During the 2019 UDE in Shanghai this week, TV brands demonstrated their TV products with two major mainstream technology camps covering OLED TV and 8k QLED TV. In addition to its line of OLED TVs, Hisense launched the first TV with BOE’s 65” dual cell TV panel, the U9E model. Hisense plans to sell U9E at CNY 17,999 (~$2600), CNY6,000 less than their 65” OLED TV. The U9E thickness is ~13mm, but OLED TV can achieve 4mm. Hisense claimed that the BD Cell TV exceeded the peak brightness, color gamut, color accuracy and HDR certification requirements of OLED TVs.
Sales for OLED stack materials for all applications are expected to grow at a 17% annual CAGR from $1.04 billion in 2018 to exceed $2 billion in 2022 and reach $2.28 billion in 2023, according to the latest update of DSCC’s Quarterly OLED Material Report, written in cooperation with the OLED Association. The report details all aspects of OLED materials, including multiple applications, supplier matrices, and cost comparisons.
Nameplate or unyielded capacity is the most common, but often least useful way to look at OLED capacity. In LCDs, it is more acceptable to focus on unyielded capacity as yields are in a relatively tight range. However, in OLEDs, yields span a wide range. So, yielded capacity is a better snapshot of a company’s production capability.
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