Organic Light Emitting Diodes (OLEDs): Technologies and Global Markets

Organic Light Emitting Diodes (OLEDs): Technologies and Global Markets

• STUDY GOALS AND OBJECTIVES
• REASONS FOR DOING THIS STUDY
• INTENDED AUDIENCE
• SCOPE OF REPORT
• METHODOLOGY
• INFORMATION SOURCES
• ANALYST CREDENTIALS
• RELATED BCC WORK CREDENTIALS
• BCC ONLINE SERVICES
• DISCLAIMER

• SUMMARY
• SUMMARY TABLE THE ORGANIC LIGHT-EMITTING DIODE MARKET THROUGH 2014 ($ MILLIONS)
• SUMMARY FIGURE VALUE OF OLED SHIPMENTS, 2008 AND 2014 ($ MILLIONS)

• THE LIGHT-EMITTING DIODE
• ORGANIC LIGHT-EMITTING DIODES
  • TABLE 1 GENERAL TYPES OF ORGANIC LEDS
  • TABLE 2 MAJOR APPLICATIONS OF OLEDS
• OLED MATERIALS
  • TABLE 3 BASIC MATERIALS USED FOR OLEDS

• TABLE 4 KEY COMPANIES INVOLVED IN THE OLED DISPLAY AND LIGHTING INDUSTRIES
• TABLE 4 (CONTINUED)
• TABLE 4 (CONTINUED)
• LABORATORY AND UNIVERSITY INVOLVEMENT
  • TABLE 5 RESEARCH FACILITIES, UNIVERSITIES AND OTHERS INVOLVED IN ORGANIC LEDS
• Semiconductor Energy Lab
• Princeton University and University of Southern California
• Georgia Tech
• OLED MANUFACTURING
• MOST MANUFACTURING DONE IN FAR EAST
  • TABLE 6 GLOBAL OLED MANUFACTURING SHARE BY REGION 2008-2014 (%)
  • FIGURE 1 OLED MANUFACTURING SHARE BY REGION, 2008, 2009 AND 2014 (%)
• OLED CONSUMPTION
• REGIONAL OLED CONSUMPTION IS MORE EVENLY DISTRIBUTED
  • TABLE 7 OLED CONSUMPTION BY REGION, 2008-2014 (%)
  • FIGURE 2 OLED DISPLAY CONSUMPTION, 2008-2014 (%)
• OLED MARKET LEADERS
  • TABLE 8 ESTIMATED MARKET LEADERS IN ORGANIC LED TECHNOLGY FOR DISPLAYS AND LIGHTING (%)
  • FIGURE 3 ESTIMATED MARKET LEADERS IN THE ORGANIC DISPLAY AND LIGHTING INDUSTRIES (%)
• COMPANY PROFILES
• AUO OPTRONICS
• CAMBRIDGE DISPLAY TECHNOLOGY LTD.
• CHI MEI OPTOELECTRONICS
• DUPONT CORP.
• EASTMAN KODAK
• GENERAL ELECTRIC GLOBAL RESEARCH
• HANNSTAR DISPLAY CORP.
• HITACHI DISPLAYS LTD.
• LG ELECTRONICS, INC.
• MERCK KGGA
• NISSAN CHEMICAL INDUSTRIES LTD.
• NOVALED AG
• OLED-T LTD.
• OSRAM OPTO SEMICONDUCTOR
• RITDISPLAY COMPANY
• SAMSUNG SEMICONDUCTOR INC.
• SEIKO-EPSON
• SIEMENS ENERGY AND AUTOMATION
• TOHOKU PIONEER CORP.
• TPO DISPLAYS
• UNIVERSAL DISPLAY CORP.
• VITEX SYSTEMS INC.

