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JOLED、2020年に中型印刷方式有機ELディスプレイの量産を開始

JOLEDが2020年に車載やモニターに採用できる中型サイズの印刷方式有機ELディスプレイの量産を開始すると伝えた。

先日6月26日にJapan Displayの子会社、JOLEDは7月1日から石川県能美市に「JOLED能美事業所」を開設し、2020年の稼働開始を目指すことを明らかにした。

JOLED能美事業所は、Japan Displayの能美工場に設立し、既存設備を最大限活用するほか、印刷方式有機ELディスプレイの量産に向けた追加設備や新しい製造棟などを導入する計画だ。施設規模は地上5階建て、敷地面積約10万㎡となり、基板サイズG5.5(1300×1500mm)、ガラス基板を基準に月産約2万枚の生産能力を備える予定である。

<JOLED能美事業所、参考:j-oled.com>

注力製品は、車載向けやハイエンドモニター向け中型サイズ(10~32型)の印刷方式有機ELディスプレイになるとみられる。先日3月にUBI Researchが開催した「2018 OLED Korea conference」で、JOLEDチーフテクノロジスト荒井俊明氏は、印刷方式有機ELディスプレイで中型OLED市場を攻略するという意思を示したことがある。

<2018 OLED Korea conferenceで発表したJOLEDの開発ロードマップ>

自動車用ディスプレイ、OLEDの新たな収益源となることが期待

最近、グローバル自動車用ディスプレイ市場は、毎年、約10%台の安定的な成長を続けており、これにより、LGディスプレイとサムスンディスプレイが新しいアプリケーションとして注目し投資を惜しまない。これに対して、ヤン・ソンジンLG経済研究院の責任研究員は、企業たちの自動車用ディスプレイへの進入理由は、新たな収益創出効果が期待されるためだと明らかにした。

ヤン・ソンジン責任研究員は、「自動車用ディスプレイ市場は、ディスプレイ全体市場の10%の規模で、自動車全体のコストの2%水準であるが、スマート・カー(smart-car)とコネクティッド・カー(connected-car)の開発など、自動車産業は着実に発展している。これに対し、ディスプレイ市場はますます萎縮しているし、パネル価格もだんだん下落しているため、生存に直結する問題となっている実情である。」と言った。これに対する代案の一つとして、自動車用ディスプレイ市場を言及しながら、「参加企業が少なく徹底的にカスタマイズすることが必要な自動車用ディスプレイパネルの平均価格がモバイルフォーンやタブレットPC に比べて2〜3倍高いためである。」と、その理由を明らかにした。

自動車用ディスプレイ市場は、台湾の2015年売上高の基準でInnoluxとAUO、CPT、日本のJapan display、Sharpが市場全体の約70%を掌握しており、国内では唯一のLGディスプレイが10%のシェアを記録したし、後発走者であるサムスンディスプレイは順位圏進入に失敗した。しかし、LGディスプレイは、自動車用ディスプレイを育成事業の一つとして指定しフレキシブルPOLEDを持って市場に進入するという計画を明らかにしたし、サムスンディスプレイも中小型OLED技術力を基に、自動車用ディスプレイの差別化戦略を展開する方針を立てたので、シェアもますます上昇する見込みである。

LGディスプレイFlexible Automotive Display、SID2015

LGディスプレイFlexible Automotive Display、SID2015

現在、沈滞しつつあるディスプレイ市場で高収益を得るためには、結局、自動車用ディスプレイ市場にも集中しなければならないと思われるし、OLEDパネルが自動車用ディスプレイの厳しい要求条件を満たすことができたら、モバイルとタブレットPC市場を越えて新たな収益源をつくる機会になるものと予想される。

ジャパンディスプレイ(JDI)、中国内の中小型LCDモジュール工場を売却… 1615万ドルで処分

Source = JDI

Source = Japan Display

Hyunjoo Kang / jjoo@olednet.com

 

日本のジャパンディスプレイ(JDI)が中国南部にある中小型LCDモジュール工場を中国のパネルメーカーである江西ホールテック(Jiangxi Holitech)に売却する予定であると、日本のマスコミが報じた。売却金額は米ドル1615万ドルである。

この工場は、台湾のLCDモジュールメーカーであるスターワールドテクノロジー(Star World Technology)の子会社であるモーニングスターオプトロニクス珠海(Morningstar Optronics Zhuhai、MOZ)に所属している工場である。台湾ディスプレイがスターワールドテクノロジーの主要株主であり、JDIが台湾ディスプレイの全体を所有している。

MOZ工場の売却を通じて台湾ディスプレイは、スターワールドテクノロジーの100%の持分を所有することになる。

JDIは三つのLCDモジュールの生産子会社を持っていた。蘇州にあるJDIデバイス、JDIエレクトロニクスと深圳にある深圳JDIである。中国のスマートフォンメーカーのためのタッチパネルの供給のためである。

