LG Display, OLED will continue next year

LG Display is focused on the OLED business to take the lead in current market. At the Performance Presentation for 3Q held on October 22, 2014, LGD demonstrated its confidence on the OLED as the future industry-leading business.

Don Kim, CFO of LGD said, “LG Display is developing the OLED business bearing losses for the time being as we are convinced that OLED will be the industry of the future, and anticipate profits to improve next year in terms of OLED.”

Currently LGD is forming a market by exclusively supplying panels for OLED TV. Providing panels for OLED TV to Korea and China, LGD stated that it will expand the market, for instance, securing the Japanese customers in the future.

The technology developed to countermeasure the OLED TV is the QD LCD TV. The strategy in respond to OLED is one of main issues as Chinese companies have unveiled the QD TV and Samsung is expected to release it next year. Regarding this, LGD’s executive director of strategic marketing, Youngkwon Song said that the strategies for the OLED TV will not change by reason of the release of QD TV, and LGD will continue its fundamental competitiveness of OLED which are competitive price and design differentiation attained by constant strategy of removing BLU.

For the investment plan for 4Q, it is anticipated to reduce the investment cost compared to the amount of 3.5 trillion won of last year. Don Kim, CFO said that the investment on LCD will be limited while the investment on the distinguished products like OLED will be about conversion of existing fab.

Despite LGD is taking a favorable turn with small and medium size LCD panels at present, it is expected to continue the preparation strategy through OLED. But it is analyzed that the future plan using LCD is not stable due to the rapid increase of Chinese companies’ capacities and lowering of price.

LGD’s revenues in the third quarter of 2014 is KRW 6,547 billion, increased by 10% compared to the previous quarter, and the operating profit is KRW 474 billion, a quarter-on-quarter increase of 191%. The outlook is that it is due to the increase of the shipments in time with the release of the Apple IPhone 6.

‘The shipment for the third quarter was 9,654Km2 as expected and it was measured against the expected preparation for considering the tight demand-supply status’, said Don Kim, CFO of LGD. Furthermore, as per product, the sales percentage of mobile devices and tablets applying the small and medium panels were accounted for 19% and 12% respectively, a quarter-on-quarter increases of 3% for each.

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Samsung VS. LG, to take different OLED strategies

The separate OLED strategies of Samsung Electronics and LG Electronics drew much attention at the Korea Electronics Show 2014 held at Ilsan KINTEX from 14th October.

 

Samsung Electronics promoted the 105-inch bendable UHD TV with a curvature of 4000R as a major product and implied concentration on LED TV as not exhibiting OLED TV. Meanwhile, the Galaxy Note Edge and 4, and gear S were displayed intensely in the mobile section, suggesting that the mobile is taking the OLED oriented strategy.

 

On the other hand, LG Electronics received fervent response from the audience as exhibiting the five 77-inch Curved UHD OLED TV and advertised OLED TV providing customers to experience merits of OLED TV at the OLED TV zone set inside the booth. For mobile, only the G Watch R applying OLED was showed without any comment on the following product of G-flex.

 

This tendency of pursuing disparate strategies began from CES 2014 of this year. Starting from excluding OLED TV from the booth under the theme of World first curved UHD TV, Samsung has stated at IFA 2014 that the concentration is more on the LED not OLED in terms of TV for a while. With regard to mobile, active strategy was devised releasing the Galaxy 5, Galaxy note4, and Galaxy tap S with QHD AMOLED panel and Galaxy Edge with flexible display. LG lowered the price of the 55-inch Curved FHD OLED TV down to $4,000 and implemented dynamic promotion, announcing the release of 55-inch, 65-inch, and 77-inch curved OLED TV. And publicly mentioning the focus on the OLED TV business, LG has highlighted that it will lead the OLED TV market in the future.

 

141014_삼성과LG서로다른사업전략

 <LG Electronics’ 77-inch curved UHD OLED TV와 OLED TV Exclusive Booth>

 141014_삼성과LG서로다른사업전략1

<Samsung Electronics’ 105-inch bendable UHD TV and mobile booth>

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LED TV emits three times more harmful blue light than OLED TV

141015_LED TV, 몸에 나쁜 청색 빛 OLED TV의 3뱁

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The LCD emits 3.1 times more blue light than OLED, said Choi Dong-won, senior vice president of LG Display at the IMID Display Business Forum held at Ilsan Kintex.

