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Samsung Display to use vertical deposition to make Gen 8.5 IT OLED panels
Well-known Korean media outlet The Elec sources revealed that Samsung Display will try to move towards vertical organic material deposition in the production of OLED panels for tablets, laptops and monitors using Gen 8.5 substrates.
The South Korean display maker reportedly partnered with the Japanese company ULVAC to develop the equipment needed for this process. Gen 8.5 substrates are more cost-effective for tablet, laptop and monitor panels than Gen 6 substrates currently used to make OLED panels for smartphones.
A single Gen 6 backing produces 48 13.3-inch panels, while a Gen 8.5 backing produces 96 such panels. The vertical deposition method consists of the fact that the glass substrate is vertical and the organic material from the gas phase is deposited on it from the side.
For Gen 6 substrates, the horizontal deposition method is mainly used, where the substrate is placed horizontally and organic material is deposited on top of it. Samsung Display wants to move to the vertical method as it minimizes the sag of the mask used during deposition.
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Thin metal masks used in a deposition in the horizontal method inevitably sag in the center over time due to gravity. If you position the matte and mask vertically, there will be no sagging. However, vertical spray equipment is not yet used in mass production.
One reason is that vertical deposition requires higher temperatures, which can change the characteristics of the organic material. In 2017, Applied Materials supplied Japan’s JDI with several kits that were used to make OLED panels for the Apple Watch.
The Gen 8.5 substrate handling equipment for Samsung Display is likely to be developed by Japanese company Canon Tokki, which is currently the exclusive supplier of Gen 6 vertical deposition equipment for Samsung Display.
Samsung ranked first in market share in the global smartphone market in Q3, 2023. TrendForce report says that Samsung led the global Q3 smartphone market, recording a market share of 19.5%.
Overall production in the third quarter increased by 11.5% compared to the previous quarter to 60.1 million units. During the same period, Apple’s production increased by 17.9% to 49.5 million, thanks to iPhone 15.
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Third place was taken by Xiaomi (13.9%), followed by Oppo (12.6%) and Transion (8.6%). 6th place is Vivo (8%). Meanwhile, global smartphone production reached 308 million units, a 13% increase compared to the previous quarter and a 6.4% increase from the previous year.
Huawei’s re-entry into the flagship smartphone market targeting Apple has had a significant impact in China. Huawei is aiming to expand its high-end flagship series, focusing on the Chinese domestic market next year, so Apple “We plan to attack directly”.
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In Q3 2023, Samsung and Apple’s market share slightly declined, while an underdog Chinese phone brand appeared on the top 5 chart. In a recent development, Canalys published market research data for the third quarter, revealing Tanssion as the fifth best-seller globally.
According to the info, Samsung and Apple lead total sales with 20% and 17% market share, yet both have fallen from their 22% and 18% levels in 2022. However, Tanssion, the maker of Tecno, Itel, and Infinix phones, climbed from 6% global market share last year to 9% in 2023, a 50% jump.
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Apart from this, Xiaomi matched last year’s share only by “recovering” from a terrible first half of 2023. At the same time, OPPO has fallen steadily over the past two years, while fellow BBK brand vivo lost the top-5 slot it’s owned for years.
Overall, the global smartphone market underwent a slight drop of 1% in Q3 2023. Bolstered by regional recoveries and new product upgrade demand, the smartphone market recorded a double-digit sequential growth in Q3, ahead of the sales seasons.
Recently, research agency Counterpoint Research published their latest analysis. The report reveals that Samsung continued its leadership in the third quarter of 2023, while Apple remained in the second spot. However, both OEMs faced a decline of 1 percent year over year.
According to CR, slower consumer demand is the main factor in the dwindling sales. The market did see a slight 2 percent growth in Q3 compared to Q2, likely driven by last month’s iPhone 15 series launch. Samsung secured 20 percent market share, while Apple grabbed 16 percent sales.
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The Galaxy A-series was the key driver for the South Korean smartphone maker. Apple came in second with 16 percent of the market while Xiaomi rounded out the top three with its 12 percent share. Oppo (10 percent) and vivo (8 percent) were the remaining brands in the top five charts.
The newly released iPhone 15 series will help Apple score a lead over Samsung in the fourth quarter of the year. The results will arrive by early next year, and it’s expected that the US phone maker could surpass Samsung. Major camera upgrades and USB-C helped Apple register strong sales.