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DisplaySearch cuts OLED forecast

Posted: 12 Dec 2008 ?? ?Print Version ?Bookmark and Share

Keywords:OLED? display market? LCD?

With continuing pressure from LCDs, DisplaySearch has lowered its OLED forecast for 2008 to 2015. However, the researchers note there are new active-matrix OLED (AMOLED) applications, and several categories will gain momentum in 2009 and beyond.

Global OLED display revenue in Q3 08 was $141 million, down 11 percent q-on-q, but up 60 percent y-on-y, the market research firm said.

After a strong Q2, passive-matrix OLED (PM OLED) shipments were affected by reductions in mobile phone sub-display orders, so shipments are said to have fallen by 22 percent q-on-q.

However, the researchers add that most of the shipment reduction was in monochrome PM OLED, while area color and full color PM OLED gained popularity. This led to an increase in average selling price for OLEDs in Q3.

"The OLED display industry is changing rapidly, with new companies entering the business, existing companies expanding capacity or exiting the market, and other companies changing their application focus," said Jennifer Colegrove, director of display technologies at DisplaySearch.

Colegrove added that despite the very attractive performance achievable with OLED displays, and the fact that lifetime has improved dramatically in recent years, and that red and green lifetimes are long enough for many consumer electronic applications, they still face strong price competition from TFT LCDs and PM LCDs.

RiTdisplay is said to have passed Samsung SDI to take the lead in total OLED shipments with 36 percent of the market, compared with Samsung's 26 percent.

Samsung SDIwhich will merge with Samsung Electronics' small/medium business to form Samsung Mobile Display in Januaryis still the leader in total OLED revenues thanks to its AMOLED shipments.

For the OLED market as a whole, TDK passed Pioneer to become the third largest supplier, taking a 17 percent share, while Pioneer's share fell to 12 percent.

In fifth spot is Univision, and according to DisplaySearch, the top five suppliers accounted for over 95 percent of total OLED shipments in Q3.

Chi Mei EL, the second largest supplier of AMOLED displays, posted record high shipments in Q3 08, while the leading AMOLED supplier Samsung SDI experienced lower shipments q-on-q. Consequently, total AMOLED shipments are said to have increased.

- John Walko
EE Times Europe

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