ORGANIC LIGHT EMITTING DIODE (OLED) DISPLAYS

Table of Contents

I. INTRODUCTION, METHODOLOGY & PRODUCT DEFINITIONS

• Study Reliability and Reporting Limitations
• Disclaimers
• Data Interpretation & Reporting Level
• Quantitative Techniques & Analytics
• Product Definitions and Scope of Study
• Passive-Matrix OLED Display
• Active-Matrix OLED Display

II. EXECUTIVE SUMMARY

1. Industry Snapshots

2. Industry Overview

• OLED Displays: A Breakthrough in Display Technology
• OLED Revolution Ahead
• Passive-Matrix Vs. Active-Matrix OLED Displays
• Market Leaders
• I & IIQ (2007): Samsung Maintains Lead…
• Table 1: Leading Players in the Worldwide Market for OLED Displays (I & II Q 2007) - Percentage Breakdown by Revenue for Samsung SDI, Pioneer, RiTdisplay, LG Electronics, TDK, and Others (includes corresponding Graph/Chart)
• Samsung & LGE Share the Top Honors in 2006
• Table 2: Leading Players in the Worldwide Market for OLED Displays (2006) - Percentage Breakdown by Revenue for Samsung SDI, LG Electronics, RiTdisplay, Pioneer, Univision, and Others (includes corresponding Graph/Chart)
• Samsung and RiTdisplay Top the Shipments List in 2006
• Table 3: Leading Players in the Worldwide Market for OLED Displays (2006) - Percentage Breakdown by Shipments for Samsung SDI, RiTdisplay, LG Electronics, Univision, Pioneer, TDK, and Others (includes corresponding Graph/Chart)
• End-Use Market Analysis
• Table 4: Worldwide Market for OLED Displays (2007): End-User Analysis based on Revenues by Segment - Mobile Telephone, MP3 Player, Mobile Telephone Sub-displays, Car Audio, Wearable, Digital Camera, and Others (includes corresponding Graph/Chart)
• Small Display Devices to Bolster Commercial Viability of OLEDs
• Table 5: Global OLED Market Revenues by Screen Size (2001-2010) (In %) (includes corresponding Graph/Chart)
• AMOLEDs-All Set to Rule the Display Market

3. Market Trends

• OLED Industry - Game to Rule
• Organic LED TVs Face a Bumpy Road Ahead
• OLEDs for Signs and Billboards
• PMOLED Faces Limited Demand in the Application Market
• AMOLED to Take on the Market
• Global Majors Draw Consumer Attention to OLED Products
• AMOLEDs Preferred for Application in Television
• Limitations of OLED Panels: Challenges from Within
• OLED Panel Technology Faces External Challenges
• AMOLEDs Need to Tackle Technical Problems
• OLED Technology in Military Applications
• OLED Technology Matures in Near-Eye Displays Applications
• TOLEDs for the Military Consumer
• OLED Technology to Lead the Future

4. Market Dynamics

• OLEDs Gain Ground in Flat Panel Display
• New Applications Underway
• Technology Improvisation: Need of the Hour
• Polymer-based OLEDs Boost Up the Market
• LEPs - A Revolution in Display Technology
• LEPs to Enable Cost Savings and Sophistication in Displays
• Commercial Viability of LEPs
• New and Upcoming Applications to Fuel Growth of LEPs
• Poly-OLEDs - A Threat to LED Displays
• LEPs Color the Electronic World
• Energizing the Internet World
• New Plastics Open New Markets

5. Categorization of OLED Display Industry Players

• Technology Innovators
• Research Based Firms
• Application Designers
• Fabrication Equipment Suppliers
• Contract Manufacturers
• Organic Material Vendors

6. Product Overview

• Organic Light Emitting Diodes (OLEDs)
• OLED Classification Based on Technology
• Passive Matrix OLED (PMOLED)
• Active Matrix OLED (AMOLED)
• Market Scenario
• The End-Use Segments
• OLED Structure and Device Technologies
• Phosphorescent OLEDs (PHOLEDs)
• Transparent OLEDs (TOLEDs)
• Flexible OLEDs (FOLEDs)
• Organic Vapor Phase Deposition (OVPD)
• Manufacturing Stages for Making OLED Displays
• Substrate Fabrication
• OLED Deposition
• Encapsulation
• Assembly
• Advantages of OLEDs
• Hurdles
• Engineering Obstacles
• Color
• Overcoming LCDs
• Fabrication Technologies of OLEDs
• Small Molecule Organic Light-Emitting Diode (SMOLED)
• Light Emitting Polymer (LEP)
• Origin of Light Emitting Polymers
• Properties of Polymer LEDs (PLEDs)
• PLEDs: Pros & Cons
• Advantages
• PLEDs: Challenges Ahead

