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Innovations in OLEDs for Consumer
Electronics (Technical Insights)
Increasing Consumer Electronics Needs
Propels the Adoption of OLEDs
June 2013
D502-TI
D502-TI 2
Content
Section Slide Number
Executive Summary 3
Industry Overview 10
Year of Impact 22
Market Potential 25
Global Footprint 30
IP Activity Assessment of Patents 33
Funding 38
Breadth of Industries 42
Impact on Megatrend 45
Potential Points of Convergence 47
Size of the Innovation Ecosystem 50
Conclusion 54
The Frost & Sullivan Story 57
D502-TI 3
Key Findings
Wide-scale adoption in TVs expected in 2014
The technology has made inroads into high-volume consumer applications market
with the release of several high-end smartphones using OLED displays..
High-growth, multi-billion market
The OLED market is expected to continue the growth trend in the upcoming years
driven by increasing smartphone sales and demand from new markets.
Asia dominates OLED displays market
Asian companies such as Samsung and LG dominate the market in terms of OLED
production and process innovations. Companies from Asia are market leaders in terms
of investments in manufacturing capacity. The innovations in Europe and US are
focused on material and device design advancements.
D502-TI 4
Key Findings (continued)
Fast pace of innovations
The patent landscape is dominated by Samsung, followed by LG, Eastman Kodak,
Cambridge Display Technology and Universal Display Corporation. Building a strong
IP portfolio and with patents related to key OLED processes and materials is one of
the strategies companies use to remain competitive.
Strong support from local governments
Government funding and private investors play important role in the development and
commercialization of OLED technology. Current funding activities are mostly focused
on developments in the area of materials and processes.
Applicable to broad range of industries
OLED technology has a wide range of implementation at diverse sectors across the
consumer electronics market. Small-sized displays has achieved considerable
adoption in smartphones sector. The introduction of large-sized OLEDs has enabled
the industry to tackle opportunities in sectors such as televisions, tablets, laptops and
digital signage.
D502-TI 5
Key Findings (continued)
Next-generation Smart Products
OLED technology is perceived to have a strong impact on such concepts of the future.
New functionalities for consumer gadgets
The demand for functionality, efficiency along with mobility of consumer products
could lead to a convergence of technologies from various industry segments.
Collaborations drive technology advancements
OLED technology has attracted attention from a variety of market participants,
including research institutes, technology providers, equipment and material providers
and original equipment manufacturers.
D502-TI 6
Technology Snapshot
Current Adoption Levels
0
1
2 3
4
5
4.5
Technology Maturity
0
1
2 3
4
5
4.5 • OLED technology is in the emerging stage with producers
• OLED displays are dominant mainly in the -------------------------------segments, with producers of ----------------
--------------being first to adopt it for high volume applications. The ongoing research is expected to solve
technological ------------------------------------------------------------to penetrate the large screen sector such as -------
------------------------------ .
Green
Technology
Energy
Efficient
New Form
Factors
High
Quality
Image
• OLEDs are not only lighter and thinner than LCDs, but can be
also made flexible
• OLEDs are biodegradable and require significantly less
energy to operate compared to LCDs
• OLEDs are self-emissive, which means they don’t need a
backlight and use less energy to operate
• OLEDs offer higher resolution, richer color gamut , incresed
contrast and wider viewing angle than standard displays
• Organic light emitting diode (OLED) technology
is increasingly --------------------------------------------
----------------------------------------------------------------
----------------------------------------------------------------
---
• The emission layer in OLEDs is a thin-film layer
of organic compound sandwiched between a
metallic cathode and a transparent anode.
• OLED display sector is --------------------------------
----------------------------------------------------------------
----------------------------------------------------------------
----------------------------------------------------------------
-----
D502-TI 7
Technology Capability (continued)
PMOLED AMOLED
Description
AMOLED display incorporates array of
OLED pixels sandwiched between the
anode and cathode
PMOLEDs use thin-film transistor
backplane placed over the anode
Advantages Lower cost, as the simple structure of
AMOLED makes it easy to fabricate
Suitable for high resolution, large-sized
displays.
