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Saturday, 30 April 2005
Taiwanese Vendors Focus on AMOLED Products
Nikkei Electronics Asia, Asia

There is no doubt that the OLED market is now taking off. DisplaySearch reported that worldwide shipments of OLEDs doubled from 15 million pieces in 2003 to 30 million pieces in 2004, and are expected to double again in 2005, to 60 million pieces.

According to DisplaySearch, the global OLED capacity share of Taiwanese vendors was 44% in the fourth quarter of 2004. RiTdisplay, a major OLED supplier in Taiwan, believes the total shipment volume from Taiwanese OLED vendors may exceed those from Korea and Japan, making Taiwan worldwide number one in 2005.

There are around five Taiwanese vendors mass producing OLED products at present, including RiTdisplay, AU Optronics (AUO), teco Optronics, Lightronik and Univision Technology. Except for AUO, these companies are all solely devoted to the manufacturing of OLED products. According to RiTdisplay, its shipment volume in the fourth quarter of 2004 reached 29.3% in terms of worldwide market share, which exceeded Samsung's 25.1% share and made it the worldwide No. 1 OLED supplier. As for the first quarter of 2005, RiTdisplay remained number one in terms of worldwide market share with 29.5% compared with Samsung's 28.3%.

DC Wang, president and CEO of RiTdisplay, said that the company started to deliver its 1.5-inch full color OLED product in March, and expects total shipment volume may exceed 5 million pieces in 2005. RiTdisplay mainly focuses on MP3 and cell phone applications at present, and the shipment volume for each application is expected to be fifty-fifty this year.

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