OLEDs see manufacturing tech, consumer response ripen


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(August 17, 2010) — In a podcast interview, Paul Semenza, SVP of Analyst Services at DisplaySearch, explains how a maturing OLED manufacturing capability is contributing to the surge in interest, as is consumer response to products that use OLEDs. One challenge, however, is scaling up vapor deposition, and solutions are being developed. 

Still, he stresses, LCDs aren’t going away anytime soon, and discusses the “battle” between OLEDs and LCDs. The accompanying graph, courtesy of DisplaySearch, indicates continued rapid growth.

OLED revenues in Q1’10 were US$231 million, up 59% Y/Y, and Q2’10 revenues are expected to continue rapid growth. Mobile phones account for 80% of OLED revenues, with the mix moving from small, secondary displays for flip phones to large, main displays for smartphones, enabled by active matrix OLED.

 


  Q109 Q209 Q309 Q409 Q110 Q210
Revenue ($) 145,242 192,310 245,070 243,942 231,204 276,615
Q/Q growth (%) -7 32 27 0 -5 20
Y/Y growth (%) -13 22 84 57 59 44

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