In its latest Q4’08 Quarterly OLED Shipment and Forecast Report, DisplaySearch reported that the worldwide OLED display revenue in Q3’08 was US$141 million, down 11% Q/Q but up 60% Y/Y.
Chi Mei EL, the #2 supplier of AMOLED displays, posted record high shipments in Q3’08, while the leading AMOLED supplier Samsung SDI–which will merge with Samsung Electronics’ small/medium business to form Samsung Mobile Display in January–experienced lower shipments Q/Q. As a result, AMOLED shipments increased only slightly compared to Q2’08, reaching 1.7 million units.
After a strong Q2, PMOLED shipments were affected by reductions in mobile phone sub-display orders, so shipments fell 22% Q/Q. However, most of the shipment reduction was in monochrome PMOLED, while area color and full color PMOLED gained popularity. This led to an increase in average selling price for OLEDs in Q3’08.
RiTdisplay passed Samsung SDI to take the lead in total OLED shipments with 36% market share. Samsung SDI is #2 in shipments, but still the leader in total OLED revenues thanks to its AMOLED shipments. TDK passed Pioneer to become #3 in shipments at 17%, while Pioneer fell to the #4 position at 12%; Univision was #5.
Displaysearch
