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Musing From an OLED Advocate

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

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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
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• ​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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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
  
  

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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
  
  

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 ​

January 03, 2021

• Ultra-Wideband Opens More Than Just Car Doors
• ​Self-Healing Polymer Part for Small LCD Displays

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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