UBI: The price gap between premium OLED and LCD TVs is almost gone

Nov 16, 2017

UBI Research is tracking the price of premium TV sold on Amazon.com in the US. As competition intensifies, the price gap between OLED and LCD TVs keeps getting lower - to the point where is not much difference between a high end Samsung QLED TV and LG's OLEDC7 OLED TVs.

LCD vs OLED TV price gap, (UBI Research, 2016-2017)

In December 2016, the price gap between a 65" LG OLED TV to a 65" Samsung SUHD TV was about $1,000. The price gap as of today is only about $300. The price gap for a 55" TV is even lower (around $200).

IHS says demand for flexible AMOLEDs to grow slower than the supply, which will lead to low fab utilization in 2018

Nov 15, 2017

IHS says that demand for flexible AMOLED displays is growing at a slower pace than expected - and also at a slower rate than its supply, and a a result the supply in 2018 will be 44% lower than the demand.

Flexible OLED supply and demand balance (IHS, 2016-2020)

IHS says that flexible OLED capacity will grow 100% in 2018 (to reach 4.4 million square meters), but demand will only grow 70% (to 2.4 million square meters). IHS says that the high price of flexible OLEDs caused smartphone makers to opt for either rigid (glass-based) OLEDs or LCDs in their 2018 models. IHS estimates that the price gap between a flexible OLED and a rigid OLED on the same 6-Gen line is about 50%.

New OLED gadget: HTC Vive Focus

HTC's Vive Focus, announced in November 2017 in China, is a premium standalone VR headset build on HTC's Vive Wave VR open platform. The headset uses "high resolution" AMOLED displays (HTC did not release the specification yet), a snapdragon 835 CPU and 3DoF controllers.

HTC Vive Focus photo

HTC did not disclose the shipping date or price of the Vive Focus, but it did say it will be launched in China first.

KGI: Apple will release two OLED iPhones in 2018, sized 5.8" and 6.5"

Nov 14, 2017

KGI Securities analyst Ming-Chi Kuo estimates that Apple will launch three new iPhone models in 2018. Two of these will sport OLED displays, the 5.8" and 6.5" models. According to Kuo, all of Apple's iPhones in 2018 will have the same full-screen notched design used in the iPhone X.

Apple iPhone Lineup 2018 estimation (KGI forecast, Nov-2017)

Note that the image above, produced by KGI, is just a render. Kuo sees the 5.8" iPhone (X2?) using the same resolution as the iPhone X (1125x2436, 458 PPI). The 6.5" model will actually sport a higher density (480 to 500 PPI).

New videos show the latest LG Display OLED installations in Korea and Hong Kong

Nov 13, 2017

LG Display published three very nice videos showcasing three new OLED lighting installations. First up is an OLED chandelier that was specifically designed for the presidential suite suite in the Landmark Mandarin Oriental Hotel in Hong Kong.

As you can see in the video above, the Chandelier has a unique design that uses 36 modules each with 4 OLED Panels (for a total of 144 10x10 cm panels). The project managers (TELCS Lighting Design and Consutancy) and the chandelier designer (Joyce Wang Studio) say that only OLED lighting panels provided them with the light quality and design possibilities that they wanted.

SmartKem signs an agreement with a display maker in Taiwan to develop and produce OTFT-based displays

Nov 13, 2017

UK-based OFTF developer SmartKem announced that it has signed a Letter Of Intent (LOI) with a display maker in Taiwan to develop and mass produce commercial displays using its OTFT technology.

SmartKem OTFT transistors photo

SmartKem did not name this company, but they did say that the company produces both LCD and AMOLED displays, which means it is likely to be either AU Optronics or Innolux. It is not clear whether the Taiwanes display maker will use SmartKem's technology for future OLED or LCD displays (or, most likely, both).

ITRI aims to establish a pilot line for VR Micro-LED displays by the end of 2018

Nov 13, 2017

Taiwan's ITRI (or more specifically its Electronic and Optoelectronic System Research Laboratories or EOSRL) aim to establish a pilot line for Micro-LED displays that will start production in Q3 2018.

Oculus Rift photo

According to reports, the line will be used to produce small displays for VR applications - in addition to large-area indoor signage displays. The new line will obviously have a small capacity, but EOSRL believes that Micro-LED displays may grab up a sizable part of the display market.

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