In addition, Samsung Display has also established an independent micro-display department specifically for XR devices, aiming to seize the opportunity of the new generation technology.

At the same time, LG Display (the new CEO is Zheng Zhedong) also reorganized and established a new strategic customer (SC) department. The SC unit will be separated from the existing small and medium-sized business unit and will be dedicated to Apple business.

According to industry insiders, Samsung Display’s reorganization is mainly to strengthen its “A (Apple) Business Team” and focus on developing technology that can supply foldable OLED panels for Apple’s future foldable iPads and iPhones.

The small and medium-sized display division, which produces smartphone OLEDs and foldable panels, is said to have established a foldable product development department and a foldable panel development department within the A development team, focusing on popularizing foldable products and ensuring differentiated technology.

In terms of personnel changes, Cui Quanyong, who once served as the head of the headquarters planning team, has been transferred to the head of the A business team; Xu Zhexi, who once served as the head of the business planning team of the headquarters planning team, will become the new head of the headquarters planning team.

According to reports, Samsung Display and LG Display are already working on development work for Apple’s foldable product project, including a 20.25-inch size panel. It’s unclear whether the panel size is related to a specific product or panel production process.

Apple analyst Ming-Chi Kuo previously said that Apple is unlikely to launch a folding screen version of the iPhone before 2025, while DSCC analyst Ross Young believes that a folding screen iPhone may be seen as early as 2025.

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As the leader in the OLED market, Samsung Display currently has a considerable lead. According to the latest report from UBI Research, Samsung plans to start production of its 8th generation large OLED panels in the first half of 2026.

It is worth mentioning that the eighth generation here refers to the eighth generation manufacturing method rather than the eighth generation OLED display technology, which can better meet the needs of tablets, laptops and PC monitor markets.

Analysts believe that Samsung Display will invest 4.1 trillion won (Note: currently about 22.181 billion RMB) in Gen 8 OLED manufacturing this year. Apple is one of the biggest factors driving this market shift.

According to UBI Research analysts, OLED panel shipments will reach 7.8 million units this year, but by 2024, shipments will jump to 18.8 million units. The main factor behind this is that Apple will launch the first OLED iPad Pro next year.

What needs to be emphasized here is that Samsung will use existing Gen 6 production lines to produce OLED screens for Apple, but they hope to switch to Gen 8 production lines as soon as possible, which is where its so-called 4.1 trillion won investment intention lies.

Analysts pointed out that Samsung Display currently mainly competes with LG Display in the field of OLED iPad panels, but BOE has also been working hard to improve its OLED panel production capacity and quality in an attempt to become one of Apple’s suppliers.

Samsung’s investment will ensure that its display unit does not lose its advantage in the battle for dominance in the OLED market. In other words, this investment will at least ensure that Samsung Display wins the main order for Apple’s iPad OLED panels.

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According to sources, Samsung Display has internally begun clearing inventory of displays produced in China.

Public information shows that Samsung Display has withdrawn from the LCD market. The display devices currently developed and produced are OLED and QD-OLED models. LCD display panels mainly rely on Chinese manufacturers including TCL Huaxing. As shown in the picture above, Samsung’s latest Odyssey gaming monitor G95NC uses TCL CSOT’s R1000 8K HVA curved screen panel.

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As can be seen from the trend chart, mobile phone screen technology has transitioned from the water drop screen and notch screen to the perforated screen stage. In the next stage, Samsung will launch the zero-frame full-screen technology and further improve the UPC technology (under-screen camera).

Korean media Thelec revealed that Samsung and LG are developing iPhone OLED displays without front borders, with the ultimate goal of setting the border width to zero.

According to reports, Apple wants to achieve an edge-to-edge display while maintaining the flat display of the iPhone and the angular design of the sides of the product, for which they have rejected the use of curved screen technology. Another reason is that the curved screen technology will cause some applications to have a “magnifying glass effect” optically, which Apple is very taboo about. In addition to the optical distortion effect, the curved screen may have weak drop resistance, which is what Apple does not want to see.

Although Samsung and Apple are competitors in the product field, they have a long-term cooperative relationship in the supply chain field. If Samsung’s display realizes “zero-frame full-screen technology”, the iPhone is expected to be the first to carry it.

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Baek Seung-in, executive director of Samsung Display, explained the technical difficulties encountered by current foldable devices at yesterday’s event:

 foldable crack

 foldable crease

 stylus problem

 folding torque

 compressive stress

 screen distortion

Baek Seung-in said that since the launch of the first generation of foldable mobile phones in 2019, the crease problem has always been at the forefront of development . The content is as follows: “We have worked hard for many years. Although we have improved the crease, we still cannot completely make it disappear.”

Baek Seung-in revealed at the event that he is currently working with LG Display to develop a foldable 20-inch tablet and notebook hybrid device for Apple, but he said it will take longer to prepare.

Ross Young said in February that Apple is developing a 20.5-inch foldable laptop that could be released as soon as 2025.

He said at the time: “The current information I have learned is that Apple may launch a 20.5-inch foldable notebook in 2025, but I did not know that Apple will launch a foldable iPad in 2024. Perhaps this news is a good PR for the hinge company.”

