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Page 1: Wide color gamut industry issues and market status€¦ · the fluorescent materials used on AMOLED panels for mobile applications, phosphorescent materials with higher light emitting

© 2016 IHS Markit. All Rights Reserved. © 2016 IHS Markit. All Rights Reserved.

Wide color gamut industry issues and market status Son, Seungkyu Richard

November 3th, 2016

Page 2: Wide color gamut industry issues and market status€¦ · the fluorescent materials used on AMOLED panels for mobile applications, phosphorescent materials with higher light emitting

© 2016 IHS Markit. All Rights Reserved.

Wide color gamut display, essential for high-end displays • With the appearance of products with wide color gamut displays, such as organic

light-emitting diode (OLED) TVs and quantum dot (QD) TVs, the wide color gamut display market is growing at a steady pace.

• At the Consumer Electronics Show (CES) 2016, Samsung Electronics Co. actively promoted a new premium TV brand called SUHD TV, focusing on its QD display, and gained favorable responses from both attendees and exhibitors. On the other hand, LG Electronics Co., which is competing with Samsung Electronics in the TV market, also drew attention by introducing its OLED TV that boasts superior wide color gamut. In the meantime, rapidly growing Chinese TV set makers presented a series of TVs employing QD or OLED solutions.

• It seems that TVs with wide color gamut displays are cementing their position as a high-end TV product.

• Many companies are known to have applied wide color gamut solutions to information technology (IT) devices like monitors as well as TVs and planning to mass produce and launch such products, so the wide color gamut display market is expected to grow further.

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Page 3: Wide color gamut industry issues and market status€¦ · the fluorescent materials used on AMOLED panels for mobile applications, phosphorescent materials with higher light emitting

© 2016 IHS Markit. All Rights Reserved.

What is color gamut?

3

sRGB / REC.709

NTSC 1953

Adobe RGB

DCI-P3

REC.2020

TVs Color gamut

(NTSC %)

CRT 78% ~ 82%

PDP 90% ~ 95%

OLED 100% ~ 110%

LCD (CCFL) 54% ~ 73%

LCD (WCG CCFL) 85% ~ 95%

LCD (White LED) 68% ~ 78%

LCD (C/F + LED) 90%

LCD (RGB LED) 95% ~ 100%

LCD (Quantum dot) 100%↑

Definition and standards of color gamut

© 2015 IHS

Source: IHS CIE (Commission Internationale de l'Eclairage)

Page 4: Wide color gamut industry issues and market status€¦ · the fluorescent materials used on AMOLED panels for mobile applications, phosphorescent materials with higher light emitting

© 2016 IHS Markit. All Rights Reserved.

Standards for Color gamut

> sRGB: It is a color space for monitors and printers made by Microsoft Corp. and Hewlett-Packard Development Company, L.P. in 1996, which has the same color area as Rec.709. Most PC monitors and TVs sold in the market can express 100% of the sRGB color space. This color space was used in commercial color matching systems until the mid-2000s and was designed to fit to home and office viewing conditions.

> REC. 709: It is the standard broadcasting signal for high-definition (HD) TV recommended by the International Telecommunication Union (ITU) in 1990. It is also called BT-709, and its color space is the same as sRGB. HDTV broadcasting must operate 100% of the Rec.709 color space.

> NTSC (NTSC 1953): National Television System Committee (NTSC) is the broadcasting standard for analog TVs in more than 50 countries in North and Central America, Latin America, Northeast Asia, and Southeast Asia. Generally, if the word color gamut is used alone, it refers to the color space based on the NTSC standard. Monitors and liquid-crystal display (LCD) TVs released in the 2000s are generally within 72% of the NTSC standard because they were made based on the Rec. 709 (sRGB) standard.

> Adobe RGB: Adobe Systems Software Ireland Ltd. suggested its own color space in 1998, complementing the loss in green and cyan colors that can’t be expressed in the sRGB. Compared to the sRGB color space, Adobe RGB was developed for the color space that can be ideally reproduced in printing machines, and it encompasses most colors of cyan, yellow, magenta, and black (CYMK). However, with the chromaticity near green being extremely high, there are color spaces that cannot be reproduced with printing equipment.

