[Analyst Column] Samsung Display, shooting for the future of display

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The DVCE (Display Valley Conference & Exhibition), supported by Samsung Display is held in every November in Asan, Chungcheongnam-do as one of the major events in the region which has established its position as a mecca of display industry. It is an international conference created by the active support from Samsung Display for the purpose of local development and industrial development of display business and it is the 10th year of DVCE in 2014.

In the first day of DVCE on the 11th, Hak-sun Kim, the vice president of Samsung Display gave a key note speech titled “Display Beyond Imagination”, suggesting the future directions for display through humanistic considerations.

Given that most of display related conferences or seminars are primarily of hardware or technology associated contents, this was the first occasion that the directions for the future display was proposed. Comparing the display with the history of art, Kim defined a new technology market to converge analog and digital. He mentioned the necessity to produce creative display by employing new functions in display as famous art masters have created innovative artworks by developing various techniques.

In particular, he has emphasized that it is critical to produce a human-friendly product as a human interface through fundamental understanding and reflection on the light and human eyes when developing a display. Kim proposed a vision for the future of the convergence product equipped with varied functions like lighting and eye, bio sensor, haptic sensor, etc. through the techniques employed by the artists like lighting and perspective, trompe I’oeil, texture, etc.

Kim expressed sincere regret for the decrease of display industry in Korea where new products are no longer produced, claiming the need for engineers who develop displays to converge and combine by means of humanistic consideration in order to promote display industry.

Yi Choong-hoon /Chief Analyst / UBI Research / ubiyi@ubiresearch.co.kr

[Analyst Column]For OLED Panel Late Starters, Securing High-Resolution Mask is Crucial

The Chinese display companies like Visionox, Tianma, etc. are preparing the development and commercialization of OLED panel with BOE at the head. To keep up with the present leading company, Samsung Display, these second movers must be equipped with both product quality and reasonable price.

As the front runners of OLED panel, Samsung Display is maintaining the exclusive market for rigid type OLED which is made of a glass, and LG Display is producing the plastic (flexible) OLED panel using PI substrate for mobile devices.

The OLED panel is produced in QD resolution as a mobile device changes to adopt a high-resolution, but it is not a real resolution but uses a pentile method. For Samsung Display and LG Display are the two leading companies of the OLED industry, the supply chain is very firmly structured. So the relatively latecomers in this industry have difficulties in getting good materials and components from the suppliers who have intimate relationship with these two companies from the materials to equipment and components providers.

Furthermore, the established companies are managing and controlling the ecology of the industries to exclude the rival companies, preventing suppliers from providing products to the competing companies or late starters. Due to these strategies, the new comers are unable to secure sufficient resources for the development.

A typical component is a shadow mask which is critical for high-resolution. Known as a fine metal mask, this mask is an essential element to produce a high-resolution OLED of RGB structure and the shadow mask made of about a 40um thin plate to produce the high-resolution OLED which is more than 300 ppi but it is hard to find suppliers for the late comers.

BOE is seriously reviewing the matter of developing the OLED of WRGB structure to solve the shadow mask issue. The WRGB OLED does not require a fine metal mask as it uses the emitting materials in layers. The WRGB OLED creates the white light and realizes colors through the color filter.

Tianma is in the process of developing the slot type mask splitting the shadow mask.

tianma

<Tianma, divided mask slot type>

Yi Choong-hoon /Chief Analyst / UBI Research / ubiyi@ubiresearch.co.kr