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Musing From an OLED Advocate

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

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September 27, 2020

• Flex Pai 2 With A 180-Degree 7.8” Folding Display Launched In China
• LG’s Wing – Two Displays for $1,000
• CEC Panda to Sell Display Assets to BOE
• Strong August LCD Revenues Denote Start of Comeback
• Revenues Denote Start of Comeback​
• 73% Of Smartphones In 2020 To Be Priced Below US$400
• Galaxy Z Fold2 5’s Fold Radius is Smallest Ever at 1.4mm
• Galaxy S20 FE (Lite) Has 120 Hz OLED Display
• ​Xiaomi Patents a Slide Out Smartphone Design
• Vivo to Launch a Budget 5G Phone w/OLED Display
• Apple Names iPhone 12 Models – Mini, blank, Pro and Pro Max
• Sony’s Xperia 5 II Built for Speed and Ease of Handling
• HP to Reenter Smartphone Market with a Foldable Flip Phone
• 2020, US Consumer Satisfaction with TVs, PCs Desktops and Tablets Remains Steady Y/Y
• SDC Reports that QD-OLED on Schedule for 2021 Release
• 8K Could Fully Replace 4K in 6 Years

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September 20, 2020

• Apple Watch Is So Good It’s Hard To Improve 
• Samsung Corning Sells Advanced Glass Plant to Vital Materials of Guangzhou 
• Samsung Mobile’s Chief Designer Speaks to the Future of Foldables
• Major OEMs Seeking to Take Advantage of Huawei’s Smartphone Production Drop
• Asahi Glass to Supply Cover Glass to GM Escalade
• 4K OLED Driving Demand for the HP Envy 15
• TV Sales Might Drop Below 200m in 2020
• LGD Recovers Will Double OLED TV Panel Shipments in Q320 from 650K to 1.4m
• Qualcomm’s New Snapdragon XR2 Increases Resolution Support by 6X 
• Nubia Brings Foldable Display Technology to Watches

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September 13, 2020
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• TCL to Show QD/OLED TV at IFA 2021
• Microsoft Misses w/First Release of Surface Duo
• Apple “Event” Includes Apple Watch 6 w/Blood Oxygen Monitoring
• ​Samsung Z Fold S Designed w/360º Degree Hinge and $1600 Price Due in 2021
• Motorola Releases the Razr 5G
• Apple Sampling SDC’s Foldable Displays for a Possible Foldable iPhone in 2021
• Flexlugo Puts The True Test Of Foldable Display At 400,000 To 1,000,000 Cycles
• Galaxy Note 20 Ultra 5G BOM Prices at $1300 Has $549 BOM
• OPPO Developing Outfolding Device
• OPPO Increases 2020/2021 Production Plan in Response to Huawei Shortfall
• OPPO Unveiled The Reno Pro 4 Series In China Before Launching It Globally
• The First Xiaomi Foldable Smartphone Will Be Released In 2021
• China 80% of the Way to Installing 500K 5G Base Stations
• Xiaomi’s Transparent OLED Monitor in Development

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September 06, 2020
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• Samsung to Concentrate QD-OLED Production on 75”+ and Monitor Size Panels
• Samsung Unpacks Again-- Galaxy A42 5G, Galaxy Tab A7, Galaxy Fit 2, Galaxy Z Fold 2
• Huawei 2021 Smartphone Share to Drop to 2011 Levels
• Latin America’s Q220 Smartphone Shipments Down 36% Y/Y
• Samsung Foldables Kickstart The Industry’s Design Renaissance
• Vivo Shows a Prototype that Changes Colors on Demand
• OnePlus to Add 2 Mid-Range Phones in 2020
• Visionox Supplies USC for AXON 20 5G
• Qualcomm Increases MMwave Range From <1 Mile To 2.4 Miles
• Qualcomm Releases Snapdragon X60 Targeting Mid-range Smartphones 
• Lenovo Uses OLEDs in Tab P11
• ASUS Zenbook Flip S, Has A Convertible 4K OLED Screen
• LGE’s 48” OLED Attracting Game Monitor Buyers​

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August 31, 2020

• Sharp, JDI & Apple Finalize Sale of Gen 6 Hakusan Fab
• Microsoft Needs to Execute on its Dual-Panel App Software to Make the Duo a Success
• Next Galaxy S to Support S-Pen Eliminating Note and Galaxy S Differences
• US Government Backing Off All-Out Ban on WeChat
• Pixel 5 and 4a 5G Due to October
• Huawei Smartphone Production in Q320 to be Hampered by Lack of Parts 
• ​Q220 OLED Panel Shipments Drop Faster than Smartphone Shipments 23% vs.16%
• iPhone 12 Defers to 60Hz Due to Lack of 120 Hz DDICs
• ​The LG Wing Will Cost Around $1,000  in the Fall
• Sony Xperia 1 II, a Replacement for the Xperia 1 Leaked
• Xiaomi Patents Smartphone With A Removable Display
• BOE to Supply Touch Embedded OLED Panels to HuaweiBOE to Supply Touch Embedded OLED Panels to Huawei_8/30/20
• US Falling Behind ROW in 5G PerformanceUS Falling Behind ROW in 5G Performance_8/30/20
• China Moves Ahead of Korea in TV Shipments
• Amazon Halo Surveillance Capitalism In a $100 Fitness Wearable
  
