Complementing the quarterly shipment tracking we do on smartphones, foldables and TVs, DSCC has released the first issue of its Quarterly Advanced IT Display Report which tracks OLED and MiniLED competition in the tablet, notebook PC and monitor/AIO market.
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Microdisplay maker eMagin announced last week achieving a major milestone in OLED displays that may enable the next wave of AR and VR devices. In a small event in New York City which I attended, eMagin demonstrated their full-color OLED microdisplay capable of 10,000 cd/m2. As described in DSCC’s Annual Augmented and Virtual Reality Display Technologies and Market Report, displays are a key enabling technology for AR and VR, and may limit the ability of devices to deliver the immersive experience that they promise. Some of the early efforts at VR have been hindered by motion artifacts, low resolution or other issues. At the NY event, eMagin CEO Andrew Sculley gave a short presentation which included this comparison of some existing VR devices which do not achieve anything close to the resolution capability of the human eye.
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This week, DSCC is hosting the AR/VR Display Forum, a two-day virtual event (November 3-4) on display technologies for augmented reality and virtual reality. DSCC took the initiative to organize this Forum because the display is a key component to deliver the user experience promised by both AR and VR. Applied Materials is a Platinum sponsor and will present their latest manufacturing innovations during the conference. The company has kindly agreed to answer a few questions ahead of the event. The answers below were provided by Applied Materials’ executive staff: Robert Visser, Max McDaniel, Paul Gallagher and Nag Patibandla.
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The best thing that can be said about LCD TV panel prices in October is that the pattern is not worse than September, which remains the month with the largest single-month decline in panel prices in the history of the industry. The average decline in October among the seven TV sizes we track was “only” 15.5%, almost but not quite matching the 15.8% decline in September. LCD TV panel prices have now lost more than half the gains that they achieved in the long up-cycle from May 2020 to June 2021.
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DSCC issued its latest LCD and OLED fab schedules last week as part of its Quarterly Display Capex and Equipment Market Share Report and its OLED Supply/Demand and Capital Spending Report. In addition to the fab schedules in Gantt chart form sorted chronologically and by manufacturer, we also provide an analysis of all the latest FPD fab schedule changes.
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MicroLED is a disruptive display technology that promises high brightness and high contrast while keeping power consumption low. These features are particularly relevant for augmented reality (AR) and virtual reality (VR) applications to deliver the best visual experience.
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With LCD panel prices falling at the fastest rates ever, display industry fab utilization is expected to slow down in the fourth quarter of 2021, according to the latest release of DSCC’s Quarterly All Display Fab Utilization Report, issued this week. In Q3 2021, total TFT input for all display makers was up 3% Q/Q and 12% Y/Y at 87.3M square meters, and in the current Q4 2021, we expect total TFT input to be down 3% Q/Q but still up 7% Y/Y at 85.1M square meters.
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Organic TFT material supplier SmartKem signed a joint development agreement last week with RiTdisplay to produce a full color demo of an AMOLED display using SmartKem’s TRUFLEX backplane technology and ink materials and RiTdisplay’s OLED process, fab and drive electronics. RiTdisplay CEO D.C. Wang indicated that this partnership signifies RiTdisplay’s opportunity in AMOLEDs. RiTdisplay has built a nice business in PMOLEDs. Their PMOLEDs range in size from 0.42” to 3.8” in monochrome and from 0.95” to 1.8” in full color. They are targeting the industrial, IoT, wearable and other small display markets. They claim 15K substrates per month at 370 x 470mm. RiTdisplay likely sees AMOLEDs as a way to boost growth. But rather than compete with existing players with a similar process, they see a partnership with SmartKem to compete with a lower backplane cost and possibly higher performance as well. The OTFT process does not require expensive LTPS, implant or CVD steps. The release says that RiTdisplay believes the partnership with SmartKem will create displays with higher brightness, higher resolution, better reliability, larger sizes along with super slim and bendable characteristics.
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DSCC has released its latest update of our Advanced TV Display Cost Report, with updates to OLED and LCD cost profiles. This quarter’s edition includes updates to all sizes of WOLED panels and 55”+ LCD sizes, including LCD with MiniLED backlights, and some cost profiles for new OLED sizes, including 97” UHD. The surge in demand for flat panel display panels and other electronic devices has resulted in shortages for several critical components, including glass substrates, driver ICs and PCBAs. These shortages have had a bigger impact on LCD costs than on OLED panel costs, which are still declining compared to 2020 as yields improve.
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In a direct challenge to Corning’s dominant position in smartphone cover glass, German glassmaker SCHOTT launched a new cover glass last week, Xensation Alpha (α), that they call “nearly unbreakable”. Xensation α is a chemically strengthened lithium alumino borosilicate (LABS) glass and the company believes it is the best of breed. According to SCHOTT’s, Xensation Alpha outperforms current aluminosilicate (AS) or lithium aluminosilicate (LAS) cover glass by up to 100% when it comes to drop performance and is less susceptible to scratches than commercially available AS and LAS glass substrates. SCHOTT also claimed that the new material offers significantly better drop performance from double the height compared to other LAS-based premium cover glasses. SCHOTT also claimed the new glass offers better scratch resistance than commercially available AS and LAS glass types and achieves the same performance whether its bent or flat.
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