Table 1: OLED Display Shipments (000)

	2007	2008	2009	2010	2011	2012
AMOLED	3,513	16,919	36,988	65,457	85,931	118,555
PMOLED	72,589	84,314	88,252	94,865	101,088	108,563
Y/Y AMOLED	1071%	382%	119%	77%	31%	38%
Y/Y PMOLED	1%	16%	5%	7%	7%	7%

Table 2: OLED Display Revenue (US$ millions)

	2007	2008	2009	2010	2011	2012
AMOLED	$93	$422	$1,115	$1,909	$2,219	$2,719
PMOLED	$395	$405	$394	$393	$392	$396
Y/Y AMOLED	517%	354%	164%	71%	16%	23%
Y/Y PMOLED	-12%	2%	-3%	0%	0%	1%

This 550-page report is a comprehensive examination of the OLED industry covering virtually every segment from material, devices, manufacturing, applications, equipment, lighting, costs, participants, and forecasts of display shipments, revenues, ASP and area by application and technology.

• Materials
  
  • Material lifetime improvements acclerated over the last two years due to the cooperation between makers of transport and injection layers with host and dopant suppliers.
    
  • Both lifetime (initial luminace of 1,000 cd/m2) and effiency of devices in the lab are setting new records:
    
    • Red - 28 cd/A and >100,000 hrs to 1/2 luminance
      
    • Green - 67 cd/A and > 200,000 hrs to 1/2 luminance
      
    • Blue - 10cd/A and >50,000 hrs to 1/2 luminance
      
  • New white materials the have achieved 65 lm/W with a CRI greater than 80 for lighting and display applications.
    
• Backplanes
  
  • Existing AMOLED manufacturers are using excimer laser (ELA) based LTPS manufacturing processes. These have achieved greater than 75% yields, eliminating mura defects.
    
  • New approaches for LTPS, such as Super Grain Silicon (SGS) from Samsung SDI, promise to move the substrate limits beyond Gen 4 to Gen 5 and greater.
    
  • a-Si backplanes are being tested with some very creative schemes that compensate for both deterioration of the TFT and the OLED.
    
  • Alternatives to a-Si and p-Si are being evaluated:
    
    • c-Si on glass via a printing process
      
    • Nanowires on glass or flex
      
    • Low temperature oxides on glass and flex
      
    • Organic TFTs on flex
      
• OLED Deposition and Patterning
  
  • Thermal evaporation is the leading technique used in making PMOLEDs and AMOLEDs (Point Source).
    
  • Alternatives include ink-jet printing, laser induced thermal imaging and blanket printing. All are used to increase material utilization and reduce Total Average Cycle Time (TACT).
    
• Device Architectures
  
  • The standard approach, using RGB with single transport/injection layers is being challenged.
    
  • White with RGBW color filters designed in a tandem architecture as practiced by Kodak is gaining momentum.
    
  • New approaches using micro cavities and luminaires are being designed to increase the external quantum efficiency.
    
  • The difference between top emission and bottom emission devices is explained.
    
• Material Usage
  
  • The report differentiates and forecasts organic material usage divided by
    
    • Small Molecule
      
    • P-OLEDs
      
  • Alternative architectures are modeled to determine use of RGB and white for P-OLEDs, Florescent OLEDs and Phosphorescent OLEDs.
    
• Solid State Lighting
  
  • OLED lighting will be challenged to improve efficiences to ~100 lm/W while increasing the lifetime.
    
  • New approaches to manufacturing include the recently announced roll-to-roll process by GE.
    
  • The biggest challenge remains the cost of the process, which is today orders of magnitude higher than existing lighting approaches, leaving the manufacturers to seek niche markets initially.