Global OLED2008 third quarter revenue growth of 60% over last year

According to the DisplaySearch fourth quarter OLED shipments report the latest research data show that OLED in the third quarter of 2008 overall revenue reached $141 million, compared with the previous quarter fell 11%, but compared with the same period last year growth of 60%. From the point of view of AMOLED suppliers, Taiwan odd crystal photoelectric shipments ranked second, while the third quarter shipments hit a record high, compared with the previous quarter, an increase of 14%. Samsung SDI (Samsung with small and medium size departments merged Samsung mobile phone display department) still the top ranking of suppliers, shipments in the third quarter compared with the second quarter slightly lower number. Overall, the third quarter of the global AMOLED shipments only slightly increased compared with the second quarter, total shipments of up to 1 million 700 thousand.

PMOLED in the second quarter due to a large number of mobile phones with a large number of secondary screen shipments, but the second quarter due to the impact of the reduction of the phone screen orders, shipments decreased by 22% compared with the previous quarter. But in any case, when the full color PMOLED application is more popular, monochrome PMOLED orders will inevitably be faced with the situation, but it will also increase the average sales price of the third quarter OLED panel.

DisplaySearch display technology research director Jennifer Colegrove, PhD pointed out that OLED has a number of attractions: wide viewing angle, wide color gamut, faster response time, and has more power and light under different ambient temperature operation. At the same time, the technology has made great progress in recent years, the current technology has basically met the requirements for consumer electronic products. But OLEDs still faces TFT LCDs and PM LCDs price pressure. At the same time, Jennifer also said that OLED displays rapid changes in the market, the company continued to add new and existing companies to expand operations or silently exit the market or to business focus, this industry has its market opportunities also exist certain risks.

The following is a brief description of the third quarter global OLED shipments. Taiwan Laibao Technology (RiTdisplay) Samsung SDI beyond the third quarter of 2008 shipments ranked first, shipments in the third quarter and the second quarter was essentially flat, accounting for 36% of total shipments. Samsung SDI PM OLED in shipments fell sharply in the third quarter ranked behind RiTdisplay technology; but because the AMOLED shipments remain so in the part of profit is still the champion. TDK in the third quarter to beat rival Pioneer came to the top of the list, accounting for the overall shipments of 17%, Pioneer fell to $fourth, accounting for 12% of the total number of. Univision is fifth. The top five suppliers in the 2008 quarter of third accounted for the overall OLED shipments of 95%.

Table 1 2008 third quarter of the world's top five ranked OLED suppliers and market share

Source: DisplaySearch 2008 fourth quarter

Due to the global economic impact and competitive pressure from LCD, DisplaySearch repair in 2008 to 2015 global OLED shipments forecast. However, we expect AMOLED will continue to produce new applications and the industry will bring new growth momentum.