OLED TVs: Technology Advancements Thread - Page 101

If 8G investment goes on schedule, US$6b OLED capex in 2012 will be more than the TOTAL capex for the LCD industry.

Why would Samsung invest that much in display given the sorry state of the TV industry? I ask this question independent of any technology. It seems like a horrible business decision for a company that is not especially cash rich.

They had been investing in DRAM and NAND at the bottom of the cycle as well. Their investment strategy past 10 years had been quite countercyclical. Samsung generated about $19b cash last year.

Definitely gutsy but so far had worked

http://www.oled-display.net/sumitomo...-breakthrough/

55" OLED TV's from Samsung and LG before the 2012 Olympics?

http://www.etnews.com/news/detail.html?id=201111180213

In English...

http://www.theverge.com/2011/11/21/2...-inch-oled-ces

Where is that 32" oled I saw at IFA Berlin 2010 that was suppose to launch this year?

Check back this time next year, and you'll see that there is still no large screen oled tv on sale anywhere.

http://www.reuters.c...dUSTRE7AL05820111122

There will be an large OLED-TV next year, believe it or not.

I'm going to go with "not" if believing it means the part where I can actually buy one at Best Buy.

Yep more info here-

http://www.smarthouse.com.au/TVs_And...ED_TV/D2K8G9M5

Looks like LG is going to join them as well. $2k premium over LCD/Plasma?

Well... you might have to go to a Best Buy with a Magnolia Home Theater!

hard to believe that in less than a year both sammy and lg will have 55" oled
televisions when they haven't even built the fabs necessary to produce them.

sammy right now can't even build an oled screen for its pad. while i think oled tvs are on their way to the consumer market, hard to imagine them pulling all this together in 9 months

Which is what I've been saying all along. Somehow, the bulls claim this is all already in place/happening and it's just a matter of them announcing they'll be spending the money come January.

I'm remaining of the opinion that even if the investments are made, the products are slated for real availability in 2013. Token availability at astronomical prices is not especially interesting nor is especially relevant -- unless it actually comes from the new production facilities.

Wow. Until now I was thinking that, assuming the investments are made, real availability in 2014 was optimistic, but that's fantastic that you think 2013 is in play. Let's hope so.

Sammy's 5.5G can make 55". LG is smoking pot unless they are doing backlit OLED, which is not exactly what we are saying when we say OLED TV, but that makes their somewhat nonsensical claim more plausible.

Like rogo say it will be token availability. But that's not zero unlike FED or SED or whatever vapourware. It also shows it CAN be done. So we'll just have to wait for the proof of the pudding. Hope we won't be disappointed in CES again as Japan FPD did not come out with these displays.

That's exactly the same thing I thought when reading this topic and those OLED links.

I think that 2012 is too soon.

@Sun, if Samsung builds it's 8G fab in 2012, I do believe 2013 is viable. Samsung has proved it can mass produce OLED displays -- the first company ever to do so. Yes, TVs are bigger. And, yes, Samsung's track record on big LCDs is horrendous. But I think if they start the fab work in 2012, the latter part of 2013 is viable.

@Spec, yes, they can make some on 5.5G, but I don't see what it buys them. If they are testing a new patterning/masking technique for the OLED material, fine, that's worth doing. Otherwise, it doesn't achieve much. They will rapidly go broke making 55" TVs on a 5.5.G line. So I mean, obviously that's not a real plan.

LG is obviously not making OLED TVs in the meaningful sense in 2012 or 2013 for that matter. I presume they are going to work toward white OLED + color filters as their plan anyway. That's presumably a much simpler design that we would call OLED -- unlike an OLED-backlit TV that we would call "marketing hype".

@Ant, exactly.

I would think 4X 3.5G motherglass for 55" white OLED with color filter (ie the ultimate local dimming in LCD nomenclature) would have a lot of dark regions along the connecting joints between the OLED panels, and possibly unintended light leakage; unlike a much simpler OLED local dimming aka nanotech whatever with a standard TFT LCD overlay. Let's see how LG can defeat this.