7. Flat Panel Displays (FPDs): An Overview

• Applications of FPDs
• Factors Contributing To Flat Panel Displays Growth
• Outlook for FPDs
• Liquid Crystal Displays (LCDS)
• LCD Classification Based on Technology
• Active Matrix Liquid Crystal Displays (AMLCDs)
• STN LCDs
• Zero-Power Displays
• LCDs - Emerging as Substitutes for CRTs
• Performance: LCD Versus CRT
• Plasma Display Panel
• Outlook
• Light Emitting Diode Displays
• Electroluminescent Display
• Vacuum Fluorescent Display (VFD)
• Field Emission Devices (FEDS)
• Technology Involved
• FED Advantages

8. Technology Developments

• OLEDs Promises Bizarre Applications
• OLEDs Target High End Audio Systems
• Major Breakthrough in Color Polymer LEDs Production
• Dow’s LUMATION LEPs
• Material Technology Innovations
• Product Technology Innovations Bearing an Impact on End Uses

9. Product Introductions/Innovations

• Toshiba Matsushita Launches LTPS OLED Display
• Samsung SDI Introduces Ultra Thin Mobile Display
• Toshiba Matsushita Showcases Color P-OLED TV Display
• DuPont Releases New Technologies for Flat Panel Display Production
• Cambridge Display Technology Unveils New TMA™ Display Technology
• eMagin Unveils New Advanced OLED-XL™ Displays
• Univision Launches 0.85” Monochrome OLED Module
• Dupont Introduces Printable Small Molecule OLED Materials
• MCC Develops High Efficiency OLED Device
• World’s First High Resolution AM-TOLED from UDC
• Samsung Showcases 40-Inch AMOLED Prototype
• Novaled Develops Red Top Emission OLED
• World’s Largest 21-Inch OLED from Samsung Electronics
• Opto Tech Releases Passive Matrix OLED Main Panel
• Universal Display Unveils White OLED Lighting Panel
• LG Philips Showcases LTPS AMOLED Display Prototype
• eMagin Displays World' s Highest Resolution OLED Display
• ATC Unveils Double Sided Active Matrix OLED
• Philips Uses PolyLED Technology in Its New Mobile Phone

10. Recent Industry Activity

• Sumitomo Completes Acquisition of Cambridge Display Technology
• Universal Display and LG.Philips LCD Enter into an Agreement
• Unidym Inks a Collaborative Agreement with IMRE
• Konica Minolta Forms Alliance with General Electric
• Universal Display Corporation Enters into Agreement with Chi Mei EL
• Eastman Kodak Enters into Licensing Agreement with CMEL and CMO
• GE Global Research Enters into Agreement with TOKKI
• OLED-T Enters into Partnership with Microsharp
• Cambridge Display Acquires Next Sierra
• Osram Opto Enters into a Cross License Agreement with Philips Lumileds
• Cambridge Display Receives Grant from DTI
• AU Optronics Merges with Quanta Display Inc.
• Philips Completes Merging Mobile Display Systems with Toppoly
• Idemitsu Kosan Enters into a Collaboration Agreement with Universal Display
• Cree Acquires COTCO Luminant
• Cambridge Display Acquires Vital Patent Rights Portfolio from Maxdem
• Kodak Enters into a Licensing Agreement with Tohoku Device
• Kodak Enters into a Licensing Agreement with Univision
• Ritek Enters into Joint Venture with Kolon Group
• Konica Minolta Strengthens Collaboration with Universal
• Warburg Pincus Acquires Stake in Univision
• Sumitomo Chemical Acquires LEP Business from Dow Chemical
• Sumitomo and CDT in a Joint Venture
• Vitex Bags Order From Korean OLED Manufacturer
• Kodak Licenses OLED Technology to Fuji
• Samsung Strikes a Deal With Universal Display
• Avecia Divests OLED and Polymer Electronics Businesses
• Orion OLED in Agreement with Kodak
• SNMD Renamed Samsung OLED
• Samsung SDI Acquires Stake in Samsung NEC
• UDC and Seiko Epson In a Multi-Year Development Program
• Sony in Joint Venture with Toyota
• Tohoku Pioneer Begins Mass Production Line for OELD Displays

11. Focus on Select Players

• AU Optronics Corp. (Taiwan)
• Beijing Visionox Technology Co. Ltd. (China)
• Cambridge Display Technology (UK)
• Canon Inc. (Japan)
• Casio Computer Co., Ltd. (Japan)
• Chi Mei El Corporation (Taiwan)
• DuPont Displays (US)
• eMagin Corporation (US)
• Kodak Displays Division (US)
• LG Electronics, Inc. (South Korea)
• Merck OLED Materials GmbH (Germany)
• MicroEmissive Displays Ltd. (UK)
• NeoView Kolon Co., Ltd. (South Korea)
• Ness Display Co., Ltd. (South Korea)
• Orion OLED Co., Ltd. (South Korea)
• Philips Flat Display Systems (US)
• RiTdisplay Corporation (Taiwan)
• Royal Philips Electronics N.V (Netherlands)
• Samsung SDI (Korea)
• Samsung OLED Co., Ltd. (South Korea)
• Seiko Epson Corporation (Japan)
• Sumation Co., Ltd. (Japan)
• Sony Corporation (Japan)
• Tohoku Pioneer Corporation (Japan)
• Toshiba Matsushita Display Technology Co., Ltd. (Japan)
• TPO Displays Corp. (Taiwan)
• Truly Semiconductors Ltd. (Hong Kong)
• Universal Display Corporation (US)
• Univision Technology Inc. (Taiwan)

