Displaysearch - Page 7

DisplaySearch released their "Quarterly OLED Shipment and Forecast Report".

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DisplaySearch reports that the worldwide OLED display revenue in Q3’08 was US$141 million, down 11% Q/Q but up 60% Y/Y.

Chi Mei EL, the #2 supplier of AMOLED displays, posted record high shipments in Q3’08, while the leading AMOLED supplier Samsung SDI—which will merge with Samsung Electronics’ small/medium business to form Samsung Mobile Display in January—experienced lower shipments Q/Q. As a result, AMOLED shipments increased only slightly compared to Q2’08, reaching 1.7 million units.

After a strong Q2, PMOLED shipments were affected by reductions in mobile phone sub-display orders, so shipments fell 22% Q/Q. However, most of the shipment reduction was in monochrome PMOLED, while area color and full color PMOLED gained popularity. This led to an increase in average selling price for OLEDs in Q3’08.

DisplaySearch analyzes the dynamic of OLED display industry: shipments by each supplier; AMOLED vs. PMOLED; small molecule vs. polymer; monochrome vs. area color vs. full color; and shipments by application, such as mobile phone main display, sub-display, MP3, auto console, car audio, digital still camera, near-eye, TV and others.

RiTdisplay passed Samsung SDI to take the lead in total OLED shipments with 36% market share. Samsung SDI is #2 in shipments, but still the leader in total OLED revenues thanks to its AMOLED shipments. TDK passed Pioneer to become #3 in shipments at 17%, while Pioneer fell to the #4 position at 12%; Univision was #5. The top five suppliers accounted for over 95% of total OLED shipments in Q3’08, as shown in the following table:

Table 1: Top Five OLED Suppliers and Share in Q3’08

After receiving investments totaling billions of dollars over the past decade, the OLED industry is finally poised to take off. According to NanoMarkets, an industry analyst firm based here, the markets for OLED materials will reach $2.7 billion by 2015.

DisplaySearch says that SamsungSDI's AMOLED second quarter shipments are down 22% from previous quarter (the forecase was an increase of 12%) due to low demand from phone makers, including Nokia. The slowdown is expected to continue in the next quarter.

Total AMOLED revenue was 54M$, down 27% quarter to quater.

PMOLED shipments are up 17% from previous quarter (20M$), after 3 quarters of slowing down. PMOLEDs are now 60% of the MP3 players market.

RiTdisplay had a record quarter with revenues of US$33.8 million. Pioneer maintained its shipment volume of 4.4 million units, most of which were monochrome displays. Chi Mei EL (CMEL) also reported AMOLED revenues of only US$7.6 million, down from US$12.8 million last quarter.

Read more here (digitimes)

Created by DisplaySearch and the FlexTech Alliance (formerly USDC), this 300+ page report offers valuable insight including market forecasts, technology assessments, future
advancements and more.

The report includes:

• Realistic market forecasts through 2018 by technology and application


• Market readiness of core technologies, suppliers, and manufacturers


• Technical and external drivers impacting the growth of flexible displays and electronics


• Analysis of OLED, RFID, flexible substrates, active matrix backplanes and more


• Product roadmaps and capacity for each flexible display technology

This report delivers exceptional value to product managers, marketers and planners among suppliers and buyers of small and medium displays for applications such as mobile phones, PDAs, digital still camera, digital photo frames, mini-note PCs, portable navigation devices, automotive monitors and others. The report is also useful for related suppliers providing components like driver ICs, glass substrates or touch panels.

The high-growth market for small and medium displays will soon reach 3.3 billion units and $27 billion annually, with a rapidly expanding set of applications and technologies that are evolving rapidly to meet market demands.

To find out what’s coming next, DisplaySearch profiled 19 key suppliers by their LCD and AMOLED display products. The report covers nine applications involving displays ranging in size from 1.5 to 10.4. One section provides an overview of LCD products by application while another section describes each supplier’s plans by application, all product types, display size, and resolution. Two other sections focus on the quickly changing AMOLED market as well as related component technologies like driver ICs, glass substrates and touch panels.

DisplaySearch's recent OLED Technology report results: OLEDs are expected to surge 69% to more than $826.5 million in 2008, and then grow by 83% in 2009 and 53% in 2010

as Active Matrix OLED (AMOLED) displays become mainstream.    

Other key findings include:

• AMOLEDs Projected to Achieve a Five Year CAGR of 96% -   Samsung SDI, LG Display, Sony and CMEL will deliver almost 17M displays in 2008, which is up over 380% compared to 2007


• By 2012, AMOLED production will pass PMOLEDs

Read the full release

OLED Technology Report - With over 300 pages of research, data and analysis.

OLED Organic Materials Model - This tool enables you to determine how OLED production financially impacts your organization. Calculate the influence of organic materials on your component costs, materials usage, profit margins, revenues and more.

Read more here

DisplaySearch reports that Samsung SDI drove the market, pushing shipments to 20.2M, which was up 30% Q/Q but down 9% Y/Y. For the year, total revenues grew 6% to US$493.9M (see Table 1) and total shipments grew 8% to 74.7M, according to the DisplaySearch Quarterly OLED Shipment and Forecast Report. The report findings also show that the shipment mix is changing, as AMOLEDs had a 9.7% share of total revenues in Q3’07, which jumped to 41% in Q4’07.

