AMOLED Displays: Market Research Report

June 2012 | 182 pages | ID: A547867E658EN
Global Industry Analysts, Inc

Abstracts

This report analyzes the worldwide markets for AMOLED Displays in US$ Million.

The report provides separate comprehensive analytics for the US, Canada, Japan, Europe, Asia-Pacific, and Rest of World.

Annual estimates and forecasts are provided for the period 2009 through 2018.

The report profiles 20 companies including many key and niche players such as AU Optronics Corporation, BOE Technology Group Co., Ltd, Chimei Innolux Corporation, IRICO Group, Japan Display, Inc., LG Display Co., Ltd., Samsung Mobile Display Co., Ltd., Shanghai Tianma Micro-Electronics Co., Ltd., and Visionox.

Market data and analytics are derived from primary and secondary research.

Company profiles are primarily based upon search engine sources in the public domain.

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

II. EXECUTIVE SUMMARY

1.INDUSTRY OVERVIEW

A Prelude
Display Panel Industry Feels the Heat of Recession
Will Growth in Europe be Held Hostage to the European Debt Crisis?
Current & Future Analysis
SWOT Analysis of AMOLED Display Industry
Key Growth Drivers & Market Restraints
Declining Prices Bolster Prospects
Expanding Applications Bode Well for Market Growth
Purchasing Power Vital for AMOLED Adoption
Shorter Lifespan of OLEDs
Concentration of Manufacturing Units in Southeast Asia
Complex Value Chain
Reduced Profit Margins: A Cause of Concern
AMOLED Production: On the Rise

Table 1. World AMOLED Capacity (2008-2011) (In Thousand ft2) (includes corresponding Graph/Chart)

AMOLED Display Production Status
Pricing of AMOLED Display Panels

Table 2. Display Panel Price (in US$) in Select Mobile Devices (2011): Breakdown by Type and Size

2.MARKET DYNAMICS

Transparent and Flexible Displays: The Next Frontier for AMOLEDs
AMOLED Driving Growth in the Small & Medium Displays Market
Efforts on to Increase Display Size
Large-Area AMOLED Technology: Enormous Growth Potential
Production Complexities and Costs: Major Obstacles
High Manufacturing Cost: A Major Hurdle
Performance Challenges Plague AMOLEDs
Supply Concerns Hit AMOLED Displays for Smartphones Market
Supply Shortage Leads Smartphone Makers to Opt for Alternate Technologies
a-Si TFT Backplane AMOLED Technology: Promising Prospects
China Looks to Break South Korea’s Stronghold in the AMOLED Displays Market

3.DEMAND TRENDS IN MAJOR END-USE MARKETS

AMOLED Handsets
Mobile Devices with AMOLED Display Screens
AMOLED Panels in Smartphones

Table 3. Number of AMOLED Display-based Smartphone Models (2006-2010) (includes corresponding Graph/Chart)

Table 4. Average Screen Size (inches) of Mobile Devices (2006-2011) (includes corresponding Graph/Chart)

Display: A Key Differentiating Feature for Smartphone Makers
Rising Mobile Phone Penetration: Opportunity for Growth
An Insight into Mobile Phone Displays Market

Table 5. Global Mobile Displays Market (2012E): Percentage Share Breakdown of Revenues by Technology - LTPS LCD, a-Si LCD, AMOLED, CSTN, and PMOLED (includes corresponding Graph/Chart)

AMOLED Tablet PCs
AMOLED TVs
An Area of Opportunity
Development Efforts in AMOLED TV Displays Market
A Comparative Look at AMOLED TV Panel Development of Samsung
AMOLED Yet to Breach the LCD Wall
Choice of TFT Substrate: A Major Issue
AMOLED TV Market Faces Price Challenge

4.COMPETITIVE LANDSCAPE

Samsung Mobile Display Dominates World AMOLED Displays Market
Samsung Smartphones: Unaffected by AMOLED Shortage
Universal Display: Specialist in PHOLED Technology

5.A BRIEF OVERVIEW OF THE OLED MARKET

A Primer
Market Drivers
Expanding Range of Applications
Purchasing Power: An Essential Requirement for Boosting OLED Demand
Increasing Potential of OLED Televisions
Large Substrate Mass Production: Potential for Growth
Increasing Demand for OLED Displays in Signage and Mobile Displays
Increased Demand for Eco-friendly Products
Inherent Benefits Offered by OLED Technology
Constraints for OLED Technology
Higher Product Costs
Price Advantage of Competing Display Technologies
Slower Adoption of OLED Technology
Short Lifespan: A Major Worry
Southeast Asia Dominates OLED Production
Samsung Mobile Display Leads OLED Display Market

