The following message was updated on 6/28/2017 10:54:39 PM.
Samsung to adopt new M9 material set
Samsung to adopt new M9 material set early to try to match Apple OLED performance. The speed of the adoption provides opportunity for new material selections for host materials. It also means more development materials sold this year for UDC.
Samsung Display will soon replace the organic material set (M8, project name: Selvia), which was first applied to the 'Galaxy S8' organic light emitting diode (OLED) panel. In order to apply the advantage of the organic material set used in the production of Apple OLED panel (project name sunflower) to 'Galaxy S9 (tentative name)' next year.
Organic materials makers are keenly aware that Samsung Display is planning to re-select suppliers for M8 suppliers within six months.
Organic materials for OLED produced by US UDC. (Photo = UDC)
미국 UDC가 생산한 OLED용 유기재료. (사진=UDC)
SDC "Increase efficiency and life span at Apple OLED level"
According to the industry on the 28th, Samsung Display is asking its suppliers to supply samples of the M8 this month for the next set of organic materials. The specs for the new material have already been delivered in late April.
Based on the samples received during the month, Samsung Display will carry out mass production verification by November, and decide to construct a new organic material set (M9). This will be the first time the Galaxy S9 will be released as early as next year.
Samsung Display originally planned to use the M8 for the Galaxy S9 for the long term and to use the M9 from the Galaxy Note 9 (tentative name) to be launched next fall. M9 originally submitted samples in November, the mass production validation schedule was set up until June next year. However, it shortened the development schedule by six months ahead of the existing plan.
The specs proposed by Samsung Display for M9 development to its partners are to keep the drive voltage at the current level, but to raise the life span and efficiency to sunlight level. In other words, it aims to equalize panel quality with iPhone 8 (tentative name) which will be released this fall.
Previously, Apple increased lifetime and efficiency by increasing the driving voltage of the Galaxy S8 panel. Increasing the drive voltage will instead shorten the battery life, which we plan to compensate via software (SW). In addition, some evaluation items such as resistance to ultraviolet rays (UV) are superior to those of the M8, and Samsung Display has given specifications to its partners to overcome this.
Organic material industry 'fire of the foot'
For this reason, it is the partners who need to develop organic materials right away. At least I thought I would be able to schedule the development process at least until the end of the year, because I have to start developing new products immediately.
Especially in the field of competition such as red host, green host, and hole transport layer (HTL), it is anticipated more companies will enter the competition again.
Duksan Neolux and Dow Chemical have two suppliers to supply red host material to Samsung Display. Duksan Neolux products are used for Galaxy S series, and Dow Chemical products are used for Apple OLED panels.
For Duksan Neolux, it was able to record sales until the first half of next year thanks to the supply of red host for M8. Until last year, 100% of Dow Chemical has supplied red host for premium products used by Samsung Display.
Green host is a field where Samsung SDI and Shinil Cheol-kyung compete. Samsung SDI has been selected as the company for Apple, and Shinil Steel has been selected as the supplier for Samsung Electronics. Samsung SDI lost to Shin Il-cheol in the M8 competition, but this time, it is possible to look back on it.
Duksan Neolux and Doosan Electronics supply multiple holes for the hole transport layer. Currently, Doosan Electronics is supplying 80% of HTL used by Samsung Display and 20% is being supplied by Duksan Neolux.
Patents related to HTL are mostly used by Samsung Display for strategically utilizing organic material suppliers' diversity. In the past, Samsung Display allocated most of its HTL material to Duksan Neolux, which led to the localization of OLED organic materials.
Now that Duksan Neolux has grown into a red host and red prime material supplier, we are now allocating 80% of our HTL volume to Doosan Electronics. The strategy to foster domestic organic materials makers is also a way for Samsung Display to maintain its bargaining power with foreign companies.
An industry observer said, "Since Samsung Display has announced the M9 development schedule in a somewhat abrupt manner, all the companies are in a harsh environment," he said. "We can not guarantee that the schedule will be very tight and we will finally succeed in development."