displays 
• ​iPhone 13 Improvements, 120 Hz, Smaller Notch, LTPO, Under Display Face ID & Faster A15

March 21, 2021

• Apple Treats OLEDs as the Low Priced Spread
• As LCD TVs Increase in Price, LGE Targets Low Cost OLED TVs
• ASUS ZenBook 13, First OLED Notebook Under $900
• ​Hisense Raises TV Prices
• ​LG Releases New Firmware To Mitigate 'VRR Raised Black' Issues In 2020 OLED TVs
• ​​LG’s Rollable Listed for Bluetooth Certification
• ​Microsoft Surface Duo 2 To Bring 5G, Better Cameras, And Improved Software Later This Year
• OPPO X 2021 Shows a New Foldable Form Factor
• SDC Supplying OLEDS for ASUS’ ROG Phone 5
• UBI Reiterates SDC’s Plans for OLED Notebooks Panel and QD-OLEDs
• ​Xiaomi Flip to Use Samsung Foldable Display

March 14, 2021

• Kopin and eMagin Reap the Benefits of AR Micro Display Potential
• TCL Launches 1st 88” Mini LED TV with Max Brightness of 2,000 nits
• ​LG Announces 32” 4K Monitor; Debuted at CES 2021
• ​Huawei’s P50 Series To Be Launched In 2021
• ZTE Targets Youth Market w/OLED & 44 MP Selfie Camera
• Xiaomi Rumored to Unveil Foldable Phone in April, Mi 10S Confirmed to Launch on March 10
• ​OnePlus 9 Series to Launch on March 23rd
• Samsung Sets the Performance Standard for Low End Smartphones
• ​iPhone 13 Changes include Higher Capacity Batteries and Narrower Notch
• ​OPPO New #1 in China’s Smartphone Market in January

March 07, 2021

• ​Nintendo to Introduce 4K 7” Rigid OLED Display in 2021
• ​Mate X2 Folding Display is Creaseless
• iPhone 13 to Come w/1 TB
• ​Prototype Folding Phone Goes Both Ways
• ​Realme GT 5G with 120Hz Super AMOLED display confirmed ahead of launch
• ​Surface Duo 2 Expected to Add 5G and Next Gen SOC in 2022
• ​New Phones in March
• Samsung Galaxy Tab S7 Gets Major New S Pen Features With An Update
• ​Apple Considering OLEDs for iPads and MacBooks 
• First Neo QLED Released w/800 Dimming Zones and 2000 nits
• ​LGE OLED TVs Impacted by Luminance Overshoot
• LG Signature Series OLED R Receives Cool Welcome in Korea
• ​LGE to Reduce Prices for Its 2021 Models
• Samsung Announces Family of MicroLED TVs --76” to 110”
• ​Facebook’s Facial Recognition in Smart Glasses Raises Privacy Concerns
• TCL to Release Micro-OLED VR 
• Smart Watches Finish 2020 Down 2% in Q420

February 28, 2021

• ​OPPO Is Jumping On the Smart Glasses Bandwagon
• ​Samsung Jumping Into the AR Glasses Fervor
• ​Samsung’s Mini LED TV Gets High Praise from AV Magazine LED
• Xiaomi #1 in China’s Smart TVs After Only 8 Years
• Wistron Shows What a 17” Foldable Looks Like
• ​The Redmi K40 Series – Flagship Specifications at $300 to $400
• Google’s Pixel 5a to Replace the Pixel 4a this year
• ​Motorola Launched The Motorola Edge S In China World’s First Smartphone Using The Snapdragon 870
• ASUS ROG Phone 5 Set To Launch On March 10
• ZTE Tries Again to Deliver UPC w/Camera & Display Performance Comparable to Notch-based Configurations
• ​Mate X2 Arrives w/Inner Folding at a $2750 Price Tag

February 21, 21
​

• ​LGD Uses MMG to Access the Games Monitor and 40” to 50” TV Set Markets
• ​Samsung’s New OLED Laptops to Come with Touch and S-Pan UI
• ​BOE Expects to Use Mini LEDs to Expand Its TV Presence
• Chip Shortages Impacting Car Sales
• ​Auto Industry Redefining the Cockpit is Good News for OLEDs
• ​LG/Samsung Eye Boom in OLED Car Dashboard Touchscreens
• OnePlus 9 Pro to Feature Samsung’s LTPO Display
• ​5G Smartphone Price Decreases Causing Increase in Demand
• ​​Huawei Concentrates Smartphone Development on Flagships
• ​New Smartphones in 2021
• Samsung Revamps Flagship Smartphone Release Schedule

February 14, 2021
​

• February's Expected Smartphone Announcements
• More on the iPhone Foldable Due in 2023
• Xiaomi Mi 11 Ultra: Camera Module
• Apple and TSMC Team Up to Develop Micro OLED Displays for Mixed Reality Apps
• NTT Docomo Unveils AR Prototype 
• Epson Announces AR Smart Glasses MOVERIO
• Facebook Developing Cellular Smart Watch sans Smartphone

