Entries by UBIResearchNet

TCL CSOT Establishes Investment Plan for 8.6-Generation Inkjet Printing OLED Line Worth RMB 20 Billion

According to UBI Research’s China Market Trend Report, Chinese display company TCL CSOT (China Star Optoelectronics Technology) is planning to construct a new 8.6-generation (2290x2620mm) OLED line at the T8 site near its existing T9 OLED line in Guangzhou. This investment will be based on inkjet printing technology, with a Step 1 investment fund scale of approximately RMB 20 billion (approximately KRW 3.8 trillion).

Next-generation XR ecosystem driven by AI integration and device convergence

As AI technology advances, the XR market is heating up again, evolving from a simple wearable device to a personalized digital assistant. Global big tech companies such as Google, Meta, Apple, and others are taking the lead in the market with their respective ecosystems, and Samsung Electronics is also joining the trend with aggressive investments and product strategies.

BOE Opposes Hefei Government’s Withdrawal from B9 Stake… Sensitive to Potential Fund Shift to Visionox

BOE is strongly opposing the Hefei local government’s move to withdraw its stake in the B9 OLED plant. The Hefei government is reportedly seeking to divest its shares worth around 20 billion yuan, and there are growing concerns that the funds could be redirected to Visionox’s V5 line—a direct competitor. BOE is closely monitoring the direction of this potential fund reallocation.

Samsung Display Develops High-Resolution OLEDoS Microdisplay for Next-Generation XR

Samsung Display researchers revealed it in a recent paper published in J. Soc. Info. Display, the official journal of the Society for Information Display (SID), that they have developed a next-generation OLED-on-Silicon (OLEDoS) microdisplay with 4032 PPI (pixels per inch). This technology is optimized for the next generation of XR devices, including virtual reality (VR), mixed reality (MR), and augmented reality (AR), with panels that dramatically reduce system power consumption and crosstalk while maintaining high resolution and image quality.

Rollable Display Commercializes as Next-Generation Form Factor … Samsung Display Leads Technology with Material Innovation

“SID Display Week 2025,” the world’s largest display technology event held in San Jose, USA, in May 2025, was a stage where you can directly see the evolution of next-generation form factor technology. In particular, rollable and slidable displays are no longer concepts, but have become technologies that are about to be commercialized as actual products.

LG Display to Invest KRW 1.26 Trillion to Advance OLED Technology – Focus on LTPO 3.0, COE, and RGB 2-Stack at Paju

LG Display has embarked on a major initiative to strengthen its OLED business. On June 17, the company announced that its board of directors had approved a large-scale facility investment plan worth KRW 1.26 trillion (approx. USD 900 million), aimed at enhancing next-generation OLED technologies at its production bases in Paju, South Korea, and Vietnam.

AI Optical Communication Opens the Way… Micro LED Accelerates Entry into Display Market

Micro LED, which has been attracting attention as a next-generation display technology, is finding commercialization possibilities in new applications. Although its entry into the display market has been delayed due to low yields and complex manufacturing processes, the practicality of Micro LED is drawing attention again as demand for high-speed optical communication (Co-Packaged Optics, CPO) between AI semiconductors has recently increased.

Why XR Devices Are Key to the 6G Era

The introduction of 4G was a decisive factor in the popularization of smartphones. 3G technically enabled ‘data communication’, but it was difficult for consumers to experience it.

Visionox to Establish Kunshan Research Center to Lead Next-Generation OLED and Make Full-Scale Investment in Mask-less OLED

Visionox is promoting the establishment of a national-level laboratory in Kunshan City, located in Jiangsu Province, China, to lead the next generation OLED technology, and the ViP (Visionox Intelligent Pixelization) project is also making investments to secure production lines. At the recent SID Display Week 2025, the world’s largest display event, Visionox reaffirmed its global technology leadership by showcasing AMOLED applications in various fields including automotive, smart home, healthcare, and metabus.