Recently, the harmful aspect of the blue light is suggested in Japan including Europe and U.S. The blue light emits the high-energy light of 380~550nm wavelength. In May of 2012, the Harvard Medical School has announced that the exposure to the blue light at night may keep people up late as well as cause cancer, diabetes, or heart disease, and there was a research regarding the influence of blue light from LED on retina at Japan.

LG Display said that OLED TV emitted 1/3 of blue light than LCD TV, measured under the general household environment.

Mr. Choi also said that the blue light issue will be resolved as the blue light is proportional to the luminance and area, and LG Display manufactures OLED panel for the use of TV changes from 55-inch to 65-inch. He also added that OLED TV is appropriate for Curved TV as it is, unlike LCD, free of light leakage phenomenon.

 

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Samsung Display, OLED is the best for mobile devices

Samsung Display proved that the OLED is the optimum display for a mobile device as launching the new function which is only available in the OLED at the IMID 2014 held at Ilsan, KINTEX.

Samsung Display introduced the ultra-power saving, color weakness, and super dimming which are the functions maximizing the merits of AMOLED.

Ultra power saving mode is a function structuring the screen with black and white as a grayscale display by activating only the parts expressed in white using the OLED feature of operating pixels separately. This function is not offered by LCD which requires to run entire BLU for only one pixel and it is useful in emergency situation as it is possible to use the smartphone up to 8 days with the 63% of battery.

Color weakness mode is a function enabling people with color vision deficiency to distinguish R and G clearly through the display by applying the technology of increasing or reducing the brightness of R and G pixel among the R,G,B sub pixels of OLED and it is also not available in the LCD which uses color filter.

Lastly, super dimming mode is a function providing a comfortable viewing experience without any distortion or dazzle in very dark environments. In the bed room environment, 1~2 nit is reported to be the best nit without dazzle, and while there is a dazzle effect for LCD even in the lowest 8 nit in the bed room environment, there is glaring for OLED that 2 nit is possible, allowing people to watch comfortably.

In addition, announcing the 14-inch AMOLED panel for tablet PC with the resolution of WQUXG, Samsung Display drew a great interests from the audience, attesting Samsung Display’s exceptional technology in mobile AMOLED.

 141016_삼성디스플레이, mobile 최고1

<Ultra Saving mode>

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<Color Weakness mode>

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<Super Dimming mode>

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Life of OLED lighting panel, to reach LED

The life of OLED lighting panel is improving equal to the level of LED (more than 50,000 hours).

According to the NIKKEI report, Kaneka developed the OLED lighting panel with a lifetime of 50,000 hours. The panel is 8×8 cm in size and 1 mm thick, and samples are shipped to some lighting companies. Applying enhanced Blue material, the color change due to thermalization has dropped under 40% and the price is about the same.

KANEKA is producing OLED lighting panel with an annual capacity of about 20,000 panels. In the Lighting fair 2013, the company exhibited OLED lighting panels of 50x50mm and 80x80mm sizes in diverse colors of white, yellow, red, green, and blue which are currently sold at about 4,000 yen for the 50x50mm panel and 6,000 yen for the 80x80mm panel.

The OLED lighting panel with the longest lifetime on sale is LG Chem.’s 100x100mm panel with 80lm/W and 50,000 hours.

The UBI Research issued “2014 OLED lighting Report” prospecting the OLED lighting panel market to be open actively from 2015 and reach about US $ 4,700 million by 2020.

141010_OLEDlightingpanel 수명

<Kaneka announced OLED lighting at Lighting fair 2013>

 

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Flexible AMOLED battle, Who are going to win?

In 2013, the flexible AMOLED panel was mass produced in Korea for the first time in the world and the smart phone applying this technology was released. With the announcement of smart phones like Galaxy Gear and G watch R this year, the interest in flexible AMOLED industry is rising, developing actively in Korea, Japan, China and Taiwan.

