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Musing From an OLED Advocate

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

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October 19, 2020
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• LG Signature OLED R on Sale in November in Korea for 100m Won
• Flex Pai Has Smaller Gap, But Z Fold 2 is Superior and More AccessibleFlex Pai Has Smaller Gap, But Z Fold 2 is Superior and More Accessible_10/18/20
• iPhone 12 Announced, No Surprises
• Apple Claims A14 Bionic 50% Better than Competition; AnTuTu Ranks iPhone 12 Pro Max 3.6% Below Z Fold 2
• Vivo Announces Removeable, Motorized Pop-Up Camera For Remote Operation
• Razr 5G Fixes Problems of the Razr
• Samsung Releases the Galaxy A42 5G, Another Affordable Mid-Range Phone
• OnePlus 8T 120 Hz OLED w/Super-Fast Charging
• Superfast mmWave (Millimeter Wave) 5G Vs. Widespread Sub-6ghz 5G
• UWB – Bluetooth w/o Pairing to Replace NFC​

October 12, 2020
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• Surface Duo Hounded by Start-up Design Problems
• BOE To Supply OLED Panels for the iPhone 12 Series
• Panel Prices Continue Upward Trend in October
• Galaxy F41, Mid-Range w/Advanced Camera Features Released in India
• Qualcomm Working w/ASUS to Develop Gaming Phone 
• ROG Phone 3 Now Available form Amazon, B&H and ASUS Store
• “Listen before Talk” Technology Could Create Unlimited Cellular Bandwidth
• Q320 TV Shipments Were 62m, up 12.9% Y/Y
• Vizio Lowers Price Floor for OLED TVs -- $1,200 for 55” and $1,900 for 65”
• LG’s Rollable 65” TV on Sale in Korea for $100,000
• Samsung to Use Mini LED Backlights in High End QLED TVs Starting in 2021​

October 04, 2020
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• Google Announces Pixel 5, Pixel 4a 5G 
• Galaxy Z Fold 2 – Improved Hinge, Tighter Close, 120 Hz, Larger Cover Display but the Crease Remains
• Surface Duo too Buggy and Short on Performance to Threaten Foldables
• Apple Targets Korea to Expand iPhone Sales
• The OnePlus 8T is coming
• Samsung Mounts a Penta Camera on Galaxy A72
• LG/Hyundai Design 77” OLED into Ceiling of Electric Vehicle Concept Car
• 1st Foldable OLED Notebook Released by Lenovo
• A Facebook Mandate for the Fourth Generation of ComputingA Facebook Mandate for the Fourth Generation of Computing_10/04/20
• VividQ and ARM Develop Holographic Displays using Computer-Generated Holography (CGH)

September 27, 2020
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• 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

October 19, 2020
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• Wisconsin Pulls The Plug on Trump/Foxconn Deal
• TV Brands Reverse Trend Start to Increase TV Prices​
• Quest 2: Oculus Most Advanced All-in-One VR Headset

October 12, 2020
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• LGD’s TV Revenue from OLED to Increase from 37% Share in 2019 to 57% Share in 2020 
• 2020 Flexible Mobile OLED Panel Capacity and Utilization Increase Y/Y by 19.8% and 23.8% Respectively
• Outfitting a Fab with Used Equipment Saves Capital But Is it Cost Effective?
• Light From Rare Earth Materials Produces High Efficiency Blue OLEDs​

October 04, 2020
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• BOE and CSoT Vie for Leadership in the LCD Market.
• Sharp to Split Off Display Unit and Target Micro LEDs
• Apple’s CY 2020 iPhone Shipments Expected to Reach 212m, up 9% Y/Y
• ​September Panel Pricing – Update
• Ex iPhone Designers Hope to Replicate Essential (Andy Rubin) but with Positive Results
• Mid-Range and High End Smartphones Adopt High Refresh Rates Despite Content Deficit

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
  
  

October 19, 2020

• Q320 Desktop Shipments Hit New High, but Desktops Fall by 27% Y/Y
• Razer’s Blade Stealth Adds an OLED Option and a Faster Processor​
• Sony Re-introduces Stereoscopic 3D
• Apple Adds Diamond-Like Carbon Coating (DLC) To Gorilla Glass
• Sleeping Enhanced w/OLEDs
• Jade Bird Display Reports Efficiency of Red and Green Micro LEDs to be 10% 7.5% of Blue, Respectively
  
  

October 12, 2020

• Laser Diodes Replace Thermal Heads to Reduce the Thickness of ACF to Support Foldable Displays
• Dresden University Of Technology Develop Printable Organic Transistors
• Foxconn Working with EQSRL and eLux to Develop Micro LED Direct View Displays

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 
  
  

October 19, 2020
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• LG Display To Post An Operating Profit Of More Than 110 Billion Won ($96 Million) For Q320
• Taiwan LCD Panel Maker’s Revenue Up 13% Y/Y in Q320
• Huawei, Under Financial Pressure, Selling Parts of Its Smartphone Business

October 12, 2020

FED’s 2% Inflation Target Reset to 2.5% or More for Next Ten Years
Samsung Electronics and LG Electronics Report Strong Q320
China to Subsidize Its Local Semiconductor Industry w/$50b
Sony and Kioxia Request Exemptions from the US’ Foreign Direct Product Rule (FDPR)

October 04, 2020

• Flat Panel Display Industry Revenues Can’t Keep Pace with Semiconductors
• Huawei Gains Market Share in Telecom, Despite US Restrictions

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 Q3'20 IR Announcement Scheduled on October 27, 2020

Samsung Electronics Global Q3'20 IR Announcement on October 29, 2020

Universal Display Corporation Q3'20 IR Announced on October 29, 2020

LG Display Q3'20 IR Announcement  (TBA)

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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