Disadvantages
Due to inherent disadvantages of small
size and low resolution, the technology is
being developed mainly for lighting
market, and its use in displays is limited to
small screen segment.
Lack of scalable manufacturing processes
leads to high products prices
Appliacations Media players, mobile phone sub-displays,
digital cameras
Smartphone main displays, digital camers,
televisions, tablets
For larger
applications, ----------
---------------------------
---------------------------
---------------------------
---------------------------
Two main types of OLEDs available in the market are passive matrix OLED (PMOLED) and active matrix OLED
(AMOLED). The advantages of each --------------------------------------------------------------------------------------------------------------
---------------------------------------------------------------------------------------------------------------------------------------------------------------
---------------------------------------------------------------------------------------------------------------------------------------------------------------
---------------------------------------------------------------------------------------------------------------------------------------------------------------
-----------------------------
Favorable--------------
---------------------------
---------------------------
---------------------------
---------------------------
---------------------------
---------------------------
-
D502-TI 8
Key Industry Drivers
Short Term
(1-3 Years)
Performance Advantages
Medium Term
(4-5 years)
Long Term
(>6 years)
Large Area OLEDs Growth of Mobile Electronics New Product
Opportunities
The market for OLED TVs is emerging, but high prices and smaller display sizes are key discouraging factors for customers.
--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------.
------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
OLED offers many performance benefits over ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
---------------------------------------------------------------------------------------------------------------------------------------------------------
The increasing demand for mobile electronics is expected to ------------------------------------------------------------------------------------------------------------------
------------------------------------------------------------------------------------------------------------------------------------------------------------
---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
------------------------------------------------------------------------------------------------------------------------------------------------------
Ongoing advancements in OLED technology is expected to lead ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
------------------------------------------------------------------------------------------------------------------------------------------------------------
------------------------------------------------------------------------------------------------------------------.
Impact
Low Medium
High
D502-TI 9
Key Technology Issues--Research Focus Areas for
Technology Advancement
Lowering production costs
requires ------------------------------
------------------------------------------
------------------------------------------
------------------------------------------
------------------------------------------
------------------------------------------
------------------------------------------
--------------------------------------
• -------------------
• -----------------
• ------------------------
• --------------------
• ------------------------
• ---------------------------
• ----------------------------------
Improvements in manufacturing
processes are expected to encourage
vendors to dedicate more production ---
-----------------------------------------------------
-----------------------------------------------------
-----------------------------------------------------
-----------------------------------------------------
-----------------------------------------------------
-----------------------------------------------------
-------------------------------------------------
Companies Impact Initiatives/Trends
Manufacturing
Low High
Impact
OLEDs have limited lifetime
and are highly ----------------------
------------------------------------------
------------------------------------------
------------------------------------------
------------------------------------------
------------------------------------------
------------------------------------------
------------------------------------------
---------------------------------
• ----------------
• ----------------
• ------------------------------
The importance of the aging issue is
different for particular -------------------
------------------------------------------------
------------------------------------------------
------------------------------------------------
------------------------------------------------
------------------------------------------------
----
Companies Impact Initiatives/Trends
Durability
Low High
Impact
D502-TI 10
Year of Impact--Key Application Sectors
Year of Impact – 2012 -------------------------------------------------------------------------------------------
-------------------------------------------------------------------------------------------
-------------------------------------------------------------------------------------------
-------------------------------------------------------------------------------------------
------------
-------------------------
2010 2020 2012 2014 2016 2018
Year of Impact – 2014 OLEDs have relatively small share --------------------------------------------
-------------------------------------------------------------------------------------------
-------------------------------------------------------------------------------------------
-------------------------------------------------------------------------------------------
-------------------------------------------------------------------------------------------