February 07, 2021
​

• The Huawei Mate X2 is Coming in February, (China Only)
• ​ASUS to Release Next ROG Phone in Q121
• ​BOE Challenges Viability of Solas OLED Ltd, Patent Infringement Claim
• ​Carl Pei Left One Plus Just as the S21 Stole Sone of the Company’s Luster
• iPhone 13 Leaks Indicate LTPO, 120 Hz VRR and 1TB of Memory
• Samsung Galaxy S21 Fails Drop Test​
• Samsung Gearing Up to Release Five New Galaxy Phones
• Sony Xperia 1 III Will Look  Like the 1 II
• Xiaomi and Motorola Show Wireless Charging Prototypes
• ​Xiaomi, Oppo, and Vivo to Release Foldable Smartphone in 2021 w/Samsung OLED Panels​

January 31, 2021

• ​Honor Announces the V40 5G, First Since Acquiring Huawei’s Mid-Range Brand
• ​Foldable Smartphone Shipments Expected to Reach 11m in 2021
• ​Samsung Galaxy Z Flip 2 Delayed Until the Summer of 2021
• ​Huawei Mate X 2 Due in 2021 with an Inward folding 8” OLED
• ​​Innolux Showcases 11.6-Inch And 9-Inch MiniLED-Backlit Car-Use Displays
• Apple’s First Mixed Reality Headset Targeting the  Enterprise
• Next Apple Watch Could Adopt Face and Touch ID Technology
• Blood Glucose Readings to Be Added to Smart Watches
• One Trick Pony, Kopin, Adds Capability and Market Potential with OLEDs

January 24, 2021
​

• Galaxy S21 Ultra Provides a Breakthrough in Zooming
• Galaxy Z Fold 3 Retain Z Fold 2 Display Specs
• The A16 Bionic Could Be the First Chip Built on The TSMC’s 3nm Process Node
• ​LGE Mulls Exiting Smartphone Business After 5-Year Loss of $4.5 Billion 
• ​OnePlus Co-Founder to Start New Smartphone Company
• ​iPhone 13 To Come with an In-Display Fingerprint Scanner
• Asus ROG Phone 3 to Retain 6000 mAh Battery
• ​​ZTE Expected to Release a 2nd Smartphone with an Under Panel Camera
• Honor Hopes to Ship 100m and Huawei 60m Smartphones
• ​Some Smartphone Components in Short Supply
• ​Business Jet to Replace Windows with Wall-Sized OLED Screens
• ​Samsung Boasts Notebook’s OLED Panels are Lighter, Thinner, Faster and Have a UPC
• ​Fujitsu 13.3-inch OLED Notebook PC
• ​HP EliteBook x 360 1030 G8
• ​Apple Ditches OLED Touch Bar on New Mac
• ​NEC Lavie OLED Tablet
• ​Dispelling the Myths of Mini LED TVs on OLED TV Sales
• ​LG 2021 OLED Lineup
• ​Hisense Adds a 48-Inch 4K OLED TV
• Smart Patches
• ​Vuzix Announces Google Glass-style Device
• ​CREAL Develops Prototype AR/VR Headset w/Light=Filed Display 
• ​HDR VR Glass from Panasonic

January 17, 2021
​

• Rollable Smartphones Make Debut at CES 2021
• LGE Uses w/JOLED for 31.5” OLED Monitor
• Hisense Promotes High Performance Laser Projection TVs
• Note Series Retained in 2021
• Korean Winter Proving Too Cold for the Z Fold and Z Flip 
• 2020 Market for Used/Refurbished Smartphones Grows to 351m up 11.8% Y/Y
• China’s Q420 Smartphone Shipments Down 18% Y/Y 
• Samsung Z Fold 3 With S Pen Compartment
• BOM of the iPhone 12 is 26% Higher than the iPhone 11
• Moderate Expectations for Initial Sales of the Galaxy S21 Series
• Xiaomi Mi 11 6.8” OLED Display, Flagship Features at ~$615
• Tesla to Recall 158,000 Cars for Faulty LCD Displays
• ASUS Outlines Benefits of OLEDs in Notebooks
• ​Lenovo Adds OLED Option to Yoga Slim
• LG Display Adds Bendable 48” OLED and Transparent OLED for the Bedroom
• Lenovo’s Releases ThinkReality A3 for Mixed Reality Commercial Applications
• Nintendo Switch Pro to Include Built-in OLED Display
• 5G Devices in 2020 Focused on Sub6 Service
• Exynos 2100 to Challenge Snapdragon 888
• Intel Launches 11th Gen Platform but Loses CEO and Battle for Fastest CPU​

