Although the OLED (Organic Light Emitting Diode) 15-inch panel exhibited by the Korean electronics manufacturer LG at the Consumer Electronics Show in Berlin last month is amazing, it will take some time to see OLED-related products shine again in the market.
According to "cnet", it may take at least three years for related companies to invest in 32-inch or larger panels. This period of time also happens to make panel prices gradually decline, which is more acceptable to the general public.
In addition, although the Japanese consumer electronics manufacturer Sony (6758-JP) led the global launch of 11-inch OLED ultra-thin TV in early 2008, the price of 2,500 US dollars, successfully launched the first shot. However, Sony’s previous 21-inch and 27-inch models will continue to be in the stage of “single stairs only, no one is coming downâ€.
Although Sony does not move, it continues to hold a wait-and-see attitude, but after all, OLED panels are very likely to become the latest mainstream in the future, so South Korea's Samsung and LG have invested heavily in OLED LCD TV technology.
At the 2009 OLED World Summit in San Francisco on Wednesday, most of the focus on this emerging industry is still focused on energy-efficient lighting systems and small displays for mobile phones and MP3 players, because this is the current The business opportunity is there.
Research firm Display Search analyst Jennifer Colegrove pointed out that the second quarter of 2009 was the best season for the development of the OLED industry, with global revenues reaching $190 million. As the development of this emerging technology is at a time of economic recession, such achievements have been very good.
Although OLEDs are very successful in the development of smart phones, these companies are still striving to develop and actively show the ideal characteristics of OLED LCD TVs, such as ultra-light screens, brighter and clearer images, and improved energy efficiency.
However, the reason why these companies are particularly cautious is that it takes at least $1 billion to produce 30- and 40-inch LCD screens to build the equipment. Barry Young, senior vice president of research at DisplaySearch, said: "They need to prove that this size has production value and make a huge investment."
The current line of 11-inch and 15-inch LCD screens will soon be replaced by 2-3-inch displays. Because of the current 11 and 15-inch LCD screen production, it can not meet the external needs, nor can it bring profits to the company.
LG said they plan to be the last year of selling 15-inch OLED displays in South Korea this year. But the company currently ships only 200,000 units a month, a total of 2.4 million units a year.
In contrast, Samsung's attitude seems to be more active, and OLED has been applied to mobile phones and MP3 players. Ho-Kyoon Chung, executive vice president of Samsung SDI R&D Center, said that next year the factory will pump about 10 million LCD screens with less than 15 inches per month.
These two highly competitive Korean companies, in addition to each Other's competition, may also make OLED LCD screens closer to the mainstream, whether in terms of screen size or price development.
Vinita Jakhanwal, an analyst at research firm iSuppli, pointed out that the cost of OLED LCD screens is still quite unrealistic in retail. Sony's 11-inch OLED LCD screen still costs $2,500, and LG's products are about the same price. Although OLED LCD TVs may be available in three years, the price is still difficult to predict.
According to current market news, Apple will launch a lithographic computer in early 2010, priced between 800-1000 US dollars. The outside world wants to know whether the screen of the tablet computer is OLED.
Jakhanwal believes that this seems unlikely. "I think the next iPod is more likely to be the first to adopt an OLED LCD screen, but it is impossible to apply it to a tablet computer immediately. Apple's current product strategy will always use existing technology, so that commodity prices can fall further."
Although this may be very difficult for suppliers, Apple always has a way to push prices to "unbelievable levels." Jakhanwal pointed out that if Apple wants to lower the price of small OLEDs, this will be a customer. Gospel.
Although this technology may be the first to be used on iPods or iPhones, it also has the opportunity to change the price of large-screen notebooks and TVs. Coupled with the drop in the price of parts, more stores will be introduced to sell, bringing more new options to consumers.
But at the same time, the price is still a big problem. Jakhanwal stressed: "The current high price of OLED is still difficult to be accepted by the market."
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