> DCI-P3: It is a color space suggested by Society of Motion Picture and Television Engineers (SMPTE) in 2007, encompassing a wider color range than sRGB. Currently, all digital movies are created based on the color space of DCI-P3. In 2013, the first monitor adopting the DCI-P3 was released.

• Rec. 2020: It is a broadcasting signal for ultra high-definition (UHD) TV (4K, 8K) suggested by the ITU in 2012. It is an extension of the Rec. 709, and it has a much wider color space compared to all other standards currently being used.

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Page 5: Wide color gamut industry issues and market status€¦ · the fluorescent materials used on AMOLED panels for mobile applications, phosphorescent materials with higher light emitting

© 2016 IHS Markit. All Rights Reserved.

Wide color gamut solutions

5

Wide color gamut solutions

Blue chip + RG phosphor etc.

Thick color filter

LED/CF solutions

Red, Green, Blue chip

Quantum dot

On edge (Tube)

On surface (Film)

On chip

WOLED

RGB OLED

Others

CGEF (Color Gamut

Enhanced Film)

Polarizer

OLED

Color filter

QLED

Page 6: Wide color gamut industry issues and market status€¦ · the fluorescent materials used on AMOLED panels for mobile applications, phosphorescent materials with higher light emitting

© 2016 IHS Markit. All Rights Reserved.

High color gamut LED Package

• Mainly focused on obtaining pure colors with advanced phosphors.

> Use RGB LEDs as the light source (Expensive and reliability issue)

> Use B LED + YAG phosphor + R phosphor (NTSC can be 80-90%)

> Use B LED + R phosphor + G phosphor (NTSC can be 90-95%)

• Strongly depends on unique phosphor material selection

> Hard to adjust emission wavelength; Discontinuous wavelength by phosphor selection

> Additional emission peaks overlapping with other colors

6

LED solutions for wide color gamut

© 2016 IHS

Source: IHS

YAG phosphor

Blue Chip

Normal

R,G,B chip Blue chip

-G/R phosphor Blue/green chip

-R phosphor Blue/red chip -G phosphor

Blue chip- R phosphor

+ green chip

Wide color gamut solutions for LED PKG

NTSC 70% 100% 90~95% 85~95% 92~100% 90~100%

Page 7: Wide color gamut industry issues and market status€¦ · the fluorescent materials used on AMOLED panels for mobile applications, phosphorescent materials with higher light emitting

© 2016 IHS Markit. All Rights Reserved.

LED PKG makers to focus on KSF(K2SiF6:Mn4+)

phosphor

• FWHM(Full Width at the Half Maximum) : 7 nm or below.

• Uniform characteristics regardless of its size

• Non-rare earth element

• Major suppliers : GE, Mitsubishi chemical, Denka etc.

7

Property of KSF

© 2016 IHS

Source: IHS

Red Mn4+

phosphor

Page 8: Wide color gamut industry issues and market status€¦ · the fluorescent materials used on AMOLED panels for mobile applications, phosphorescent materials with higher light emitting

© 2016 IHS Markit. All Rights Reserved.

Color filter tuning

• The color filter solution adjusts the thickness of the color filter to prevent some wavelengths from penetrating each color filter, improving color gamut.

8

Light from panels

Light from backlights

Normal C/F Thick C/F

Color filter solutions for wide color gamut

© 2016 IHS

Source: IHS

Page 9: Wide color gamut industry issues and market status€¦ · the fluorescent materials used on AMOLED panels for mobile applications, phosphorescent materials with higher light emitting

© 2016 IHS Markit. All Rights Reserved.

RGB OLED

• The picture below shows a RGB OLED structure, in which red, green, and blue subpixels, each, individually emit light, and the three subpixels’ organic light-emitting materials, each, are deposited in different thickness to adjust the light-emitting efficiency. In addition, instead of the fluorescent materials used on AMOLED panels for mobile applications, phosphorescent materials with higher light emitting efficiency are expected to be used, but as of now, phosphorescent materials are only applied on red and green colors

• Unlike the RGB OLED solution, this method creates white light source by combining OLED subpixels, and then transmitting the white light through a color filter to change the color. LG Display Co. applies this solution on its active-matrix organic light-emitting diode (AMOLED) TV panels. The white OLED light-emitting solution creates a three-tandem structure with the blue color in the top and bottom layers and yellow-green color in the middle layer.

