Samsung SDI was established in 1970, starting out as a display maker - making CRTs, LCDs and PDP panels. The company handled Samsung's OLED business but in 2008 Samsung Mobile Display was spun off to handle all of Samsung's mobile display (this was later merged into Samsung Display). Samsung SDI changed its focus to renewable energy (mostly L-ion batteries).
In March 2014, Samsung SDI acquired Samsung's Cheil Industries for $3.3 billion, which is involved with electronic materials - including OLED materials. In August 2013, Cheil Industries (together with Samsung Electronics) acquired Novaled for €260 million. So Samsung SDI is now involved with OLED materials and is a major stakeholder in Novaled.
Contact information for Samsung SDI
Samsung SDI buys Samsung's Cheil Industries for $3.3 Billion
Samsung SDI sees solid demand for AMOLED displays
Vitex expands ANS agreement, Samsung SDI uses their systems
Samsung SDI to invest 530M$ in AMOLED production
Samsung SDI shipped about 2.5 million AMOLED units in the past quarter
Samsung SDI: OLED TVs in 2009, flexible ones in 2010. Will double AMOLED capacity in 2009 and in 2010.
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.
They also say that the power consumption is a big issue that has to be solved.
Samsung SDI’s AMOLEDs Reach Mass Production; Drives Q4’07 OLED Display Revenues to US$158.8M
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.
Read more here (DisplaySearch)
Samsung SDI on plan to double capacity to 3M AMOLED yearly units, will supply Samsung elec with panels for mobile phones
AMOLED news from Korea: Samsung SDI on plan to double their monthly output to 3M units, LG displays considering a new plant
Q3'07 OLED Display Revenues Disappoint as Samsung SDI's AMOLED Program Is Slow to Reach Full Production
In what was expected to be a strong quarter with Samsung SDI reaching their full production goal of 1.5 million AMOLED displays per month, the company barely reached the 100K mark down from 350K in Q2’07 as reported in DisplaySearch’s latest Quarterly OLED Shipment and Forecast Report. The low production level left the OLED display industry with revenues of only US$78.3M in Q3’07 down 38% Y/Y and 31% Q/Q. Shipments were 15.5M for the quarter, down 32% Y/Y and 22% Q/Q. The low production for the industry was also impacted by LGE, one of the industry leaders, shifting resources from PMOLEDs to AMOLEDs and shipping only 310K units vs. 3.1M in the prior quarter and Sony with no AMOLED production as the company prepared to begin shipping the XEL-1, the world’s first AMOLED TV in December ’07. The news was not all bad as:
- RiTdisplay had a record quarter and led in revenues with US$31.0M and units with US$6.4M.
- Pioneer was #2 in units and #3 in shipments, while Samsung SDI, the only company shipping both PMOLEDs and AMOLEDs, was #3 in units and #2 in shipments.
- Samsung SDI has already upped its production and expects to ship >2M units in Q4’07, while RiTdisplay should continue its explosive performance with shipments of more than 7M units, a new record for one supplier.
- Chi Mei EL also started production of AMOLED displays with volume of 16K, a number they expect to double in Q4’07.
- MED joined eMagin as the only two companies shipping microdisplay-based OLEDs.
Samsung SDI was able to announce a number of design wins with the Japanese mobile phone carrier AU announcing AMOLED main display mobile phones by Sony Ericsson, Toshiba, Hitachi and Sanyo. Previously, Samsung SDI announced design wins with Nokia and Kyocera. The new AMOLED main displays are all in the 2.8 category, which should help the mobile phone makers recover the premium prices charged for AMOLED displays.
