OLED overview of the latest developments in Asia

The international industry generally believes that with the increasing demand for energy saving and display applications continue to expand, OLED will have no prospect. The AMOLED market in 2007 amounted to only $67 million, but iSuppli believes that this year will rise to $293 million by 2012 will be $1 billion 200 million market, this growth is mainly in a small screen, in 2014 the market will exceed $4 billion 500 million, and then the big screen OLED TV should be It is quite common for. If iSuppli is expected to be correct, the compound annual growth rate from 2007 to 2014 will be 82%, and this is only in the high-end display, no lighting or PMOLED. Because of the relationship between the cost and the industrial chain, most of the countries and regions to achieve large-scale industrialization in East Asia, mainly Japan, South Korea, mainland China and Taiwan.

Japan, South Korea and Taiwan

08 2008 28, AU Optronics Technology Center confirmed that with the continuous progress of OLED material and technology, AUO is actively evaluating a reboot of the OLED panel of R & D team, is expected in the fourth quarter 2008 there will be a clear timetable and personnel input. This may be for the Chi Mei Group's increased investment Qijing photoelectrical added second OLED production lines of action. AU Optronics Technology Center Deputy General Manager Liu Bingde OLED pointed out that the breakthrough in the material, make OLED more close to commercial production. Judging from the current situation, will still be the first application of small size, and then gradually go to large size applications. According to ITRI Sankei Center (IEK) ITIS statistics, the second quarter of 2008 Taiwan display output value reached 456 billion 280 million yuan, compared with a quarter decline of 5%. Among them, the size of the output value of 22.8% of the largest decline in small panels, but OLED is a sudden rise contrarian growth of 9.2%.

South Korea Samsung SDI company invested OLED field early, the company originally produced PMOLED, but due to the large size of PMOLED, the application time only mobile phone panel, plus the price by TFT compression, profit difficult, so the Samsung SDI to the development of large-scale AMOLED. Due to the need to do TFT AMOLED backplane, although the Samsung SDI no TFT front production line, but can be supported by Samsung Electronics group. Since the Samsung SDI began by small size production, so its products to 2-2.8 inch, 3-8 inch since 2008 and gradually launched products, but the production of 3 inches above the threshold high, current supply is still dominated by small size 3 inches. In addition, although the Samsung SDI said, AMOLED monthly production capacity of millions of pieces, but due to yield and other factors, the actual estimate of a single month shipments of about 1 million, which is a considerable scale. Samsung SDI of small and medium-sized enterprise wide range of products, including MSTN, CSTN, TFT and OLED (module), which accounted for the largest proportion of revenue of products is still CSTN, followed by TFT, according to the future development of MSTN and CSTN are the gradual decay of the market. Small and medium size OLED is the hope of future profitability.

In addition to the Taiwan region and South Korea's companies, many Japanese companies have also conducted a joint increase in R & D and investment in OLED. Ten Japanese companies including Sony and SHARP, the day before, has decided to cooperate with the Japanese industrial economy development of large OLED panel, hope that it surpassed South Korea and Taiwan trade, made a new generation of display market leadership, and set the OLED TV will replace the LCD TV's long-term strategy in the future. Toshiba Co (Toshiba) display technology Co. Ltd. and Panasonic Corporation (Matsushita) in August, Idemitsu Kosan co founded the Toshiba Matsushita display technology, to jointly develop new OLED display, designed to provide up to 30 times in the life of the currently displayed energy and the 10%, 2.2 inch QVGA screen, for mobile phone. Due to the use of OLED backlight, the display is thinner, more power than traditional LCD and plasma display. Joint venture Toshiba Matsushita Display Technology Co., Ltd. has 6 into Toshiba and into the Panasonic industry investment. Sony Corp launched at the end of last year, the world's first OLED TV, the life of the product is about 30 thousand hours, only half of Sony Corp's LCD TV life. Toshiba Matsushita display technology said in March 2009 will be the new OLED panel to achieve commercial production, the product will be used for mobile phones and other mobile devices.

At the same time, Toshiba Matsushita display technology will be the new medium and small OLED display production line. To this end the company will be about 16 billion yen in its factory equipment investment, Ishikawa (Ishikawa county to county Kawakita) in the construction of a new production line. Production capacity by 2 inch conversion can reach up to 1 million 500 thousand units / month, according to the amount of conversion can reach up to more than 10 thousand / month. The glass substrate size is 460mm * 730mm * 0.5mm. Scheduled to begin production in October 2009. It is understood that Toshiba Matsushita display technology has already begun production of OLED monitors, such as the beginning of 2005, the production of a small 3.5 inch OLED display, etc.. This time, the company through the low-temperature polysilicon technology driving circuit formation, organic material composition optimization and OLED layer formation technology based on about 1/2 power OLED can be produced by the display to the LCD panel. The company's goal is to 2009 mass production. OLED display in the future will be more and more used in mobile phones and PND and other products, the company forecast 2010 market size of up to about 150 billion yen.

Prospect analysis

About OLED to replace the LCD technology in the future, the German Merck KGaA company believes OLED and blue phase liquid crystal and the liquid crystal will coexist -- this concern of blue phase liquid crystal will not completely replace the existing VA (vertical alignment) and IPS (in-plane switching mode liquid crystal) mode liquid crystal