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WOLED

RGB OLED light-emitting structure

© 2016 IHS

Source: IHS

Anode

HTL

Ph. RED

n- doped ETL

EIL

Cathode

Fl. GREEN

BLUE R’ HTL G’ HTL

HIL

RGB individual light-emitting structure

OLED

Light

White OLED light-emitting structure

© 2016 IHS

Source: IHS

Color filter

CF

Light

WOLED

Light

Cathode

EIL

ETL 3

Fl. Blue 2

HTL 4

p CGL 2

n CGL 2

ETL 2

Ph. YG

HTL 3

p CGL 1

n CGL 1

ETL 1

Fl. Blue 1

HTL 2

HTL 1

HIL

Page 10: Wide color gamut industry issues and market status€¦ · the fluorescent materials used on AMOLED panels for mobile applications, phosphorescent materials with higher light emitting

© 2016 IHS Markit. All Rights Reserved.

Quantum dot solutions

• A QD is a semiconductor nanocrystal composed of two or more elements. Generally, two elements among ZnS, CdS, CdSe, and gallium nitride (GaN), form a Wurtzite crystal structure. It is a very small particle with a size of several nanometers. It shows quantum mechanical properties, such as quantum limit effect and quantum size effect. Studies are underway for its application in various industries, such as biology and display devices. Depending on the application industry, QDs with slightly different structures and shapes are used for different functions. QD structure can be divided into core, shell, and ligand depending on functions.

• Core is the most important part that determines QD’s main properties. All the functions, such as absorption or emission of light, and injection and transportation of electrons are controlled by the core. Sometimes a QD is composed only of core without shell and the core can be regarded as the QD itself. The size of core plays a key role in determining light-emitting wavelength according to the size of QDs. It is mainly composed of II-VI group elements, such as CdSe or CdS, and for semiconductors with small band gap, PbSe and PbS are used. Recently, development of QD that uses III-V group elements, such as InP and GaP, is underway to avoid the use of heavy metals like cadmium and lead.

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Sh

ell

Sh

ell

Core

Sh

ell

Sh

ell

Core

Sh

ell

Sh

ell

Core

Sh

el

l

Sh

ell

Core

Type I Type II Reverse Type I

Types of QD by band gap size and location of core and shell

© 2015 IHS

Source: IHS

QD structure

© 2015 IHS

Source: IHS

ZnS, ZnSe, CdS

ZnS

1.Core 2.Shell

CdSe, Inp

3.Ligands

Page 11: Wide color gamut industry issues and market status€¦ · the fluorescent materials used on AMOLED panels for mobile applications, phosphorescent materials with higher light emitting

© 2016 IHS Markit. All Rights Reserved.

11

LGP

Reflector

BEF

D-BEF

Blue LED

RG Quantum Dots

1. On-chip

RG Quantum Dots (Tube)

LGP

Reflector

BEF D-BEF

2. On-edge

LGP

Reflector

BEF

D-BEF

RG Quantum Dots (Film)

3. On-surface

Quantum dot display by type in LCD BLU

Source: IHS © 2016 IHS

QD package with polymer QD film / plate

Page 12: Wide color gamut industry issues and market status€¦ · the fluorescent materials used on AMOLED panels for mobile applications, phosphorescent materials with higher light emitting

© 2016 IHS Markit. All Rights Reserved.

Quantum dot applied to color filter

• QD color filter is a solution that incorporates QD materials into a color filter to produce wide color gamut displays.

• Display panel makers manufacture and manage color filters in LCD panel manufacturing processes, so they are leading the development and mass production of color filters. Considering this, QD color filter solution could benefit panel makers.

12

Properties of color filter adopting QD materials

© 2016 IHS Source: IHS

Back light unit

Polarizer

Polarizer

Polarizer

Polarizer

Normal color filter Quantum dot adopted color filter

TFT LCD TFT LCD

Polarized Light

Broken polarized light

Quantum dot adopted color filter

Back light unit Polarizer

Page 13: Wide color gamut industry issues and market status€¦ · the fluorescent materials used on AMOLED panels for mobile applications, phosphorescent materials with higher light emitting

© 2016 IHS Markit. All Rights Reserved.

