DisplaySearch Announces Q3'05 OLED Y/Y Growth: Shipments Up 144%, Revenues Up 49%

DisplaySearch Announces Q3'05 OLED Y/Y Growth: Shipments Up 144%, Revenues Up 49%

AUSTIN, TEXAS, November 30, 2005-DisplaySearch, an NPD Group Company and the worldwide leader in display market research and consulting, indicated in its latest Quarterly OLED Shipment and Forecast Report that OLED shipments grew to 16.7M and revenues hit $130.9M in Q3'05. Organic Light Emitting Diodes (OLED) displays compete with LCDs in small/medium applications such as mobile phone main displays and subdisplays, MP3s and automotive consoles. OLED shipments increased 144% Y/Y due to 35% growth in MP3 player sales, and 93% growth in industrial displays. All of the growth is in PMOLEDs using small molecule material; AMOLED producers-Sanyo Kodak, AUO and Sony-shipped less than 50K displays in Q3'05. P-OLED material panel producers continued to struggle with less than a 3% share of total shipments.

Samsung SDI led in units and revenue in Q3'05 with slightly over 4.4M displays and $37.1M in revenue. RiTdisplay was #2 in both shipments and revenue. TDK experienced the strongest growth of the top five, with shipments up 138% Q/Q to 1.2M and revenue up 81% Q/Q to $7.6M. The revenue results for the top five vendors in Q3'05 are shown below:

Table 1: Top Five OLED Manufacturers' Q3'05 Revenue and Growth (US$ Millions)

The top five applications for OLED displays in shipments and growth are shown in the following table:

Table 1: Top Five Q3'05 OLED Applications: Shipments (000) and Growth

The Quarterly OLED Shipment and Forecast Report includes shipments, revenues, and ASPs by application, material type, driver technology and supplier. The Quarterly OLED Shipment and Forecast Report also shows capacity plans by supplier and has a comprehensive supply/demand forecast. This report is delivered in PowerPoint and includes Excel pivot tables. Please contact Arie Braun at DisplaySearch at 512-459-3126 or [email protected] for further information.

Register for US FPD by December 31 and save! DisplaySearch will also hold its 8th Annual DisplaySearch US FPD Conference at the beautiful Loews Coronado in San Diego on March 21-23, 2006. Save $200 by signing up as an attendee by December 31,2005. Sponsorships and exhibits are also available now! Please visit the official conference website at www.displaysearch.com/usfpd2006 or contact Kendra Smith at 512-459-3126 x107 or [email protected].

DisplaySearch, an NPD Group company, has a core team of 33 employees located in North America and Asia who produce a valued suite of market forecasts, technology assessments, surveys, studies and analyses. The company also organizes influential events worldwide. Headquartered in Austin, Texas, DisplaySearch has regional operations in Chicago, Hong Kong, Houston, Kyoto, San Diego, San Jose, Seoul, Shenzhen, Taipei and Tokyo, and the company is on the web at www.displaysearch.com.

Since 1967, The NPD Group has provided reliable and comprehensive consumer and retail information for a wide range of industries. Today more than 1,400 manufacturers and retailers rely on NPD to help them better understand their customers, product categories, distribution channels and competition in order to help guide their business. Information from The NPD Group is available for the following major vertical sectors: apparel, appliances, automotive, beauty, consumer electronics, food and beverage, foodservice, footwear, home improvement, housewares, imaging, information technology, music, software, travel, toys, video games, and wireless. For more information, visit www.npd.com.