Table 6. Leading Players in the World OLED Displays Market (2010): Percentage Share Breakdown of Unit Shipments for Samsung Mobile Display, TDK, RiT Display, Pioneer, Visionox, and Others (includes corresponding Graph/Chart)

6.PRODUCT OVERVIEW

Organic Light Emitting Diodes: An Introduction
OLED Components
Types of OLEDs
Passive Matrix Organic Light Emitting Diodes (PMOLED)
Active Matrix Organic Light Emitting Diodes (AMOLED)
Comparison of AMOLED with Other Display Technologies
AMOLED Vs TFT-LCD
AMOLED Vs Super AMOLED
Advantages of AMOLED Displays
Disadvantages of AMOLED Displays
Applications of AMOLED
Mobile Handsets
Digital Cameras
Tablets/Notebook PCs
Others

7.PRODUCT INNOVATIONS/LAUNCHES

STMicroelectronics Develops STOD13AS Chip for AMOLED Display Devices
Motorola Mobility Holdings Introduces Motorola RAZR™ XT910 in China
IGNIS Innovation Develops SuperAMOLED Technology
SoftBank to Introduce Dell Streak Pro 101DL Smartphone in Japan
Samsung Electronics Unveils GALAXY S II HD LTE Smartphone in South Korea
Samsung Electronics Launches Galaxy Tab 7.7 Tablet
Samsung Electronics Showcases Galaxy Note Android Smartphone
LG Electronics Launches Optimus Sol
Samsung Electronics Launches Samsung i997 Infuse 4G
Samsung Electronics Launches Samsung SCH-W999 Smartphone for China Telecom
Samsung Electronics Introduces Wave 3 Smartphone in France
Motorola Launches Motorola Droid Razr in India
AT&T Launches Windows 7.5 Mango-based Samsung Smartphones
Google and Samsung Electronics Introduce Galaxy Nexus
Samsung Electronics Introduces Galaxy Tab Models in India
Samsung Electronics Launches Galaxy S II Smartphone
Nokia Launches Nokia 700 in India
Chimei Innolux Introduces TrueOLED Display Technology
Samsung Electronics Unveils Samsung Galaxy S Smartphones
Samsung Electronics Unveils Samsung AMOLED Beam Projector Phone
Samsung Electronics Introduces Continuum Smartphone
US Cellular and Samsung Telecommunications America Introduce Samsung Mesmerize™
Samsung Electronics Launches Samsung Epic 4G for Sprint
Samsung Mobile Display Introduces Advanced AMOLED Displays
ITRI Develops FlexUPD Technology for Production of 6-inch AMOLED Display
Samsung Electronics Unveils Samsung Omnia II Smartphone
Densitron Launches AMOLED Display with Capacitive Touch Sensor Technology
Samsung Electronics Launches TL320 Digital Camera with 3-inch AMOLED Display

8.RECENT INDUSTRY ACTIVITY

Samsung Group to Merge Three Display Affiliates into Single Corporate Entity
Sony to Enter into Partnership with AU Optronics for Manufacturing AMOLED TVs
Chimei Innolux to Initiate Production at 3.5-Gen AMOLED Plant in Taiwan
Taiwan Government Forms AMOLED Alliance
Samsung Approaches USPTO for Flexible AMOLED Display Trademark
Japan Display Enters into AMOLED Market
Google Purchases Motorola Mobility Holdings
MagnaChip to Supply Display Driver ICs for Samsung Galaxy S2 LTE Smartphones
DuPont Inks Technology Licensing Agreement with AMOLED Manufacturer in Asia-Pacific
BOE Technology Group to Establish AMOLED Plant in Mongolia
Samsung Mobile Display Commences Mass Production at AMOLED Plant in Asan
IRICO Display Devices to Establish AMOLED Test Manufacturing Line in Foshan City
Air Products and Chemicals Wins Second Contract from Samsung Mobile Display
LG Increases AMOLED Production
AU Optronics Enter into Partnership with Flexible Display Center

9.FOCUS ON SELECT GLOBAL PLAYERS

AU Optronics Corporation (Taiwan)
BOE Technology Group Co., Ltd. (China)
Chimei Innolux Corporation (Taiwan)
IRICO Group (China)
Japan Display, Inc. (Japan)
LG Display Co., Ltd. (South Korea)
Samsung Mobile Display Co., Ltd. (South Korea)
Shanghai Tianma Micro-Electronics Co., Ltd. (China)
Visionox (China)