QLED technology

• QLED or QD-LED refers to QDLED, a technology that excites electroluminescence in QDs by injecting electrons and holes, similar to the OLED technology.

• The biggest difference between QLED and OLED is found in their optical properties. The emission spectrum of QLED shows a very narrow line width.

• The FWHM of QDs is very narrow at 20–30 nm, about half that of the organic materials Therefore, QLED can show deeper and more vivid colors than OLED without additionally using a complex optical structure.

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QLED OLED

Red (cdSeS/cdZns) Green (CdSe@ZnS) Blue (CdZnS/zNs)

Red (Ir(piq)2(acac)) Green (Ir(ppy)3) Blue (Firpic)

No

rmali

zed

EL i

nte

nsit

y

Wavelength (nm)

Comparison of EL spectrum of QLED and OLED

© 2016 IHS

Source: IHS

Page 14: Wide color gamut industry issues and market status€¦ · the fluorescent materials used on AMOLED panels for mobile applications, phosphorescent materials with higher light emitting

© 2016 IHS Markit. All Rights Reserved.

14

Comparison of major properties of QLED and OLED

Feature QLED OLED

Efficiency Low – Mid High

Emission bandwidth

(color saturation)

Narrow

(FWHM <30 nm)

Broad

(FWHM ~ 40–80 nm)

Color tunability Excellent

(By QD size & composition)

Low

(Different emitter molecule)

Manufacturing process Solution-based Vacuum deposition /

Solution-based

Large area display Yes Yes

Transparent & flexible display Yes Yes

Cost of emitter Low High

Color range 420–1500 nm

(Visible to Near IR)

450–650 nm

(Visible)

Source: IHS © 2016 IHS

Page 15: Wide color gamut industry issues and market status€¦ · the fluorescent materials used on AMOLED panels for mobile applications, phosphorescent materials with higher light emitting

© 2016 IHS Markit. All Rights Reserved.

Wide color gamut display market forecast

In-depth analysis for Quantum Dot display market

15

Page 16: Wide color gamut industry issues and market status€¦ · the fluorescent materials used on AMOLED panels for mobile applications, phosphorescent materials with higher light emitting

© 2016 IHS Markit. All Rights Reserved.

Wide color gamut display market forecast

• OLED and Quantum dot are key solution to grow in the wide color gamut display market.

• In particular, the QD solution that is applied in large-sized wide color gamut displays boast color gamut comparable to that of OLED solution-based displays, while offering a relatively lower production cost.

• With its competitive edge, the QD has primarily targeted the high-end large display market, and the QD is expected to settle down as a key solution in the market.

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Non WCG, 97%

WCG QD

solutions , 1%

WCG LED/CF solutions, 0%

WCG OLED solutions, 2%

WCG Others WCG, 0%

WCG, 3%

Wide color gamut display market in 2015 (area)

© 2016 IHS Source: IHS

Non WCG, 73%

WCG QD solutions , 9%

WCG LED/CF solutions, 8%

WCG OLED

solutions, 9%

WCG Others WCG, 0%

WCG, 27%

Wide color gamut display market in 2021 (area)

© 2016 IHS Source: IHS

Page 17: Wide color gamut industry issues and market status€¦ · the fluorescent materials used on AMOLED panels for mobile applications, phosphorescent materials with higher light emitting

© 2016 IHS Markit. All Rights Reserved.

Business structure of wide color gamut display industry

17

TV Set QD film

QD Tube Phosphor(KSF)

Lighting

source

QD Chip

Display panel

Quantum dot

color filter

OLED

Color filter

Thick color filter

Polarizer

Page 18: Wide color gamut industry issues and market status€¦ · the fluorescent materials used on AMOLED panels for mobile applications, phosphorescent materials with higher light emitting

© 2016 IHS Markit. All Rights Reserved.

Samsung, Key marketing point is quantum dot display in 2016

• In 2015 CES, Samsung electronics focused on marketing its new brand-SUHD TV

• But, in 2016 CES Samsung electronics decided to attract the audience with its quantum dot display technology and was pursing aggressive marketing activities for quantum dot.

