投稿

UDC、BASFの有機ELりん光材料の特許を9600万ドルで買収 …やはり材料界の特許の帝王

Source = UDC

Source = UDC

Hyunjoo Kang / jjoo@olednet.com

有機EL材料業界で特許の帝王として君臨しているユニバーサルディスプレイ(UDC)が、ビーエーエスエフ(BASF)の有機EL関連の特許を米ドル約9,600万ドルで買収したと28日発表した。

この特許ポートフォリオは、主に有機ELりん光材料に対するもので、既に出願された500件を超える特許とまだ出願前の86件の特許も含む。BASFのこの有機ELポートフォリオは、平均で10年間有効である。

UDCは、今回のBASF社の特許買収により、ブルー発光システムを開発するために役立つことを期待している。今回の買収でUDCは、4,000件を超える出願特許と待機中の特許を保有することになる。UDCは、米ドル3億9,570万ドルの現金を持っており、今回のIP買収の費用は十分に可能である。

今回のUDCの動きは、韓国の有機EL発光材料メーカーも注目している。有機EL材料市場は、特許競争力が左右するので、十分なIP確保が重要だからである。

UBIリサーチの調査によると、UDCは、このような特許競争力を前面に出して、2015年は前年に続いて、世界の有機EL発光材料市場で1位を占めた。徳山ネオルックスなど、韓国の材料メーカーは、UDCの強固な市場の先取りに対抗して、特許競争力の確保に積極的に乗り出している。

成均館大学高分子工学部イ・ジュンヨプ教授は、4月に開かれたフォーラムで、「UDCの特許は、これまで訴訟を経てやや縮小された部分もあるが、いまだりん光材料がほとんどすべて含まれる広いクレームを持っている」とし、「UDCは別の特許を買収するなどの対応に乗り出し、韓国メーカーもこれに対する対応策を探さなければならない」と強調した。

一方、BASFは、2015年には有機EL関連の研究開発を中断している。

CYNORA, significant progress in blue materials for OLEDs…EQE 16.3%

Source : CYNORA

Source : CYNORA

Hyunjoo Kang / Reporter / jjoo@olednet.com

CYNORA, a leader in TADF (thermally activated delayed fluorescence) materials, has made significant progress in its highly efficient blue material developments during the last 6 months: a strong indicator for reaching performance levels requested by the OLED industry.

CYNORA has been working on organic TADF emitting materials during the last 5 years.

Since 2015, CYNORA applies its experience to develop pure organic highly efficient blue dopants for vacuum deposition.

The TADF technology combines high efficiency (3 times better than the state-of-the-art fluorescence technology) together with long lifetime.

OLED displaysincorporating blue TADF materials will reduce power consumption up to a factor of 2.

CYNORA has developed deep blue material reaching an EQE of 16.3% (at 100 cd/m2) compared to 3% reached in October 2015, a factor 5 improvement in six months. In parallel, the company is using sky blue material to improve the device lifetime.

A significant increase in the lifetime to more than 400 h (LT50, 500 cd/m2) has recently been achieved from a level of a few minutes in last October.

“We have yet to reach the performances requested by the OLED display industry” says Thomas Baumann, CYNORA’s CSO, “but our rapid progress during the last 6 months proves our capability to reach the performance levels we have defined together with our key customers to support their technical roadmap. We will use the coming months to combine both efficiency and lifetime in a single deep blue material.”

CYNORA owns a broad IP portfolio on TADF with over 100 patent families and is aiming for over 600 patents.

UDC’s 2015 OLED Emitting Materials Revenue $ 113 million, a 11% Decrease…Still Leading Market

Source : UDC

Source : UDC

Hyunjoo Kang / Reporter / jjoo@olednet.com

UDC (Universal Display) that is dominating the global OLED emitting materials market, recorded 11% reduced OLED emitting materials revenue in 2015 compared to 2014. Despite the decreased revenue, it maintained its top place in the market.

According to 2016 OLED Emitting Material Annual Report, published by UBI Research, UDC recorded approximately $ 113 million in 2015 OLED emitting materials revenue. In 2014, this company’s OLED emitting materials revenue recorded $ 127 million and led the global market, and maintained its position in 2015.

In particular, this company is a dominating presence in dopant materials sector. In 2015, UDC occupied 82% of the dopant materials sector, and the rest of the companies share the remaining 18%. Based on the phosphorescent patents, it is supplying phosphorescent red and green dopant to Samsung Display and LG Display.

