Somebody is living in the future
DisplaySearch says that curved TV shipments will reach almost 800,000 units worldwide in 2014, and sales will grow to over 6 million by 2017. DisplaySearch sees curved TV as a novelty that will actually wear off with time and shipments will trail off in time.
Even though the first curved TV were OLED TVs, there are also curved LCDs and in fact DisplaySearch says that the majority of curved TV shipments will be LCDs (not surprising really as OLED TV prices will remain high in the near future).
According to DisplaySearch, only 100,000 OLED TVs will ship in 2014 (I think DisplaySearch only counts curved panels in this report), and in 2016 shipments will reach a million units. In 2017 shipments will almost double (to nearly 2 million units).
Rumors about an Apple OLED TV started circulating in 2011, and every so often we hear another report that suggests that such a TV will be released soon. Yesterday The Korea Herald that a local Korean company (which can only be LG Display) produced 65" OLED sample panels for Apple.
Apple's reported plan is to launch the OLED TV in 2015, but the plans aren't final. It seems that Apple originally hoped to start shipping around 2 million 65" and 77" LCD TVs in 2014 - but the company was not happy with the LCD display quality and have decided to shift to OLED panels. Apple is also still struggling to sign agreement with content providers.
The main problem with this rumor, as always, is the OLED production capacity. LG Display's is the leading OLED TV maker, and their capacity will not be enough for apple. LGD's upcoming M2 Gen-8 fab (which is scheduled to start producing panels towards the end of 2014) will have a capacity of 26,000 substrates - or about 150,000 55" OLED panels per month. LGD's yield is still very low, so even if they committed all of their capacity for Apple (which is not very likely) they will only be able to produce a few tens of thousands of TV panels per month.
LG Chem had a large presence at L+B 2014, and the company sent a few photos and a video of their OLEDs in action. In the past few weeks, the company announced new 320x110 mm panels and also the world's largest OLED at 320x320 mm. All of their new panels feature an increased lifetime (to 40,000 LT70) and a high CRI (over 90).
LG Chem also revealed their efficiency roadmap. Currently all their panels feature 60 lm/W. They already developed 100 lm/W panels and these will be released commercially later in 2014. By 2016 the company hopes to reach 140 lm/W. The standard luminance of the company's panels is 3000 cd/m2, but they can also supply panels with 5,000 or even 8000 cd/m2 (this decreases the lifetime, though).
The luminaire seen in the video called Mobius. This one uses the company's new 320x110 panels and was the centerpiece at the company's booth. You can see a luminaire that uses LG Chem's upcoming plastic-based truly bendable OLEDs.
LG Chem had 13 luminaries that were designed in-house at the show. The also showed several new collaboration works at the collaboration zone part of the booth (see image below). Some of LG Chem's collaborators include BMW, VW, Glass Trösch, Saint Gobain, JBSB and others. You can also see the company's new OLED desk lamp in the center of the photo.
Konica Minolta also unveiled a structured (patterned) OLED panel that is quite beautiful. The idea is the KM's new panels are very light (feather-like light weight) and so they patterned a feather. KM says that their new OLED panels are the thinnest in the world at 70 microns.
Last month Konica Minolta announced that it is starting to construct an OLED lighting fab that will mass produce color tunable flexible OLEDs in a roll-to-roll process. Mass production will commence in the fall of 2014, and the fab will be able to produce a million panels per month.
German based lighting expert Hella showed a new automobile rear light module prototype that uses curved flexible OLEDs. The module uses 28 flexible OLED lighting panels (made by LG Chem) that were bent so each is shaped differently and so it creates a unique 3D structure.
Hella designed this module in collaboration with BMW. Hella says that because OLEDs offer light emitting areas (in contrast to LEDs which are spot lighting) they open new possibilities for lighting in and around a vehicle.
This is not Hella's first OLED lighting automobile prototype. The company was part of the German So-Light project which was concludes in January 2013. As part of the project, Hella designed automotive indoor lighting and a car rear-light with red OLEDs. The OLEDs in those prototypes were COMEDD's TABOLA OLED lighting panels.
Price you buy at does matter. But for some of us who bought between $2 to $ 3 this is a great buy. We have been paid back the entire amount. But wish you all the best with other stocks and future buys.
It may be the UDC is supplying Samsung with a new red emitter, green host or green emitter. Although I would have assumed we'd know if UDC had a new, more efficient commercial. The only new public commercial material from UDC lately was a new red material that achieved commercial status a few months ago (this was reported by UDC in May 2013). But UDC said that this specific red PHOLED only improves the lifetime and not the efficiency of the previous red (it was also reported that this specific red emitter is aimed towards OLED TV applications).
This may be a nice surprise for UDC investors. A new red (or green) material may mean that the volume discounts Samsung enjoyed will be defaulted and so UDC may see a jump in near term revenue. We'll probably know more when we see UDC's next quarterly report. Another possible scenario is that Samsung switched to a different red host (not currently supplied by UDC)
OSRAM already stated in the past that OLED is the next technological development for car lighting, and the company sees OLEDs adopted in series production of new vehicles by 2016. At the L+B exhibition, Osram unveiled a new OLED Module for the automotive market, and the company's OLED chief said that demand for organic solutions from the automotive sector will drive down prices and increase product innovation.
