Displaybank:2008 first quarter AMOLED panel global supply of about 2 million 720 thousand pieces

South Korea Displaybank released the first quarter of 2008, the supply performance of the AMOLED panel survey results: supply of 2 million 723 thousand units, up to about 28 times the same period last year.

From the supply of various manufacturers, the absolute advantage is the South Korean Samsung SDI. Supply in the first quarter of 2 million 561 thousand, accounting for the market as a whole of 91.4%. Samsung SDI has been to South Korea's Samsung Electronics, KYOCERA, NOKIA, Toshiba, Finland, South Korea iRiver, Hitachi and Sony Ericsson mobile communication, so the British manufacturers supply panel with mobile phone and portable media players. After entering in 2008, began to supply Samsung TECHWIN digital camera with a panel to expand the customer base.

Changes in global supply of AMOLED panels

From a variety of purposes, the use of mobile phones accounted for 90% of the total supply, the supply of mobile phone panels with a total of $2 million 400 thousand, followed by a portable media player for the panel.

Changes in global supply of AMOLED panels for different applications

China's Taiwan region in the second half of the odd crystal photoelectric production phone panels in the second half of 2008, in the first quarter of 2007, the supply of 101 thousand. The price of its products is lower than that of other manufacturers, which has promoted the increase of the quantity of supply, and Displaybank predicts that it will increase in 2008.

The first quarter of 2008, South Korea LG monitor supply of 56 thousand. Almost all of the company's products are available to LG's mobile phone business unit, the current mobile phone panel based. The second quarter is expected to expand production to reach the level of 100 thousand yuan per month.

SONY in November 2007 began mass production TV with 11 inches panel, a monthly supply of around 1000, the first quarter of 2008, the supply of goods for the amount of $5000, is estimated to be the main production of TV with a 11 inch panel.

Displaybank said that the current 2.5 to 2.6 inches AMOLED panel has not been achieved with the amount of investment in sales, the problem of low yield. In addition, the price of the panel is about two times higher than the LCD panel. However, with the greatest advantage of the appearance and quality of marketing, in the market has achieved excellent record. AMOLED panel is expected to expand demand in the future, in the second quarter of 2008 sales will be increased to more than 3 million 500 thousand, and is expected to reach even more than $4 million. Among them, the mobile phone panel is expected to more than 3 million.

Source: Nikkei BP