Innovations in OLEDs for Consumer Electronics- Technical Insights

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Innovations in OLEDs for Consumer Electronics- Technical Insights

  1. 1. Innovations in OLEDs for Consumer Electronics (Technical Insights) Increasing Consumer Electronics Needs Propels the Adoption of OLEDs June 2013 D502-TI
  2. 2. 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
  3. 3. 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.
  4. 4. 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.
  5. 5. 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.
  6. 6. 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 -------------------------------- ---------------------------------------------------------------- ---------------------------------------------------------------- ---------------------------------------------------------------- -----
  7. 7. 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-------------- --------------------------- --------------------------- --------------------------- --------------------------- --------------------------- --------------------------- -
  8. 8. 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
  9. 9. 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 ImpactInitiatives/Trends Manufacturing Low High Impact OLEDs have limited lifetime and are highly ---------------------- ------------------------------------------ ------------------------------------------ ------------------------------------------ ------------------------------------------ ------------------------------------------ ------------------------------------------ ------------------------------------------ --------------------------------- • ---------------- • ---------------- • ------------------------------ The importance of the aging issue is different for particular ------------------- ------------------------------------------------ ------------------------------------------------ ------------------------------------------------ ------------------------------------------------ ------------------------------------------------ ---- Companies ImpactInitiatives/Trends Durability Low High Impact
  10. 10. D502-TI 10 Year of Impact--Key Application Sectors Year of Impact – 2012 ------------------------------------------------------------------------------------------- ------------------------------------------------------------------------------------------- ------------------------------------------------------------------------------------------- ------------------------------------------------------------------------------------------- ------------ ------------------------- 2010 20202012 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, --- ----------------------------------------------------------------------------------- ----------------------------------------------------------------------------------- ----------------------------------------------------------------------------------- --------------------------------------------------------------------------------
  11. 11. 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: -------------------------------------------------------------------------------------------------------------------------------------------------------- ---------------------------------------------------------------------------------------------------------------------------------------------------------------- -
  12. 12. 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. 13. 13D502-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 -------------------------------------------------------------------------------------------------------------------- ----------------------------------------------------------------------------------------------------------------------------------- ----------------------------------------------------------------------------------------------------------------------------------- --

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