UBI Research estimates that the OLED emitting material market will grow to $560 million USD in 2015, a 16% growth from 2014. UBI says that the market will grow by 35% CAGR in coming years, to reach $2.5 billion in 2020.
Korea currently buys over 90% of OLED materials, but China's new players are starting to produce AMOLED displays and China will gain a market share of over 20%.
According to UBI, Samsung changed the OLED stack for the new displays adopted in the Galaxy S6 and Galaxy S6 Edge, and are now using Dow Chem's red phopshorescent host materials.
Posted: Mar 17,2015 by Ron Mertens
Comments
From my understanding, by 'emitter' materials they mean host+emitter. I do not know how this is split between the two types though.
I have always thought of OLED emitters being a specialized product and OLED host being a commodity product. When I first saw the headline, I assumed that the study/projection was merely referring to emitters, but in the text there is reference made to Samsung moving to Dow's red host for certain models....so is host included in these projections? If so, do you think there are any "rules of thumb" to segregate the $ value of true emitter sales as compared to the $ value of host sales? In other words, if they are correct in predicting $2.5 billion in emitter sales in 2020, what percentage of that sum will be from the sales of host materials?