amoled device history and materials market analysis and … · typical structure • development in...

© 2016 IHS Markit. All Rights Reserved.© 2016 IHS Markit. All Rights Reserved.

AMOLED device history and materials market analysis and development trends

Kihyun Kim, Senior Analyst

© 2016 IHS Markit. All Rights Reserved.

Contents

• AMOLED device analysis by Korean panel makers

• AMOLED materials market analysis

• Light-emitting materials development trends

2


AMOLED device analysis

3


Composition of AMOLED

• Small- and medium-sized • Large-sized (White OLED)

4

TFT array on substrate (glass and polyimide)

Color filter

OLED layers(organic materials)

Encapsulation (glass, TFE, metal foil)


Development in Samsung Display’s OLED display devices

5

M1

M2

M4

M5

M6

M7

Omnia series

Fluorescent green // Galaxy S3 &

Note2

Phosphorescent green, B’ // Galaxy S4

& Note3

B’, aETL// Galaxy S5 & Tab S

Galaxy Note4 & Tab S

Galaxy S6, S6 edge, S6 edge plus,

Note5, S7, S7 edge, Note 7

Time

20122011 2014 20152013

M8Expected to be applied to Galaxy

S8, S8 edge / Apple iPhone

2016

High resolution

High efficiency

Low electrical currents

2017

New device for Apple


Development in LG Display’s OLED display devices

6

Time

2014 20152013 2016

KS13

KS14

KS15

G Flex

Watch: Apple Watch, UrbaneMobile Phone: G Flex2

Watch: Apple Watch series, LG Electronics watch

seriesMobile Phone: G Flex series,

OLED panel of Xiaomi

KS17G flex series

High resolution

High efficiency


2017

KS17 or KS18Expected to be applied to

OLED panels of Chinnese

Expected to be applied to OLED panels for Automotive

2018

New device for Apple


Small- and medium-sized device of Korean panel makers

7

Typical structure

�

�

�

�

�

• Development in the structure of FMM RGB type AMOLED display of Samsung Display and LG Display

• Use various functional layers for optimized AMOLED devices to improve efficiency and lifespan

�


Development in LG Display’s WOELD display devices

8

Time

High resolution

High efficiency

2014 20152013 2016

CW13

CW14

CW16

2 stack 2 color tandem -. 55” flat & curved TV-. 65”, 77” curved TV prototype

3 stack 2 color tandem -. 55”, 65”, 77” curved TV-. 55”, 65”, 77” UHD curved TV

3 stack 3 color tandem -. 55”, 65”, 77” UHD curved TV


2017

CW17


Large-sized device of Korean panel maker

9

• A blue stack is added to improve the efficiency of blue color.

• Red host is added to improve white color purity.

�

�


AMOLED market analysis

10


Materials demand for AMOLED

• New major set makers

• Mass production by Chinese panel makers

• Materials cost down

• Recycling and increased consumption to lead to cost reduction in materials

11

1 1 5 8 16

29 43

21 25

35

45

61

72

80

0

20

40

60

80

100

120

140

2014 2015 2016 2017 2018 2019 2020

FMM RGB WOLED

FMM & WOLED materials consumption forecast

CAGR of WOLED 82%CAGR of FMM RGB 25%

(Unit: Thousand kg)

20 19 65 98 159 241 303

346 385

501

629

932

1,114

1,191

0

200

400

600

800

1,000

1,200

1,400

1,600

2014 2015 2016 2017 2018 2019 2020

FMM RGB WOLED

FMM & WOLED materials revenue forecast

CAGR of WOLED 57%CAGR of FMM RGB 23%

(Unit: Millions US $)

33%

26%


12

Consumption of light-emitting materials by Korean panel makers

25%

Functional materials

SDC (22%), LGD (2%)

24%

HTL material

SDC (19%),LGD (5%)

15%

ETL material

SDC (14%), LGD (1%)

5%

Blue host

SDC (4%), LGD (1%)

Red host

8%

SDC (8%), LGD (0.4%)

10%

SDC (9%), LGD(1%)

Green host

SDC 86%

LGD 14%


13

Consumption of light-emitting materials by Samsung display

27%

Functional materials

SDC 86%

97%

2% 1%

Doosan

Dow

Chemical

SDI

53%43%

4% DS neolux

Tosoh

LG

Chemical

51%49%DS neolux

Merck

99%

1%Idemitsu

Kosan

Chisso

45%

35%

10%10%


14


22%

HT material

SDC 86%

76%

24%

Doosan

DS neoluxHTL

16%

ET material

97%

2%

1%

LG

Chemical

SDI

Tosoh

ETL


15


5%

Blue host

Red host

9%

10%

Green host

SDC 86%

47%53%

Dow

Chemical

DS neolux

97%

1%1%

1%

SDI

UDC

NSCC

Doosan

77%

17%

6% Idemitsu

Kosan

SFC

Dow

Chemical


16

Consumption of light-emitting materials by LG display

21%

Functional materialsLGD 14%

50%50% Merck

Toray

100%

Idemitsu

Kosan

35%

65%

Idemitsu

Kosan

Merck

100%

Merck

Red prime

Greenprime

EBLCGL


17


LGD 14%37%

HT material

94%

6%

Merck

Idemitsu

Kosan

HTL

11%

ET material

98%

2%

Idemitsu

Kosan

LG

Chemical

ETL


18


LGD 14%

9%

Blue host

Red host

3%

7%

Green host

89%

11%

Dow

Chemical

LG

Chemical

88%

12%

Merck

Idemitsu

Kosan

100

%

Idemitsu

Kosan


Light-emitting materials development trends

19


CPL

Next generation TV

Excellent Image Quality

Unique design

Eco-Friendly

Large Screen

20

Next generation

TV

OLED

QLED

Anode

HIL

HTL

Red Green Blue

ETL

EIL

Cathode

CPL

Anode

HIL

HTL

QD R QD G QD B

ETL

EIL

Cathode


Printing OLED TV

• Materials� High boiling point� Viscosity� Surface tension� High purity grade� Low particle count

• Process� Uniformity� Yield� Device Quality� Scale up

21

Printing technology

World’s largest 4K OLED by Panasonic

Technical Challenges


Status of printing materials

22

Sumitomo Chemical

Merck

Dupont

FMM evaporation


Generation of lighting emitting materials

23

1987~

• Fluorescence

IQE~ 25%

2000~

• Phosphorescence

IQE~ 100%

2012~

• TADF

IQE~ 100%

2014~

• Hyper Fluorescence

IQE~ 100%

Color Quality

Cost

Pure

Broad

High Low

Phosphorescence

TADF

Fluorescence

HyperFluorescence

* TADF: Thermally Activated Delayed Fluorescence* Hyper Fluorescence: TADF + Fluorescence

Source: Kyulux

Soluble materials

KyuluxLots of materials companyMass productMass product


24

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