12. Global Market Perspective

• Table 6: World Recent Past, Current & Future Analysis for OLED Displays by Product Segment - Passive Matrix Organic Light Emitting Diode (PMOLED) and Active Matrix Organic Light Emitting Diode (AMOLED) Markets Independently Analyzed with Annual Revenues in US$ Million for Years 2001 through 2010 (includes corresponding Graph/Chart)
• Table 7: World Long-term Projections for OLED Displays by Product Segment - Passive Matrix Organic Light Emitting Diode (PMOLED) and Active Matrix Organic Light Emitting Diode (AMOLED) Markets Independently Analyzed with Annual Revenues in US$ Million for Years 2011 through 2015 (includes corresponding Graph/Chart)
• Table 8: World 12-Year perspective for OLED Displays by Product Segment - Passive Matrix Organic Light Emitting Diode (PMOLED) and Active Matrix Organic Light Emitting Diode (AMOLED) Markets Independently Analyzed with Annual Revenue Figures in US$ Million for the Years 2004, 2007, 2010 and 2015
• Table 9: World Recent Past, Current & Future Analysis for OLED Displays by End-Use Segment - Mobile Telephone, MP3 Player, Mobile Telephone Sub-displays, Wearable, Car Audio, Digital Camera, and Other Markets Independently Analyzed with Annual Revenues in US$ Million for Years 2005 through 2010 (includes corresponding Graph/Chart)
• Table 10: World Long-term Projections for OLED Displays by End-Use Segment - Mobile Telephone, MP3 Player, Mobile Telephone Sub-displays, Wearable, Car Audio, Digital Camera, and Other Markets Independently Analyzed with Annual Revenues in US$ Million for Years 2011 through 2015 (includes corresponding Graph/Chart)
• Table 11: World 11-Year Perspective for OLED Displays by End-Use Segment - Mobile Telephone, MP3 Player, Mobile Telephone Sub-displays, Wearable, Car Audio, Digital Camera, and Other Markets Independently Analyzed with Annual Revenue Figures in US$ Million for Years 2005, 2007, 2010 & 2015 (includes corresponding Graph/Chart)

III. MARKET

1. The United States

• An Overview
• Product Launches
• Strategic Developments
• Key Players
• DuPont Displays
• eMagin Corporation
• Kodak Displays Division
• Philips Flat Display Systems
• Universal Display Corporation

2. Japan

• An Overview
• Japan to Dominate in Display Production
• Japan Gains the First Mover Advantage
• Japan - The Leader in OLED Manufacturing Equipment
• Product Launches
• Strategic Developments
• Key Players
• Canon Inc.
• Casio Computer Co., Ltd.
• Seiko Epson Corporation
• Sumation Co., Ltd.
• Sony Corporation
• Tohoku Pioneer Corporation
• Toshiba Matsushita Display Technology Co., Ltd.

3. Europe

• An Overview
• European Union Supports OLED Initiatives
• Product Launches
• Strategic Developments
• Key Players
• Cambridge Display Technology (United Kingdom)
• Merck OLED Materials GmbH (Germany)
• MicroEmissive Displays Ltd (United Kingdom)
• Royal Philips Electronics N.V (Netherlands)

4. Asia-Pacific

• An Overview
• Mobile Device Manufacturers Jazz Up Market Proceedings
• OLED Manufacturers in Asia-Pacific Play the Waiting Game
• Taiwan An Emerging Market
• Taiwan OLED Makers Feel the Heat
• OLED Market in South Korea- A Focus
• Competitive Landscape
• Product Launches
• Strategic Developments
• Key Players
• AU Optronics Corp (Taiwan)
• Beijing Visionox Technology Co., Ltd. (China)
• Chi Mei El Corporation (Taiwan)
• LG Electronics, Inc. (South Korea)
• NeoView Kolon Co. Ltd. (South Korea)
• Ness Display Co. Ltd. (South Korea)
• Orion OLED Co. Ltd. (South Korea)
• RiTdisplay Corporation (Taiwan)
• Samsung SDI (South Korea)
• Samsung OLED Co. Ltd. (South Korea)
• TPO Displays Corp. (Taiwan)
• Truly Semiconductors Ltd. (Hong Kong)
• Univision Technology Inc. (Taiwan)