The company are also showing their new panels at the event. Those panels offer 65 lm/W, 15,000 hours lifetime and output about 600 lux. To showcase those new panels, the company unveiled a new pendant luminaire designed by Werner Aisslinger. The luminaire uses 16 OLED panels.
Did not listen to some on MB predicting it will tank to $2.50 and held on and get $0.50 per share, that is between 1/6 to 1/7 of a share at present price. Investors ( those who hold on to shares) win too sometimes.
Korean news site ETNews posted an article discussing Samsung's and LG Display's flexible OLED display plan for 2014. According to the report, LG Display will focus on reducing the size of the OLEDs while increasing the resolution and other display aspects, while Samsung wants to develop new display designs and forms.
LG Display is currently producing a 6" 720p flexible OLED panel - which means a PPI of 245. Samsung's display (5.7", Full-HD) has a much higher PPI of 386. In 2014, LGD hopes to start producing a 5.5" Full-HD panel. The company also reportedly has issues with heat handling and they want to address this issue.
According to the report, Samsung's plans for the near future is to enable different curved designs - so they will have both horizontal and vertical curves. Samsung also wants to enable designs that have curved edges.
LG Electronics' OLED desk lamp uses two LG Chem's flexible OLED lighting panels and can be controlled (via Bluetooth) using a smartphone application. The application can be used to choose one of several light modes (for movies, readying, etc.) or dimming and even turn on or off at a predefined time.
LG Chem's flexible OLEDs are 210x50 mm in size (0.33 mm thick), and they offer a color temperature of 4,000K, efficacy of 55 lm/W and a brightness of 73 lumens. The CRI is 90 and the lifetime is 40,000 (LT70).
LG Electronics unveiled the desk lamp in April 2014, but they did not reveal actual launch plans or pricing details.
Two 210x50 flexible OLED lighting panels
Samsung SDI announced that it is buying Samsung's Cheil Industries for $3.3 billion in stock. SDI hopes that the merger will expand the reach of its lithium-ion battery business through the chemical and materials supply chain of Cheil.
Cheil Industries is involved with OLED materials, and in August 2013, Cheil Industries (together with Samsung Electronics) acquired Novaled for #$%$260 million. According to Analysts, this merger will also create synergies in the OLED market for automobiles. Now SDI may use Cheil's OLED business to target materials for OLED lighting and displays in automobiles.
Up until 2008 Samsung SDI handled Samsung's OLED business, and in 2008 Samsung Mobile Display was spun off. SMD was later merged into Samsung Display - which today handles all of Samsung's display business - including OLED displays. Samsung SDI changed its focus to renewable energy (mostly L-ion batteries).
An early teardown (translation) of Samsung's (SSNLF) Galaxy S5 has turned up the same 6-axis InvenSense (INVN) motion sensor found in the Note 3. The InvenSense part displaces the STMicroelectronics (STM) motion sensor found in the S4.
Multiple Maxim (MXIM) power ICs were also uncovered. Though Barclays thinks Maxim lost the gesture IC slot it had in the S4 to rival AMS, it nonetheless thinks its dollar content grew ~10% (previous).
An NXP (NXPI) NFC controller/secure element displaced the Broadcom (BRCM) NFC chip that went into the S4; Barclays estimates the design win will be worth $50M-$60M to NXP, assuming average content of $1. Broadcom is still expected to get $4/unit for supplying the S5's Wi-Fi/Bluetooth combo chip.
Synaptics (SYNA) is believed to have the S5's touch controller slot and (though not revealed in the teardown) its fingerprint/swipe sensor slot. The company's S4 touch controller win delivered a windfall.
Though a Skyworks (SWKS) power amplifier module and discrete amplifier were found, and a Wi-Fi filter is believed to be present, Barclays thinks Skyworks' content share likely fell, thanks to the absence of Wi-Fi switch/LNA content. It also thinks the total value of the S5's Wi-Fi RF content is lower due to Broadcom's use of internal power amplifiers (possibly a negative for S4 supplier ANAD).
Separately, DisplayMate calls the S5's OLED display "the best-performing smartphone display we have ever tested," after doing an in-depth analysis. The display's color accuracy, brightness, ambient lighting performance, and power efficiency all receive high marks. OLED materials/tech supplier Universal Display (OLED) will be happy to hear that.
GeekAmmo launched a successful Kickstarter campaign that aims to develop a tiny Arduino computer with a built-in PMOLED display. The MicroView will be the first small Arduino that has a built-in display, so you do not need to connect it to a computer for output.
The Microview uses a ATmega328P CPU (16 Mhz), 32Kb of FLASH and a 64x48 blue PMOLED display. The inventors wanted to reach $25,000, but with 21 days to go, they already raised over $300,000 as this campaign got a lot of press and almost 4,000 backers.
If I were you and close tp this Rep. I would call him now and follow up latter again if needed.