• OLED DISPLAY INDUSTRY CHARACTERISTICS
• THE CRT VERSUS THE FLAT-PANEL DISPLAY
  • TABLE 9 PRACTICAL PROBLEMS WITH THE CRT DISPLAY
• Early Flat Panels Costly and Difficult to Make
• Flat Panels Surpass CRT
• CONTINUED EXPANSION OF FLAT PANEL TECHNOLOGY
  • TABLE 10 PRODUCT AND MARKET FACTORS FAVORING FLAT-PANEL DISPLAYS
• OLED LIGHTING INDUSTRY CHARACTERISTICS
• GLOBAL LIGHTING PERSPECTIVE
  • TABLE 11 ESTIMATED GLOBAL CONSUMPTION OF ENERGY, 2008
• THE SEARCH FOR MORE EFFICIENT LIGHTING
• SOLID-STATE LIGHTING
  • TABLE 12 BENEFITS OF SOLID-STATE (LED) LIGHTING
• GOVERNMENT/INDUSTRY SUPPORT FOR OLED DISPLAYS
• UNITED STATES OLED DISPLAYS SUPPORT
• Flex Tech Alliance
  • TABLE 13 MISSION OF THE FLEX TECH ALLIANCE
• SEMI Flat-panel Display Division
• Phosphor Technology Center of Excellence (PTCOE)
  • TABLE 14 MAJOR ACTIVITIES AT PTCOE
• Impact of U.S. Display Activities
• EUROPEAN OLED DISPLAY SUPPORT ACTIVITIES
  • TABLE 15 KEY GOALS OF EUROPEAN DISPLAY EFFORTS
• European Commission Programs
• German Flat Panel Display Forum (DFF)
  • TABLE 16 MISSION OF THE GERMAN FLAT PANEL DISPLAY FORUM
• Impact of European Display Support
• ASIA-PACIFIC AND CHINA SUPPORT ACTIVITIES
• Japanese Involvement
  • TABLE 17 DEVELOPMENT OF THE JAPANESE DISPLAY INDUSTRY
• Japan' s Industry Association
• Republic of Korea
• Taiwan
• Singapore' s Activities
  • TABLE 18 GOALS OF THE SINGAPORE INSTITUTE OF MATERIALS RESEARCH & ENGINEERING
• China Joins the Display Manufacturers
• DISPLAY GOVERNMENT/INDUSTRY SUPPORT SUMMARY
• GOVERNMENT/INDUSTRY SUPPORT FOR OLED LIGHTING
• UNITED STATES ORGANIC LIGHTING SUPPORT
• Department of Energy (DOE) Programs
  • TABLE 19 INTERACTIVE PATHWAYS FOR DOE RESEARCH
• High-Efficiency Blue Emitting OLED Devices for Lighting
• Transparent Conductive Oxides for Organic Lighting Using Combinatorial Techniques
• High-quality, Low-cost Transparent Conductive Oxides
• High-Efficiency, Long Lifetime OLEDs with Stable Cathode Nanostructures
• Long-term Device Stability via Transmission Electron Microscopy
• Industry Support
• EUROPEAN ORGANIC LIGHTING SUPPORT
• European Photonics Industry Consortium
  • TABLE 20 GOVERNING BOARD MEMBERS OF EPIC
• Organic LED Lighting in European Dimensions
  • TABLE 21 PARTICIPANTS IN OLED100.EU
• JAPANESE SUPPORT ACTIVITY
• Japanese Firms Form Joint Venture for OLED Lighting
• Japanese Government Supports OLED Research
• OLED LIGHTING SUPPORT IN CHINA
• LIGHTING, INDUSTRY SUPPORT SUMMARY
• THE GLOBAL ECONOMIC CRISIS
• CURRENT SITUATION
• Drop in GDP and Falling Consumer Sales
  • TABLE 22 FIRST QUARTER 2009 ECONOMIC MILESTONES (%)
  • TABLE 23 ECONOMIC FACTORS IMPACTING THE ORGANIC LED INDUSTRY
• Impact on Current demand
• The Current Consensus on the Technology Industry
• The Economists View
• Long Term Look at the Economy
  • TABLE 24 ECONOMIC ASSUMPTIONS FOR THE GROWTH OF ORGANIC LEDS, 2009-2014
• OLED TECHNOLOGY DEVELOPMENT
• MARKET GROWTH FACTORS
• Driving Forces for Growth
• Impact of Market Growth Factors
  • TABLE 25 IMPACT OF KEY COMPETITIVENESS FACTORS ON THE GROWTH OF THE ORGANIC LED INDUSTRY (%)
  • FIGURE 4 IMPACT OF INDUSTRY COMPETITIVENESS FACTORS ON THE GROWTH OF ORGANIC LEDS (%)

