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.
Key findings in the DisplaySearch report include
- Samsung SDI was #1 in total revenue with US$79.4M, more than double the #2 supplier RiTdisplay at US$30.3M.
- RiTdisplay retained its lead in shipments at 6.6M units with Samsung SDI following at 4.9M units.
Pioneer was #3 in units and #3 in shipments.
- Sony shipped 2K 11” displays for use in the XEL-1 in December and is expected to ship 6K panels in Q1’08.
- Chi Mei EL increased its production of AMOLED panels, shipping 60K units in Q4’07 up from 16K in Q3’07.
- LG Display, formerly LG. Philips LCD, took over LGE’s PMOLED fab and is expected to ship ~150K AMOLED panels in Q1’08 for use in the recently announced LG-SH150A.
“AMOLEDs are beginning to hit their stride in the small/medium market with Nokia, Samsung, LG and Sony Ericsson all releasing products in Q4’07. We expect to see multiple product introductions in the next two quarters, and the panel size will jump to 2.6” and larger compared to previously announced 2.2-2.4” models,” said Barry Young, a senior DisplaySearch advisor.