-----
-------------------------
Year of Impact – 2014 Sony was the first producer to introduce commercial OLED TV in
2007. However, due to ------------------------------------------------------------
-------------------------------------------------------------------------------------------
-------------------------------------------------------------------------------------------
-------------------------------------------------------------------------------------------
OLED TV
Year of Impact – 2014 ------------------, which gave a boost to LCD market, are still untapped
territory for OLEDs in terms of market share---------------------------------
-------------------------------------------------------------------------------------------
------------------------------------------------------------------------------------------
-----------------------
Smartphones provided an early market for OLED displays, --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
D502-TI 11
Impact of Drivers By Region
Drivers/Regions North
America Europe Asia
Rest of the
World
Government Support ---------- ---- ---- -----
-------------------- Base -------- --------- ------ -----
Research & Development Base -
-------------------- Local Markets 9 7 7 5
Funding Opportunities -------- ---------- -------------- -----------
9
8
7
6
5
4
3
2
1
GRID SCORE – Impact over 5 Years
High
Medium
Low
Key Takeaway
• Taiwan, -------------------------------------------leaders, while China is the country with the ----------------------
-------------------------------------------------------------------------------------------------------------------------------------
• In Europe and ------------------------------------------------------------------------------------------------------------------
--------------------------------------------------------------------------------------------------------------------------------------
--------------------------------------------------------------------------------------------------------------------------------------
Global Trends
NA: ----------------------------------------------------------------------------------------------------------------------------------------------------------
---------
Europe: ------------------------------------------------------------------------------------------------------------------------------------
Asia: --------------------------------------------------------------------------------------------------------------------------------------------------------
----------------------------------------------------------------------------------------------------------------------------------------------------------------
-
D502-TI 12
OLEDs in Consumer Electronics--Market Revenue
Estimates
Other 73%
OLED Market: Percent of Revenues by Geographical Regions (Global), 2012 and 2018
OLED Display Market: Percent of Revenues by Applications(Global), 2012 and 2018
Market Potential – Regions
---------------------------------------------------------------------------------
---------------------------------------------------------------------------------
---------------------------------------------------------------------------------
---------------------------------------------------------------------------------
---------------------------------------------------------------------------------
---------------------------------------------------------------------------------
---------------------------------------------------------------------------------
---
Market Potential – Application Segments
Mobile phones remain the major market for OLED displays
responsible for almost --------------------------------------------------
---------------------------------------------------------------------------------
------------------------------------------
While OLED TV shipments are expected to rapidly grow in
the upcoming ------------- years, the overall penetration of
OLEDs in -------------------------market is not expected to
exceed ----------------------------------------------------------------------
---------------------------------------------------------------------------------
---------------------------------------------------------------------------------
--------------------------------------------------------------------------------
Source: Market Participants and Frost & Sullivan Analysis
0.00%
20.00%
40.00%
60.00%
80.00%
100.00%
2012 2018 Mobile TV Tablet/PC Other
0%
20%
40%
60%
80%
100%
2012 2018
North America Western Europe Asia-Pacific Rest of World
13 D502-TI
Key Conclusions
OLED is regarded as a display technology of the future for consumer electronics and has received considerable attention ---------------
--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
----------------------------------------------------------------------------------------------------------------------------------------------------------------------------
------------ -----------------
The Way Forward
for OLEDs in
Consumer
Electronics
----------------------------
Funding and Investment
Activities In OLEDs
Market Expected
to Grow
------------------------
• -----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------.
• The trend has lead to improved economics of OLED displays ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------
• In 2013 OLED -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
• -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
• --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
• Samsung, LG, Sony and other key players -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
• Government support ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------. • The adoption rate of --------------------------------------------------------------------------------------------------------
----------------------------------------------------------------------------------------------------------------------------------------------------
• -----------------sector is regarded as a significant opportunity for OLED producers. While the volumes in --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------