• MARKET APPROACH
• MARKET PERSPECTIVE
  • TABLE 26 ESTIMATED GLOBAL ORGANIC LED REVENUES AND MARKET SHARE BY TECHNOLOGY, 2008 ($ MILLIONS, SHARE %)
  • FIGURE 5 TOTAL GLOBAL ORGANIC LED MARKET, 2008 ($ MILLIONS)
• MARKET ANALYSIS
• MEASUREMENT OBJECTIVES

• ORIGIN AND HISTORY
• ORIGIN AND HISTORY (CONTINUED)
• OLED DISPLAY MARKET STRUCTURE
  • TABLE 27 CURRENT OLED DISPLAY MANUFACTURERS, 2009
  • TABLE 27 (CONTINUED)
• BASIC OLED TECHNOLOGY
• THE MECHANICS OF LIGHT EMISSION
• DISPLAY COMPONENTS
  • TABLE 28 TYPICAL OLED DISPLAY LAYERED STRUCTURE
• Passive versus Active Displays
• Active-matrix OLEDs
• Using TFT Infrastructure
• OTHER TYPES OF OLED DISPLAYS
• Transparent OLEDs
  • TABLE 29 PROPERTIES OF TRANSPARENT OLEDS
• Top Emission OLEDs
• Flexible OLED
• Stacked OLEDs
• Flexible Display Initiative
• MORE ON POLYMER OLED DISPLAYS
• Developments in P-OLED Technology
• Similar Principles of Operation
  • TABLE 30 BASIC OPERATION OF A P-OLED
• P-OLEDs also Have Active and Passive Drivers
• FABRICATING OLEDS
  • TABLE 31 MAJOR METHODS OF FABRICATION OF OLED DISPLAYS
• Vacuum Thermal Evaporation
• Organic Phase Deposition
• Inkjet Printing
• Advantages for Flexible Displays
• TECHNICAL COMPARISON BETWEEN THE OLED AND LCD DISPLAYS
  • TABLE 32 MAKING A TFT LCD VERSUS AN ACTIVE-MATRIX OLED
• ORGANIC DISPLAY TECHNOLOGY DEVELOPMENT
• OLED DISPLAY PATENT ANALYSIS
• SCOPE OF PATENT ACTIVITY IN THIS REPORT
  • TABLE 33 TOTAL PATENTS RELATING TO OLED DISPLAYS AND LIGHTING, 2007-2009
  • FIGURE 6 NUMBER OF PATENTS RELATING TO OLED DISPLAYS AND LIGHTING 2007-2009
• A LOOK AT DISPLAY PATENTS
• PATENTS BY TECHNICAL SUBJECT
  • TABLE 34 OLED DISPLAY PATENTS BY TECHNICAL CATEGORY 2007-2009
• PATENTS BY COMPANY
  • TABLE 35 OLED PATENTS BY COMPANY 2007-2009
• SAMPLE PATENT ABSTRACTS
• Active-matrix Organic Light-emitting Diode Display
• Pixel Driving Circuit and Its Use in Active-matrix Display
• Water Dispersible Polyanilines for Electronics Applications
• Organic Light-emitting Diode Display
• Driving Method for OLED Display
• OLED DISPLAY MATERIALS
  • TABLE 36 BASIC MATERIALS USED IN OLEDS
• Dendrimers for Added Efficiency
• OLED DISPLAY APPLICATIONS
• THE LCD COMPARISON
  • TABLE 37 KEY APPLICATIONS OF OLED DISPLAYS
• BENEFITS OF OLED TECHNOLOGY
• CURRENT OBSTACLES
• OLED MARKET ASSESSMENT
• RECENT OLED GROWTH RATES
  • TABLE 38 GLOBAL SHIPMENTS OF OLED DISPLAYS, 2004-2008 (UNITS 000)
• The Major Market Thrust
• A Pause in Growth
  • TABLE 39 FORECAST ASSUMPTIONS: GROWTH OF OLED DISPLAYS
• FORECAST: GLOBAL OLED SHIPMENTS
  • TABLE 40 FORECAST: GLOBAL SHIPMENTS OF OLEDS BY DISPLAY TYPE THROUGH 2014 (UNITS 000)
• FORECAST: VALUE OF OLED SHIPMENTS
  • TABLE 41 ESTIMATED AVERAGE PRICES OF OLED PANELS BY APPLICATION, 2008-2024 ($)
  • TABLE 42 GLOBAL VALUE OF OLED DISPLAY SHIPMENTS, THROUGH 2014 ($ MILLIONS)
  • FIGURE 7 VALUE OF GLOBAL OLED SHIPMENTS, 2008-2014 ($ MILLIONS)
• FORECAST: VALUE OF SHIPMENTS BY APPLICATION
  • TABLE 43 GLOBAL SHIPMENTS OF OLED DISPLAYS BY APPLICATION, THROUGH 2014 (UNITS 000)
  • FIGURE 8 PROJECTION OF OLEDS INTO VARIOUS APPLICATIONS, 2008-2014 (000 UNITS)
• DISPLAY SUMMARY

