09/21/2022

三星OLED业务下半年利润率将超20%

9月15日,KB证券研究员金东元表示,“三星电子今年下半年的营业利润预计为23.2万亿韩元。” 特别是由于DRAM和NAND出货量下降以及价格跌幅大于最初预期,预计三星半导体(DS)部门下半年收益将不乐观。 金东元解释说:“PC、智能手机和服务器等下游行业的需求下降以及担心明年经济放缓的客户的保守库存政策将导致下半年内存需求放缓和价格疲软。” 然而,尽管担心存储器行业进入下行周期和经济放缓,KB证券解释说,三星电子未来将在 NAND 和 OLED 业务中确保出色的业务结构,以确保与竞争对手相比具有差异化的盈利能力。 即使 NAND 价格在H2下降 30% 以上,由于成本结构的改善,预计NAND部门利润率将能够保持两位数。OLED业务也有望维持20%以上的营业利润率。
09/21/2022

韩媒:中国企业2024年将量产大尺寸OLED

在OLED市场,中国的追赶正在加速。京东方、华星光电和天马对中小型OLED进行了积极投资。业界预计,到2024年,中国企业中小尺寸OLED产能(按面积计)将超过韩国企业。 用于电视的大尺寸 OLED 市场也并不平静。目前,LG Display 供应全球 99% 的产量,但随着中国厂商从 2024 年开始生产大尺寸 OLED,国内企业的市场份额势必会减少。 中国企业在提高产能的同时,也在抢走国内OLED技术人力。这是为了缩小与韩国企业的OLED技术差距。业内人士认为,韩国企业与中国企业的技术差距在两到三年左右,挖角关键人员的方法是缩小技术差距最有效的方法。中国企业通过提供2-3倍现有年薪的方式引进韩国OLED技术人才。业内人士认为,中国OLED核心劳动力中约有20%已经从韩国转移。 最后,专家一致认为,在没有政府全力支持的情况下,OLED市场被中国夺走只是时间问题。与半导体行业不同,显示行业的材料、零部件和设备的国产化率很高,只有政府积极支持才能守住,但目前支持量还不到半导体的一半。 汉阳大学融合电子工程学教授(韩国半导体显示技术学会会长)朴在根说:“现实情况是,中国企业在显示方面的追赶速度比在半导体方面要快政府的税收对生产设施进行投资的激励措施至关重要。” 来源:韩国朝鲜日报
05/08/2021

Notion Systems Teams Up With Scrona To Enable Dramatically Improved OLED Inkjet Printing Resolution And Throughput

Inkjet printing system developer Notion Systems announced a global strategic partnership with Scrona, a developer of ultra-high resolution n EHD (electrohydrodynamic) print heads. Using the new […]
05/08/2021

Olum Material Develops ‘Unit Cell Fine Metal Mask’ Method

A South Korean company has developed a new FMM (fine metal mask) technology that is suitable for manufacturing large OLED displays with high resolution. South Korea’s […]
05/08/2021

Solus Begins Construction Of OLED Material Plant In China

Solus Advanced Materials said on Tuesday said it has begun construction of a new OLED material factory at Changzhou, Jiangsu province in China. It is the […]
05/08/2021

BOE To Supply OLED Displays For Samsung Electronics’ Smartphones For The First Time

BOE, the biggest display manufacturer in China, is preparing to supply its OLED displays for Samsung Electronics’ smartphones for the first time. Particularly, the company’s OLEDs […]
05/08/2021

OLED Revenue Increases Only 0.7% In 2020

Worldwide revenue from organic light emitting diode (OLED) increased only increased 0.7% in 2020, according to market research firm UBI Research. This was due to price […]
05/08/2021

UDC And PPG To Establish A New PHOLED Production Site In Ireland

PPG Industries and Universal Display established a strategic relationship in 2000, and since then PPG is the exclusive producer of UDC’s PHOLED emitter materials. The two […]
05/08/2021

Dresden Researchers Develop New Strategy For Efficient OLED Active Matrix Displays

In the group of Prof. Karl Leo, physicists, material scientists and engineers are working jointly on the development of novel organic materials and devices for high […]
05/08/2021

Kyulux Raises $34 Million In Its Latest Funding Round, Receives Basic HF TADF Patent From Kyushu University

TADF emitter materials developer Kyulux announced that it has finalized its Series-B-prime funding round, raising $34.3 million USD from several VCs and companies. Kyulux will be […]
05/08/2021

Tianma’s 6-Gen Flexible OLED Line In Xiamen Is Progressing And Is Ahead Of Schedule

In August 2019 China-based Tianma announced plans for a 6-Gen flexible AMOLED line in Xiamen, China. Total investment in the new fab is estimated at $6.8 […]
05/08/2021

Everdisplay Goes Public And Is Now Listed At The Shanghai Stock Exchange Star Market

AMOLED producer China-based EverDisplay (EDO) has become a public company and it is now listed on the Shanghai Stock Exchange Star Market. The company also released […]
05/08/2021

LG Mulls Exit From Smartphone Market

LG Electronics may exit the smartphone business after losing about 5 trillion won ($4.5 billion) over the past five years. Its CEO Kwon Bong-seok on Wednesday […]
05/08/2021

CYNORA Announces Availability Of Industry’s First Device Test Kits For TADF Deep Green Emitters For Next-Generation OLED Displays

BRUCHSAL, Germany–Marking a new innovation trajectory for the OLED industry, CYNORA today announced that device test kits for its Thermally Activated Delayed Fluorescence (TADF)-based Deep Green […]
05/08/2021

BOE To Invest $155 Million In A 12-inch Wafer OLED Microdisplay Project

BOE announced it is raising new funds (a total of $3 billion) towards several projects, including an increase at its stake at its LCD lines and […]
05/08/2021

Exciting Times For Efficient Heavy-atom-free OLEDs

Organic light-emitting diode (OLED) displays are now very popular features of many mainstream products including smartphones and televisions. OLEDs have the advantages of being low cost, […]
05/08/2021

Hyperfluorescent Blue OLED Points Way To Pure And Efficient Blues

FUKUOKA, Japan, Jan. 5, 2021 — Researchers at Kyushu University have introduced a blue light source that could lead to more efficient OLED displays, while, at […]
05/08/2021

Konka Displays Guts With Bets On Micro LED, Latest Fund

Konka Group Co Ltd, a Chinese television manufacturer, is beefing up efforts to expand its presence across the semiconductor sector related to displays, spanning material and […]
05/08/2021

Tianma Aims To Ship 20 Million Flexible OLED Panels In 2021

Chinese display maker Tianma is aiming to ship 40 million OLED panels next year. Out of that total, 20 million units is aimed to be flexible […]
05/08/2021

Visionox Expands Flexible OLED Production Capacity

Chinese display panel maker Visionox has begun operations of its flexible OLED factory at Guangzhou, according to local media Ijiwei. The company held a ceremony to […]
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