Samsung SDI's AMOLEDs reach volume production in 2007, says DisplaySearch6 March 2008
Sony got all the attention in the fourth quarter of 2007 with the release of its 11-inch XEL-1 TV, but Samsung SDI drove the market, pushing shipments to 20.2 million units, which was up 30% sequentially but down 9% on year. For the year, total revenues grew 6% to US$493.9 million units and total shipments grew 8% to 74.7 million units, according to DisplaySearch. The shipment mix is changing, as AMOLEDs had a 9.7% share of total revenues in the third quarter of 2007, which jumped to 41% in fourth quarter of 2007.
By the first quarter of 2008, AMOLEDs will represent 55.6% of total revenues as LG Display enters the AMOLED market and Chi Mei Electronics, Samsung SDI and Sony continue to ramp up, noted Barry Young, senior advisor, DisplaySearch.
Sony shipped 2,000 11-inch displays for use in the XEL-1 last December and is expected to ship 6,000 panels in the first quarter of 2008. Chi Mei Electronics increased its production of AMOLED panels, shipping 6,000 units in the fourth quarter of 2007 up from 1,600 in the third quarter of 2007. LG Display, formerly LG. Philips LCD, took over LGE's PMOLED fab and is expected to ship 150,000 AMOLED panels for use in the recently announced LG-SH150A in the first quarter of 2008.
AMOLEDs are beginning to hit their stride in the small/medium market with Nokia, Samsung, LG and Sony Ericsson all releasing products in the fourth quarter of 2007, Young stated. Multiple product introductions in the next two quarters may appear, and the panel size will jump to 2.6-inch and larger compared to previously announced 2.2-to 2.4-inch models, he added.
Due to a strong fourth quarter, total OLED 2007 revenues reached US$493.9M, a new record, led by Samsung SDI, RiTdisplay and Pioneer. Showing strong results in microdisplays, eMagin slipped into the top five for the first time.