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Samsung Anticipates 2027-2028 Entry into Micro OLED AR/VR Market

Choi Joo-sun, CEO of Samsung Display, spoke to journalists post-conclusion of a March 6 lecture at the Korea Advanced Institute of Science and Technology (KAIST). A Chosun Daily Business reporter pulled some quotes regarding Samsung's outlook for new generation micro OLED technologies. Choi and his colleagues are likely taking their time on this development front—Sony Semiconductor Solutions (SSS) has already mass-produced OLED Microdisplay products. The Japanese technology giant is the main supplier of display panels for Apple's Vision Pro mixed reality headset—a recent iFixit teardown revealed a possible custom-designed unit. Leaked "Bill of Materials" figures indicate an eye-watering total cost of $456 for a pair of SSS 4K panels—Apple is reportedly engaged in negotiations with SeeYa and BOE regarding the supply of cheaper alternatives.

The Samsung Display boss is monitoring current industry trends, but his team is not rushing out competing solutions: "The market potential of micro OLED, which is used in augmented reality (AR) and virtual reality (VR), is significant, but I believe the market will begin in earnest around 2027-2028...there are many technical aspects to overcome and cost considerations." Choi believes that Samsung is better off with plenty of preparation time, before an anticipated bloom in the micro OLED market—in his opinion, domination can be achieved with careful investment in research and development (R&D) efforts. He stated: "During the remaining 2 to 3 years, we will deploy manpower to ensure that Samsung Display does not fall behind in the micro OLED market and introduce solutions that are competitive compared to competitors...The acquisition of Imagine, an American display company, is also part of this effort."

Samsung Facing Fine of $400 Million Over FinFET Patent Infringement

Bloomberg is reporting that Samsung was hit with a $400 million fine last Friday, (ahem) courtesy of a Texas federal jury. The source of the patent infringement relates to FinFET-specific technology that is being said was "illegally, and willfully taken" from the licensing arm of Korea Advanced Institute of Science and Technology (KAIST), the South Korean university. If you're wondering why was such a case between two South Korean institutions settled in Texas, well - KAIST IP US, the university's licensing arm is strangely (or not) based in the Dallas suburb of Frisco, Texas, - a venue considered "particularly friendly" to patent owners.

The $400 million is just the initial sum; since Samsung's mishandling of the intellectual property (usage without payment) was found to be "willful", the company could be faced with up to three times those charges. Bloomberg's report says that KAIST claimed in its initial complaint that Samsung was dismissive of the FinFet research at first, believing it would be a fad. Apparently, that all changed when rival Intel Corp. started licensing the invention and developing its own products, according to KAIST IP. Samsung, naturally, disagrees: the company that it helped the university develop the technology in the first place, and that it was "disappointed by the verdict", and "will consider options to obtain an outcome that is reasonable, including an appeal."

R&D: Memristors And Bendy Memory

Memristors are a fourth class of electric circuit, first hypothesized way back in the 1970's, which are a new addition to the transistors, capacitors, resistors etc that go into making a silicon chip. HP has put a great deal of resources into developing this technology and is expected to release memory-like memristor products in 2013, so it's not far off from commercial deployment. Now however, the Korean Advanced Institute of Science and Technology (KAIST) have found a way to use memristors to make what they describe as a "fully functional" flexible resistive random access memory (RRAM). This memory is built on a plastic substrate and can be randomly accessed, written to and erased. However, as this substrate is flexible, it can be bent and rolled up easily, opening up possibilities for use that haven't even been thought of yet.
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