World Organic Light Emitting Diode (OLED) Displays Markets

World Organic Light Emitting Diode (OLED) Displays Markets

This report analyzes the worldwide markets for Organic Light Emitting Diode (OLED) Displays in Millions of US$. The specific product segments analyzed are Passive-Matrix OLED (PM OLED) Displays, and Active-Matrix OLED (AM OLED) Displays. The specific End-use segments analyzed are Mobile Telephones – Includes Main and Sub Display Screen, MP3 Players, Wearables – Includes Display Sleeves, Heads-up Displays, Car Audio, Digital Cameras, and Others - Include Automotive Instrument Panels, Windshield Displays, Visor Mounted Displays, Smart Light Emitting Windows, Helmet Mounted Display, Personal Digital Assistant, Electric Razor, and High Visibility Apparel among other miscellaneous end-use applications). Annual forecasts are provided for each region for the period of 2000 through 2015. The report profiles 68 companies including many key and niche players worldwide such as AU Optronics Corp., Beijing Visionox Technology Co. Ltd., Cambridge Display Technology, Canon Inc., Casio Computer Co., Ltd., Chi Mei El Corporation, DuPont Displays, eMagin Corporation, Kodak Displays Division, LG Electronics, Inc., Merck OLED Materials GmbH, MicroEmissive Displays Ltd., NeoView Kolon Co., Ltd., Ness Display Co., Ltd., Orion OLED Co., Ltd., Philips Flat Display Systems, RiTdisplay Corporation, Royal Philips Electronics N.V, Samsung SDI, Samsung OLED Co., Ltd., Seiko Epson Corporation, Sumation Co., Ltd., Sony Corporation, Tohoku Pioneer Corporation, Toshiba Matsushita Display Technology Co., Ltd., TPO Displays Corp., Truly Semiconductors Ltd., Universal Display Corporation, and Univision Technology Inc. Market data and analytics are derived from primary and secondary research. Company profiles are mostly extracted from URL research and reported select online sources.

CONTENTS


I. INTRODUCTION, METHODOLOGY & PRODUCT DEFINITIONS

Study Reliability and Reporting Limitations I-1
Disclaimers I-2
Data Interpretation & Reporting Level I-2
Quantitative Techniques & Analytics I-3
Product Definitions and Scope of Study I-3
Passive-Matrix OLED Display I-3
Active-Matrix OLED Display I-4


II. EXECUTIVE SUMMARY

1. Industry Snapshots II-1

2. Industry Overview II-2
OLED Displays: A Breakthrough in Display Technology II-2
OLED Revolution Ahead II-2
Passive-Matrix Vs. Active-Matrix OLED Displays II-3
Market Leaders II-3
I & IIQ (2007): Samsung Maintains Lead II-3
Table 1: Leading Players in the Worldwide Market for OLED
Displays (I & II Q 2007) - Percentage Breakdown by Revenue
for Samsung SDI, Pioneer, RiTdisplay, LG Electronics, TDK,
and Others (includes corresponding Graph/Chart) II-4
Samsung & LGE Share the Top Honors in 2006 II-4
Table 2: Leading Players in the Worldwide Market for OLED
Displays (2006) - Percentage Breakdown by Revenue for
Samsung SDI, LG Electronics, RiTdisplay, Pioneer, Univision,
and Others (includes corresponding Graph/Chart) II-4
Samsung and RiTdisplay Top the Shipments List in 2006 II-5
Table 3: Leading Players in the Worldwide Market for OLED
Displays (2006) - Percentage Breakdown by Shipments for
Samsung SDI, RiTdisplay, LG Electronics, Univision, Pioneer,
TDK, and Others (includes corresponding Graph/Chart) II-5
End-Use Market Analysis II-5
Table 4: Worldwide Market for OLED Displays (2007): End-User
Analysis based on Revenues by Segment - Mobile Telephone,
MP3 Player, Mobile Telephone Sub-displays, Car Audio,
Wearable, Digital Camera, and Others (includes corresponding
Graph/Chart) II-6
Small Display Devices to Bolster Commercial Viability of OLEDs II-6
Table 5: Global OLED Market Revenues by Screen Size
(2001-2010) (In %) (includes corresponding Graph/Chart) II-7
AMOLEDs-All Set to Rule the Display Market II-7

