Displaysearch

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.

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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.

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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:

DisplaySearch has released a new edition of their Quarterly OLED Shipment and Forecast report.

The report says that:

• OLED display revenue will grow to 7.1B$ by 2016.
• AMOLED has passed PMOLEDs in Q1 2009
• Samsung Mobile Displays still #1 in OLED shipments, with a 37% market share. RiTdisplay is #2.
• Worldwide OLED display revenue in Q1'09 was $143 million, down 8% Q/Q. AMOLED revenues were up 17% Q/Q.

According to the report, several manufacturers are planning OLED TV panels in 2009. LG will debut their 15" AMOLED TV by the end of the year. DisplaySearch estimate that it's likely (they give it 70%) that Sony will release their 27" OLED TV this year. It's a bit uncertain because of Sony's financial situation.

Samsung might (DisplaySearch gives it 40% chance) release their 14.1" OLED TV - but there's no announcement yet.

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

DisplayDearch has released their Quarterly Worldwide FPD Forecast Report. They forecast that OLED TV revenues will increase at a CAGR (Compound Annual Growth Rate) of 140% from 2008 to 2016 - from 2M$ in 2008 to 2.4B$ in 2016. Demand for electronic books will lift revenue of electrophoretic and similar display technologies at a 49% CAGR (from 246M$ in 2008 to 1.7B$ in 2016). 

Total FPD sales will rise only 1% per year, according to DisplaySearch.

Check out our OLED-Reports section for OLED related reports.

DisplaySearch are reporting Flat-panel TV sales have risen 23% in the first quarter, when compared to last year. DisplaySearch say that people are looking for bargains, and low-cost vendors (such as Vizio and Funai) are leading the sales. Samsung and Sony actually saw a decline in sales.

This is probably not good news for OLEDs: people aren't looking for high-end, quality displays. At least not now. Obviously things may change in a year or two.

Via CNet.

There was a blog post last week at HCC that claimed that Sony are giving up on OLED TVs. According to the blog post, DisplaySearch are predicting that the main players in OLED TVs the next 5 years will be Samsung, LG, Toshiba and Panasonic. Sony is not on the list.

Now a blog post on ZDNet says they have discussed this with a Sony spokesperson who says that Sony are "fully committed" to OLED TVs. Good to hear that. I guess we'll know more at IFA 2009. If Sony will indeed launch a new, larger OLED TV, it should make Sony's position a bit clearer...