DisplaySearch lowers their 2014 OLED TV shipments forecast to 300,000 units, sees 10% yields

DisplaySearch's Europe TV market research director, Paul Gray, says that currently OLED TV yields at LG are still very low - at about 10%. Things will improve, but it'll be slow. According to Paul, DisplaySearch now estimates that in 2014 only 300,000 OLED TVs will be sold worldwide:

This is drastically lower then their DisplaySearch's October 2012 estimates of about 1.8 million OLED TVs in 2014. In December 2012 the company said that LG and Samsung will never release commercial Full-HD OLED TVs and will wait to launch 4K ones in 2014. Of course LG did finally launch their 55" Full-HD 55EM9700 OLED TV, although sales are currently very low so you may say this isn't really commercial yet.

So now DisplaySearch's 2014 forecast are pretty similar to iSuppli's - which also lowered their estimates a couple of months ago to only 1,600 units in 2013, 200,000 in 2014 and 1.7 million in 2015. LG Display themselves sees about 600,000 - 700,000 OLED TV shipments in 2014. LG recently announced a $650 million OLED TV Gen-9 fab that will have a production capacity of about 50,000 OLED TVs monthly. Taiwan's ITRI sees 50,000 OLED TVs sold in 2013 and 3.24 million in 2015. Lux Research on the other hand, sees only 7,000 OLED TV sold in 2014.

Posted: Apr 22,2013 by Ron Mertens