Blog from March 2021

OLED

eMagin Awarded New Patent for High Resolution OLED Direct Patterning Technology

March 8, 2021

eMagin has been awarded a new patent by the U.S. Patent and Trademark Office (USPTO) for its Direct Patterning Display (dPd™) technology. This patent follows two USPTO patents awarded last year and adds to eMagin's portfolio of 18 foundational dPd patents and utility applications for OLED patterning, processes and equipment. The company has a roadmap for full-color displays targeting a brightness level in excess of 28,000 nits by mid-2023, with an intermediate brightness of 10,000 nits later this year. There has been a race to develop high brightness displays for Augmented Reality (AR) and Virtual Reality (VR) in recent years.
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Augmented and Virtual Reality

6 Key Points from Mark Zuckerberg’s Interview on AR/VR

March 15, 2021

Facebook’s CEO Mark Zuckerberg was recently interviewed by The Information to discuss the company’s work in augmented and virtual reality. Facebook acquired Oculus seven years ago and has since become the leader in VR. According to internal organizational data reviewed by The Information, nearly 10,000 people, or nearly one-fifth of Facebook’s total global workforce, are working in the group developing AR and VR devices. During a 46 min conversation, Zuckerberg elaborated on his vision and the challenges ahead.
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Display Equipment

Display Capacity Growth Upgraded, Now Expected to Fall in 2023 on Korea Shutdowns

March 15, 2021

DSCC has upgraded its display capacity outlook in its latest Quarterly Display Capex and Equipment Market Share Report as a growing number of manufacturers add capacity in response to stronger than expected demand from work from home (WFH), learn from home (LFH) and entertain from home (EFH). In addition, the arrival of miniLED backlights which boosts LCD performance and narrows the performance gap with OLEDs at the high-end of IT and TV markets, should enable LCD manufacturers to raise prices for a growing percentage of its output justifying additional capacity investments.
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Display Equipment

Display Fab Utilization Continuing Strong in 1H 2021

March 22, 2021

With LCD panel prices at multi-year highs and spot shortages in some display applications, display industry fab utilization is continuing at high levels in the first half of 2021, according to the latest release of DSCC’s Quarterly All Display Fab Utilization Report, issued this week. In Q4 2020, total TFT input for all display makers was up 3% Q/Q and 15% Y/Y at 79.4M square meters, and in the current Q1 2021, we expect total TFT input to be flat Q/Q but up 12% Y/Y at 79.6M square meters.
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Materials

Display Glass Shipments to Hit New Records in 1H 2021 and Corning Announces Glass Price Increase

March 29, 2021

Pulled by strong demand for large-screen LCD panels, display glass shipments are expected to increase by 4% in the second quarter of 2021 to an all-time high of 165M square meters, according to the latest update to DSCC’s Quarterly Display Glass Report, released last week. Shipments in the first quarter of 2021 have been flat Q/Q compared with Q4 2020, despite the reduced number of working days and the supply constraints stemming from a power outage at NEG’s Takatsuki plant.
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