10.GLOBAL MARKET PERSPECTIVE

Table 7. World Recent Past, Current and Future Analysis for AMOLED Displays by Geographic Region – US, Canada, Japan, Europe, Asia-Pacific, and Rest of World Markets Independently Analyzed with Annual Sales Figures in US$ Million for Years 2009 through 2018 (includes corresponding Graph/Chart)

Table 8. World 10-Year Perspective for AMOLED Displays by Geographic Region – Percentage Breakdown of Value Sales for US, Canada, Japan, Europe, Asia-Pacific, and Rest of World Markets for Years 2009, 2012, and 2018 (includes corresponding Graph/Chart)

Table 9. World Recent Past, Current and Future Analysis for AMOLED Displays by End-Use Segment – Portable PC's, Mobile Handsets, Digital Cameras, Others Markets Independently Analyzed with Annual Sales Figures in US$ Million for Years 2009 through 2018 (includes corresponding Graph/Chart)

Table 10. World 10-Year Perspective for AMOLED Displays by End-Use Segment – Percentage Breakdown of Value Sales for Portable PC's, Mobile Handsets, Digital Cameras, Others Markets for Years 2009, 2012, and 2018 (includes corresponding Graph/Chart)

Table 11. World Recent Past, Current and Future Analysis for AMOLED Displays Analyzed with Annual Shipments in Million Units for the Years 2009 through 2018 (includes corresponding Graph/Chart)

III. MARKET

1.THE UNITED STATES

A. Market Analysis
Product Launches
Strategic Corporate Developments
B. Market Analytics

Table 12. US Recent Past, Current and Future Analysis for AMOLED Displays Analyzed with Annual Sales Figures in US$ Million for Years 2009 through 2018 (includes corresponding Graph/Chart)

2.CANADA

Market Analysis

Table 13. Canadian Recent Past, Current and Future Analysis for AMOLED Displays Analyzed with Annual Sales Figures in US$ Million for Years 2009 through 2018 (includes corresponding Graph/Chart)

3.JAPAN

A. Market Analysis
Outlook
Overview
Strategic Corporate Developments
Japan Display, Inc. – A Key Player
B. Market Analytics

Table 14. Japanese Recent Past, Current and Future Analysis for AMOLED Displays Analyzed with Annual Sales Figures in US$ Million for Years 2009 through 2018 (includes corresponding Graph/Chart)

4.EUROPE

A. Market Analysis
Outlook
Product Launches
B. Market Analytics

Table 15. European Recent Past, Current and Future Analysis for AMOLED Displays by Geographic Region – France, Germany, Italy, UK, Spain, Russia, and Rest of Europe Markets Independently Analyzed with Annual Sales Figures in US$ Million for Years 2009 through 2018 (includes corresponding Graph/Chart)

Table 16. European 10-Year Perspective for AMOLED by Geographic Region – Percentage Breakdown of Value Sales for France, Germany, Italy, UK, Spain, Russia, and Rest of Europe Markets for Years 2009, 2012, and 2018 (includes corresponding Graph/Chart)

5.ASIA-PACIFIC

A. Market Analysis
Outlook
China
Challenges Facing China’s Efforts to Foray into AMOLED Market
South Korea
Korea Dominates AMOLED Display Production Space
First Mover Advantage Benefits Korean Companies
Taiwan
Taiwan Makes Efforts to Form AMOLED R&D Alliance
AMOLED Panel Manufacturers Expand Production
Product Launches
Strategic Corporate Developments
Key Players
B. Market Analytics

Table 17. Asia-Pacific Recent Past, Current and Future Analysis for AMOLED Displays Analyzed with Annual Sales Figures in US$ Million for Years 2009 through 2018 (includes corresponding Graph/Chart)

6.REST OF WORLD

A. Market Analysis
Outlook
Product Launch
B. Market Analytics

Table 18. Rest of World Recent Past, Current and Future Analysis for AMOLED Displays Analyzed with Annual Sales Figures in US$ Million for Years 2009 through 2018 (includes corresponding Graph/Chart)

IV. COMPETITIVE LANDSCAPE

Total Companies Profiled: 20 (including Divisions/Subsidiaries - 23)
The United States (2)
Canada (1)
Japan (1)
Europe (3)
- Germany (1)
- The United Kingdom (2)
Asia-Pacific (Excluding Japan) (16)