As a front-runner, LG Display of Korea is mass producing the round type flexible AMOLED panel for G watch R along with the groundwork for the 5.5-inch flexible AMOLED panel to be employed on the G flex 2. In addition, the 18-inch flexible AMOLED panel was developed as a part of the national project. Samsung Display supplied 2-side 5.6-inch flexible AMOLED panel for Galaxy Note Edge and 2-inch flexible AMOLED panel for Gear S, and it is planning to mass produce foldable flexible AMOLED panel upon successful development.

The SEL’s research activities are most active in Japan. SEL drew a huge attention at SID 2014 as introducing the tri-foldable, book type, and 13.5-inch 4K flexible AMOLED panels using CAAS-OS backplane.

The Chinese companies BOE and New Vision Optoelectronics launched the flexible AMOLED panel at SID 2014, and as AUO showing the 5-inch flexible AMOLED panel and ITRI presenting the 6-inch foldable AMOLED panel at Touch Taiwan 2014, the companies of Taiwan also joined the development competition.

Accordingly, key companies are in the course of developing the flexible AMOLED panel but the TFT technology exclusively for the plastic substrate (high-resolution/Bezel, power consumption) must be developed intensively for the fabrication on the flexible device in bendable/foldable/rollable form. Furthermore, the technology to lower curvature and encapsulation technologies must be developed along with the miscellaneous flexible components and equipment design technologies.

141010_Flexible AMOLED 전쟁 앞으로의 승자는1

< Flexible AMOLED panel unveiled in 2014>

 

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LG Chemicals to develop the world’s first 100lm/W OLED Lighting Panel

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According to the LG Chemicals, it is about to take over the market as developing the OLED lighting to the level high enough to compete with LED for the first time in the world. In this context, the LG Chemicals announced the release of efficient and durable OLED lighting panel beginning from November.

Having the light efficiency of 100lm/W and long durability of 40,000 hrs., the OLED lighting panel that the LG Chemicals has developed this time is compatible not only with the fluorescent light (100lm/W, 20,000 hrs.) but also with LED light (Above 100lm/W, 50,000 hrs.). In particular, this technological development of the LG Chemicals is evaluated outstanding compared to the OLED lighting panel of major lighting companies with the efficiency of 60lm/W.

OLED lighting is the only light source in the form of plane, taking the center stage as ‘ecofriendly lighting’ which will lead the future lighting market for the features such as no dazzling or heat emission, and heavy metals like led, mercury, etc. While the LED lighting requires additional materials like a light guide panel, a heat sinking plane, and a lampshade when manufacturing a light equipment, the OLED needs no elements, ultimately saving the production cost. In addition, it is easy to install and its application range is divers as the thickness is 1/10 of LED and the weight is only 1/5 which could be another distinguishing property against other light sources.

 

In an attempt to popularized OLED light which has many merits as mentioned above, the LG Chemicals realized the technology to enhance user convenience and improved cost structure. First, it has completed the development of the ‘OLED lighting engine’ which is a module type product that anyone can use by plugging in and it is expected to be mass produced in the future.

* OLED lighting engine: Modulized product combining the OLED lighting panel with operation driver.

In addition, it is anticipated to be supplied with the price similar to LED when mass produced by applying differentiated OLED materials and improving the yielding rate. LG Chemicals plans to focus its business on the two primary lighting markets of North America and Europe with its distinguishing technologies.

To this end, LG Chemicals is devoted to build main global customers first, currently secured more than 50 companies including the biggest American lighting company like Acuity. Furthermore, it is planning to go into the automobile light markets which takes up to 20% of the entire lighting market for the expansion of OLED lighting application fields.

 

With a wide range of design applicability of recent OLED, it is favored in the automotive lighting apparatus markets and to go along with this trend, LG Chemicals is developing an automotive taillight applying the OLED lighting panel in cooperation with global automobile corporations in Europe, Japan, etc., intended to mass-produce in 2017.

 

Park Young-ki, the President of LG Chemicals said that “There is a large market potential for OLED lighting as it has many merits like quality lights, ease of installation, etc. different from the existing lightings” and added “The plan is to promote the lighting through the continuous R&D and mass-production investment equipped with our world class technology.”