• ORIGIN, HISTORY, AND CURRENT POSITION
• THE OLED IN CURRENT LIGHTING SYSTEMS
• The OLED in Current Lighting Systems (Continued)
  • TABLE 44 EFFICACIES OF CURRENT LIGHTING SYSTEMS (LUMENS PER WATT)
• OLED LIGHTING MARKET STRUCTURE
  • TABLE 45 CURRENT OLED LIGHTING MANUFACTURERS
  • TABLE 45 (CONTINUED)
• BASIC OLED LIGHTING TECHNOLOGY
• LEDS VERSUS OLEDS
  • TABLE 46 VISIBLE DIFFERENCES BETWEEN THE LED AND OLED
• TYPICAL STRUCTURE
  • TABLE 47 TYPICAL STRUCTURE OF AN OLED LIGHT
• HOW OLED LIGHTING WORKS
• Color Capability
• FLEXIBLE LIGHTING IS ALSO A BIG MARKET POTENTIAL
• Moisture/barrier Layer
  • TABLE 48 TYPICAL STRUCTURE OF A PROPOSED OLED FLEXIBLE SUBSTRATE LIGHT
• FABRICATION PROCESSES OF OLED LIGHTING
  • TABLE 49 KEY ADVANTAGES OF OLED LIGHTING FABRICATION METHODS
• Substrate Size Is Key
• Roll-to-Roll Method Will Be Important
  • TABLE 50 ADVANTAGES OF ROLL-TO-ROLL FABRICATION
• ORGANIC LIGHTING TECHNOLOGY DEVELOPMENT
• Advances in White Color Performance
• Advances in White ... (Continued)
• Claim White Light Record
• Novel Products
  • TABLE 51 CURRENT PERFORMANCE OF A LUMIBLADE OLED LIGHT
• Advances in Lighting Concepts
• Other Plans for the OLED
• OLED LIGHTING PATENT ANALYSIS
• SCOPE OF PATENT ACTIVITY
• OUR LOOK AT DISPLAY PATENTS
• PATENTS BY TECHNICAL SUBJECT
  • TABLE 52 OLED LIGHTING PATENTS BY TECHNICAL CATEGORY, 2007-2009
• PATENTS BY COMPANY
  • TABLE 53 OLED LIGHTING PATENTS BY COMPANY, 2007-2009
• SAMPLE PATENT ABSTRACTS
• Light-emitting Molecules and Organic Light-Emitting Devices including Light-Emitting Molecules
• Nanostructured Electrode
• Organic Compounds for Electroluminescence and Organic Devices
• Producing Light with Organic Light-Emitting Devices
• Organic Light-Emitting Diode with Improved Operational Stability
• Heat Conducting Mounting Fixture for Solid-State Lamp
• Device Structure for OLED Light Device Has Multi Element Light Extraction and Luminescence Conversion Layer
• OLEDs Doped With Phosphorescent Compounds
• OLED LIGHTING MATERIALS
