RitDisplay

RiTDisplay has developed passive-matrix OLED touch panels. The panels come in 3 sizes (1.1", 1.8", 3.1"), and are ready for production.

• 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. 

DisplaySearch revealed in its latest Quarterly OLED Shipment and Forecast Report that Q1'07 OLED shipments were 19.1M, up 71%Y/Y and revenues were $121M, up 56% Y/Y. Shipments and revenue were down Q/Q, 14% and 13%, respectively, due to seasonality. OLED displays compete with LCDs in small/medium applications such as mobile phone main displays and sub-displays, MP3s, and automotive consoles.

Digitimes reports that CMEL got orders for 300,000 monthly units of AMOLED displays for mobile phones, from Sharp. CMEL currently has a capacity of 200K-300K units, and has placed orders for new equipment.

In its latest Quarterly OLED Shipment and Forecast Report, DisplaySearch also disclosed the following -

DisplaySearch revealed in its latest Quarterly OLED Shipment and Forecast Report that 2006 OLED shipments were 72.1M, up 29%, and revenues were $475M, down 3%, as the ASP dropped 24% Y/Y. OLED displays compete with LCDs in small/medium applications such as mobile phone main displays and sub-displays, MP3s, and automotive consoles. The top six suppliers had a market share of 92.4% as the industry continued to consolidate.

Kolon will invest US$100 million to acquire an 80 percent stake in Ritdisplay, which will be turned into a new company by next April. Kolon Industries is a South Korean company, set up in 1957 and is involved in fiber, industrial materials and bioengineering.

Samsung SDI captured 24% of the 21-million-unit OLED market in the third quarter of 2006, shipping 5.1 million units, according to a Korean-language press release issued by market research firm OLEDNET.

Taiwan-based RiTdisplay ranked second with 3.9 million units sold, followed by LGE with 3.7 million units, Pioneer with 3.2 million and Univision Technology with three million.

DisplaySearch revealed in its latest Quarterly OLED Shipment and Forecast Report that OLED shipments grew to 16.1M and revenues hit $112.0M in Q2'06. Organic Light Emitting Diodes (OLED) displays compete with LCDs in small/medium applications such as mobile phone main displays and subdisplays, MP3s and automotive consoles. OLED shipments increased 44% Q/Q due to 48% increase in subdisplays and a 36% growth in MP3 player sales. PMOLEDs continue to dominate the market with a revenue share of over 98%. There are 23 small molecule and 2 P-OLED producers with small molecule having a 97% revenue share.