January 10, 2021

• Huawei P40 Smartphone​
• Mercedes Benz Touts 56” OLED Display for EQS Electric Sedan
• Next Gen Cadillac EV Lyriq to Have a 33” OLED
• Samsung’s 49” QLED for the Digital Cockpit Offers Living Room Features for an Autonomous Vehicle 
• Next Gen Cadillac EV Lyriq to Have a 33” OLED
• ​LGD Adds High Luminance 83” 4K Panel to Its TV Repertoire​​

January 03, 2021
​

• Apple’s Early Success with the iPhone 12 Leads to Optimistic Forecast of 235m phones Up 17.5% Y/Y
• Voyager-Mixed Reality Headset Designed for Travel
• Huawei’s Nova 8 and Nova 8 Pro Are Mid-Range Phones with 6.5” and 6.72” OLEDs
• ​OnePlus 8T Concept Has Color Change Rear Panel That Senses Gestures and Breathing
• Galaxy S21 to be Announced on January 14th, 2021
• ZTE's Under-Display Selfie Smartphone - Good Start but Unfinished

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May 16, 2021

• ​​Corning Opens 2nd Gen 10.5 Glass Substrate Facility In China
• ​SDC Still Looking to Sell Large Area Fabs L7-2 and L81-2
• ​Capex for Large Area LCD Fabs Increase While Some S/M OLED Fabs Delayed
• ​LGD To Add 30,000 Substrate/Month Capacity To Guangzhou
• ​Video Processor Incorporate AI to Enhance TV Images
• ​Sony – How to Produce Less but Profit More
• ​Kolon Supplies CPI for the Xiaomi MI Mix Fold
• ​VinSmart to Exit Smartphone Market
• April Panel Sales in Taiwan were 41.9 NT4, up 49.9% Y/Y
• ​Xiaomi Q121 Ships 49m Smartphones, Up >60% Y/Y

May 09, 2021

• ​Lithium-ion Price Reductions Slowed 
• ​OMDIA Expects OLED Materials to Hit US$1.75 Billion in 2021, Up 16% Y/Y
• ​TV Market Expected to Absorb the Widest Range of Panel Technologies
• ​Samsung to Ship 1m OLED Notebooks in 2021 
• ​Samsung Expected To Supply 120m to 130m OLED Displays For The iPhone 13, With LG Display Supplying 50m
• ​Apple Leads the Smartphone Market to $100 Billion+ with 42% Share
• ​The Mate X2 Withstands Most of JerryRigEverything’s Durability Test
• ​BOE Gets Orders for Flexible OLEDs from Both Samsung Mobile and Apple
• ​Omdia Forecasts 584.5m Smartphones W/OLED Panels In 2021 Up 28% Y/Y

May 02, 2021

• IC Shortage Cause Semi Investment in Older Technology
• ​Tianma’s Next Gen 6 OLED Fab to Start Production in Sept.’22
• ​A Study of the Exciton Diffusion Process And the Degree of Triplet Guest-Confinement
• ​TCL Expects IJP OLED TV Panels by 2023​
• LCD Panel Prices - Up, Up and Away

April 25, 2021
​

• ​Notebook Makers Facing 2Q21 Shipments Shortages of Up to 50%
• ​LGD to Increase OLED Panel Shipments for iPhone from 25m to 50m in 2021
• ​​Cost of Galaxy S21 Drops by 7% vs. Galaxy 20
• ​Another Month Another Leader of China’s Smartphone Industry
• ​Transsion #1 in 2020 African Smartphone Shipments
• 2021 Smartphone Revenue Expected to be Up 13% Y/Y
• ​Q121 Display Revenue Forecast To Reach $27B Up 53% Y/Y But Down 11% From Q420’s Record $30.5B
• ​iPhone 12 Accounts for 61% of Apple’s US Smartphone Sales in Q121
• Apple Not Insulated from IC Shortages
• ​Renesas To Restore Lost Production Capacity By End of May 
• ​What 9 Years & 700m Smartphones Buys OPPO 

April 18, 2021

• ​​AGC Raises Glass Prices
• ​LTPO Revenue Expected to Catch LTPS in 2023
• ​QD-OLED Expansion Decision Expected in Q421
• AUO Schedules Small Addition to Gen 6 LCD Fab
• ​Heat Dissipation, A Challenge for Foldables
• ​Despite Shortages, IC Shipments Expected to Rise 13% Y/Y to 1,1 Trillion Units
• ​Q121 PC Shipments Up 55.2% Y/Y and Up 6.0% Q/Q 
• ​China’s March Smartphone Shipments Up 65.6% Sequentially
• ​Tight Foundry Capacity & Component Shortages Could Reduce Sales of Handsets in 2021

