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Musing From an OLED Advocate

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

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November 29, 2020

• iPhone 12 Users See Green (Tint)
• LTPO Will Enable Apple to Offer VRR in some iPhone 13 Models
• ​Samsung Working on a Next-Gen Tri-Fold Smartphone
• Mate X2, With Outfolding Display Approved by Chinese Regulators
• Z Fold 3 to Be Released in June w/UDC and S Pen
• Google Pixel 5, Better than Previous Pixels but Less than Top Competitors 
• Panasonic Releases Transparent OLED Display
• LG’s OLED Monitors Endorsed by Microsoft for Xbox Series X ​

November 22, 2020
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• China Q320 Smartphone Shipments Down 15% Y/Y as ROW Breaks Even
• Galaxy Note Finished and Galaxy 21 Series Confirmed to Be in January
• Samsung Developing Frameless Smartphone
• OPPO Shows a Rolling Smartphone at Inno Day
• China Installs Close To 700,000 5G Base Stations This Year
• Cadillac Shows Off Intuitive Features of Escalade’s 38” OLED Console
• Samsung Visual Display Division Forsakes QD-OLEDs in Favor of Mini LED TVs
• Chinese Respond to Slow 8K Sales by Dropping the Price
• US Army and Marines Compete First Phase Testing of Ruggedized HoloLens
• SeeYa Information Technology-OLED MicroDisplay Producer​

November 15, 2020
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• Apple’s Foldable iPhone 13 Concept May Unfold Like The Galaxy Z Flip or Z Fold 2 
• VRR, ProMotion and LTPO Expected to Highlight the iPhone 13
• LG Readies a Rollable Display Smartphone for Introduction in 2021
• OPPO Experimenting With Phones That Fold In Multiple Ways
• Qualcomm May Announce a Snapdragon 875 Lite with a GPU equivalent to the Snapdragon 865
• Apple Doesn’t Reveal All with the Release of the M11
• TV Panel Prices Up, But Panel Makers Expect Continued Growth in Demand
• 8K TV Sales Still Lagging – the Covid-19 or Our Eyes?
• Why Can’t HDR Be Fixed
• LG Display Expanding S/M OLED Capacity to Meet Apple Demand

November 08, 2020
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• Early November Panel Prices Remain Strong
• Samsung Hints at a Trifold Galaxy Z Fold 3
• Xiaomi Compares the Performance of OLEDs vs. LCDs
• ​TCL's Rollable OLED

November 01, 2020
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• OLED Smartphone Panel Shipments in 2021 Expected Reach 597m
• Samsung Doubles UTG Thickness for S Pen on Z Fold 3
• OnePlus Adds 2 Mid-Range Phones to its Nord Series
• TCL Demos a Rollable 6.7” OLED Display in a Smartphone
• LG G8X ThinQ  Dual Screen Thin on Specs High on Useability
• Mate 40 Pro Could Be the Last of the Breed
• ​Skyworth Seeks International with 9 New TVs and a Revamped Marketing Program

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October 26, 2020

• iPhone 12 Inspires New Smartphone Trends
• The Z Flip 2 is Coming!
• ​Google Requests European Commission to Delay Fitbit Decision
• Next Galaxy S Series (30) Moved up from March January Release
• China Smartphone & 5G Shipments 
• iPhone Shipments Lose Ground in China due to iPhone 12 Delays in Q320
• TCL Formally Commits to Gen 8.5 IJP OLED Fab
• TV Sales During China’s Golden Week Down 16.6% Y/Y
• The Rise in New TV Technology to Stimulate Sales
• Sony Expected to Supply OLED Micro Displays to Apple for AR Glasses
• Sony Announces Wena 3 Smartwatch

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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​

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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​

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November 29, 2020
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• Huawei P50 To Use Kirin 9000 & Third-Party Chips – OLED Screen in Preparation
• LCD Panel Prices Continue Extraordinary Rise in November
• Data Rates, Latency, protocols, Location Sensing, Shared Spectrum Driver 6G Requirements
• Apple Looking to Use OLEDs in 2022 iPad Pro
• SK Materials and JNC Form JV to Produce OLED Dopants
• Major Display Makers Average -1.6% Net Margin Over Last 5-Years
• Rise in ASPs Cause Display Makers to Slow Closing of LCD Fabs

November 22, 2020
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• BOE OLED Fabs Not Qualified for Prime iPhone Panel Production
• Xiaomi’s Uses Pixel Size Reduction to Implement UDC
• Foldable iPhone Production Being Tested by Foxconn

November 15, 2020
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• Huawei to Sell Honor to Digital China (and the Shenzhen Government) for $15.2b
• TV Shipments In Q320 Recover Pushing YTD Growth To 6% Y/Y
• AMOLED Smartphone Shipments to Grow 25% Y/Y in 2021
• Samsung Q320 Smartphone Shipments Moves to Top Spot in US on the Back of iPhone 12 Delay
• Orbit Concept – A Transparent Phone with Low Probability of Commercialization
• ​ChinaStar Expanding Its LCD, OLED and OLED IJP Capacity to Rival BOE