3. Market Trends II-8
OLED Industry - Game to Rule II-8
Organic LED TVs Face a Bumpy Road Ahead II-8
OLEDs for Signs and Billboards II-8
PMOLED Faces Limited Demand in the Application Market II-9
AMOLED to Take on the Market II-9
Global Majors Draw Consumer Attention to OLED Products II-9
AMOLEDs Preferred for Application in Television II-10
Limitations of OLED Panels: Challenges from Within II-10
OLED Panel Technology Faces External Challenges II-10
AMOLEDs Need to Tackle Technical Problems II-10
OLED Technology in Military Applications II-10
OLED Technology Matures in Near-Eye Displays Applications II-11
TOLEDs for the Military Consumer II-11
OLED Technology to Lead the Future II-11

4. Market Dynamics II-12
OLEDs Gain Ground in Flat Panel Display II-12
New Applications Underway II-12
Technology Improvisation: Need of the Hour II-12
Polymer-based OLEDs Boost Up the Market II-13
LEPs - A Revolution in Display Technology II-13
LEPs to Enable Cost Savings and Sophistication in Displays II-13
Commercial Viability of LEPs II-13
New and Upcoming Applications to Fuel Growth of LEPs II-14
Poly-OLEDs - A Threat to LED Displays II-14
LEPs Color the Electronic World II-14
Energizing the Internet World II-14
New Plastics Open New Markets II-15

5. Categorization of OLED Display Industry Players II-16
Technology Innovators II-16
Research Based Firms II-16
Application Designers II-16
Fabrication Equipment Suppliers II-16
Contract Manufacturers II-16
Organic Material Vendors II-16

6. Product Overview II-17
Organic Light Emitting Diodes (OLEDs) II-17
OLED Classification Based on Technology II-17
Passive Matrix OLED (PMOLED) II-18
Active Matrix OLED (AMOLED) II-18
Market Scenario II-18
The End-Use Segments II-19
OLED Structure and Device Technologies II-19
Phosphorescent OLEDs (PHOLEDs) II-19
Transparent OLEDs (TOLEDs) II-19
Flexible OLEDs (FOLEDs) II-20
Organic Vapor Phase Deposition (OVPD) II-20
Manufacturing Stages for Making OLED Displays II-20
Substrate Fabrication II-20
OLED Deposition II-20
Encapsulation II-20
Assembly II-20
Advantages of OLEDs II-21
Hurdles II-21
Engineering Obstacles II-21
Color II-21
Overcoming LCDs II-21
Fabrication Technologies of OLEDs II-22
Small Molecule Organic Light-Emitting Diode (SMOLED) II-22
Light Emitting Polymer (LEP) II-22
Origin of Light Emitting Polymers II-23
Properties of Polymer LEDs (PLEDs) II-23
PLEDs: Pros & Cons II-23
Advantages II-23
PLEDs: Challenges Ahead II-23

7. Flat Panel Displays (FPDs): An Overview II-24
Applications of FPDs II-24
Factors Contributing To Flat Panel Displays Growth II-24
Outlook for FPDs II-24
Liquid Crystal Displays (LCDS) II-25
LCD Classification Based on Technology II-25
Active Matrix Liquid Crystal Displays (AMLCDs) II-25
STN LCDs II-25
Zero-Power Displays II-25
LCDs - Emerging as Substitutes for CRTs II-26
Performance: LCD Versus CRT II-26
Plasma Display Panel II-26
Outlook II-26
Light Emitting Diode Displays II-27
Electroluminescent Display II-27
Vacuum Fluorescent Display (VFD) II-27
Field Emission Devices (FEDS) II-28
Technology Involved II-28
FED Advantages II-28

8. Technology Developments II-29
OLEDs Promises Bizarre Applications II-29
OLEDs Target High End Audio Systems II-29
Major Breakthrough in Color Polymer LEDs Production II-29
Dow’s LUMATION LEPs II-29
Material Technology Innovations II-29
Product Technology Innovations Bearing an Impact on End Uses II-30

9. Product Introductions/Innovations II-31
Toshiba Matsushita Launches LTPS OLED Display II-31
Samsung SDI Introduces Ultra Thin Mobile Display II-31
Toshiba Matsushita Showcases Color P-OLED TV Display II-31
DuPont Releases New Technologies for Flat Panel Display
Production II-31
Cambridge Display Technology Unveils New TMA™ Display Technology II-32
eMagin Unveils New Advanced OLED-XL™ Displays II-32
Univision Launches 0.85” Monochrome OLED Module II-32
Dupont Introduces Printable Small Molecule OLED Materials II-33
MCC Develops High Efficiency OLED Device II-33
World’s First High Resolution AM-TOLED from UDC II-33
Samsung Showcases 40-Inch AMOLED Prototype II-33
Novaled Develops Red Top Emission OLED II-34
World’s Largest 21-Inch OLED from Samsung Electronics II-34
Opto Tech Releases Passive Matrix OLED Main Panel II-34
Universal Display Unveils White OLED Lighting Panel II-34
LG Philips Showcases LTPS AMOLED Display Prototype II-34
eMagin Displays World's Highest Resolution OLED Display II-35
ATC Unveils Double Sided Active Matrix OLED II-35
Philips Uses PolyLED Technology in Its New Mobile Phone II-35

