copyright © 2010 ymr, · all worldwide rights reserved · confidential oled summit strategy...

Copyright © 2010 YMR, · All Worldwide Rights Reserved · Confidential

OLED Summit

Strategy DiscussionSeptember 27,2010


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%


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


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


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


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



• 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



• 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


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


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



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?


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


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


14Fluorescent vs. LED

Source: DOE



o What lighting applications should OLEDs targeto Near Term?o Mid Term?o Long Term?



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?



o When are standards expected and at what phase of development is necessary?o Displayso Lighting


Thanks for your participation!

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