  • TABLE 54 BASIC MATERIALS USED IN OLED LIGHTING
• ORGANIC LIGHTING APPLICATIONS
• Blue Efficiency Helps OLED Market
  • TABLE 55 KEY APPLICATIONS OF OLED LIGHTING TECHNOLOGY
• THE ADVANTAGES OF OLED LIGHTING OVER BULB PRODUCTS
• CURRENT OBSTACLES
• Thin Film Moisture Barrier for OLED Lamps
• OLED LIGHTING MARKET ASSESSMENT
• RECENT OLED LIGHTING GROWTH RATES
  • TABLE 56 GLOBAL SHIPMENTS OF OLED LIGHTING PRODUCTS, THROUGH 2008 (UNITS 000)
• Lighting Has Become a Key Market
• The General Illumination Market Is Primary OLED Target
• A Pause in Growth
• FORECAST ASSUMPTIONS
  • TABLE 57 FORECAST ASSUMPTIONS: GROWTH OF OLED LIGHTING
• FORECAST: GLOBAL OLED LIGHTING SHIPMENTS
  • TABLE 58 FORECAST: GLOBAL SHIPMENT OF OLED LIGHTS BY TYPE, THROUGH 2014 (UNITS 000)
• FORECAST: VALUE OF OLED LIGHTING SHIPMENTS
  • TABLE 59 ESTIMATED AVERAGE PRICES OF OLED LIGHTING DEVICES BY APPLICATION, 2008-2014 ($)
  • TABLE 60 GLOBAL VALUE OF OLED LIGHTING DEVICE SHIPMENTS THROUGH 2014 ($ MILLIONS)
  • FIGURE 9 GLOBAL VALUE OF OLEDS FOR LIGHTING DEVICES, 2008-2014 ($ MILLIONS)
• FORECAST: VALUE OF LIGHTING SHIPMENTS BY APPLICATION
  • TABLE 61 GLOBAL SHIPMENTS OF OLED LIGHTING BY APPLICATION, THROUGH 2014 (UNITS 000)
  • FIGURE 10 PROJECTION OF OLED LIGHTING INTO APPLICATIONS, 2008-2014 (UNITS 000)
• LIGHTING SUMMARY
• Lighting Summary (Continued)

• TABLE 62 GLOBAL OLED SHIPMENTS AND MARKET SHARE BY TYPE OF PRODUCT, 2008-2014 (000 UNITS AND SHARE %)
• DISPLAY SHIPMENTS
  • FIGURE 11 GLOBAL OLED SHIPMENTS BY TYPE OF PRODUCT, 2008-2014 (000 UNITS)
• LIGHTING SHIPMENTS
• VALUE OF OLED TECHNOLOGIES
  • TABLE 63 VALUE OF GLOBAL OLED SHIPMENTS AND MARKET SHARE BY TYPE OF PRODUCT, 2008-2014 ($ MILLIONS AND SHARE %)
  • FIGURE 12 VALUE OF GLOBAL OLED SHIPMENTS, 2008-2014 ($ MILLIONS)
• VALUE OF DISPLAY SHIPMENTS
• VALUE OF LIGHTING SHIPMENTS
• BENEFITS OF SOLID-STATE LIGHTING IN ILLUMINATION
• SENSORS MAY PROVIDE ADDITIONAL OLED APPLICATION
• APPLICATION OF OLEDS IN SENSORS
• BENEFITS OF OLED SENSORS
  • TABLE 64 BENEFITS OF OLED-BASED SENSORS