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Samsung Display said that this is the industry’s first OLED panel with built-in fingerprint and heart rate tracking technology. The built-in light-sensing OPD (Organic Photodiode) means that companies no longer need to install a separate sensor under the OLED panel during the production process. The unique fingerprint sensor can not only reduce the space occupied by the device, but also reduce the cost.

Samsung Display says this light-sensing technology is built into each pixel of the new OLED panel, so it can simultaneously sense fingerprints or heart rate information from multiple fingers.

This enables the device to provide more accurate biometric authentication and measure blood pressure. The new OLED panel can also simultaneously measure the user’s stress level.

Samsung says the technology will be available in future Galaxy premium phones and tablets.

It is learned from reports that Samsung has also launched its first roll-to-roll OLED panel for mobile devices, measuring 12.4 inches.

The post Samsung launches Sensor OLED with built-in fingerprint and heart rate sensors appeared first on TechGoing.

▲ eMagin production line, picture source: eMagin official website

eMagin stated in a statement that Samsung Display will acquire all of eMagin’s issued common shares at a premium of 10% per share, approximately US$2.08, with a total transaction amount of approximately US$218 million. eMagin has been committed to the research and development of Micro OLED technology for many years and is the leader in the Micro OLED display industry in the United States. Its products are mainly used in high-resolution AR / VR devices, covering consumer, military, medical and industrial, etc.

Industry insiders pointed out that SDC acquired eMagin to strengthen the development of RGB OLEDoS technology. In the short term, Samsung Display will continue to use WOLED+CF technology, and in the long run, it will still aim to develop RGB OLEDoS, aiming at supplying displays to Apple MR devices. As a near-eye display device, MR equipment has extremely high requirements on the image quality and craftsmanship of the display screen. It was previously reported that industry sources said that the Oledos panel of Apple’s mixed reality device will be dominated by Sony in the next few years. It is expected that the Oledos of Apple’s first MR device released this year will be provided by Sony.

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According to Yonhap News Agency, Samsung Display held a ceremony yesterday at the Asan Park, 87 kilometers south of Seoul, announcing that it will invest 4.1 trillion won by 2026 (currently about 21.443 billion CNY) to upgrade the production line. The products are used in OLED panels for tablets, laptops and other IT equipment, as part of Samsung’s investment plan for five semiconductor manufacturing bases.

According to the news, the production line is planned to be mass-produced in 2026, and will become the world’s first 8.6-generation OLED production line for IT equipment.

The company also announced plans to improve the competitiveness of domestic display material, component and equipment makers in Korea through plans to carry out joint technology development, production innovation, and advance payment orders.

Yin Xiyue said the investment plan paved the way for a “new leap” in the display industry, and pledged to help the OLED industry maintain its No. 1 position in the global market by expanding investment incentives and supporting research and development for OLED technology upgrades.

Image source Pexels

Tuesday’s ceremony marked the first realization of the government’s plan to attract more than 550 trillion won in private investment in six core cutting-edge industries by 2026, the presidential office said.

It is reported that Samsung will invest about 300 trillion won (currently about 1.57 trillion CNY) to build five semiconductor manufacturing bases in South Korea to build the world’s largest semiconductor manufacturing base and attract as many as 150 materials, parts and equipment manufacturers Manufacturers, IC design factories and semiconductor research and development institutions are stationed here.

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According to the regulatory filing, Samsung Electronics plans to borrow 2 billion won at an interest rate of 4.6 percent, which it plans to repay by August 2025. The document states that Samsung Electronics hopes to borrow the funds for the company’s operations and to pay for daily expenses, including employee salaries.

(Note: The underlined part above is from the SamMobile report, which mentions that it is used to pay employees’ salaries and other business operations. There are also reports (1,2) that the funds were used to maintain semiconductor investments.)

Samsung Electronics previously announced financial report data for the fourth quarter of 2022: the company’s revenue in this quarter fell by 8% year-on-year, and operating profit fell by 69% year-on-year. Samsung Electronics full-year profit in 2022 will be 43.38 trillion won (currently about 232.951 billion CNY).

Samsung Electronics, Samsung DX and Semiconductor divisions did not perform well in the fourth quarter, while Samsung Display performed well. This is mainly due to Samsung Display supplying Apple with screens for the iPhone 14 series models.

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Samsung has launched 55-inch, 65-inch and 77-inch QD-OLED TVs at CES 2023, as well as 34-inch and 49-inch QD-OLED gaming monitors. Samsung launched these products around the “Samsung OLED” brand.

Note that the new 77-inch OLED TV and 49-inch OLED display will continue to use QD-OLED panels from Samsung Display, a subsidiary of Samsung. In fact, Samsung Display declined to make 48-inch OLED panels for TVs, offering to make 49-inch panels instead.

This is because Samsung Display can produce two 77-inch panels and two 48-inch panels on a single Gen 8.5 substrate, or it can choose to produce two 77-inch panels and two 49-inch panels. From a perspective, Samsung Display is more inclined to 49 inches.

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