Displaysearch - Page 5

DisplaySearch estimates that AMOLED revenue in 2011 reached $3.36 billion on 90 million units. Revenue grew by 169% (from $1.25 in 2010) and unit shipments grew 97%. Revenue grew faster then units because the average smartphone display is getting larger. According to DisplaySearch, AMOLED share of the small/medium display market is now 12% (up 6% in 2010).

These numbers are actually lower than what DisplaySearch estimated back in August 2011. Back then they said unit shipments will be 128 million and revenue will reach $4 billion.

DisplaySearch estimates that LG's 55" OLED TV (the 55EM9600) will retail for around $8,000 when it launches in 3Q 2012. The price will fall below $4,000 by the end of 2013 as sales volume increase and manufacturing cost will drop.

DisplaySearch also says that they expect LG to sell less than 500,000 units annually of these TVs. This is actually a bit optimistic - as LG themselves said that their production line will be able to output 30,000 TVs a month (that's only 360,000 sets a year).

DisplaySearch forecasts that Samsung's AMOLED Gen-5.5 fab ramp-up will triple AMOLED capacity by the end of 2012 (from 890,000 m2 in 2011 to 2.6 million m2 in 2012). Capacity will double again in 2013.

Most of the grown in 2012 and 2013 will come from Samsung's AMOLED fab - as other players are still watching Samsung's progress, with LG, AUO, CMI and Irico also expected to built pilot and/or mass production plants in the next two years. LCD makers are current facing a hard time, and "AMOLED displays are a bright spot in the FPD manufacturing industry, offering hope for FPD supply chain companies.".

DisplaySearch released a new mobile phone display report, in which they say that the fastest growing display technology is AMOLED. AMOLED unit shipment in 2011 will be 128 million (a 191% increase over 2010) and 212 million in 2012 (66% increase over 2011). In terms of revenue, AMOLED will reach $4 billion in 2011 and $6.4 billion in 2012.

Most estimates we've seen so far say that total OLED revenues in 2010 were about $1 billion, and that's for both PMOLED and AMOLEDs (not just for phones). So DisplaySearch estimates that the AMOLED market will more than quadruple this year!

DisplaySearch says that strong demand for Low Temperature Polysilicon (LTPS) based displays (LCDs and AMOLEDs) will drive rapid expansion of LTPS capacity. Spending on LTPS-equipment is expected to reach $2.4 billion in 2011 (and will decrease in 2012 and 2013).

DisplaySearch says that making AMOLEDs and high-end LCDs like the ones used in Apple's iPhone 4 is only currently possible with LTPS. In 2011, supply of both AMOLEDs and LTPS LCDs are forecast to be extremely tight. Leading panel makers are for the first time ever scaling LTPS technology to Gen-5.5 and larger substrates.

Jennifer Colegrove, director of display technologies at DisplaySearch, is optimistic about AMOLED production capacity: "I expect in the next three years for at least 20 new AMOLED production lines to open up...  This is the future of the display technology on smartphones and you'll see a lot of companies investing money to enter".

We already know of a few production lines that are expected in the coming years: Samsung has begun working on their 5.5-Gen Plant (that'll have 3 lines, a $2.2 billion investment), LG is also investing heavily in new lines, TPO is expected to launch products soon, AUO will soon start building their AMOLED line and Visionox has a pilot line ready.

DisplaySearch released a new Quarterly OLED Shipment and Forecast Report in which they say that OLED revenue was $826 million in 2009 - a record year. AMOLED revenue was $537 million, and PMOLED revenue was $291 (lower than 2008, mostly because mobile phone design is moving away from clamshell phones).

Samsung Mobile Display is still the biggest OLED maker, with $566 million in revenues. Samsung is followed by RiTdisplay ($106 million), Pioneer ($60 million), TDK and Visionox ($15 million).

OLED-Info readers get a 5% discount on this report, follow this link

DisplaySerach has released their latest Quarterly OLED Shipment and Forecast Report. They say that OLED revenues have reached $252 million in Q3 2009, up 31% Q/Q. OLED shipments were 21.7 million (up 19% Q/Q). Demand was driven by high-end mobile phones.

Quarterly shipments and revenue

Samsung Mobile Displays continues to be the market leader - in face they have a 73% market share (in revenues). RiTdisplay is second with a 12% share. 

PMOLED shipments did not grow from 2008 to 2009. In face, mobile-phones shipments decreased (there is a shift from clam-shell style phones with external PMOLEDs to smart-phones), but PMOLED for automotive applications is increasing, with Mercedes Benz and Lexus adopting PMOLEDs. PMOLED shipments in Q3 2009 has reached 427,000.

OLED-Info readers get a 5% discount on this report, follow this link

DisplaySearch has released a new version of their quarterly 'OLED Shipment and Forecast report'. They say that world-wide OLED revenue has reached 192M$ in Q2 2009, which is a new record (up 32% from last quarter, and 22% from the same quarter last year).

Other findings and forecasts:

• Samsung Mobile Displays has a 38% market share. Second is RiTDisplay.
• PMOLED shipments were the same as last quarter.
• There will be about 20 new (or upgraded) AMOLED production lines installed (or upgraded) within the next 3 years.
• AMOLED will enter medium and large-size applications soon. Notebooks will start in mid-2010 and netbooks will follow. 20"-29" OLED TVs will enter the market by the end of 2010. 30" TVs are expected in the end of 2011.

OLED-Info readers get a 5% discount on this report, follow this link

DisplaySearch has released a new report (small/medium TFT LCD and AMOLED product roadmap). They give an interesting chart showing AMOLED roadmap from all players:

 
 

There is a lot of interesting information in there: