Market reports

OLEDNet has published an OLED market forecast for 2010-2016. Basically the say that during 2010, Samsung will introduce 5" and 7" AMOLEDs, and LG Display will produce 2.7" AMOLED for digital cameras, 3.5" WVGA for mobile phones and 4.3" OLEDs for portable TVS. Toshiba Mobile Displays (TMD) will begin AMOLED small panel production during 2010 as well.

Toshiba, Matsushita and Hitachi are all expected to introduce 20"-40" OLED TV panels as early as 2011. AUO will begin mass production in 2011, too.

Via OLEDNet

Just a week after telling us that the 3.7" AMOLED as used in Google's Nexus One costs $23.5, iSupply now says that the 3.7" TFT-LCD used in Motorola's Droid costs $17.75. That means that the AMOLED costs 32% more. The touchscreen overlay costs $17.75 in both the Nexus One and the Droid. This means that totally, the AMOLED touch display is only 16% more expensive than the touch TFT-LCD.

Interestingly, the iPhone 3GS' LCD is smaller than the Droid's (at 3.5") but costs more - $19.25. That means that Google's 3.7" AMOLED costs only 22% more than the smaller iPhone display.

Obviously these are just iSupply's estimates, but it's interesting anyway. 

Via Engadget 

NanoMarkets have released a new report on OLED materials (Markets for OLED Materials: 2010-2017). They forecast that there will be an explosion in demand for OLED materials - which will grow from around $420 million in 2010 to $2.9 billion in 2015.

Key points from the report:

• OLED Lighting is expected to consume about 70% of OLED materials by 2015.
• Rigid glass substrates, which offer the best combination of performance, costs and manufacturability will be the de facto option at least through 2012.
• NanoMarkets sees a significant consolidation of control of important IP in the OLED materials space with UDC, Summation, and LG holding pivotal positions in the OLED materials IP mesh. Access to established IP is an increasingly important factor for success, especially for materials used in the organic layers of OLEDs.

OLED-Info readers get a 5% discount on this report, follow this link. When you checkout, make sure you use the our code - OLEDINFO.

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.

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.

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

Intertech Pira says that the OLED market (for both displays and lighting) will reach $6.7 billion in 2014. That's a compound annual growth rate of 44 percent over five years. They say that OLED Displays will account for about $4.7 billion out of that, growing at a CAGR of 35%. OLED Lighting will grow more quickly (112% CAGR) to almost $2 billion in 2014 from, well, nothing today.

Via EETimes

Productronica (an international trade fair for innovative electronics production) has released a couple of new free white-papers. One of them is titled "The promise of organic electronics". It includes a special focus on OLED displays and can be downloaded here.

The paper includes a forecast about OE market share and forecast up until 2015: By 2015, 80% of organic electronics materials will be sold into three applications: RFID, display backplanes and OLED lighting and displays. RFID will be the largest application accounting for US $6.9B, with OLEDs accounting for US $5.6B. RFID will likely overtake OLEDs as the largest consumer of organic electronics materials by 2012. The source of this is a NanoMarkets' report.

NanoMarkets will host a webminar on OLED lighting, on the morning of Thursday, October 22nd. The event will begin at 10:00 EDT (-05:00 GMT) and will present the firm's latest forecasts and insights into how OLEDs are emerging in the backlighting and general illumination market.

Details on how to register for the event are available on the NanoMarkets' website at www.nanomarkets.net.

Questions answered in this Webinar include:

• How and when will OLEDs succeed in the marketplace?
• What challenges and uncertainties still remain?
• Is there a market for flexible lighting?
• How should OLED lighting be priced?
• How can OLEDs compete with HB-LEDs in backlighting?
• Where are the sweet spots for OLEDs in the general illumination market?
• What are the latest product and design trends.

Nanomarkets' "An Opportunity Analysis for OLED Lighting: 2009 to 2016" report is available now. OLED-Info readers can get a 5% discount, click here for more info on the report and the discount.

iSupply say that OLED TV panel shipments will enjoy a 200-times increase in the next 6 years, but will still account for a tiny portion of the TV market. Global revenue will reach $1.8 billion in 2015, up from $10 million in 2009. Total units will be around 4.7 million.

Strangely, they say that 25,000 units will ship in 2009. But the only OLED TVs cost around 2,500$ (Sony's XEL-1), which means that $10M in revenue equals 4,000 units...

A researcher at Seoul-based Hyundai Security is saying that the global OLED market will reach 8B$ in 2012 and 17B$ in 2015. This means a 13-fold growth in six years, which is actually a faster growth rate than LCDs (which was 10-fold in 10 years).

They say that the vapor-deposition technology is 'quickly developing' which means that soon they'll be able to make large AMOLED panels.

Via OLEDNet

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.

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