日本のメディアによると、JDIは、この三つの子会社を処分することに対する詳細な計画を来る7月末までに決定する予定である。

LCD or OLED…JDI CTO “Will Seize Mobile Market though LTPS”

JDI’s CTO Emphasizing LTPS Technology(Tokyo=OLEDNET)

JDI’s CTO Emphasizing LTPS Technology(Tokyo=OLEDNET)

Hyunjoo Kang / Reporter / jjoo@olednet.com

As a response strategy for the future smartphone display market, Japan Display (JDI) nominated LTPS evolution. This is to continue the position that JDI achieved within the LCD market through LTPS technology in the OLED market using Advanced backplane technology.

JDI’s CTO, Hiroyuki Ohshima gave a keynote speech titled Future Perspective for Small to Medium-sized Displays in FineTech Japan 2016 (April 6-8), and emphasized that they will continue developing backplane technology prowess.

Furthermore, Ohshima stressed that whether the mobile display’s frontplane is IPS LCD or OLED, the key backplane technology is LTPS. he explained that unlike LCD’s stabilized technology, OLED still has issues that need to be solved such as high uniformity and stability. However, he added that OLED is the best technology to achieve flexible display comparing the merits of LCD and OLED.

Ohshima told the attendees that LTPS is a widely used technology applied to both LCD and OLED, has high electron mobility compared to other TFT technology, and high resolution, low power, etc. are possible. From 2015, JDI has been using 60 Hz Gen1 LTPS technology, and expected to use 30 Hz Gen2 Advanced LTPS from 2016, and Gen3 with 15 – 5 Hz from 2017. The evolved technology can greatly reduce energy consumption compared to the previous versions of the technology.

Furthermore, Ohshima is planning to respond to the small to medium-sized display market by developing in-cell touch, low power technology, etc. He added that small to medium-sized display, represented by smartphone, requires the integration of developed technology

FineTech Japan 2016 (April 6-8) is a display technology related exhibition held in Tokyo Big Sight. The 26th annual event is participated by approximately 260 companies including Samsung Display, BOE, and Japan Display.

Looking Ahead to 2016 OLED Industry through Keywords

  1. Flexible AMOLED Investment

In 2016, flexible AMOLED mass production line investment is expected to be actively carried out by Samsung Display, LG Display, BOE, and Japan Display. For Samsung Display to apply flexible AMOLED panel to the new Galaxy model, the mass production line investment is necessary. If they supply flexible AMOLED panel to Apple, volume of the flexible AMOLED mass production to be invested in 2016 is estimated to be grow significantly. LG Display also is expected to actively carry out flexible AMOLED line manufacturing equipment order for Gumi’s P6 line, as well as additional flexible AMOLED mass production line investment following Apple’s demand. BOE is estimated to seriously begin orders for Chengdu’s Gen6 45K flexible AMOLED mass production line.

 

  1. P10

With the announcement of new factory establishment and 1.84 billion KRW investment for part of facilities in Q4 2015, as the first step of the investment, LG Display began site construction for P10 line factory that can produce large area panel. However, the investment direction has not yet been decided. P10 could be directed to only producing large area LCD panel, large area OLED panel, small-to-medium size OLED panel, or large area and small-to-medium size OLED panel simultaneously. China’s Gen8 LCD facilities investment is quite advanced and BOE’s Gen10.5 LCD line investment has also been confirmed. As such how much LG Display’s large area LCD can bring profit has to be carefully considered. Additionally, with the increase of OLED TV consumption and the supply of OLED panel to Apple practically confirmed, OLED investment is essential. P10, Gen11 line, is the world’s largest factory site, and depending on the investment direction in 2016, it is estimated to affect OLED market’s opening time.

 

  1. Chinese OLED

Everdisplay is supplying AMOLED panel to some several Chinese set companies, and Visionox is also expected to actively supply AMOLED panel from 2016. As such, most of Chinese OLED panel companies’ OLED mass production preparation is anticipated to conclude in 2016. Accordingly, second investment by companies including Everdisplay, Visionox, and Tianma is analyzed to be possible and serious movement by China’s OLED industry could occur.

 

  1. Evaporation Equipment

Flexible AMOLED mass production line investment by Samsung Display, LG Display, Japan Display, and BOE, and other Chinese OLED panel companies’ additional installation are expected to be actively carried out from 2016. Amidst this, order of evaporation equipment, OLED production’s essential component, is expected to be an issue.