18

“Nanocrystal technology”

Page 19: Wide color gamut industry issues and market status€¦ · the fluorescent materials used on AMOLED panels for mobile applications, phosphorescent materials with higher light emitting

© 2016 IHS Markit. All Rights Reserved.

TV brand, to lead quantum dot display industry

• TVs are a key application that drives demand for QD solutions

• Most of the QD TVs released recently are high-end and large-sized, over 50 (fifty) inches,

• Making the QD display technology more prominent in the wide color gamut display market

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0

5

10

15

20

25

30

35

2015 2021

Quantum dot display market forecast

© 2016 IHS

Millio

ns o

f u

nit

s

Source: IHS

CAGR 60%↑

Page 20: Wide color gamut industry issues and market status€¦ · the fluorescent materials used on AMOLED panels for mobile applications, phosphorescent materials with higher light emitting

© 2016 IHS Markit. All Rights Reserved.

Panel and BLU Cost analysis of QD TV

20

Panel / BLU cost ratio

QD film

Blue chip + R,G phosphor

QD tube

Blue chip + R,G phosphor + thick C/F

Color gamut (NTSC%)

110% 70% 80% 90% 100%

Normal

100% 200% 150%

Panel / BLU cost ratio for 55” TV

Page 21: Wide color gamut industry issues and market status€¦ · the fluorescent materials used on AMOLED panels for mobile applications, phosphorescent materials with higher light emitting

© 2016 IHS Markit. All Rights Reserved.

Barrier film is importance of quantum dot film reliability and manufacturing cost

21

PET

Wet coating(under)

Dry

Wet coating(top)

Barr

ier

film

Primer

Quantum dot film manufacturing process

Quantum dot material

Barrier film (2 sheet)

Page 22: Wide color gamut industry issues and market status€¦ · the fluorescent materials used on AMOLED panels for mobile applications, phosphorescent materials with higher light emitting

© 2016 IHS Markit. All Rights Reserved.

Supply chain analysis for Quantum dot TV market

22

<IP/Material>

SAIT/Hansol Chemical

Samsung electronics i-components

MN tech

Nanoco/ Dow chemical

Nanosys

QD vision(tube)

China TV brand

Cd fre

e

Cd

<Barrier film> <QD film>

3M

QD Major suppliers in TV industry

© 2015 IHS Source: IHS

TV brand

Toray/DNP Global

Page 23: Wide color gamut industry issues and market status€¦ · the fluorescent materials used on AMOLED panels for mobile applications, phosphorescent materials with higher light emitting

© 2016 IHS Markit. All Rights Reserved.

QD components market forecast

• QD display demand is projected to grow steadily with QD technology being adopted by other applications, such as monitors following TV products.

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2015 2016 2017 2018 2019 2020 2021

QD display market 85.6 237.6 326.8 352.3 373.2 386.6 397.3

Growth rate 177.7% 37.5% 7.8% 5.9% 3.6% 2.8%

0%

20%

40%

60%

80%

100%

120%

140%

160%

180%

200%

0

50

100

150

200

250

300

350

400

450

QD solutions market forecast (value)

Source: IHS © 2016 IHS

Millio

ns

of

do

llars

Page 24: Wide color gamut industry issues and market status€¦ · the fluorescent materials used on AMOLED panels for mobile applications, phosphorescent materials with higher light emitting

© 2016 IHS Markit. All Rights Reserved.

QD will have a big opportunity in the wide color gamut market in the future

• QD color filter will likely be introduced in 2018, and it will compete with other QD solutions.

• If QD color filter does not offer better performance and cost competitiveness compared with QD film and QD Chip, it will not successfully enter the wide color gamut display market.

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QD Film, QD Tube

QD Chip, QD Color Filter

QLED

2015

2016

2017

2018

2019

QD technology in display forecast

2020~

Page 25: Wide color gamut industry issues and market status€¦ · the fluorescent materials used on AMOLED panels for mobile applications, phosphorescent materials with higher light emitting

© 2016 IHS Markit. All Rights Reserved.

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