April 11, 2021
​

• ​UBI Changes Its Tune on UTG
• Solus Advanced Materials Begins construction of a new OLED material factory at Changzhou, Jiangsu province in China
• ​​OLED Materials Market To Grow by 40% In 2021
• LG Mobile Obituary
• Corning Extends Long Term Agreement with Samsung
• Solas Files Three Patent Infringement Suits Against Samsung
• OPPO and vivo to Release Foldable Phones in H221
• Apple to Build and Ship 221 iPhones in 2021
• Apple Grabbed Six Places In The Global Top 10 Best-Selling Smartphone Models

April 04, 2021
​

• S21 Selling Well in Korea
• Q420 Automotive Panel Shipments Up 4% Y/Y ​
• South Korea Drops To #3 in TV Panel Market Share, Behind China And Taiwan
• ​Huawei 2020 Revenue Up 3.8% Y/Y, But Growth Slowed
• ​Samsung Converts A3 Line to LTPO And Drops Capacity From 105,000 to 70,000 Substrates/Month
• ​HIMS Sees Lower OLED Orders, Adds Semiconductor Equipment to Maintain Revenue Growth
• In an Unusual Step, Corning Raises Glass Prices
• Universal Display & LG Display Renew OLED Agreements​

March 28, 2021

• ​SDC Raises Peak Luminance on Smartphone OLEDs from 1200 to 1500 nits 
• ​January Smartphone Panel Shipments Decline 4% Sequentially. OLEDs Outsell LTPS LCDs
• ​BOE to Expand Gen 10.5 LCD Fab
• ​Flexible OLED Panel Utilization Drops to 50% in Q121 and Q221 Due to Low iPhone Mini Sales
• ​Samsung Mobile to Use BOE OLEDs in Low End Smartphones
• ​Iridium Prices up 135% Over the last 90-Days
• ​1H21 Fab Utilization Rising, Except For Flexible OLEDs
• ​Q420 Monitor Shipments Up 15.2% Y/Y 
• ​Why Huawei Is Needed in the Smartphone Industry
• ​LCD Panel Prices Still on Upward Trend but Shipment Volume Falling
• LG Can’t Find a Buyer for Smartphone Business
• ​Renesas Literally Under Fire – Driver ICs Impacted
• ​Q121 iPhone Shipments to Reach 56m-62m

March 21, 2021

• ​Africa and Latin America Feature Phone Shipments Up 26% Y/Y in Q420
• ​Chinese Capture 13.2% of OLED Market in 2020
  
• ​Huawei to Start Charging Smartphone Makers Royalties for Using Its Patented 5G Tech
  
• ​Interview with BOE Executive
• No Short Term Relief in Panel Prices Expected 
• ​Samsung’s Not Killing The Galaxy Note, But Don’t Expect One This Year
  
• Samsung Adds Three Smartphones To Galaxy A Line Despite Global Chip Shortage
• ​Q420 Wearables Up 27.2% Y/Y
• ​Semiconductor Shortage Affecting Display Drivers
• Sharp Suspends Sale of Shares in Sakai
  
• ​Telecom Equipment Makers Experience Best Year in Decade Due to 5G 
• ​Q121 iPhones in China Show Strong Growth

March 14, 2021

• Kushan Government Takes Control of Visionox Shares
• ​OPPO Foldable Expected Between April and June
• Apple Adds LG as a Potential Supplier for Foldable OLED Panels
• Apple’s $1,000 VR/AR Headset with Micro LED Display Due in Mid-2022
• Solas Wins Infringement Suit w/Samsung
• TrendForce Forecasts Q121 Smartphones Shipments of 342m up 25% Y/Y

March 07, 2021

• ​​March 2021 Large Area ASPs Continue to Increase by 3% to 5% MoM
• ​Tianma Issues Orders to 21 South Korean companies for Gen 6 OLED Fab in Xiamen
• ​Q420 Advanced TV Shipments Up 32% Y/Y
• ​​Vizio Files for IPO
• ​EverDisplay Readies an IPO
• ​Visionox Forms Qingyue to Take Over PMOLED Business
• ​Q121 Smartphone Shipments Expected to be Up 45% Y/Y

​

February 28, 21

• ​APS Wins Korea’s Competition to Crack Japan’s FMM monopoly
• ​Samsung Display Developing Foldable OLED Panels For Oppo, Xiaomi And Google
• Kyulux Gets Cash Infusion of $34m from Fukuoka
• Q420 European Smartphones Sales Down 14.5% Y/Y 
• Large Panel LCD Sales in January Exceeds 5-Year Averages
• ​​Honor Attempts to Replace Huawei as the Leader in Chinese Smartphone Sales
• LG Reportedly Cancels Its Rollable Smartphone Project
• The Enigma that is Samsung’s S Pen
• Solas and LG Settle Patent Infringement Case, Next Up Samsung

