Riber, Coherent and Cognex post clashing views on the 2020 OLED market rebound

2019 is shaping up to be a dramatically-low investment year for the OLED industry. DSCC for example expects that the market will fall 88% in 2019 compared to 2018. Two companies reported their financial results this week, with interesting notes about the OLED market.

First up is France-based effusion cells and sources producer Riber. The company reported that H1 2019 revenues in its evaporator business fell from €10.4 in H1 2018 to only €1 million. The sharp decline is linked to the "freeze on investments in OLED screen production equipment following the major investments made in previous years".

Dell starts shipping its XPS 15 OLED laptop

Dell started shipping its XPS 15 2019 laptop with the 15.6" UHD (3840x2160) OLED display (produced by Samsung Display). The price of the OLED models starts at $1,799.

Dell XPS 15 OLED 2019 photo

The Verge recently reviewed another OLED laptop, the HP 2019 Spectre x360 15, which uses the same SDC 15.6" display. The Verge says that the OLED is tremendous, and the reviewer sees "no reason why someone would pick an LCD over this OLED, given the option".

Novatek Microelectronics expects its AMOLED driver IC shipments to double

Taiwan-based driver IC developer Novatek Microelectronics says that it expects shipments of AMOLED drivers will double from 3 million in Q1 2019 to 6 million in Q2 2019.

Novatek reported its financial results, saying that its last quarter was the best one in 11 years, as profits grew 34% from last year to $68.5 million. Growth at Novatek is fueled by strong demand for OLED drivers and TDDI chips.

Samsung: we fixed all the Galaxy Fold issues, will start shipping it in September

In April 2019, after early reviewers reported that that the foldable screen in their Galaxy Fold devices broke down after a day or so, Samsung decided to delay the release of its foldable smartphone, the Galaxy Fold.

Samsung Galaxy Fold photo

Following three months of re-design, Samsung now announced that it fixed all the issues in its foldable smartphone and is ready to start shipping in September 2019. Here are the list of changes that Samsung announced, including both design and construction improvements:

LG Display reports its Q2 2019 results, to invest a further $2.5 billion in its P10 OLED TV fab

LG Display announced its unaudited financial results for Q2 2019, and updated on its upcoming OLED projects.

LGD P10 OLED fab, Paju Korea (March 2019)

First of all, LGD announced an additional investment of KRW 3 trillion ($2.5 billion) P10 10.5-Gen OLED TV fab in Paju. Last month it was reported that LG display has started to install some of the Oxide-TFT deposition equipment (supplied by Applied Materials and Jusung Engineering). The mass production at the first lines in the P10 fab is expected to begin in 2021. LG Display did not disclose any more details regarding this new $2.5 billion investment plan yet.

Asus ROG Phone II

The Asus ROG Phone II is a high-end gaming smartphone that features a large 120Hz 6.59" 1080x2340 AMOLED display, an under-the-display fingerprint sensor, a Qualcomm Snapdragon 855 Plus chipset, an Adreno 640 GPU, 12 GB of RAM, 256/512 GB of storage and a dual 48/13 MP camera setup.

Asus ROG Phone II photo
The ROG Phone II will ship in August 2019, starting at around $1000.

END: RiTDisplay and PlayNitride to supply Apple with MicroLED displays for its next-gen Watch device

Apple is currently using an LGD 1.57" 394x324 LTPO AMOLED display (1.78" 448x368 on the larger 44mm version) in its latest Watch smart wearable device. Apple's involvement in Micro-LED displays started in 2014 when it acquired LuxVue, and it was always assumed that Apple's main aim for the new display technology is to adopt it in wearable devices.

PlayNitride high-brightness high-density passive-matrix wearable Micro-LED prototype (SID 2019)

According to a new report from Taiwan, PlayNitride and RiTDisplay are in talks with Apple to supply microLED displays for Apple's next-generation Watch wearable. A micro-LED display could offer much higher brightness and efficiency compared to an AMOLED display, both of which could be highly desirable in wearable devices.

Xiaomi Mi A3

Xiaomi's Mi A3 is an Android smartphone that features a low density 6.01" 720x1560 (286 PPI) Super AMOLED display, and under-the-display fingerprint sensor, a Qualcomm Snapdragon 665 chipset, 4GB of RAM, 64/128 GB of storage, a micro SD slot and a triple camera setup.

Xiaomi Mi A3 photo

The Mi A3 will ship by the end of July for around $300.

Kyulux - Hyperfluoresence OLED emittersKyulux - Hyperfluoresence OLED emitters