http://olednet.com/wp-content/uploads/2018/04/lgd.jpg 694 1030 OLEDNET http://www.olednet.com/wp-content/uploads/2015/09/logo_oled.png OLEDNET2018-07-27 16:31:512018-07-27 16:31:51LG Display “Strategic direction is OLED. Uncompetitive LCD lines are planned to be switched.”
In the 2Q earnings release conference call hosted on the 25th…
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The display industry has been in a state of confusion by the recent leaking of OLED display panel production technology into China. As of 2018, five companies (BOE, Everdisplay, Tianma, Truly, and Visionox) have OLED production lines in China, among which only BOE has a line that can produce OLED displays ("Plastic OLED") using plastic substrates, applied to the premium smart phones such as Samsung Galaxy and Apple's iPhone. Other panel makers are building lines to produce plastic OLED displays targeting mass production this year and next year.
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Following Bang & Olufsen and SONY, Philips' OLED TV was launched in Korea on June 11, 2018. Philips’ OLED TV, applied with LG Display's OLED panel, is available in two models; 55 - inch and 65 – inch. It features a quad - core CPU, HDR 10, Dolby Vision and DTS surround.
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In the 2018 OLED material and component report and Market Track published by UBI Research, the entire market for OLED materials and components market is expected to grow at a CAGR of 29% by 2022, forming a market of US$ 37 billion in 2022.
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At the latest OLED technology trends seminar organized by UBI Research in Seoul COEX on April 26th, professor Seo presented about the status of solution processed OLED for large-area TV production.
http://olednet.com/wp-content/uploads/2018/05/Samsung-Electronics-logo.gif 935 2062 OLEDNET http://www.olednet.com/wp-content/uploads/2015/09/logo_oled.png OLEDNET2018-04-26 15:53:192018-07-11 20:38:12Samsung Electronics' Display Business Operating Profit in 1Q 2018 slowed down to KRW 410 billion
Samsung Electronics reported sales of KRW 60.56 trillion and operating profit of KRW 15.64 trillion in the first quarter of 2018 at the conference held on April 26. Its display division generated sales of KRW7.54 trillion with the operating profit of KRW410 billion. Display sales QoQ and YoY are -32.6% and 3.4%, respectively, and operating profit QoQ and YoY are -70.9% and -68.5%, respectively. OLED sales accounted for 70% of its total display sales.
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According to OLED Market Track, which was published by UBI Research in the first quarter of 2018, AMOLED sales and shipments amounted to US$ 8.86 billion and 130 million units, respectively, in the fourth quarter of 2017. The sales amount is 100.2% higher than the fourth quarter of 2016. Among them, Samsung Display's sales and shipments account for 91.6% and 94.5%, respectively, and keep its absolute position.
http://olednet.com/wp-content/uploads/2018/02/galaxy9.jpg 312 965 OLEDNET http://www.olednet.com/wp-content/uploads/2015/09/logo_oled.png OLEDNET2018-02-26 16:03:352018-07-11 20:43:27Galaxy S9 – Curious about Samsung's strategy to launch Foldable Phone
Interests in Galaxy S9 and Note 9, which will be released soon, are growing. There are a lot of people who want to figure out in advance the features of Foldable Phone, which Samsung announced to be launched within this year, through Galaxy S9 and Note9. However, it is impossible to predict the specifications of the Foldable Phone with the contents that have been opened so far.
http://olednet.com/wp-content/uploads/2018/02/180213_market_1.jpg 417 713 OLEDNET http://www.olednet.com/wp-content/uploads/2015/09/logo_oled.png OLEDNET2018-02-14 14:59:052018-07-11 20:43:58AMOLED Display Market Track, just issued – Market Performance, Market Forecast, ASP, Supply and Demand Analysis
According to the market performance data of the AMOLED Display Market Track published by UBI Research in February 2018, total AMOLED shipments and sales in 2017 were recorded as 440 million units and US$ 27.1 billion, up 13.6% and 62.3% respectively, compared to the previous year.
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Samsung Electronics achieved sales of 65.98 trillion won and business profit of 15.15 trillion won through the fourth quarter of 2017 performance conference call which was held on 31 January. Moreover, Samsung Electronics achieved 11.18 trillion won and business profit of 1.41 trillion won in display business.
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LG Electronics announced through its Q4 2017 earnings conference call, the sales of HE (Home Entertainment) Division increased by more than 10% compared to the same period of last year due to the demand for high-demand season of TV market and the sales of premium TV.
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According to the investment trend data from AMOLED Display Market Track published by UBI research, the net area capacity of AMOLED production worldwide is expected to grow at a CAGR of 48% from 2018 to 2020.