Samsung

Revenues for the first quarter of 2008 were $2,716,819, compared to $3,014,630 for the first quarter of 2007. Commercial revenue, which includes commercial chemical revenue, license fees and royalty income, increased to $1,555,065 for the first quarter of 2008, from $1,440,900 for the first quarter of 2007. Developmental revenue, which includes contract research revenue, technology development revenue and development chemical sales, decreased for the first quarter of 2008 to $1,161,754, compared to $1,573,730 for the first quarter of 2007. Universal Display believes these revenue categories, which now combine accounts previously reported separately, better reflect the Company’s business strategies and activities.

Display Bank, a market research company for display, surveyed shipments of AM OLED in the first quarter. The result showed that SDI shipped about 2.56million units, accounting for over 90% of entire market. LG Display produced about 120,000 units. If combining two companies, they accounted for 95% of world AM OLED market in the first quarter.

Samsung SDI says that large-size applications (OLED TVs, monitors, etc.) will adopt AMOLEDs in 2009, and flexible OLEDs will arrive in 2010. Samsung SDI is currently producing 1.5 million panels, and they will double that in 2009, and in 2010 double again to 6 million.  

Samsung Electronics has acquired the IP assets of Clairvoyante Inc, an IP licensing company responsible for the development of PenTile subpixel rendering display technology and associated gamut mapping algorithms. The IP includes extending the lifetime of high-resolution mobile OLED displays.

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.

Samsung says they will show a 32" OLED TV at CeBit (4-9, March, 2008).

Read more here (The Earth Times) 

Samsung Electronics said on Friday that it will introduce AM OLED handsets with either 2.8-inch or 3.2-inch organic panels supplied by Samsung SDI in the first half of this year.

Samsung SDI said on Sunday it is engaged in the second phase of investment to sharpen its AM OLED lines.

"The move is intended to double monthly production capacity to 3 million units this year from the current 1.5 million by cutting costs" a Samsung SDI spokesperson said.

Samsung has some interesting updates - 

• A 31" AMOLED TV (LTPS) will be shown in CES 2008
• 14" Panels will be mass-produced in 2008, and they give a ticker price of over 3,000$ (!!)