Analysis of the global OLED lighting industry

When the LED overcapacity, investment slowdown, business failures and other words flooded in the recent solid state lighting related news, OLED is like a silent silent drizzle, solid-state lighting industry has brought fresh. Speaking of OLED, probably a lot of people in the minds of the country is the display panel, OLED lighting is also very strange. Thus the status of the OLED industry will have a lot of questions, and now to analyze the current status of the OLED industry.

As a surface light source, OLED lighting with its unique shape so that the lighting industry can not be ignored. Market research firm IDTechEx latest research report shows that although the industry is in its infancy, but in the rapid development of OLED display industry, will drive the development in the field of lighting, OLED lighting products will continue to reduce the cost and performance will gradually increase, which will further lower the threshold for OLED lighting applications. IDTechEx predicts that the global OLED lighting market will grow to $1 billion 300 million in 2023, and will grow at an annual rate of 40%~50%.

Market potential immeasurable foreign giants move quickly

The face of the market potential of OLED lighting, foreign lighting giants with the advantages of technology and capital has long been ready to seize the commanding heights of the industry.

Reporters found that the crown was entertainment solutions expert OLED (SLTAsia) company has recently completed the largest installation project in Southeast Asia, the project has been put into use. It is worth mentioning that the project uses 1680 PHILPS developed OLED lamps. PHILPS marketing department official told reporters that last year, PHILPS launched the first OLED lighting applications can be used for functional lighting products. As a standardized product, this product has been designed by many lamps third party. In addition, PHILPS invested 40 million euros in 2011 to build the OLED lighting production line has been officially put into operation in Aachen, Germany in early 2013. The future, PHILPS will be in the OLED panel / module R & D investment continued to maintain, and continuously improve product efficiency and performance; and will be in the product cost management efforts, so that OLED can enter the general lighting market in the future.

Reporters learned that, in September 12th, just held in Frankfurt, Germany international auto show, OSRAM will highlight its commitment to automotive applications OLED lighting technology. The company's OLED lighting products will be the latest in 2016 to achieve commercial vehicles. "This year, we achieved OLED product road adaptability to a large extent, next year we will first release special equipment based on OLED," OSRAM OLED department director Ulrich Eisler said, "the late 2016, we will see that OLED is used in mass production of new car. In December last year, OSRAM has released OLED lighting related design products, and plans to mass production in 2014.

The solid state lighting market is very important to the Japanese companies are no exception. Japan's OLED lighting R & D business ELTechno has begun to produce side length of 10cm OLED lighting products, Nissan up to 5000, the first year of production after the revenue target was set at 1 billion yen.

Small and medium size active matrix organic light emitting diode (AMOLED) market war will rapidly warming. Samsung (Samsung) in the first quarter of 2013 to complete the 5.5 generation AMOLED production line expansion, research and development of AMOLED technology and the recent panel plans more electricity consumption increased investment, ready to accelerate expansion of intelligent mobile phone and tablet device application layout.

At the same time, optimistic about the AMOLED panel market, such as China, BOE, Tianma microelectronics panel factory is also speeding up development and production of AMOLED panels, trying to eat together with Samsung AMOLED panel market pie, will promote competition more intense market AMOLED panel.

Oxide/LTPS Samsung AMOLED sprint sprint

Samsung's 2013 second quarter earnings on the day before, the most outside attention of the Department's AMOLED panel profit amounted to $900 million, even beyond the traditional thin film transistor liquid crystal display (TFTLCD) product line, this let Samsung decided to raise foreign procurement oxide (Oxide) and low temperature polycrystalline silicon (LTPS) substrate ratio the expansion of investment, R & D and manufacturing AMOLED panel technology.

Optimistic about the organic light emitting diode (AMOLED) panel demand outlook, not only the main supplier of Samsung display (SamsungDisplay) to accelerate the production of low power consumption and flexible AMOLED panel, Chinese, panel factory also actively strengthen AMOLED R & D and manufacturing capabilities, and is scheduled to start production by the end of 2013, so the overall market situation intensified.

Samsung's flagship high resolution AMOLED panel strategy is indeed effective, which has just released the second quarter earnings figures in the AMOLED panel profitability has been evident, then let Samsung plans overweight investment AMOLED panel technology R & D.

Xie Qinyi pointed out that although the Samsung to the current AMOLED panel in terms of cognitive capacity, is still not fully up TFTLCD in the small and medium size applications accounted for, but the AMOLED panel as a great tool to improve its terminal value added goods. Therefore, at this stage Samsung is actively adjusting materials and architecture, in order to develop a more low power consumption AMOLED panel, expanding market territory.

Hsieh further revealed that Samsung is a silver bullet to have more input AMOLED technology research and development, will plan to SHARP (Sharp), Japan display (JapanDisplay) increased the purchase of Oxide and LTPS substrate respectively, to solve the problem of its Oxide and LTPS substrate production capacity, so as to avoid the increase in construction of the new production line cost, let hold the hands of more funds for investment in AMOLED panel technology R & D and production.

Samsung AMOLED into battle Pegasus