Automotive OLED Display Trends Seen Through SID 2025

As the development of intelligent and networked automobiles accelerates, the demand for various types of vehicle displays is rapidly increasing. In terms of display technology, the adoption rate of LTPS TFT LCD and OLED is increasing, and interest in Micro-LED is also growing.

Accelerating competition in the development of next-generation HUD display products with Micro-LED technology

This year, companies are engaged in intense competition to develop Micro-LED HUD products for automotive use at display exhibitions such as CES, Touch Taiwan, and SID. Major panel manufacturers such as AUO and Innolux in Taiwan, and BOE, TCL CSOT, and Tianma in China have unveiled a host of new products. These companies are the main suppliers of LCD HUD products.

With SID2025, Aledia promises innovation in MICRO-LED displays.

Aledia is a micro-LED R&D startup headquartered in Grenoble, France, which was spun out from the French National Scientific Institute CEA-Leti in 2011. LEDs and plans to supply them for all display applications that require them. The company claims that the properties of nanowires make them energy efficient and suitable for high resolution, but if the pixels are configured in the form of m x n arrays, they will also be the best choice for large-area, high-brightness product lines.

University of Michigan team boosts blue phosphorescent OLED lifetime. A breakthrough toward solving the “blue problem” in displays

May 2025 — A research team led by Professor Stephen R. Forrest at the University of Michigan has developed a deep blue phosphorescent OLED (PhOLED) that simultaneously achieves up to more than 10 times longer lifetime and high color purity, addressing the long-standing challenge of blue OLEDs. The results are published in the latest issue of Nature Photonics, and a related paper was presented at SID2025.

SID 2025, TCL exhibits inkjet OLEDs from 6.5 inches to 65 inches… Will mass production shake up the display market?

At the SID 2025 Display Week, TCL showcased various sizes of inkjet OLED products. The inkjet method is considered to be a technology that is advantageous in reducing material costs compared to the vacuum deposition method due to its high utilization efficiency of luminescent materials. TCL officially announced the mass production of a 21.6-inch 4K inkjet OLED professional display in November 2024, and is currently considering investment for mass production.

DNP Secures Exclusive Deal with BOE for 8.6G OLED FMM Supply, Strengthens Market Leadership Amid China’s Push for Localization

Japan’s Dai Nippon Printing (DNP) is reaffirming its dominance in the Fine Metal Mask (FMM) market, a key component in OLED manufacturing. Recently, DNP signed an exclusive supply agreement with China’s leading display company BOE for FMMs used in 8.6-generation OLED panels, signaling a proactive move into the expanding large-size OLED market.

Visionox to Invest in Dual OLED Deposition Technologies at V5 Line – Supplier Conference Scheduled for May 22

According to UBI Research’s China Trend Report, Chinese display company Visionox has finalized the technical direction for its V5 OLED production line. The company will invest in two separate 7.5K capacities using its proprietary ViP (Visionox intelligent Pixelization) deposition technology and the conventional FMM (Fine Metal Mask) method. The investment in the ViP-based 7.5K capacity will be carried out first, followed by the FMM investment approximately six months later.

Summary of LG Display’s Hybrid Phosphorescent Blue Tandem Public Patent

If we look at the contents of the recently published hybrid phosphorescent blue tandem patent, it is evaluated as a patent that can apply phosphorescent blue to product production at an early stage. This is because it uses a luminescent material that has been verified and can be mass-produced by a material company, and the current OLED deposition system optimized for mixed host can be used as is.

Preview of SID 2025

Samsung Display’s ‘LEAD™’, the world’s first non-polarized OLED technology commercialized, has won the ‘Displays of the Year (DIA)’ award from the Society for Information Display (SID). ‘LEAD™’ is an OCF (On Cell Film) technology that replaces the polarizer, an opaque plastic sheet, and has been praised for improving brightness, enhancing outdoor visibility, and making the panel 20% thinner.