Following UDC’s top place in 2015 global OLED emitting materials market in terms of revenue, Idemitsu Kosan ranked 2nd, and this was followed by Novaled, Dow Chem., and Samsung SDI. In 2013, Dow Chem. was at the top of the market, but since 2014 UDC overtook the leadership. In 2016, LG Display’s OLED TV mass production line operation rate, materials structure of Galaxy Note series to be mass produced in H2, and other factors are expected to affect the OLED emitting materials market.

UDC is scheduled to announce 2016 Q1 performance on 5 May (local time).

 

[2015 OLED Evaluation Seminar] How can OLED Emitting Materials, Components and Other Materials Markets Survive?

By Choong Hoon Yi

 

At 2015 OLED Evaluation Seminar (December 4) hosted by UBI Research, Sung-Kee Kang, DS Hi-Metal’s CSO, reported that OLED display market has to expand through OLED TV and new applications in order for OLED emitting materials companies to grow.

 

Presenting under the title of ‘OLED Organic Material Technology, Industry Trend’, Kang introduced the current OLED emitting material value chain. He explained that within OLED emitting materials market, there are too many players considering the current volume and overall OLED display market expansion is a necessity. However, he added that for OLED display to compete against LCD display, OLED TV market has to expand successfully, and new application that utilizes OLED’s characteristics is needed.

 

In order to expand the market, development of OLED emitting materials and other materials is urgently in demand that meet the required conditions. Kang emphasized that at present new technology seeds promotion for the next OLED is needed as well as development of OLED emitting materials, and other flexible/transparent related materials with new functions.

 

Considering LG’s active OLED TV marketing, Apple’s interest in OLED panel application, and possibility for Samsung to apply AMOLED to all models among others, OLED market is anticipated to rapidly grow. Together with this, the industries of OLED emitting material and component/other materials with new functions are also expected to considerably grow.

LG Display, strategic partnership for OLED business with Japanese firm Idemitsu Kosan

LG Display (CEO Sang-beom Han, 韓相範 / www.lgdisplay.com) and OLED materials firm Idemitsu Kosan (CEO 月岡隆, Takashi Tsukioka, hereinafter “Idemitsu”) entered into the agreement on the 11th about the ‘mutual cooperation concerning OLED technology and related patent license’ to further strengthen their competitiveness in the OLED industry.

 

In 1997, Idemitsu developed what was then the world’s brightest blue light organic emitting material for OLED and since then, every effort has been made to develop high-tech OLED materials and diverse device technologies based on its own molecular design and organic synthesis technologies. Consequently, Idemitsu Kosan, the original OLED material technology firm of a top global level possesses numerous major patents in relation to the OLED technology.

 

Through this strategic partnership, LG Display will be accessible to the excellent OLED materials and device structures of the Idemitsu Kosan which will lead to consolidate the research, product development and production of the OLED for TV and flexible OLED, and this eventually will accelerate the expansion of OLED market. By providing high performance OLED materials to the LG Display and collaborating in terms of technology development and commercialization, Idemitsu Kosan is expected to secure leading global clients in the display field.

 

The industry prospects that the two companies have made a chance to perform sound leadership by maximizing the synergy in the OLED business through this partnership.

 

Sang-deok Yeo, president of LG Display OLED Business unit said that, “Through the latest partnership, LG Display is to gain momentum to create OLED TV market on the basis of the OLED related patents of Idemitsu Kosan as well as accelerate the developments of flexible and transparent OLEDs” and added that “This win-win collaborative relationship is expected to have a huge synergy effect on OLED business for both companies.”

AMOLED manufacturing equipment market, expected to be about 36 trillion won from 2015 to 2020

According to an equipment report, “2014 AMOLED manufacturing Equipment Technology Analysis and Market Forecast (2015~2020),” published by a market research firm, UBI Research, the AMOLED manufacturing equipment market size will be about 36 trillion won from 2015 to 2020. Stepper appears to be the largest sector in the equipment market by forming about 10 trillion won and taking up about 30 % of market share. Evaporator will take 17% with about 6 trillion.

 

It is forecasted that Chinese makers will start to invest in AMOLED business. Predicted market size is about 6 trillion won in 2015. In 2017, full-scale investment on the AMOLED panel line for TV will be started. About 9.5 trillion won market will be formed and become the largest market size by 2018.

 

From 2015 to 2020, the market share of backplane manufacturing, encapsulation and OLED manufacturing equipment will be 69%, 17% and 14%, respectively, in the overall AMOLED equipment market.

 

In the overall AMOLED equipment market by country, Korean market size is expected to grow to about 20 trillion won taking up 55% market share for six years and it is analyzed that Korea will continuously lead the AMOLED industry.

140812_장비보고서그래프

<2015~2020, AMOLED manufacturing equipment market>

reporter@olednet.co.kr

Portfolio Items