OLED TVs: Technology Advancements Thread - Page 403 - AVS | Home Theater Discussions And Reviews
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post #12061 of 12066 Old Yesterday, 04:54 AM
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LG Display's 20F filing is out (equivalent to US 10K). All kinds of comments about OLED's being the future of the display industry.

It looks like the E4 (M2) fab did start its ramp in December. No details on when it restarted after the nitrogen leak.

http://www.sec.gov/Archives/edgar/da...914919d20f.htm

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We began production of OLED panels for televisions on our E3 production lines in January 2013 and commenced mass production of OLED panels for smartphones on our E2 production lines and OLED panels for televisions on our E4 production lines in December 2013 and December 2014, respectively.
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post #12062 of 12066 Old Yesterday, 01:15 PM
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Is there a sense of what their smartphone capacity is?

Also, do we know if anyone is using their smartphone panels in existing models and which models?

There is no difference in HDMI cables. If you can see the picture without visible dropouts or sparklies, the cable is working at 100%. No other cable will display a better version of that picture. You're simply wrong if you think there is a better digital cable than one that is already working. (Oh, and plasma didn't die because of logistics problems, nor does OLED ship in big boxes because it comes from Korea.)
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post #12063 of 12066 Old Yesterday, 01:33 PM
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Originally Posted by fafrd View Post
Agree with everything you have written.

[snip]

The fact that you can purchase a 90" Sharp LCD from Costco for $6300 is interesting - there must be some demand for screens that size (which LG could dominate) and 100" screens (which LG could pioneer at little incremental investment) could be the next mainstream 'massive-size' TV on the horizon...
Listen, if LG wants to sell $6300 90" OLEDs, no one is going to object!

The market size at 90" is pretty small, however. At $30-40K, it's not even 1/10th as large.

There is no difference in HDMI cables. If you can see the picture without visible dropouts or sparklies, the cable is working at 100%. No other cable will display a better version of that picture. You're simply wrong if you think there is a better digital cable than one that is already working. (Oh, and plasma didn't die because of logistics problems, nor does OLED ship in big boxes because it comes from Korea.)
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post #12064 of 12066 Old Yesterday, 03:06 PM
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Is there a sense of what their smartphone capacity is?

Also, do we know if anyone is using their smartphone panels in existing models and which models?
Their E2 fab (flexible small display OLED) capacity is pretty small. It is a Gen 4.5 fab with capacity for 14k substrates a month. That is enough for niche handsets like the Flex plus Apple's Watch capacity but not much else. The rumor is that they will start construction on a Gen 6 facility with capacity for another 15k this summer, but management has yet to confirm that.

A 15k Gen 6 fab could produce somewhere around 5 million 5" displays a month.
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post #12065 of 12066 Unread Today, 01:00 AM
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A 15k Gen 6 fab could produce somewhere around 5 million 5" displays a month.
Interesting. That's still not enough to be even meaningful toward an iPhone (it wouldn't cover a launch quarter!). I guess this makes me less sanguine the 2016 iPhone will go OLED as Samsung would (a) need a lot more capacity than I suspect it currently has and (b) would be close to a sole source.

I would still like to see Apple just build its own display fab, even if it has someone else operate/construct/manage it. Basically, a display version of the deal it tried to obtain (but failed) with TSMC. The likeliest partner would be LG. The cost actually seems low.

I'd recommend doing this as a twin-line 8G and supporting LG's TV business, but memory tells me that 8G fabs aren't especially great for making smartphone displays (too much cutting).

There is no difference in HDMI cables. If you can see the picture without visible dropouts or sparklies, the cable is working at 100%. No other cable will display a better version of that picture. You're simply wrong if you think there is a better digital cable than one that is already working. (Oh, and plasma didn't die because of logistics problems, nor does OLED ship in big boxes because it comes from Korea.)
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post #12066 of 12066 Unread Today, 05:18 AM
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Originally Posted by rogo View Post
Interesting. That's still not enough to be even meaningful toward an iPhone (it wouldn't cover a launch quarter!). I guess this makes me less sanguine the 2016 iPhone will go OLED as Samsung would (a) need a lot more capacity than I suspect it currently has and (b) would be close to a sole source.
The interesting thing though is that if LG Display does build the Gen 6 fab, it is hard to see who would buy that kind of capacity besides Apple. The G4 is LG Electronic's flagship handset and if it sells 12 million units in the next year, it will be considered a big success for the company. Outside of Apple and Samsung, there just arent very many high-end units sold.

So either LG Display figures that all of the non-Samsung/Apple high-end vendors are going to start buying flexible OLED's from them or this fab would be used to supply Apple in some capacity.

Obviously, Apple would need quite a bit more capacity to actually change over the entire iPhone lineup in a single stroke. It is possible that Samsung could build a Gen 6 fab of sufficient size in the next 15 months, but they have yet to give details on the size of the fab that they have planned (just like LGD).
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