Musing From an OLED Advocate
ASUS ROG Phone 3 Solidifies King of Gaming Position
ASUS launched the ROG Phone in 2028, the company’s first gaming smartphone under the ROG brand. Panel Pricing Continues Increasing Trend in July
In July, TV panel prices were up 6.5% as panel makers moved some TV capacity to IT products, causing TV supply to tighten. BOE Shines at the DIC EXPO 2020
The International Display Technology and Application Innovation Exhibition (DIC) EXPO 2020 was held from July 22-24 in Shanghai. China’s Smart Phone Shipments to Decline 7.9% Y/Y in Q320
DigiTimes forecasted 7.9% Y/Y and 10.4% sequential decline in China’s smartphone shipments after 2Q sequential gains, citing a lower level of component pull-ins and the reduced effects of stimulus. HMD (Nokia) Finally Gets Into the 5G Market with the Nokia 8.3
The Nokia 8.3 5G was announced a few months back as HMD Global's highest-end smartphone in 2020 to date Microsoft Surface Duo Expected in September
Microsoft unveiled the Surface Duo at a press event in New York last October, with a holidays 2020 launch date, but rumors earlier in the month suggested this could change and it could ship much sooner than expected. Q220 Notebook Panels Up 30% Y/Y
While some panel maker released preliminary or final June and/or 2Q results, the total industry (large and small panel sales combined) it look like the industry grew 10.5% sequentially and 11.7% Y/Y in June. Google Teases Pixel 4a Unveiling
The Pixel 4a has been exposed by Google and will be announced on August 3. There have been hints that Google could price the new 4a for as low as $349 LGE Sold a 100 Units of OLED Monitors Within 3-Minute Online Sale
On July 28, 2020 Etnews reported that LGE has been receiving positive online pre-order sales on OLED 48-inch TVs and 4K IPS LCD monitors. QD-OLED Production to Start without Endorsement of Samsung Visual
Samsung Display and its sister companies, Samsung Mobile and Samsung Visual have been conflicted over the last couple of years. Paysage’s Notebook w/Foldable Monitor
Yanko Design is an online magazine specializing in the best of future innovative, unique and undiscovered future product designs sometimes unconstrained by technology advances. New Oculus Quest Headset Leaked
Microsoft leaker WalkingCat shared an image of what appears to be a brand new Oculus Quest headset. INT Announces 0.7”, 2300 Ppi OLED Micro Display
After releasing the world’s first display in January 2020, INT Tech (INT) has demonstrated an XR all-in-one device. Nubia Announces New Smart Watch with Flexible OLED
Nubia is known for its Red Magic lineup of gaming smartphones, but the brand also makes unique wearables. OPPO To Release a New Smartwatch with 1.9” OLED Display
OPPO entered the smartwatch segment in March with the launch of the OPPO Watch. The Apple Watch lookalike was powered by the Snapdragon Wear 2500 SoC and ran OPPO’s proprietary ColorOS Watch software. LGE Working With NTT Docomo on A New Light AR Glasses
LG Electronics is reportedly working on augmented reality (AR) glasses with NTT Docomo, which could be made available in Japan next year. Apple To Introduce Periscope Telephoto Cameras In 2022
Apple is planning to introduce periscope telephoto cameras into the iPhone lineup in 2022, according to a research note by TF Securities analyst Ming-chi Kuo Mid-Range OnePlus Nord Released OnePlus launched its highly touted Nord on Tuesday. The phone is OnePlus’ response to the increasingly expensive high end phones as the experience gap between flagship and sub-flagship has narrowed drastically. BOE Will Not Supply OLED Panels for Samsung’s S21 Series
Etnews reported that BOE was not selected as a supplier of OLED displays for the S21 due to quality and price. eMagin Awarded $33.6m Contract by DOD
The Department of Defense awarded a 33-months contract worth $33.6M to sustain and enhance U.S. domestic capability for high resolution, high brightness OLED micro displays. LGD Outlooks Recovery for Q320
LG Display (LGD), expects earnings to recover in 3Q20 on both increased shipments of OLED panels for Apple’s new smartphones and smart watches and full-scale operations of its new 8G OLED facilities in China. Kateeva Remains a Force in TFE
Previously, we reported that Kateeva had lost the Samsung IJP business for the QD/OLED process to Samsung sub SEMES, causing a major reduction in force. Samsung Electric to Provide Camera Modules for the iPhone
EBEST Securities in Korea reported that Samsung Electric was placed on Apple’s iPhone lens vendor list indicating possible use integrated in early 2021 iPhones and 2022 iPhones. MagnaChip-- #1 Non-captive Supplier of OLED Smartphone DDIC Chips
MagnaChip Semiconductor Corporation announced that it has retained the top position in the global OLED Smartphone DDIC non-captive market (meaning non Samsung) in the first quarter of 2020. UTI Develops Low Cost UTG, Called UTI Folding Glass (UFG)
South Korea’s UTI Inc, a supplier of camera lens covers to many of the world’s top smartphone vendors, has developed what it calls UTI Folding Glass (UFG) ChipMos and Chipbond Raise Outlooks Due to Rising Demand from OLEDs and Notebooks Display driver IC backend suppliers, ChipMos Technologies and Chipbond Technology are ramping-up capacity as in demand OLED driver ICs and TDDI chips increase Micro LED Technology Breakthroughs Continue during COVID-19 Pandemic
In the first half of 2020, the COVID-19 pandemic has heavily impacted the world as well as the technology industry with various interruptions occurred in the supply chain. WatchOS 7 To Concentrate On Mobility (Functional Capacity)
The Apple Watch may be able to predict a how healthy or unhealthy a wearer is and adjust that assessment for age. Active-Matrix OLED Displays Attached to Human Skin
In a new report on Science Advances, Minwoo Choi and a team of scientists in Electronic Engineering and Materials Science in the Republic of Korea, developed a wearable, full-color OLED display using a two-dimensional (2-D) material-based backplane transistor. San’an Looks to Mass Produce Mini and Micro LEDs by 2021 While there is considerable talk about how the display industry will be enhanced by the use of mini-LEDs and transformed by the use of micro-LEDs, there is relatively little detail concerning potential capacity for both modalities, which differ considerably. AUO Reports Another Down Quarter in Q220, but Positive Outlook for 2H20
AUO reported their net loss of NT$2.96 billion (US$100.99 million) was an improvement from net loss of NT$4.99 billion for the previous quarter. Corning’s Q220 Earning Indicate Displays Flat Y/Y
Corning released Q220 earnings and display glass volumes grew ~2% to 3% primarily from Gen 10 customer’ BOE. Price declines were moderate, resulting in flat display revenue. U.S. G.D.P. Fell 9.5% in Q220, a 32.9% Annual Rate of Decline
The first estimate for Q220 real GDP growth is -32.9% at an annual rate, slightly better as real GDP is down 9.5% from a year ago. China to Emphasize Semiconductors in Next 5-Year Plan
China's upcoming 14th five-year plan (2021-2025) will continue to highlight technology and capacity upgrades as the core of its semiconductor self-sufficiency strategy, with foundry capacity projected to expand 40% from the preceding plan and fabrication process expected to advance to 7nm. Samsung Q220 Earnings Report—Conservative on Displays, Mobile Phones and TVs Samsung Electronics reported sales of 52.97t won ($44.54b US), down 4.3% sequentially and down 5.6% Y/Y with stronger memory sales, and weaker smartphone sales. |
IR AnnouncementPress Release
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 For 12-Week Free Copy of Musing, Please Contact Us at sungeun@oled-a.org
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