10. Recent Industry Activity II-36
Sumitomo Completes Acquisition of Cambridge Display Technology II-36
Universal Display and LG.Philips LCD Enter into an Agreement II-36
Unidym Inks a Collaborative Agreement with IMRE II-36
Konica Minolta Forms Alliance with General Electric II-36
Universal Display Corporation Enters into Agreement with Chi
Mei EL II-37
Eastman Kodak Enters into Licensing Agreement with CMEL and CMO II-37
GE Global Research Enters into Agreement with TOKKI II-37
OLED-T Enters into Partnership with Microsharp II-37
Cambridge Display Acquires Next Sierra II-38
Osram Opto Enters into a Cross License Agreement with Philips
Lumileds II-38
Cambridge Display Receives Grant from DTI II-38
AU Optronics Merges with Quanta Display Inc. II-38
Philips Completes Merging Mobile Display Systems with Toppoly II-39
Idemitsu Kosan Enters into a Collaboration Agreement with
Universal Display II-39
Cree Acquires COTCO Luminant II-39
Cambridge Display Acquires Vital Patent Rights Portfolio from
Maxdem II-39
Kodak Enters into a Licensing Agreement with Tohoku Device II-40
Kodak Enters into a Licensing Agreement with Univision II-40
Ritek Enters into Joint Venture with Kolon Group II-40
Konica Minolta Strengthens Collaboration with Universal II-41
Warburg Pincus Acquires Stake in Univision II-41
Sumitomo Chemical Acquires LEP Business from Dow Chemical II-41
Sumitomo and CDT in a Joint Venture II-41
Vitex Bags Order From Korean OLED Manufacturer II-42
Kodak Licenses OLED Technology to Fuji II-42
Samsung Strikes a Deal With Universal Display II-42
Avecia Divests OLED and Polymer Electronics Businesses II-42
Orion OLED in Agreement with Kodak II-42
SNMD Renamed Samsung OLED II-43
Samsung SDI Acquires Stake in Samsung NEC II-43
UDC and Seiko Epson In a Multi-Year Development Program II-43
Sony in Joint Venture with Toyota II-43
Tohoku Pioneer Begins Mass Production Line for OELD Displays II-43

11. Focus on Select Players II-44
AU Optronics Corp. (Taiwan) II-44
Beijing Visionox Technology Co. Ltd. (China) II-44
Cambridge Display Technology (UK) II-44
Canon Inc. (Japan) II-44
Casio Computer Co., Ltd. (Japan) II-45
Chi Mei El Corporation (Taiwan) II-45
DuPont Displays (US) II-45
eMagin Corporation (US) II-46
Kodak Displays Division (US) II-46
LG Electronics, Inc. (South Korea) II-46
Merck OLED Materials GmbH (Germany) II-46
MicroEmissive Displays Ltd. (UK) II-47
NeoView Kolon Co., Ltd. (South Korea) II-47
Ness Display Co., Ltd. (South Korea) II-47
Orion OLED Co., Ltd. (South Korea) II-47
Philips Flat Display Systems (US) II-48
RiTdisplay Corporation (Taiwan) II-48
Royal Philips Electronics N.V (Netherlands) II-48
Samsung SDI (Korea) II-49
Samsung OLED Co., Ltd. (South Korea) II-49
Seiko Epson Corporation (Japan) II-49
Sumation Co., Ltd. (Japan) II-49
Sony Corporation (Japan) II-49
Tohoku Pioneer Corporation (Japan) II-50
Toshiba Matsushita Display Technology Co., Ltd. (Japan) II-50
TPO Displays Corp. (Taiwan) II-50
Truly Semiconductors Ltd. (Hong Kong) II-50
Universal Display Corporation (US) II-51
Univision Technology Inc. (Taiwan) II-51