Key findings in the DisplaySearch report include

• Samsung SDI was #1 in total revenue with US$79.4M, more than double the #2 supplier RiTdisplay at US$30.3M.


• RiTdisplay retained its lead in shipments at 6.6M units with Samsung SDI following at 4.9M units.
  
  Pioneer was #3 in units and #3 in shipments.


• Sony shipped 2K 11 displays for use in the XEL-1 in December and is expected to ship 6K panels in Q1’08.


• Chi Mei EL increased its production of AMOLED panels, shipping 60K units in Q4’07 up from 16K in Q3’07.


• LG Display, formerly LG. Philips LCD, took over LGE’s PMOLED fab and is expected to ship ~150K AMOLED panels in Q1’08 for use in the recently announced LG-SH150A.

AMOLEDs are beginning to hit their stride in the small/medium market with Nokia, Samsung, LG and Sony Ericsson all releasing products in Q4’07. We expect to see multiple product introductions in the next two quarters, and the panel size will jump to 2.6 and larger compared to previously announced 2.2-2.4 models, said Barry Young, a senior DisplaySearch advisor.

Read more here (DisplaySearch) 

In what was expected to be a strong quarter with Samsung SDI reaching their full production goal of 1.5 million AMOLED displays per month, the company barely reached the 100K mark down from 350K in Q2’07 as reported in DisplaySearch’s latest Quarterly OLED Shipment and Forecast Report.  The low production level left the OLED display industry with revenues of only US$78.3M in Q3’07 down 38% Y/Y and 31% Q/Q.  Shipments were 15.5M for the quarter, down 32% Y/Y and 22% Q/Q.  The low production for the industry was also impacted by LGE, one of the industry leaders, shifting resources from PMOLEDs to AMOLEDs and shipping only 310K units vs. 3.1M in the prior quarter and Sony with no AMOLED production as the company prepared to begin shipping the XEL-1, the world’s first AMOLED TV in December ’07.  The news was not all bad as:

• RiTdisplay had a record quarter and led in revenues with US$31.0M and units with US$6.4M.


• Pioneer was #2 in units and #3 in shipments, while Samsung SDI, the only company shipping both PMOLEDs and AMOLEDs, was #3 in units and #2 in shipments.


• Samsung SDI has already upped its production and expects to ship >2M units in Q4’07, while RiTdisplay should continue its explosive performance with shipments of more than 7M units, a new record for one supplier.


• Chi Mei EL also started production of AMOLED displays with volume of 16K, a number they expect to double in Q4’07.


• MED joined eMagin as the only two companies shipping microdisplay-based OLEDs.

Samsung SDI was able to announce a number of design wins with the Japanese mobile phone carrier AU  announcing AMOLED main display mobile phones by Sony Ericsson, Toshiba, Hitachi and Sanyo.  Previously, Samsung SDI announced design wins with Nokia and Kyocera.  The new AMOLED main displays are all in the 2.8 category, which should help the mobile phone makers recover the premium prices charged for AMOLED displays. 

With the release of the highly anticipated AMOLED displays, this segment continues to develop, experiencing unit shipment growth of 4% Q/Q and 24% Y/Y—hitting the 19.8 million mark in Q2'07. On a revenue basis, OLEDs hit US$123.4M in Q2'07, down only 1% Q/Q and up 13% Y/Y, even as ASPs fell 9% Q/Q. Over the last year, main display shipments were up 16%, sub-displays up 77%, car audio displays up 35% and industrial displays up 295%.

DisplaySearch revealed these Q2'07 OLED results in its Quarterly OLED Shipment and Forecast Report. The report's findings also show that active matrix OLED (AMOLED) displays are beginning to impact the market, as Samsung SDI moves into full production, and Chi Mei and LG begin to ship qualification units. Furthermore, Sony is expected to begin shipping their highly anticipated 11" AMOLED TV display in Q4'07.

The top five OLED manufacturers shown in Table 1 accounted for a combined market share of 85.4%. For the first time in several quarters, there were two new entrants in the PMOLED market, Visionox and Truly, which are both located in China. Next quarter, MED is expected to begin production of microdisplays and will be the first OLED competitor for eMagin.

Volume shipments of AMOLED displays continued in Q2'07, with Samsung SDI, Kodak and eMagin shipping a combined total of 1,445K displays for applications such as MP3s, mobile phones and near-eye panels. Overall, Pioneer led in units shipped with 5.1 million, closely followed by RiTdisplay at 4.8 million, Samsung SDI at 3.7 million, LGE at 3.1 million and TDK at 1.3 million units. Also of note, LGE will not ship any passive matrix OLED (PMOLED) displays in Q3'07, as the company is converting to AMOLED production.

Sub-displays and MP3 player displays continue to account for about 88% of OLED shipments at 14.1M and 3.5M, respectively. Of the remaining applications, main displays and industrial applications showed strong growth.