February 21, 21

• ​​2020 Equipment Revenues up 7% Y/Y
• ​Magnachip Starts MP For Its First 120Hz High Frame Rate (HFR) OLED QHD DDIC
• ​JNTC Expands Cover Glass Shipments to Wearables
• ​​Samsung’s Hinge Supplier S-Connect Receives Orders for the Z Fold 3 and Flip 2
• ​Q420 Exposure Tools Shipments Up 106% Y/Y
• ​U.S. Government Forces Huawei to Use BOE Displays in Mate X2
• ​BOE Progressing as an Apple OLED Supplier, Providing Samples for the iPhone 14
• ​Apple to Increase Differentiation Between the iPhone Mini and the SE in 2021
• ​​China’s Smartphone Shipment Growth Up 92.7% Y/Y in January
• ​​OLED L/A Fabs Could Have a 17m Panel Capacity by 2025
• China Recruiting Korean OLED Engineers
• ​iPhone Supply Chain Confirms 80m Units Shipped in Q420
• Something from Nothing

February 14, 2021
​

• Glass Factory Accidents Extend LCD Price Growth 
• OLED Supply/Demand for Small/Medium & Large Area Panels Moving in Opposite Directions​
• IC Demand Growth Causing Shortages in Chips for Displays
• Low Sales the MS Duo Causes a Drop in Prices
• OnePlus Defies Experience of Smaller OEMs in US and Expands Sales in Q420
• Price Reductions by LGE Further Indicates of Exit from Smartphone Business
• Royole STAR Board Listing Withdrawn
• ​​SDC’s Suzhou Gen 8.5 LCD Fab Sale Approved by Korean Government

February 07, 2021

• Visionox Has 2021 Orders for 15m OLED Panels from Huawei and Honor
• ​Corning Expands Gen 10.5 Glass Production in China
• ​​Meere Receives Edge Grinder Order for Tianma’s Wuhan Gen 6 Fab
• ​​Samsung to Expand A4 Gen 6 Fab for Notebooks
• Samsung to Expand Image Sensor Capacity ​​
• ​Xiaomi Sues the US Government Over Military Blacklist Row
• February Large Area Shipments & ASPs Expected to be Up 
• ​China Smartphone Shipments Declines 11% In 2020
• ​India’s Smartphone Shipments Suffered A Modest 4% Y/Y Decline
• ​2020 US Smartphone Shipments Up 9% Y/Y​
• Omdia Reports 269.3m TV Shipped in 2020
• ​Samsung Display Developing Rollable and Sliding OLED Panels
• ​Samsung’s S21’ Material Stack is 26% to 31% More Efficient than the S20
• What Would a Smart Watch Look Like if Samsung Allowed Its Designer to Exercise Their Creativity?
• UDC Develops Nanopatch Antenna for OLED Lighting
• OLED Material Maker P&H Tech to Double Capacity in 2021
• Taiwan Panel Makers Lose Market Share in Small/medium Panel Sales

January 31, 2021
​

• Apple Switches 2m in Q121 iPhone Production from the mini to the Pro
• Samsung Lowers Galaxy S21 Shipment Expectation
• Samsung Balances Adoption of New Technology with Need for Cost Control on the Galaxy Smartphones
• LTPO Backplanes Expected in 2021-Tweeted by DSCC
• OnePlus Co-founder Carl Pei’s next company is ….Nothing
• VinGroup, A Leading Candidate to Buy LG Mobile’s Smartphone Business 
• Large Area Panel Price Upsurge Continues in All Categories
• Q420 Smartphone Shipments Up 4.3% Y/Y
• Foldable Smartphones Expected to Reach 11m in 2021
• ​SDC Expected to Ship 1m Foldable Panels to Chinese OEMs
• Apple Reacts to Slow iPhone Mini Demand by Shifting 2m to the 12 Pro
• ​LG Display Halts Production of LCD Panels for iPhone
• ​​​Automotive Display Shipment Jumped 22% In 2020
• LCD Capex Gets a Reprieve
  
  

​

January 24, 2021
​

• Samsung/LGD OLED Exports to Reach $13b in 2021, up 19.2% Y/Y 
• Lumentum to Acquire Coherent 
• Duksan Neolux (Duksan) Q4’20 IR with OLED Notebook PC Increase in 2021
• Cynora Delivers 1st TADF Green for Customer Qualification
• Researchers Combine TADF And RTP Phenomena to Produce Hybrid Emitter with Phosphorescence Performance
• ​​2020 Large Area Panel Shipments reach 821m Up 14.5% Y/Y
• 2020 Wearables Up 49.3% In Revenue And 83.1% In Shipments

January 17, 2021
​

• Q420 PC Shipments Up 26% Y/Y, Led up Notebooks Up 28%

January 10, 2021
​

• Ericsson Fearing Negative Reaction from Chinese Threatens Swedish Government
• Kopin Shipping Commercial Versions of Its 1280 x 720 Dur OLED Micro Display
• Intel Foldable Notebook Due in 2nd Half of 2021
• LGD Reimagines Curved TVs & Gaming Monitors
• Limited LTPO Capacity Forces Apple to Use only Samsung Panels in the iPhone 13 Pro and Pro Max
• LG Aiming to Fix VRR for OLED Gaming Monitors
• SDC Sees 400% Increase in OLED for Notebooks in 2021
• Sony Follows Samsung with Modular MicroLED TV
• Transsion Holdings, 6th Worldwide and the Leader in Africa’s Smartphones
• Using Dark Mode w/OLEDs Adds 13% Battery Capacity to iPhones vs. LCDs