12. Global Market Perspective II-52
Table 6: World Recent Past, Current & Future Analysis for OLED
Displays by Product Segment - Passive Matrix Organic Light
Emitting Diode (PMOLED) and Active Matrix Organic Light
Emitting Diode (AMOLED) Markets Independently Analyzed with
Annual Revenues in US$ Million for Years 2001 through 2010
(includes corresponding Graph/Chart) II-52

Table 7: World Long-term Projections for OLED Displays by
Product Segment - Passive Matrix Organic Light Emitting Diode
(PMOLED) and Active Matrix Organic Light Emitting Diode
(AMOLED) Markets Independently Analyzed with Annual Revenues
in US$ Million for Years 2011 through 2015 (includes
corresponding Graph/Chart) II-53

Table 8: World 12-Year perspective for OLED Displays by
Product Segment - Passive Matrix Organic Light Emitting Diode
(PMOLED) and Active Matrix Organic Light Emitting Diode
(AMOLED) Markets Independently Analyzed with Annual Revenue
Figures in US$ Million for the Years 2004, 2007, 2010 and 2015 II-53

Table 9: World Recent Past, Current & Future Analysis for OLED
Displays by End-Use Segment - Mobile Telephone, MP3 Player,
Mobile Telephone Sub-displays, Wearable, Car Audio, Digital
Camera, and Other Markets Independently Analyzed with Annual
Revenues in US$ Million for Years 2005 through 2010 (includes
corresponding Graph/Chart) II-54

Table 10: World Long-term Projections for OLED Displays by
End-Use Segment - Mobile Telephone, MP3 Player, Mobile
Telephone Sub-displays, Wearable, Car Audio, Digital Camera,
and Other Markets Independently Analyzed with Annual Revenues
in US$ Million for Years 2011 through 2015 (includes
corresponding Graph/Chart) II-55

Table 11: World 11-Year Perspective for OLED Displays by
End-Use Segment - Mobile Telephone, MP3 Player, Mobile
Telephone Sub-displays, Wearable, Car Audio, Digital Camera,
and Other Markets Independently Analyzed with Annual Revenue
Figures in US$ Million for Years 2005, 2007, 2010 & 2015
(includes corresponding Graph/Chart) II-56


III. MARKET

1. The United States III-1
An Overview III-1
Product Launches III-1
Strategic Developments III-3
Key Players III-6
DuPont Displays III-6
eMagin Corporation III-6
Kodak Displays Division III-7
Philips Flat Display Systems III-7
Universal Display Corporation III-7

2. Japan III-8
An Overview III-8
Japan to Dominate in Display Production III-8
Japan Gains the First Mover Advantage III-8
Japan - The Leader in OLED Manufacturing Equipment III-8
Product Launches III-9
Strategic Developments III-9
Key Players III-12
Canon Inc. III-12
Casio Computer Co., Ltd. III-12
Seiko Epson Corporation III-13
Sumation Co., Ltd. III-13
Sony Corporation III-13
Tohoku Pioneer Corporation III-13
Toshiba Matsushita Display Technology Co., Ltd. III-14

3. Europe III-15
An Overview III-15
European Union Supports OLED Initiatives III-15
Product Launches III-15
Strategic Developments III-16
Key Players III-18
Cambridge Display Technology (United Kingdom) III-18
Merck OLED Materials GmbH (Germany) III-19
MicroEmissive Displays Ltd (United Kingdom) III-19
Royal Philips Electronics N.V (Netherlands) III-19

4. Asia-Pacific III-20
An Overview III-20
Mobile Device Manufacturers Jazz Up Market Proceedings III-20
OLED Manufacturers in Asia-Pacific Play the Waiting Game III-20
Taiwan An Emerging Market III-20
Taiwan OLED Makers Feel the Heat III-20
OLED Market in South Korea- A Focus III-21
Competitive Landscape III-21
Product Launches III-21
Strategic Developments III-22
Key Players III-24
AU Optronics Corp (Taiwan) III-24
Beijing Visionox Technology Co., Ltd. (China) III-24
Chi Mei El Corporation (Taiwan) III-24
LG Electronics, Inc. (South Korea) III-24
NeoView Kolon Co. Ltd. (South Korea) III-25
Ness Display Co. Ltd. (South Korea) III-25
Orion OLED Co. Ltd. (South Korea) III-25
RiTdisplay Corporation (Taiwan) III-25
Samsung SDI (South Korea) III-26
Samsung OLED Co. Ltd. (South Korea) III-26
TPO Displays Corp. (Taiwan) III-26
Truly Semiconductors Ltd. (Hong Kong) III-27
Univision Technology Inc. (Taiwan) III-27


IV. COMPETITIVE LANDSCAPE