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November 08, 2020
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• Granting of Licenses Permitting Companies to Ship Semiconductors, Displays and Sensors to Huawei, a Positive Sign 
• Huawei Partners with Shanghai IC R&D Center to Build Semiconductor Fab to Make 45nm Chips
• ​Q320 Tablet Shipments Rise to 50m up 25% Y/Y
• Q320 TV Shipments Hit Record 62.05m Units, Up 12.9% Y/Y 
• Laibao High-Tech to Construct Yet Another Gen 8.5 LCD Fab
• China OLED Panel Makers Continue to Increase Capacity

November 01, 2020
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• Merck Expands OLED Manufacturing Capacity In Asia
• Samsung Belittles iPhone 12’s Brickless Package And Then Adopts It
• Ceramic Shield on iPhone 12 Works:  Better than iPhone 11
• China’s Next 5-Year Plan to Emphasize Domestic Development of Semiconductors for Computers and Smartphones
• Samsung Building Large "Metaphotonic" OLED Displays To Test The Viability Of Stanford’s 10,000 Ppi Invention
• H120 OLED Shipments/Revenue Resilient Despite Covid-19
• Samsung Mobile Qualifies CSoT as a Supplier of OLED Panels
  
  

October 26, 2020
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• The Dream Team And The Can’t Fail Concept; Fails
• Xiaomi Selects LCDs Over OLEDs to Reduce Costs
• Light Emitting Polymer OLEDs Discovered 30 Years Ago
• LCD TV Panel Prices Reach New Peak 
• Samsung #1 in August Global Smartphone Shipments with 22% Share
• Average Panel Size Grows to 6.4” for Smartphones
• Lordin Evaluates OLED Patents While Developing High Efficiency Blue
• LG Innotek Develops the Ferrite Material

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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

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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​

November 29, 2020
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• Apple Looking to Use OLEDs in 2022 iPad Pro
• Intel Lost the Marketing War but Not the Chip Density Competition​

November 22, 2020
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• Rainbow to Expand Gen 8.5 Glass Factory in Hefei
• Samsung (SAIT) Developed Hologram Technology w/Wide Viewing Angles

November 15, 2020

• LCD Brands Using Mini LEDs to Close the Contrast Gap with OLEDs
• BOE Launches First Commercial Electroluminescent QD TV​

November 08, 2020

• Micro LED Technology in Pursuit of TV and Smartphone Displays; Aledia, Jade Bird Compared to OLEDs
• Smartphone Camera Module
• Xiaomi’s Breakthrough in a Zoom Lens for a Smartphone
• Mini LED Monitor Applications Slow to Develop

November 01, 2020
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• Intel, Samsung And Microsoft 2 Years Behind Lenovo On Foldable Laptop
• ​Disney's Studiolab To Use LG OLED TVs in Developing
• ​Samsung Patents a Version of AR Glasses
• WIMI Hologram Cloud Plans To Use Holographic AI Face Recognition Technology And Holographic AI Face Change Technology

October 26, 2020
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• Sweden Bans Huawei from 5G Networks
• Some Progress Made in QD Electroluminescent Blue
• Cree to Exit LED Business

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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
  
  

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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

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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
  

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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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November 29, 2020

• Who Controls Fiscal Policy in the U.S.? 
• TCL’s Outperforms CE Industry in Q320
• Magnachip Focus on OLED Drivers ICs Points to Rapid Growth​​

November 22, 2020

Applied Sees Upside for the Display Market
Taiwanese LED Makers Squeezed Financially By Chinese

November 15, 2020
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• LGD Still Exposed to Slow OLED Panel Growth
• Duk San Neolux Reports Q320 Y/Y Revenue and Operating Earnings Up 44% and 102% Respectively
• HannStar Profitable in Q320, Due to a-Si LCD Small/Medium Strength
• eMagin Reports Yet Another Disappointing Quarter

November 08, 2020
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• UDC Showed Strong Q320 Revenue Gains in Red and Green but Royalties Lagged 
• LG Chem to Spin Out Its World Leading Battery Business
• Qualcomm Benefitting from Strong 5G Smartphone Growth

November 01, 2020
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• US Real GDP Grew at a 33.1% Annual Rate in Q320, Fastest Quarterly Pace Since World War II
• UDC Up in Q320, Analysts Down
• Samsung’s Q320 Reports Recovery in TVs, Smartphones and OLED
• Several Huawei Suppliers Receive Licenses Exempting Them  from US Tarde Restrictions

October 26, 2020
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• DOJ Hits Google with Antitrust Law Suite
• LGD Reports Q320 Revenues Up 15.7% Y/Y 7 First Profitable Quarter in almost 2 Years
• SiliconWorks Projects Earning Surprises by OLED TV and 5G Smartphone Growth

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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

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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)

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October 04, 2020

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

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September 20, 2020
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• What About Inflation?

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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​

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September 06, 2020

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

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​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
  
  

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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  on October 22, 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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