According to the UBI Research, the market research company, the OLED lighting panel market is expected to record the drastic average annual growth of more than 100%, opening from the 2015 and reaching about 550 billion won in 2016 and 4.8 trillion won in 2020.

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AUO, to focus on flexible AMOLED

Touch Taiwan 2014 was held in Taipei, Taiwan from August 27 to 29 with 430 material and equipment businesses including AUO and Innolux which are representative panel makers of Taiwan.

 

Announcing the company’s UHD curved LCD TV full lineup from 42-inch to 85-inch, public information display, displays of various applications, and high resolution LCD panel and AMOLED panel for mobile, the most crowded booth was obviously AUO.

 

The AUO released AMOLED panels are the same ones unveiled at the SID 2014 which are 5.5-inch FHD panel, 5.7-inch WQHD panel, 5-inch flexible AMOLED panel, and 1.6-inch AMOLED panel for smart watch.

 

AUO manufactures the AMOLED panel in RGB (side by side) method. Despite the recent announcement of mass production plan for 5.7-inch WQHD panel, the mass production scheme of AMOLED panel for the use of mobile is delayed due to yielding issues.

 

The 1.6-inch AMOLED panel of AUO is produced in small quantity, supplied for ASUS’ smart watch. The resolution is 320×320, 227ppi. According to the person in charge of AMOLED, the AUO is capable of producing thin AMOLED panel less than 0.45mm by applying in-cell touch panel with the technology in its possession.

 

One thing to notice is that the AMOLED TV was not exhibited. AUO demonstrated the AMOLED panel of ink-jet printing method at SID 2014. About 80 engineers are developing the OLED TV in Gen6 R&D line located at Longtan. The investment stagnates as the growth of OLED TV market slows.

 

Given the latest concentration on flexible AMOLED team from the OLED researchers of AUO, it is expected that the flexible AMOLED is to be included in the AMOLED investment plan for 2015. There is much attention towards the development of AUO that is a relatively newcomer in AMOLED industry.

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Samsung to decide, OLED or LCD?

At the keynote presentation given at the IMID 2014 held in EXCO, Daegu on the 27th, Park Dong-geun, the president of Samsung Display announced that the price of display decreases gradually and the color sense, curved design, and flexible display become more important as the technology develops. AMOLED has an excellent color expression for its adobe of 97% compared to 74% of LCD and its outdoor visibility is 1.7 times higher than LCD. Samsung Display highlighted the superiority of AMOLED over LCD with the application of the diamond pixel structure considering the retinal system of human eye, super dimming technology allowing users to use the cellphone in the dark environment without getting any light pollutions, and ultra power saving mode.

Though Samsung Display produced the OLED TV in RGB + FMM method previously, the mass production is currently ceased for the large area yielding issues. The alternative way would be using WOLED + CF method of LG but it takes a long time to mass produce and there is even a patent issue.

Due to the high price of OLED TV, Samsung Display will concentrate its business on the LCD TV for a while. Samsung’s concern for the TV business is expected to grow as the price of LCD will increase as well if applying a new technology like QD.

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LCD TV with QD or OLED TV, what would be Samsung’s choice?

At the comprehensive workshop of the 9th Display National R&D Investment Program held on August 20, KH Kim, executive director of Samsung Display stated his view on the future of display for TV.

 

Kim is expecting that despite many advantages of OLED TV, it is likely to take some time to open a market considering price competitiveness. He also added that accordingly Samsung display will work on developing technologies of color reproduction range, slim and improvement of contrast range for LCD for a while, leading the market and the business will focus on not OLED but LCD in the years ahead.

 

In the year of 2012, the OLED TV market was dominated by either Samsung or LG, and now only LG is taking vigorous efforts to open OLED TV market. Under this circumstance, the price of the 55inch FHD curved OLED TV has decreased from initial $15,000 to $3,000 but still it is twice more expensive than the 55inch FHD LCD/LED TV, falling behind in price competitiveness.

140821_QD를 적용한 LCD TV와 OLED TV, 삼성의 선택은

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