DS_2013_AMOLED-Process_Roadmap_Report

Copyright©2013DisplaySearchAuthorizedUsersmaynotprovidethisreport,oranypart,tonon-AuthorizedUsers(internalorexternal)asstatedintheTerms&Conditions.AMOLEDProcessRoadmapReportAugust2013Copyright©2013DisplaySearch.AuthorizedUsersmaynotprovidethisreport,oranypart,tonon-AuthorizedUsers(internalorexternal)asstatedintheTerms&Conditions.ImportantNoticeCopyright©2013DisplaySearch,LLC,anNPDGroupCompanyAllRightsReserved.ProprietaryandConfidential.ThisreportandallinformationcontainedhereinisthepropertyofDisplaySearchandisprovidedfortheconfidentialuseofDisplaySearchclientsonly,inaccordancewithDisplaySearch'sTermsandConditions.DisplaySearchmakesnorepresentationsorwarrantiesofanykind,expressorimplied,withrespecttothisreport.Noreproductionordisclosureofthisreport,inanymanner,inwholeorinpart,ispermittedexceptasmaybeexpresslyauthorizedinwritingbyDisplaySearch,andonlywithattributionofDisplaySearchasthesource.Ifyouwouldliketoaddausertoyouraccountorhavequestionsonyouraccount,[e-mail].SourcingDisplaySearchInformationRefertothisreportasDisplaySearchAMOLEDProcessRoadmapReportincitations.Ifyouwouldliketoquotedatafromthisreportinanexternalpressrelease,[e-mail]2350MissionCollegeBlvd.▪Suite705▪SantaClara,CA95054Voice:1.408.418.1900▪Fax:[phone]▪[e-mail]eport2Copyright©2013DisplaySearch.AuthorizedUsersmaynotprovidethisreport,oranypart,tonon-AuthorizedUsers(internalorexternal)asstatedintheTerms&Conditions.Outline1.0IntroductionandMethodologyslide42.0ExecutiveSummaryslide63.0MarketTrends&ManufacturingStatusbyRegionslide144.0BasicsofAMOLEDslide305.0TechnologyRoadmapsslide346.0AMOLEDMaterialsslide377.0BackplaneManufacturingslide457.1Backplane-LTPSDetailsslide567.2Backplane–OxideTFTDetailsslide638.0AMOLEDColorPatterningslide718.1FMMslide758.2WOLEDslide828.3Inkjet&NozzlePrintingslide899.0AMOLEDEncapsulationTechnologyslide9310.0KeyAMOLEDApplicationsandManufacturingTrendsslide10010.1AMOLEDTVsslide10110.2HighResolution(HighPPI)AMOLEDsslide10710.3Unbreakable/FlexibleAMOLEDsslide12111.0CostAnalysisslide13212.0Glossaryslide13913.0Appendixslide150AMOLEDProcessRoadmapReport3Copyright©2013DisplaySearch.AuthorizedUsersmaynotprovidethisreport,oranypart,tonon-AuthorizedUsers(internalorexternal)asstatedintheTerms&Conditions.1.0IntroductionandMethodologyCopyright©2013DisplaySearch.AuthorizedUsersmaynotprovidethisreport,oranypart,tonon-AuthorizedUsers(internalorexternal)asstatedintheTerms&Conditions.IntroductionandMethodologyThisreportanalyzesallmajormanufacturingtrendsandtechnologiesforAMOLED.Components,materials,software,andothertechnologieshaveveryimportantrolesinimprovingAMOLEDperformancewhileloweringcosts.However,thisreportmainlyfocusesonmanufacturingrelatedtopics.ThisreportincludesanintroductiontoAMOLEDmanufacturing,backgroundinformationforeachtechnology,andadetailedglossaryofterms.However,thisreportwaswrittenwiththeassumptionthatreadershavesomebackgroundandunderstandingofthetopicsanalyzed.Researchforthisreportisbasedon:DirectinterviewsofcompaniesthatparticipateintheAMOLEDsupplychain.Publiclyavailableinformationsuchaswebsites,technicalpapers,specificationsheets,companypresentations,newsarticles,etc.OriginalDisplaySearchmodeling,analysis,andreporting.AhighpercentageofgraphicswereproducedbyDisplaySearchspecificallyforthisreport.Graphicstakenfromothersourcesareattributedwhensourceinformationisavailable.Allanalysis,status,andoutlooksummariesaswellasforecastsarebasedonourinterpretationofresearchedinformationplusproprietarymodelingandanalysis.AMOLEDProcessRoadmapReport5Copyright©2013DisplaySearch.AuthorizedUsersmaynotprovidethisreport,oranypart,tonon-AuthorizedUsers(internalorexternal)asstatedintheTerms&Conditions.2.0ExecutiveSummaryCopyright©2013DisplaySearch.AuthorizedUsersmaynotprovidethisreport,oranypart,tonon-AuthorizedUsers(internalorexternal)asstatedintheTerms&Conditions.ExecutiveSummary:AMOLEDMarketStatusandSupply&DemandSamsung’sincrediblesuccesswithitsmobileAMOLEDsoverthepastseveralyearshasenabledthecompanytomaintainthehighestoperatingprofitsintheFPDindustry.SamsungisstilltheonlyrealplayerinAMOLEDmanufacturingandthereremainsanincredibleamountofuncertaintyabouthowthemarketwilldevelop.DisplaySearchforecaststhatAMOLEDcapacitywillgrowsignificantlyfrom2014asAMOLEDTVsrampupandmanyplayerstrytocommercializeAMOLEDcellphonesandTVs.Demandisexpectedtogrowinlinewithcapacity.AMOLEDProcessRoadmapReport7Copyright©2013DisplaySearch.AuthorizedUsersmaynotprovidethisreport,oranypart,tonon-AuthorizedUsers(internalorexternal)asstatedintheTerms&Conditions.ExecutiveSummary:AMOLEDManufacturingTechnologyRoadmapTocompetewithTFTLCD,AMOLEDstillneedstobothimproveperformanceandlowercosts.Backplane–Highresolution,highelectronmobility,optimizemanufacturing,etc.AMOLEDprocess–OptimizeevaporationprocessanddevelopnewtechnologytoreducecostManufacturingTechnologyRoadmapAMOLEDProces