  
  

 August 23, 2020

• LG’s 48” OLED TVs Sell Out in Korea in 1 Minute
• Note 10+ OLED Gets Display Mate’s “Best in Show” Award as Usual
• LCD Panel Revenue, Shipments and ASP Up M/M in July
• August Panel Pricing Rise Exceeds Expectations
• iPhone Foldable Could Arrive in 2023
• Samsung Leaks Galaxy S20 Fan Edition (S20 Lite)
• Samsung Developing Foldable Smartphone for ~$999
• Galaxy Z Fold 2 Upgrades Cover Display from 4.6” to 6.23”
• ASUS to Launch ZenFone 7 
• Apple to Maintain iPhone 12 Price and Margins by Pressuring Supplier Costs
• iQOO unveiled the iQOO 5 series of flagship phones in China
• Audi Adds Selectable Light Patterns to OLED Taillights
• Tianma Bets on Automotive Displays for Chinese Car Makers
• ThinkPad X1 Fold – The World’s First Laptop With A Foldable Display Coming in September/October
• Quibi CEO To Accelerate Ability To Cast Shows On TVs
• Apple Leads Global Smart Watch Market to 57.1% Y/Y Growth in 1H20
• Fitbit Claims Early Covid-19 Detection Capability​

September 20, 2020
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• Color by Semiconductor
• If at First You Don’t Succeed, Try, Try Again
  
• Kaneka Expands OLED Lighting for Visual Inspection at Production Sites

September 13, 2020
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• Samsung And LG Suspend Selling Displays To Huawei
• ZTE’s New Headquarters is Breathtaking
• ​September Panel Prices Continue Upward Trend
• China’s OEMs Were the Largest Buyer of OLED Panels in Q220
• Polarizer Producers Recover From Covid-19 Delays
• NHK STRL Uses Phenanthroline Derivative in EIL to Reduce Energy Consumption
• BOE Expects to Ship ~40m Flexible OLED Panels in 2020

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September 06, 2020
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• China’s Summer Sprout Could Challenge UDC for Phosphorescent OLED Supremacy 
• Samsung Working with Corning's Ultra-Thin Glass for future Galaxy Z Fold Smartphones
• Samsung to Sell Suzhou Gen 8.5 LCD Fab to CSoT​
• C&G Hightech and Nagase Seek Opportunities in China 
• SEMES to Sell Non-IJP Equipment Business to Wonik
• Display Equipment Suppliers Produce Low Revenue with Y/Y Growth
• China Supports Third-Generation Semiconductors for 2025 but Have Long Way to Go
  
  

​August 31, 2020

• LCD/OLED Display Equipment Market
• Samsung’s 2021 Stack M11 is Announced
• ​US Tightens Restrictions on Huawei, HiSilicon Engineers Jumping Ship 
• Samsung to Increase Foldable Display Capacity​
• Korea Equipment Makers Survive on China Panel Maker Orders
  
  

September 20, 2020
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• OTI Takes The Risk Out Of Under Display Cameras
• 100nm Thick Sapphire Nano-Membrane Array Used to Grow Discrete 4 μm MicroLEDs
  

September 13, 2020
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• JDI’s Multi-Sensory Touch Module
• LIGHT Extraction for Displays Developed by Hanbat National
• Vuzix Plans to Produce AR Glasses w/Micro LEDs in 2021

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September 06, 2020
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• LiDAR for Automotive Market Adopted by Apple’s iPhone 12
• MiniLED Backlights to Grow from 0.2m in 2021 to 17.2m in 2025
  
  

​August 31, 2020

• DJI To Announce The Osmo Mobile 4 (OM-4) Smartphone Gimbal
• ​High Refresh Rates, The Good, The Bad and The Ugly
• PlayNitride Needs to Reduce MicroLED Costs by a Factor of 20 to be Competitive 
  
  

September 20, 2020
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• What About Inflation?

September 13, 2020
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• Trump Responds To China’s “Dual Circulation With DecouplingTrump Responds To China’s “Dual Circulation With Decoupling_9/13/20
• China’s Dual Circulation Policy Includes $29b for Semiconductors
• AUO Continues Recovery in August​

September 06, 2020

• China Issues Domestic Market “Dual Circulation” Policy
• LGD Analysts Positive on Q3’20 Financial Performance

​August 31, 2020

• China’s Changing Geopolitical and Economic Conditions and the Trump Administrations Interference with Technology Growth in China _8/30/20
• Visionox 1H20 Revenues up 4.4% Y/Y, but NP Declined 47.3%
• Doosan Solus Revenue in Q220 up 3% Y/Y
  
  

Aug. 23, 2020 

• eMagin Turns the Corner, Revenue up 44% Y/Y in Q220

IR Announcement

Corning Corporation Q2'20 IR Announcement Scheduled on Jul 28, 2020

LG Display Q2'20 IR Announcement on
​July 23, 2020

Samsung Electronics Global Q2'20 IR Announcement Scheduled on July 30, 2020

Universal Display Corporation Q2'20 IR Announced on August 06 , 2020

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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