TMCnet News

DisplaySearch Announces Q2'05 OLED Y/Y Growth: Shipments Up 82%, Revenues Up 18%
[September 15, 2005]

DisplaySearch Announces Q2'05 OLED Y/Y Growth: Shipments Up 82%, Revenues Up 18%


AUSTIN, Texas --(Business Wire)-- Sept. 15, 2005 -- DisplaySearch, the worldwide leader of display market research and consulting, indicated in its latest Quarterly OLED Shipment and Forecast Report that OLED shipments grew to 14.2M and revenues hit $124.8M in Q2'05. Organic Light Emitting Diode (OLED) displays compete with LCDs in small/medium applications such as mobile phone main displays and subdisplays, MP3s and automotive consoles. OLED shipments increased 82% Y/Y due to 95% growth in main display sales, and 1,300% growth in MP3 player displays. All of the growth is in PMOLEDs using small molecule material; AMOLED producers -- Sanyo Kodak, AUO and Sony -- shipped less than 50K displays in Q2'05. PLED material panel producers dropped to two suppliers as Philips sold their facility to OTB and now represent less than 3% of the total shipments.



Samsung SDI led in units and revenue in Q2'05 with slightly over 3.8M displays shipped and $37.2M in revenue. RiTdisplay was #2 in both shipments and revenue. LGE experienced the strongest growth of the top five, with shipments up 111% Q/Q to 740K and revenue growing 92% Q/Q to $6.5M. The revenue results for the top five vendors in Q2'05 are shown below: -0- *T Table 1: Top Five OLED Manufacturers' Q2'05 Revenue and Growth (US$ Millions) Rank Manufacturer Revenue Q/Q Y/Y (US$M) 1 Samsung 37.2 32% 15% 2 RiTdisplay 28.1 46% -4% 3 Pioneer 19.6 13% -30% 4 Univision 14.1 6% 157% 5 LGE 6.5 92% 52% Others 19.2 -12% 175% Total 124.8 21% 18% *T

The top five applications for OLED displays in shipments and growth are shown in the following table: -0- *T Table 2: Top Five Q2'05 OLED Applications: Shipments (000) and Growth Rank Application Shipments Q/Q Y/Y (000) 1 Subdisplay 7,073.0 34% 3% 2 MP3 6,143.0 67% 1312% 3 Car Audio 435.0 27% 66% 4 Main Display 331.3 5% 95% 5 Auto Console 157.0 -14% 2143% Others 69.0 -67% -18% Total 14,208.3 42% 82% *T


On a total market share basis in Q2'05, OLEDs represent only a very small fraction of shipments, but OLEDs had a 42.2% share in MP3 displays and a 14.8% share in mobile phone subdisplays.

The Quarterly OLED Shipment and Forecast Report includes shipments, revenues, and ASPs by application, material type, driver technology and supplier. The Quarterly OLED Shipment and Forecast Report also shows capacity plans by supplier and has a comprehensive supply/demand forecast. This report is delivered in PowerPoint and includes Excel pivot tables. Please contact Arie Braun at DisplaySearch at 512-459-3126 or [email protected] for further information.

About DisplaySearch

DisplaySearch has a core team of 31 employees located in North America and Asia who produce 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, Hong Kong, Houston, Kyoto, San Diego, San Jose, Seoul, Shenzhen, Taipei and Tokyo, and the company is on the web at www.displaysearch.com.

[ Back To TMCnet.com's Homepage ]