OLED penetration in smartphones to reach over 10% in 2012, says AUO executive

The penetration rate of OLED panels in the smartphone sector is expected to reach over 10% in 2012, and prices of small- to medium-size OLED panels will be lowered to levels comparable to those of TFT LCD panels in two years, according to TK Wu, vice president and general manager of mobile solution business unit at AU Optronics (AUO).

While the bottlenecks in terms of resolution and yield rates still remain in AMOLED panels, resources poured in by Japan-based companies as well as by AUO, Chimei Innolux (CMI), Ritek and other companies will contribute to continuous improvement in technologies and materials in the sector, Wu stated.

The available sizes of OLED panels will also continue to expand from 4-inch to 5.3-inch and to large-size for TV applications, said Wu, but OLED panels may not be adopted for notebook and monitor applications due to factors in the IT industry and price competition.

According to DisplaySearch, prices of 55-inch OLED TVs which are expected to be launched by Korea vendors in the second half of 2012 are likely to be set around US$7,000-8,000, 4-fold the price for the same-size LCD TVs. It will take about 3-4 years to lower the price gap to two-fold, according to David Hsieh, vice president of DisplaySearch.

Shipments of OLED TVs are expected to reach 108,000 units in 2012 and grow to three million units in 2014, accounting for 1% of global TV shipments, DisplaySearch has estimated.

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