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Copyright © 2010 YMR, · All Worldwide Rights Reserved · Confidential
OLED Summit
Strategy DiscussionSeptember 27,2010
Copyright © 2010 YMR, · All Worldwide Rights Reserved · Confidential
2The Inflection Point
AMOLED’s Incredible Growth in 2011 and 2012
In 2009, there was only 1 AMOLED Fab operating in MP with 26K substrates starts/month. By the end of the 2012, there will be at least 7 Fabs from 4 different suppliers.Two of the fabs will be Gen 5.5 (1300x1500 mm). Capacity will grow to 260K substrates/month
Super AMOLED from Samsung, with Integrated Touch
S.S. Kim, CTO,SMD @ SID Seminar in May, 2010 SMD’s goal is 600m 700m smartphone displays by 2015
Small/Medium 2009 2010 2011 2012Units (000) 16,350 35,888 112,097 321,542Y/Y Growth Units 119% 212% 187%Revenue ($000) 548,278 1,095,519 2,984,136 6,622,604Y/Y GrowthRevenue 100% 172% 122%
Copyright © 2010 YMR, · All Worldwide Rights Reserved · Confidential
3Discussion Point #1
o How is AMOLED performance for small/medium displays differentiated from AMLCDs today and into the future? o Can these performance differentiations be sustained? If so,
what is needed? If not, why not?o How do we increase consumer awareness and demand for
AMOLEDs in cell phones and the like? o What is the real high ambient light performance of OLEDs
compared to LCDs?
Engaged tested Nokia's new CBD display against the phone's S-LCD. Both do not perform very good in intense, direct sunlight, but the CBD has a very slight edge as it offers better visibility in extreme viewing angles.
LCD 500 cd/m2 max brightness (typical) , AMOLED ~300 cd/m2
Copyright © 2010 YMR, · All Worldwide Rights Reserved · Confidential
4OLED Lighting
Primary Market• Currently, OLED lighting
is limited to demonstration programs and decorative/architectural lighting.
• Future – 3 to 5 years away– Fluorescent
Luminaire Replacements
– Integrated into acoustic ceiling tiles
– Compete with LEDs
Source: Osram Opto
Source: Lumiotec
Source: Acuity Brands
Source: General Electric
Source: Lumiotec Source: Philips
Copyright © 2010 YMR, · All Worldwide Rights Reserved · Confidential
5Sample Demonstrators
• Mitsubishi Panel features:– Size: 14 cm*14 cm – Efficiency (typical): 28 lm/w– Types of materials: small molecular OLED (as emitter)– Types of lighting: Planar thin OLED Lighting, partially
using solution OLED, – Color temperature tunable (2700K-6500K), and RGB
color tunable – Lifetime(LT70, typical): 8000 hrs – CRI (typical): 80 (R9=66)– OLED lighting panels will use printable OLED as under
layer (=Hole injection layer)• Schedule
– Samples – 2010– MP -- 2011
Source: Mitsubishi
Copyright © 2010 YMR, · All Worldwide Rights Reserved · Confidential
6Sample Demonstrators …
• Osram Panel features:– Size: 88 mm diameter x 2.1 mm – Efficiency (typical): 23 lm/w– Types of materials: small molecular OLED (as emitter)– Color temperature tunable (2580K-3320K), and RGB color
tunable – Luminance – 1,000 cd/m2 @ 186 mA– Lifetime(LT70 typical): 8000 hrs – CRI (typical): 75
• Schedule -- Shipping
Source: Osram
Copyright © 2010 YMR, · All Worldwide Rights Reserved · Confidential
7Sample Demonstrators …
• Lumiotec Panel features:– Size: 14.5 cm diameter x 14.5 cm x 2.3 mm – Efficiency (typical): ~25 lm/W– Types of materials: small molecular OLED (as emitter)– Luminance – 4,000 cd/m2 – Lifetime(LT50 typical): ~4,000 hrs @ 4,000 cd/m2– CRI (typical): 80
• Schedule -- Shipping
Source: Lumiotec
Copyright © 2010 YMR, · All Worldwide Rights Reserved · Confidential
8Sample Demonstrators …
• Philips Panel features:– Size: 11.9 cm diameter x 3.7 cm x 2.3 mm – Efficiency (typical): ~15 lm/W– Types of materials: small molecular OLED (as emitter)– Color temperature tunable (3,200 K), and RGB color tunable – Luminance – 3,000 cd/m2 – Lifetime(LT50 typical): ~10,000 hrs @ 1,000 cd/m2– CRI (typical): 80
