Samsung Display planning to apply transparent polyimide substrate to foldable OLED panel Samsung Display planning to apply transparent polyimide substrate to foldable OLED panel To improve under panel camera Telechips to launch MCU for infotainment next year Telechips to launch MCU for infotainment next year Using Samsung’s 28nm Apple request development of 3500ppi OLEDoS to Samsung and LG Apple request development of 3500ppi OLEDoS to Samsung and LG Spec increased from 2800ppi Samsung’s defective washing machines may have been caused by cost reduction Samsung’s defective washing machines may have been caused by cost reduction Company had changed silicon adhesive to polyurethane Hanwha hires ex-Samsung SDI exec to boost battery equipment business Hanwha hires ex-Samsung SDI exec to boost battery equipment business Hanwha Corporation has hired a former ex...
BATTERY Tesla to sell Model 3 with Chinese battery in South Korea Tesla to sell Model 3 with Chinese battery in South Korea CATL’s LFP batteries Stan Lee Semiconductor Hana Micron to increase chip package supply to SK Hynix Hana Micron to increase chip package supply to SK Hynix Through a new factory in Vietnam Kang sung tae Display Panel Samsung’s production timeline for 101- and 114-inch MicroLED uncertain Samsung’s production timeline for 101- and 114-inch MicroLED uncertain Company only manufacturing 89-inch model among LTPS TFT products Gijong Lee Semiconductor Chip design house Coasia to hire over a hundred engineers Chip design house Coasia to hire over a hundred engineers Reaction to shortage of engineers in South Korea Jang Keyoung Yoon BATTERY Youlchon wins pouch battery film deal from LG and General Motors Youlchon wins pouch battery film deal from LG and General Motors Worth 1.5 trillion won Stan Lee Semiconductor Key Foundry forms GaN research team Key Foundry forms GaN research team More power chips using material Jang Keyoung Yoon Component LG Innotek likely to announce additional spending in FC-BGA in 2023 LG Innotek likely to announce additional spending in FC-BGA in 2023 Shortage of boards, no customer reasons for conservative outlook Gijong Lee Component AP Systems aiming to expand fab equipment revenue further AP Systems aiming to expand fab equipment revenue further Company targeting 100 billion won in sales Kang sung tae Display Panel LG Display betting on the recovery of TV demand in 2023 LG Display betting on the recovery of TV demand in 2023 Company sets higher OLED panel production goal Gijong Lee Display Panel No spending on large OLED panel expected in 2023 No spending on large OLED panel expected in 2023 According to Display Supply Chain Consultants Gijong Lee Semiconductor Samsung and LG to adopt Gen 8.7 substrate for IT OLED panel production Samsung and LG to adopt Gen 8.7 substrate for IT OLED panel production Slightly bigger than expected Gen 8.5 Gijong Lee BATTERY Samsung to increase battery capacity of Galaxy S23 Plus Samsung to increase battery capacity of Galaxy S23 Plus By 5% to around 4700mAh Stan Lee
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TOP 10 1Apple request development of 3500ppi OLEDoS to Samsung and LG 2No spending on large OLED panel expected in 2023 3LG Display betting on the recovery of TV demand in 2023 4Hanwha hires ex-Samsung SDI exec to boost battery equipment business 5Samsung’s production timeline for 101- and 114-inch MicroLED uncertain 6Key Foundry forms GaN research team 7Samsung’s defective washing machines may have been caused by cost reduction 8LG Innotek likely to announce additional spending in FC-BGA in 2023 9AP Systems aiming to expand fab equipment revenue further 10Youlchon wins pouch battery film deal from LG and General Motors