January 03, 2021

• ​​Chinese Report YTD Display Revenues thru Q3'20 Were US$82.7B, up 8.6% YoY
• Chines Press Hails the Qualification of BOE OLED Panels by Apple
• LCD TV Panel Prices Catching Up to OLEDs
• SamMobile Prematurely Labels LGE As Smartphone’ Irrelevant
• Samsung and Xiaomi Join Apple in Not Supplying Chargers
• Samsung Reduces Size of Z Fold 3 Display to Accommodate Storage of S Pen​
• Samsung Mobile Ends Its Foray Into UTG for Foldables
• Tianma Hopes to Ship 40 Million OLED Panels in 2021
  
  

May 16, 2021
​

• ​Using GaN to Produce Red LEDs
• ​Motorola Developing Over-The-Air Wireless Charging
• ​IBM—First to Produce 2nm Chip
• ​OLEDs vs. μLEDs and mLEDs
• Chip Shortage Affects Samsung ​

May 09, 2021

• ​​Apple Watch to Measure Blood Alcohol Content 
• ​“LED Next” was a showcase for next-generation LED display technologies
• Single Lens Camera on the Drawing Board for Smartphones
• ​mmWave: The good and the bad
• ​Zuckerberg Sets AR as Facebook’s #1 Priority
• The Apple Mac OLED Debate
• ​​Increasing the Scope of the OLED Market
• ​TSMC Expects It Can Meet Automotive IC Demand in 2 Months; Intel Needs 2 Years

May 02, 2021

• Apple MiniLED Tablets Hit 1600 Nits for HDR
• ​Donald Trump — Cause of the IC Shortage
• ​Stanford Develops CITL Procedure For Capturing Superposition Of All Diffracted And Undiffracted Light Of The Display
• ​​Musing on Technology
• ​Legacy Pay TV Facing Disintermediation from Streaming Services
• ​Oura, Lenovo and Qualcomm Execs Discuss the Relationship between Heath, Foldable Devices and 5G
• Next Up: A Foldable Design w/Health Sensors

April 25, 2021

• ​Touch Taiwan 2021 Focuses on progress in Mini and Micro LEDs
• ​Seoul Semi Enters the Micro LED Production Process
• ​eLux Installs An Automated Fluidic Assembly Tool in Taiwan
• ​Norton Systems and Scorna Collaborate on IJP at the Micro Level
• ​Physicists Get a Good Look at an 'Exciton' for the First Time
• ​If Quest 1 and 2 Are Not Downward Compatible, What About Quest 3?
• ​Holographic Waveguide Used to Enhance AR Near Eye Displays
• ​Samsung Awarded “Diamond OLED” Trademark
• Notebook Makers Facing 2Q21 Shipments Shortages of Up to 50%

April 18, 2021

• ​​Sensor-shift Camera Lens Technology Introduced by Apple is being adopted by Samsung and other OEMs
• “Shedding Light” on the Role of Undesired Impurities in Gallium Nitride Semiconductors
• ​Replacing Lasers with LEDs for Haptic Signaling
• ​imec Sees New Justification for Its Lithographic Patterning of OLED Pixels
• ​FitTech to Make Mini LED Backlights for Apple
• Samsung’s Tri-Fold Tablet on the Horizon

April 11, 2021
​

• ​TVs Reaching Maximum Comfortable Luminance

April 04, 2021
​

• ​LGE to Exit Smartphones on April 5
• Microsoft Scores $21.88B HoloLens Order from the US Army 
• ​Effect of the Renesas Fire Worse than Originally Reported 
• ​Solas Infringement Win vs. Samsung, Overturned by USPTO
• ​Apple to Make Another Payment to SDC Making Up for Order Deficits
• ​MediaTek Passes Qualcomm as # 1 2020 Provider of Smartphone SOCs
• JOLED Goes Commercial w/New OLED Monitors
• ​Hon Hai (Foxconn) Impacted by IC Shortages 
• ​Xiaomi Announces a 15” OLED for its Mi Laptop Pro​
• Apple Patents Hinge w/Series of Gears
• AR Eye Tracking Raises Major Privacy Threat
  

March 28, 2021
​

• ​Improving the Mobility of IGZO
• ​LGE Awarded Another Rollable Smartphone Patent in China