 

Evaporation equipment currently being used in mass production is mostly Japanese Canon Tokki’s. As this evaporation equipment has been verified in mass production, it is estimated that most companies, including Samsung Display, LG Display, BOE, and JDI, will want to order Canon Tokki’s evaporation equipment. However, as the production capa. of Canon Tokki’s evaporation equipment is limited, the issue is expected to be which panel company will be able to order early. At the same time, this could be a new opportunity for Korean evaporation equipment companies.

 

  1. Samsung OLED TV

At present, the TV industry trend is moving to OLED from LCD. Accordingly, Samsung Display is continuing research to resume their large area OLED for TV panel business. It is analyzed that Samsung Display possesses RGB OLED technology that uses SMS evaporation method, white OLED, and solution process OLED technology. However, as each technology has its drawbacks, they are carefully considering future directions. First, RGB OLED technology is estimated to lack Gen8 mother glass substrate evaporation equipment at present. Solution process OLED method has low material performance. For white OLED, as the key patents are owned by LG Display, technology that avoids these has to be first developed. Therefore, much attention is focused on which technology Samsung Display will use and invest in production line to enter the TV market.

[SID 2015] JDI’s Flexible White OLED Scheduler

Japan Display (JDI) revealed product level of flexible OLED exceeding the demonstration standard of OLED panel exhibition. JDI has been carrying out white OLED panel development for several years, and had shown 5.2 inch flexible AMOLED panel in Display Innovation 2014.

5.2 inch flexible OLED panel revealed in SID 2015 is similar to last year’s flexible panel. It is 5 inch FHD (423ppi) with 0.05mm thickness and pixel structure formed by combining white OLED and color filter. LTPS TFT was used for backplane.

Flexible OLED produced by Samsung Display and LG Display has RGB structure. While the resolution is FHD, as it uses pentile type drive the actual resolution is about 320ppi. However, flexible OLED revealed by JDI has white OLED structure, which is structurally similar to WRGB OLED for OLED TV currently being produced by LG Display.JDI1 JDI2

[Finetech Japan 2015] Mobile Display up to 700 ppi. How about OLED?

At Finetech Japan 2015 (April 6-8), vice president of LG Display, Yoon Sooyoung, forecast the display resolution would evolve to 700ppi UHD for differentiation in technology. Japan Display’s CBO Yoshiyuki Tsukizaki also disclosed that a person can perceive up to 700ppi and estimated that mobile display resolution would therefore develop up to 700ppi.

 

Currently mobile display is being mass produced at QHD (approx. 500ppi), and UHD resolution is known to being actively developed for LCD. It is analyzed that UHD mobile OLED panel development will be a necessity in order to adapt to the trend toward high resolution. OLED is being mass produced in RGB pixel structure where FMM (fine metal mask) is applied. However, as FMM production technology is difficult, QHD AMOLED panel is being mass produced via pentile pixel structure rather than real RBG pixel structure. Therefore, technology for realization of mobile UHD resolution is expected to be a key issue in future.

 

For the mobile UHD AMOLED panel realization, securing shadow mask technology that allows for UHD resolution is important. In Finetech Japan 2015, V-Technology exhibited FHM (fine hybrid mask) technology that can produce 700ppi or higher resolution. V-Technology further revealed that “resolution of up to 738ppi can be produced using laser patterning technology after the formation of polyimide film on top of Ni mask”.

 

Additionally, another method is where white OLED + color filter is applied which uses color filter patterning technology. This is a comparatively easier method for producing high resolution, and JDI is aiming for mass production using WRGB structure. Chinese latecomers are also examining application of white OLED + color filter structure for high resolution AMOLED panel production.

 

The attention of the industry is now focused on how OLED will react and what solution will be generated facing LCD sector that is evolving toward UHD mobile display.

 

738ppi UHD Resolution FHM, Finetech Japan 2015

738ppi UHD Resolution FHM, Finetech Japan 2015

By Yu Jin Hong, reporter@olednet.co.kr

JOLED, the last bastion of Japanese OLED

140730612118The Innovation Network Corporation of Japan (INCJ), JDI, Sony and Panasonic have finalized an agreement on JOLED establishment by January, 2015 through an integration of OLED panel R&D organizations owned by Sony and Panasonic for mass-production, development and early commercialization of the OLED panel.

INCJ has 75% of JOLED’s voting rights. INCJ and JDI have agreed on making an investment in pilot line installation for mass-production.

 

JOLED aims to become a leading company in the OLED sector by collecting the technologies owned by Sony and Panasonic such as the OLED layer technology, oxide TFT technology and flexible display technology, and converging with JDI’s mass-production technology.

JOLED plans to develop the OLED panels for application section first, including tablet PC, note PC and signage for mass-production of medium and large size OLED panels. A future target of JOLED is mass-production of the flexible OLED.

reporter@olednet.co.kr

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