Samsung SDI plans to slow progress in the third quarter OLED display revenue unsatisfactory

In November 27, 2007, according to DisplaySearch, the people in the third quarter is the peak season (Samsung SDI per month 1 million 500 thousand AM OLED-display.cnLEDw.com/ ">LED display the overall production target), Samsung SDI fell from 350 thousand in 2 quarter to just 100 thousand tablets. The low level of the whole industry is also affected by the transfer of LGE from PMOLED to AMOLED, the third quarter shipments of only 310 thousand LGE, compared to the previous quarter, the 3 million 100 thousand. AMOLED production without SONY (Sony) ready to ship in 2007 XEL-1 AMOLED TV. Low order third quarter OLED display revenue of only $78 million 300 thousand, down 38%, down 31% compared with the previous quarter, shipments of 15 million 500 thousand, down 32%, down 22% compared.

Of course, the global OLED market is not completely filled with bad news: Technology (RiTdisplay) in the third quarter to $31 million in revenue and shipments hit a record high. Pioneer (Pioneer) shipments and revenues were ranked second, respectively, as the only one to sell PMOLED and AMOLED products, Samsung SDI shipments ranked third, while revenue ranked second.

In addition, Samsung SDI has increased production in the fourth quarter of this year, OLED display sales volume is expected to not less than 2 million, while the re treasure will continue to lead the volume of shipments of 7 million. EL (Chi Mei) also began to produce AMOLED display, the number of 16 thousand, is expected in the fourth quarter of this year, the company will double production. At the same time, MED and eMagin as the only two companies selling micro screen OLED, unite.

OLED mobile phone panel Japan AU KDDI in cooperation with Samsung SDI development, were shipped to Sony Ericsson (Sony Ericsson), Toshiba (Toshiba), Hitachi (Hitachi) and SANYO (Sanyo). Prior to this, Samsung SDI and NOKIA (Nokia), KYOCERA (Kyocera) also have cooperation. The new AMOLED main screen is 2.8 inches, which will help handset manufacturers to bring back the additional price of AMOLED display.

Although the third quarter OLED display shipments and revenue decline, DisplaySearch expects its rapid rebound in the fourth quarter, so that in 2007 total revenue and shipments grew by 11% and 7%, respectively. With TPO and LG.Philips (and LGE) in cooperation with Samsung SDI, SONY, and CMO in commercial production, DisplaySearch is expected in 2008 AMOLED will promote the development of the industry.

Sub screen and digital music player display shipments were 9 million 300 thousand and 42 million, accounting for OLED of total shipments of 85%. Other applications showed significant growth, while the main display fell for the two consecutive quarter. Due to the promotion of Samsung SDI AMOLED, is expected in the fourth quarter of the main screen will grow by about 400%, sub screen shipments will rise to 12 million.

Third different manufacturers OLED revenue and market share of the top five (US $million)

ranking

company

income

market share

Year-on-year growth

The quarterly growth

One

RiTdisplay

Thirty-one

39.6%

44%

35%

Two

Samsung SDI

Twenty-one

26.7%

(36%)

(41%)

Three

Pioneer

Sixteen point nine

21.6%

0%

(32%)

Four

TDK

Five point three

6.8%

(27%)

(4%)

Five

EMagin

Three

3.8%

76%

18%

Six

Others

One point two

1.5%

(84%)

(73%)

Total

Seventy-eight point three

100%

(38%)

(31%)

Third quarter OLED application shipments top five (thousand)

ranking

application

Shipments (thousands)

market share

Year-on-year growth

Q/Q growth

One

Sub display

Nine thousand two hundred and fifty-seven point two

59.6%

(22%)

(34%)

Two

Digital music player

Four thousand one hundred and seventy-three

26.9%

(53%)

20%

Three

Other / industry

Eight hundred

5.2%

260%

5%

Four

Main display

Six hundred and ninety-eight

4.5%

(36%)

(20%)

Five

Car audio

Four hundred and twenty-four

2.7%

18%

(20%)

Six

Other

One hundred and seventy-two

1.1%

10%

23%

Total

Fifteen thousand five hundred and twenty-four point two

100%

(32%)

(22%)

Source: China Semiconductor Lighting