March 21, 2021

• Apple M1 Powerhouse for Smartphones but Not Comparable to Ryzen 7
• ​Compound Photonics Partners With GLOBALFOUNDRIES To Produce Its​ MicroLED Micro Display Backplanes
• ​Metal-Halide Perovskites Produce Circularly Polarized Light Emission
• ​​San'an To Start Production Trials At Hubei’ Mini-LED And Micro-LED Production Site 
• ​Samsung’s Makes Massive Capex in Semiconductors

March 14, 2021

• Sony Announces IMX661 Image Sensor W/127.68 Megapixels
• Smart Contact Len Targets AR

March 07, 2021

• ​Immersive Digital Experiences Alliance (IDEA) Pushes Light Field Display Technology
• ​OLED Tattoos Could Be Used for Performance Monitoring
• ​Samsung Develops 10x Optical Zoom or Folded Camera
• ​Microsoft’s new Mesh Platform Mixed Reality Will Be the New Zoom 
• ​STRATACACHE Building MicroLED Display Fab with MP Target of Q222

February 28, 2021
​

• MIT’s Research Laboratory of Electronics (RLE) Develops LEDs on Si Substrates
• ​Apple Patents Hybrid Chiplet Concept Combining MicroLEDs, Si drivers and a Carrier Substrate
• LG Patents Their Rollable Display w/Additional Rear Facing Display
• Samsung Announces 1.4μm 50-megapixel Isocell GN2 sensor

February 21, 21

• ​​OPPO Applies for a Left and Right Moving Camera Patent

February 14, 2021
​

• LG Rollable Patent Shows New Details: Second Display, Camera Module
• The Stylus Redefined  by Samsung’s Galaxy Note Series’ S Pen 
• The First Foldable Display Notebook – More than an OLED 
• Stretchable Displays A Dream with Challenging Conditions
• X Display Company (XDC) Installed the World's First 300 mm Elastomer Stamp Based Mass MicroLED Transfer Equipment Late In 2020

February 07, 2021
​

• ​Indian Government Not Auctioning Traditional 5G Spectrum
• ​​Q420 Tablets Ship 52.8m Units Up 28% Y/Y
• Samsung’s Implementation of VRR on LTPO Panels
• VueReal Partners w/ASMPT to Use Mass Transfer Technology

January 31, 2021

• HP Retains #1 Position in PC Sales in 2020
• Samsung’s Mini LED TV Prices Increasing in 2021
• LGD OLED TV Panel Capacity to Remain Static in 2021 
• ​STRATACACHE Plans to Produce microLEDs in Eugene, Oregon
  
  

January 24, 2021

• Samsung and Apple Spur Adoption of UWB
• LATAM Will Have At Least 25 Operators Launching 5G Networks

January 17, 2021
​

• Samsung Embraces Mini LED for 2021 8K and 4K Neo QLED TV Range
• LG Counters with QNED MiniLED TVs
• 216 m2 Micro LED TV Installed in China

January 10, 2021

• Musing on What's In and Out for 2021
• Apple Enters 2nd Phase of Production for AR Glasses
• Epistar JV with Leyard Optronics Starting Production of Mini LEDs for Backlights 
• Konka Readies First Micro LED Smart Watch
• Qualcomm’s Snapdragon 888’s Provides Major Improvements in Refresh Rate Support, AI and Image Processing
• Time of Flight (Tof) 3D Sensors Emerging Rapidly for Massive Consumer Applications 
• Xiaomi’s New Foldable Patents ​

May 16, 2021

• Signs of Inflation Could Be Transitory, says FED
• ​TCL Recovers from the Pandemic

May 09, 2021

• ​LGE’s Exit from Smartphones Props Up Q121 Results
• ​SDC’s Earnings Fell Sequentially Due To Weak Seasonality For Mobile Products
• ​UDC – Another Strong Quarter but Conservative Annual Outlook

May 02, 2021
​

• ​LG Display Q121 Revenue Up 46% Y/Y
• ​Corning Posts Q121 Revenue of $3.3B, Display Revenue Up 3% Q/Q and 15$ Y/Y
• ​Q121 GDP Up 6.4% annually and Fed Steady on Interest Rates and Quantitative Easing

April 25, 2021
​

• SDC and LGD Outlook Strong Q121 Performance
• How to Fund the Burgeoning Deficit in the US

April 18, 2021

• US consumer prices increase

April 11, 2021
​

• Samsung and LG Outlook Strong First Quarter
• TCL Executing Hostile Takeover to Expand Home Appliance Business
• ​Hon Hai Posts Revenue Up 0.3% Y/Y in Q420 and up 45% in Q121
• ​Largan Precision Expects At Least One Month Shipment Delay Due to Component Shortage
• 2020 Huawei’ Results: OP Slightly Lower, Operating CF Downturn, Inventory

April 04, 2021
​

• Magnachip Sold to South Dearborn Limited, and Michigan Merger Sub 
• ​Xiaomi’s Q420 Profit Up 36.7% Y/Y
• Huawei 2020 Revenue Up 3.8% Y/Y, But Growth Slowed
• ​Raising Taxes on Income over $400K Doesn’t Cover US Budget Deficits

