DisplaySearch Launches its New Quarterly OLED Shipment and Forecast Report; Samsung SDI Led in 2004, But RiTdisplay Was #1 in Q4'04.AUSTIN Austin. 1 City (1990 pop. 21,907), seat of Mower co., SE Minn., on the Cedar River, near the Iowa line; inc. 1868. The commercial and industrial center of a rich farm region, it is noted as home to the Hormel meatpacking company, whose Spam Town museum , Texas -- DisplaySearch, the worldwide leader in flat panel display A thin display screen for computer and TV usage. The first flat panels appeared on laptop computers in the mid-1980s, and the LCD technology became the standard. Stand-alone LCD screens became available for desktop computers in the mid-1990s and exceeded sales of CRTs for the first time (FPD (1) (Flat Panel Display) See LCD, plasma display, EL display, FED and flat panel display. (2) (Field Programmable Device) An umbrella term for all chips that can be programmed by the customer including SPLDs, CPLDs and FPGAs. See PLD. ) market research and consulting, has applied its detailed, global and comprehensive approach to the OLED (Organic Light Emitting Device, Organic Light Emitting Diode) A thin film light-emitting technology that is expected to compete with LCD and plasma TVs as well as LCD monitors and readouts. display market. Its new Quarterly OLED Shipment and Forecast Report reveals that the number of OLED suppliers grew from six in 2003 to 21 in 2004 and that Samsung SDI (1) (Serial Digital Interface) A physical interface widely used for transmitting digital video in various formats. For electrical transmission, it uses a high grade of coaxial cable and a single BNC connector with Teflon insulation. was the leader in both shipments and revenues. OLED is a new emissive e·mis·sive adj. Having the power or tendency to emit matter or energy; emitting. display technology that has found success in targeting the mobile phone sub-displays, car audio displays, MP3 players A digital music player that supports the MP3 format, which was the audio format that started a revolution in online music downloads and distribution. All portable music players, the iPod being the most popular, support MP3 along with one or more other audio formats. and other applications with passive matrix displays (hardware) passive matrix display - A type of liquid crystal display which relies on persistence to maintain the state of each display element (pixel) between refresh scans. . The report shows shipments, revenues and ASPs by application, material type, driver technology and supplier. Total shipments in 2004 were 31.2M, up 98%, and revenues were $446.1M, up 77%. The report forecasts shipments, revenues and ASPs by quarter through Q4'06. In addition to passive matrix OLEDs (PMOLEDs), there are four companies producing active matrix OLEDs (AMOLEDs) although the volumes are low due to the low backplane An interconnecting device that has sockets for printed circuit boards to plug into. Passive and Active Although resistors may be used, a "passive" backplane adds no processing in the circuit. yields. The technology is expected to overcome low backplane yields and other problems in 2005, which should lead to high volumes in 2006. In Q4'04, shipments were 7.6M, up 17% Y/Y and up 30% Q/Q. Revenues were $100.6M, up 14% Y/Y and up 29% Q/Q. The applications driving revenues were mobile phone sub-displays with a 52% share, MP3 player displays with 28% and car audio displays with 7%. The small molecule material dominates the usage with more than 90% share in Q4'04. Table 1: Leading OLED Suppliers in Terms of Shipments for 2004 Supplier 2004 Shipments Y/Y Growth Material ----------------------- --------------- ------------ ---------------- Samsung SDI, Korea 9.7M 72% Small Molecule RiTdisplay, Taiwan 8.2M 132% Small Molecule Pioneer, Japan 6.8M 10% Small Molecule LGE, Korea 1.5M N/A Small Molecule Philips, Netherlands 1.5M 1360% PLED Other 3.4M 1145% ----------------------- --------------- ------------ ---------------- Total 31.2M 98% ----------------------- --------------- ------------ ---------------- Table 2: Leading OLED Suppliers in Terms of Shipments in Q4'04 Supplier Q4'04 Shipments Q/Q Growth Y/Y Growth ----------------------- ----------------- ------------- ------------- RiTdisplay, Taiwan 2.0M 33% 63% Samsung SDI, Korea 1.7M -7% -44% Pioneer, Japan 1.4M 50% -33% LGE, Korea 0.5M 23% N/A Univision, Taiwan 0.5M 56% N/A Other 1.5M 82% 1092% ----------------------- ----------------- ------------- ------------- Total 7.6M 30% 17% ----------------------- ----------------- ------------- ------------- The report analyzes supply/demand and shows that the fledging industry will be in a heavy over-supply condition for PMOLEDs and documents tight supply conditions for AMOLEDs in 2006. Be the first to access the valuable information in our newest report, the Quarterly OLED Shipment and Forecast Report. In addition to Q4'04 results, the report projects shipments forward on a rolling eight-quarter basis by supplier, materials, units, ASP asp, popular name for several species of viper, one of which, the European asp (Vipera aspis), is native to S Europe. It is also a name for the Egyptian cobra (Naja haja). and revenues. The Quarterly OLED Shipment and Forecast Report also shows the capacity plans by supplier and produces a comprehensive supply/demand forecast. This one-of-a-kind report starts at just $6,995. For more information, contact Arie Braun at 512-459-3126, ext. 108 or arie@displaysearch.com. DisplaySearch and executives from OLED leaders RiTdisplay and Univision will be presenting at DisplaySearch's 2005 Taiwan FPD International Conference on April 7 and 8. For more information, please visit www.displaysearch.com/taiwanfpd. About DisplaySearch DisplaySearch is the worldwide leader in FPD market research and consulting. Founded in 1996, DisplaySearch serves a growing multinational client base, providing an extensive array of market intelligence reports, advisory services advisory services advisory services provided to the public, in their capacity as owners and managers of animals, are an important part of veterinary science. They may be provided by government bureaux, by commercial companies who deal in pharmaceuticals or animals or animal , and global business conferences. DisplaySearch surveys the entire display industry food chain, including component and equipment manufacturers, FPD producers, OEMs, brands, distributors and retailers. DisplaySearch has a core team of 20 analysts located in North America North America, third largest continent (1990 est. pop. 365,000,000), c.9,400,000 sq mi (24,346,000 sq km), the northern of the two continents of the Western Hemisphere. and Asia; they prepare a valued suite of market forecasts, technology assessments, surveys, studies and analyses, and they organize influential industry events worldwide. Headquartered in Austin, Texas, DisplaySearch has regional operations in Chicago, Houston, Kyoto, mainland China, San Jose San Jose, city, United States San Jose (sănəzā`, săn hōzā`), city (1990 pop. 782,248), seat of Santa Clara co., W central Calif.; founded 1777, inc. 1850. , Seoul, Taipei and Tokyo, and the company is on the web at www.displaysearch.com. |
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