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Samsung Display start developing an etcher for IT OLED panels in South Korea
Samsung Display’s OLED etcher providers have started the construction of their new dry etchers for Gen 8.5 OLED panel panels. The Wonik IPS, ICD, and Tokyo Electron will compete to win first orders from a South Korean display panel maker.
According to the report, Samsung Display is reviewing the production of OLED panels for IT application tablets, notebooks, and monitors using the headings of Gen 8.5 (2200x2500mm).
Currently producing panels using Gen 6 substrates (1500x1850mm). And the Dry etcher is used during the film process of small transistors. They are used for recording circuits such as gate, spring, and rain.
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The OLED panels for IT applications with ten inches or more required red, green, and blue pixels to be firmly aligned to the panel, making the use of dry etcher ideal for their production. The Wonik IPS, ICD, and Tokyo Electron all provided their dry etcher with Samsung Display’s Gen 6 OLED panels.
Samsung Display expects its Samsung and Apple customers to increase their orders with advanced IT OLED panels. The suppliers who make the dry etcher required for Gen 8.5 panels first are likely to win a large number of orders.
The Wonik IPS and ICD technology have evolved to resemble those of Tokyo Electron, says someone familiar with the matter. And, the Dai Nippon Printing has also begun the development of the beautiful metal masks (FMM) used on Gen 8.5 OLED panels in the second quarter in preparation for transfer to Samsung Display.
Samsung Display is likely to start rolling out the new Gen 8.5 OLED line sometime next year. The order of Apple’s OLED panel for those who plan to use it for the launch of its iPads in 2022 and 2023 does not exist, but Cupertino plans to launch OLED notes later, so Samsung Display prepares for this.
Samsung’s mobile business also plans to ship more tablets and stationery with OLED panels. The company plans to ship up to six million OLED panels for tablets and stationery this year.
A new report reveals that Samsung will participate as an anchor investor for Arm’s upcoming IPO after taking a conservative approach to the matter due to a perceived overvaluation and regulatory risk.
Samsung opted to make an investment in the chip designer, joining a slew of other industry players including Apple, Nvidia and Intel. Amazon, which was earlier rumored to be participating in the IPO, decided to step out.
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It’s worth mentioning that the strategic investors have agreed to invest between $25 million and $100 million each. The specific amount for each company hasn’t been disclosed yet.
This means the offering price will come in between $47 and $51 per share. It makes Arm’s valuation between $50 billion and $55 billion, down from the initial estimation of $64 billion.
Arm’s IPO on Nasdaq, which is expected in September, is considered to be the biggest IPO deal of the year. The company controls a majority of the world’s application processor market, designing and licensing basic blueprints for chips.
Market research firm TrendForce published the latest report on their analysis. The agency disclosed that after global smartphone production dropped by nearly 20% year-on-year in the first quarter, production continued to decline by about 6.6% in the second quarter, to 270 million units.
In particular, the global smartphone production in the first half of 2023 was 520 million units, a 13.3% decline compared to the same period last year. Both individual quarters and the first half of the year in total set a ten-year low.
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TrendForce analysts pointed out that there are three reasons for the sluggish production performance:
- First, the lifting of epidemic prevention restrictions did not drive demand as expected;
- Secondly, the demographic dividend effect of the emerging Indian market has not effectively exerted its advantages;
- Thirdly, in 2022, brands will be deeply affected by excessive channel inventory. It was originally expected that as inventory is reduced, brands will return to production levels.
However, now affected by economic weakness, people’s consumption willingness is more conservative, resulting in poor production performance in the first half of the year. expected.
Second Quarter Market
In the second quarter, Samsung still topped the list, with Q2 output reaching 53.9 million units, a decrease of 12.4% from the previous quarter. The same period coincided with the replacement of old and new Apple models, with output of 42 million units, a decrease of 21.2% from the previous quarter.
Adding to this, the most obvious change in the smartphone market was Transsion (including TECNO, Infinix, and itel). Transsion surpassed vivo and entered fifth place in the world for the first time. Its output increased by more than 70% month-on-month to 25.1 million units.
Production
In addition to Samsung and Apple, Xiaomi (including Xiaomi, Redmi, and POCO) produced approximately 35 million units in the second quarter, an increase of 32.1% from the previous quarter.
OPPO (realme, and OnePlus included) produced about 33.6 million units in the second quarter, an increase of 25.4% from the previous quarter. Q3 is expected to have a growth rate of about 10-15%, closely following Xiaomi.
Samsung and SK Hynix are strengthening their foray into the GDDR (Graphic Double Data Rate (GDDR) market amid the global gaming surge. The companies appear to be preparing to lead the GDDR market while gaining technological advantage in next-generation products.
Recently, IGI (Industry Growth Insights) published its new report citing that the GDDR market will grow from $3.2 billion in 2018 to $4.8 billion in 2030 with an average annual growth rate of 7.6%. It’s predicted that high-performance GDDR like GDDR6 will record a double-digit growth rate every year.
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Samsung x GDDR
In July, Samsung Electronics developed GDDR7, the industry’s most advanced product, for the first time, and supplied samples to Nvidia for verification for next-generation system installation. SK Hynix also plans to complete GDDR7 development within this year.
On the other hand, Micron plans to introduce GDDR7 in the first half of next year, a step later. In this situation, Nvidia, the world’s largest customer in the GPU market, is known to preferentially review Samsung Electronics’ products instead of Micron’s next-generation products.