March 28, 2021

• eMagin Q420 revenue Down 8.8%, Outlook Positive
• ​Wonik Deal to Purchase SEMES LCD Equipment Business Cancelled
• ​LGD To Maintain Status Quo Over The Next Year
• ​‘Two Sessions’ in China Forecasts R&D spending Increase of > 7%/year between 2021 and 2025

March 21, 2021
​

• Duk San Neolux Q121 Sales Expected to be Up 23.9% Y/Y
• 2020 Semiconductor Sales Up 13% Y/Y; Growing Faster in 2021
• ​​Moderate Inflation in the Wings

March 14, 2021

• ​Europe -- Strongest Market for OLED TVs
• ​Taiwan Display Industry Continues Resurgence in Q121
• ​Huawei’s Smartphone Star Is Quickly Fading As US Restrictions Bite
• ​Epistar and Lextar – Three Years of Continuous Losses
• ​MagnaChip with its Fab 3 8" Wafer Fabs, Reportedly “in-play”
• ​II-VI Now the Leading Coherent Buyer
• Country Debt/GDP Ratio Not Necessarily a Consideration in Credit Ratings
• Add Smartphones, Monitors, Game Players & PCs to IC Shortages

March 07, 2021

• ​iPhone Mini Sales Still Lagging 
• ​LG Puts V60 Successor On Hold
• ​China Invests to Reduce Reliance on Foreign Semiconductors
• ​LET Earnings Report for 2020 Reveals Samsung Sold 2.5m Z Fold and Z Flips, 50% of Target

February 28, 2021

• Q121 Global Semiconductor Demand Up 20% Y/Y, 30% Greater than Supply
• MagnaChip Reports Q420 Revenue Growth of 15.9% Y/Y due to OLEDs and Power ICs
• ​Foxconn Claims Immunity to Chip Shortages as Auto Makers Cut Forecasts
• ​AMAT Encouraged by OLED Prospects
• Sharp Selling Stake in Gen 10 Osaka Fab
• Eric Schmidt: Urgent US Counters China On AI

​February 21, 21
​

• JDI Continues to Suffer from Y/Y Sales Declines in 2nd Half 2020
• ​​UDC Q420 Revenue Hits Record High, Up 39.1% Y/Y

February 14, 2021
​

• January CPI Up 0.3%, Signaling Inflation Could Be on Its Way
• Taiwanese Panel Makers Show Strong January ‘21 Y/Y Growth in Revenue

February 07, 2021

• GameStop Activists Cause Nokia Shorts to Cover​

January 31, 2021

• Biden Sees $65b in Cyber Security Budget as Insufficient
• Liquidity Driving Higher Deficits _01/31/20Liquidity Driving Higher Deficits
• Microsoft Reaps the Rewards of the Stay at Home Phenomena
• Corning’s Display Businesses Down 6.2% for the Year, But Gorilla Glass Up 18.2% Y/Y
• Huawei In Talks to Sell Premium Smartphone Brands P and Mate
  
  

January 24, 2021

• ​China Leads the Recovery with 2.3% GDP Growth in 2020
• ​The US Department of Commerce Revokes Intel’s License to Sell ICs to Huawei

January 17, 2021

• Google completes Fitbit acquisition
• Trump Administration Adds Xiaomi to the Huawei Blacklist
• Samsung Electronics to Post Q420 Sequential Decline in Profits
• BOE Refinances Fabs to the Tune of $31b​​

January 10, 2021

• Large Area Panel Shipments Drive AUO to Positive Y/Y Growth in Sales​

January 03, 2021

• 2020 Money Supply Triples and Deficits Rises to $3.1t, but Net Interest on US Debt Drops from 3% of GDP in the 90s to 1.6% in 2020​

IR Announcement

Corning Corporation Q4'20 IR Announcement Scheduled on January 27, 2021

Samsung Electronics Global Q4'20 IR Announcement on  January 28, 2021

Universal Display Corporation Q4'20 IR Announced on January 19, 2021

LG Display Q4'20 IR Announcement  on  January 27, 2021

Press Release

OLED Display Startup Mattrix Technologies Opens $3M Financing Round With Second Investment From JSR Corporation
August 10, 2020

PPG and Universal Display Corporation celebrate 20 years of strategic partnership
​Jun 16, 2020

Wuhan China Star Optoelectronics Semiconductor Display Technology Co., Ltd. and Universal Display Corporation Enter into Long-Term OLED Agreements
​May 06, 2020

Merck KGaA, Darmstadt, Germany, Acquires OLED Patents for Display Applications from Konica Minolta

LG Display's Transparent OLED Used to Enhance South Korea's Election Coverage
April 15, 2020 

CYNORA Debuted Its First Commercial Product, a Fluorescent Blue Emitter
March 03, 2020

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