The worldwide OLED display revenue in Q308 was US$141 million, down 11% quarter by quarter, but up 60% year by year, according to market sources.

Chi Mei EL, the second supplier of AMOLED displays, posted record high shipments in Q308, while the leading AMOLED supplier Samsung SDI experienced lower shipments quarter by quarter. As a result, AMOLED shipments increased only slightly compared to Q208 reaching 1.7 million units.

After a strong Q2, PMOLED shipments were affected by reductions in mobile phone sub-display orders, so shipments fell 22% quarter by quarter. However, most of the shipment reduction was in monochrome PMOLED, while area color and full color PMOLED gained popularity. This led to an increase in average selling price for OLEDs in Q308.

The OLED display industry is changing rapidly because OLED displays have very attractive performance: wide viewing angle, wide color gamut at all gray scales, fast response time, low power consumption, thin/light weight and wide operating temperature. Lifetime has improved dramatically in recent years, and red and green lifetimes are long enough for many consumer electronic applications. Despite this, OLEDs still face strong price competition from TFT LCDs and PM LCDs.

RiTdisplay passed Samsung SDI to take the lead in total OLED shipments with 36% market share. Samsung SDI is 2nd in shipments, but still the leader in total OLED revenues thanks to its AMOLED shipments. TDK passed Pioneer to become 3rd in shipments at 17%, while Pioneer fell to the 4th position at 12%; Univision was 5th. The source shows that the top five suppliers accounted for over 95% of total OLED shipments in Q308.