Very good news today from Displaysearch, they announced a new revenue report about AMOLED Displays. The growth of AMOLED in the small/medium segment is dominated by smartphones especially through Samsung Galaxy series with Super-Amoled HD/Plus. It looks like the AMOLED shipments reached 90 million units in 2011 up 97 percent Y/Y. Revenue is expected to grow to 3.36 billion up 169 percent Y/Y. At the 3.5 inch size the first three quarter the shipments reached 59.7 million units, up three fold from the same period in 2010.
Samsung Mobile Display has a market share of 97.5 percent of all shipments. “Looking to capitalize on the growing market demand, LG Display, AUO, and CMI also are planning to ship AMOLEDs for smart phones in 2012.”
Samsung Mobile Display is ready to produce larger AMOLED displays for applications such as for Galaxy Tablet Pcs as well as supplying outside customers. As a example Asus, Sony, Google purchase small/medium and larger AMOLEDs for their products in the near future. LG-Display want to produce the 55 inch OLED-Television 55EM9600 in 2012.
A 4.3 inch Super-Amoled Plus Display for the Galaxy S2 costs 50-55 dollars, a 3.7 inch LCD panel 38.5 dollars. The 7.7 inch Super-Amoled-Plus Display for the Galaxy Tab 7.7 costs about 150-170 dollars, and a 9.7 inch AMOLED 250-290 dollars.
Industry infos from Samsung Mobile Display: The 5.5G A2 Phase 3 line will be ready in the first quarter 2012. That means SMD can mass produce larger AMOLEDs for the Tablet-PC market. 8.9-10.1 inch Tablet-Pcs with AMOLED Displays can be possible in mid-end 2012.
SMD plans also the A3 production line for the second or third quarter 2012. This line is featured to produce flexible OLED Displays (A3 Flex-1 5.5G) The second flexible production line (A3 Flex-2 5.5G) is planed for second quarter 2013.
Source:Displaysearch and article from OLED-Display.net
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