Accelerating Growth in the OLED Market...
By Ray Blanco
November 22, 2011

OLED (organic light-emitting diode) technology is hitting the sharp upward bend in the adoption curve. Production of the breakthrough display and lighting technology will rapidly ramp up from here... OLED is a far superior technology to the current commercial LCD (liquid crystal display) standard. It is the next generation display technology and will eventually replace LCD.

First developed by Kodak in 1987, OLEDs are a revolutionary display technology. OLEDs use organic (carbon-based) thin films sandwiched between conductive layers. When an electric current is applied across the organic film, it emits light.

Since the individual display elements in OLED screens emit light, they do not need a separate lighting source like LCD screens do.

Getting rid of the need for a separate light makes OLED displays very energy efficient and thin. It also makes OLEDs an energy- efficient technology for other applications, like lighting.

OLED displays are already becoming widespread in mobile phones...

Earlier this year, the world's No. 1 mobile phone manufacturer, Samsung, signed a multiyear licensing deal with one OLED manufacturer that includes the purchase of emitter materials used to create OLED displays. Emitter materials refers to organometallic materials that light up when excited by electricity.

Samsung is still building out new OLED manufacturing capacity in order to supply OLED displays for its mobile phones. Samsung will also be supplying OLED technology for mobile phones from other phone brands, such as Google and, it also appears, HTC and Motorola.

Mobile phone displays, however, are just the beginning for OLED technology. This technology will eventually move into much larger, and more lucrative, tablet and television displays. LG, AU Optronics, Samsung and others are working on developing the manufacturing technology and facilities for what will eventually replace LCD and plasma as the display technology of choice.

Royal Philips Electronics has announced that it plans to make OLED a mainstream lighting technology by the end of next year. Philips' latest OLED products use lighting panels developed by Universal Display licensee Konica Minolta. Konica Minolta claims the world's highest lighting efficiencies for its all-phosphorescent OLED technology.

OLED is proving to be an excellent technology for use in energy- efficient, pleasant lighting. This is a huge potential market that hasn't hit the exponential growth phase yet. It is, however, beginning to accelerate. Double-digit growth in OLED display technology is forecast for years to come. OLED lighting could become a multibillion-dollar industry in the next few years...

Ad lucrum per scientia (toward wealth through science),

Ray Blanco

Steve, just look a few posts ahead. Iso has added the article to one of his older posts.

according to Osamu Miura, managing director Sony Gulf

Sony is poised to launch comercially in the next three to four years, glasses-free 3D TV's, Organic Light-Emitting Diode (OLED) TV's and 4K technology consumer productshttp://www.gulf-times.com/site/topic...6&parent_id=16

well that assumes sony will still be in the tv business in 3-4 years. no sure thing given 8 straight years of losses.

That assumes Sony will still be in business period in 3-4 years.

I'd love to know how Sony is launching OLED TVs without a fab and not having the exact same problems it had with LCD and plasma -- no margins -- repeat themselves over again.

sony will be in business in 3-4 years unless they are bought out. sony's viability as an electronics company is marginal at best, they lost control of portable music, music content, and their consumer a/v gear is mediocre and expensive compared to the competition. the only thing sony has is their movie studio, their insurance/finance biz and their professional grade a/v equipment.

like you said before, why would apple or any other growing tech/internet company want to buy them unless facebook or amazon
want to go into the movie biz.

Why would anyone buy has-beens like motorola, thinkpad, yahoo, Phillips TV...

Phillips probably has the best 3D TV as this very moment.

"sony will be in business in 3-4 years unless they are bought out."

Probably, but reading the Business Week article made me wonder how a company that fails to grow earnings for more than a decade and dominates nothing still even exists. Arguably, nothing outside of recorded music/movies and whatever the hell they do in financial services has any justifiable reason to exist.

And they are selling the TV business to what was once their EMS provider- TPV technology.

Suddenly this thread got really interesting again. Thanks for all the new info guys!

Rogo, you're almost on the bandwagon