• Schedule – Q4’10
Source: Philips
Copyright © 2010 YMR, · All Worldwide Rights Reserved · Confidential
9Sample Prototypes
• Konica Minolta Panel features:– Size: 15.0 cm diameter x 15.0 cm x 1.5 mm – Efficiency (typical): ~64 lm/W– Types of materials: phosphorescent OLED (as emitter)– Luminance – 1,000 cd/m2 – Lifetime(LT50 typical): ~10,000 hrs @ 1,000 cd/m2– CRI (typical): NA
• Schedule – 2011
Source: Konica Minolta
Copyright © 2010 YMR, · All Worldwide Rights Reserved · Confidential
10Spec Summary
Spec Units Mitsubishi Osram Lumiotec PhilipsKonica Minolta
Efficacy lm/W 28 23 25 15 64Power W 2.2 3.0 10.6 2.8 1.1Color
Temperature °K 2700-6500 2580-3320 NA 3200 NA
CRI 1-100 80 75 80 80 NA
Lifetimehrs to L70 8,000 8,000 4000 10,000* 10000
Luminance cd/m2 1,000 1000 4000 3000 1000Lumens lumens 62 69 264 41 71
Size cmxcm 14 8.8 14.5 11.9 1514 14.5 3.7 15
*1,000 cd/m2
Average Target
31 1004 2-4
2700-350079 ~80
5000 50,000
22503,000-4,000
109 500-1,000
Copyright © 2010 YMR, · All Worldwide Rights Reserved · Confidential
11Discussion Point #2
o Can white OLEDs meet the imposing needs of the lighting industryo 100 lm/wo 3,000 to 5.000 lmo Lifetime of 50,000 hrs to L70o CRI >80
o What improvements are necessary? o Advances in active materials? o Electrode technologies? o Outcoupling enhancements?
Copyright © 2010 YMR, · All Worldwide Rights Reserved · Confidential
12FL Lamp Shipment Forecast and SSL Penetration
0
10
20
30
40
50
60
70
80
90
100
Un
its
(m)
-80%
-60%
-40%
-20%
0%
20%
40%
60%
80%
100%
Ch
ang
e/G
row
th
SSL 8.3 8.5 8.8 9.1 9.4 11.0 18.6 31.9 59.5 63.6 67.8
Trad 53.8 55.4 57.1 58.8 60.5 61.0 55.5 44.5 20.1 19.6 20.2
SSL Share 13.4% 13.4% 13.4% 13.4% 13.4% 15.3% 25.1% 41.7% 74.8% 76.4% 77.1%
SSL Growth 3.1% 3.1% 3.1% 3.3% 17.1% 69.5% 71.0% 86.9% 6.9% 6.5%
Trad. Growth 3.0% 3.0% 3.0% 3.0% 0.8% -9.0% -19.8% -55.0% -2.3% 2.8%
2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020
Copyright © 2010 YMR, · All Worldwide Rights Reserved · Confidential
13FL Lamp Revenue Forecast and SSL Penetration
0
1000
2000
3000
4000
5000
6000
7000
8000
9000
US
$ (m
)
-60%
-40%
-20%
0%
20%
40%
60%
80%
Ch
ang
e/G
row
th
SSL 3783 3233 2725 2257 1912 1805 2553 3598 5453 5019 4573
Trad 4360 4625 4906 5204 5518 5730 5372 4437 2058 2072 2194
SSL Share 46.5% 41.1% 35.7% 30.3% 25.7% 24.0% 32.2% 44.8% 72.6% 70.8% 67.6%
SSL Growth -14.5% -15.7% -17.2% -15.3% -5.6% 41.4% 40.9% 51.6% -8.0% -8.9%
Trad. Growth 6.1% 6.1% 6.1% 6.0% 3.8% -6.2% -17.4% -53.6% 0.7% 5.9%
2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020
Copyright © 2010 YMR, · All Worldwide Rights Reserved · Confidential
14Fluorescent vs. LED
Source: DOE
Copyright © 2010 YMR, · All Worldwide Rights Reserved · Confidential
15Discussion Point #3
o What lighting applications should OLEDs targeto Near Term?o Mid Term?o Long Term?
Copyright © 2010 YMR, · All Worldwide Rights Reserved · Confidential
16Discussion Point #4
o What are the key challenges for AMOLED display manufacturing to scale beyond Gen 5.5? o Can conventional VTE scale beyond its present state? o What is the most likely active matrix approach for >Gen 5.5o What other advances need to occur for printing to play a
role in OLED manufacturing?
o Will AMOLEDs be less expensive to manufacture than TFT LCDs? o What needs to happen?o When is this possible? o How much?
Copyright © 2010 YMR, · All Worldwide Rights Reserved · Confidential
17Discussion Point #5
o When are standards expected and at what phase of development is necessary?o Displayso Lighting
Copyright © 2010 YMR, · All Worldwide Rights Reserved · Confidential
Thanks for your participation!
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