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The OLED Association is collaborating with DSCC (Display Supply Chain Consultants) to create a quarterly report that tracks all the organic materials in the stack used to produce AMOLED, PMOLED displays and OLED lighting panels. The report combines DSCC's deep knowledge of OLED capacity and panel shipments with the OLED Association's intimate knowledge of OLED device structures and OLED material prices providing the industry's most accurate market size and market share results and forecasts. Organic materials covered include:
Includes material prices for each layer including the weighted average for material that includes volume discounts. For each stack, the layer structure and thickness are provided as well as the material provider. The report shows how small molecule (fluorescent and phosphorescent) material usage will be affected as IJP is used to produce TVs and as TADF material enters the market. The OLED display markets are expected to grow rapidly as the smartphone transitions from LCD to OLED due to its superior performance and desirable form factor and the OLED TV capacity grows to keep up with demand. Also included is the effect of TV capacity currently planned for Gen 10.5 fabs as well as the introduction of the larger foldable displays for smartphones beginning in 2019. For financial analysts, the report contains the input to model the revenue of each material supplier in terms of grams of material, unit price and the volume to support each operating fab by year. The report consists of a PowerPoint version with the supporting backup in Excel. Report Deliverables Include:
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Barry Young
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