1.0

Executive Summary

   1.1

History

   1.2

OLED Technology Development

   1.3

OLED Electronics

   1.4

Status

2.0

Introduction

   2.1

History of OLEDs

   2.2

Comparison of OLEDs with LCDs

   2.3

Material Positioning

   2.4

OLED Nomenclature

   2.5

OLED Intellectual Property (IP)

3.0

OLED Operation and Applications

   3.1

Diode Structure

   3.2

Creation of Light

      3.2.1

Color Spectrum of Emitted Light

      3.2.2

Intensity of Emitted Light

      3.2.3

Optimizing Light Extraction

      3.2.4

Suppression of Ambient Light Reflection

   3.3

Alternative Structures

      3.3.1

Top vs. Bottom Emission

      3.3.2

White Emitters with Color Filters

      3.3.3

Transparent and Stacked OLEDs

   3.4

Display Packaging

      3.4.1

Substrates

      3.4.2

Encapsulation

      3.4.3

Electrical Connections

   3.5

Display Performance

      3.5.1

Lifetime

      3.5.2

Power Consumption

4.0

OLED Display Applications

   4.1

Small/Medium PMOLED Display Applications

      4.1.1

Mobile Phone Sub-Displays

      4.1.2

Mobile Phone Main Displays and MP3 Players

      4.1.3

Displays in Vehicles

      4.1.4

Commercial and Industrial Applications

   4.2

Small/Medium AMOLED Displays

      4.2.1

Main Display Mobile Phones

      4.2.2

Camera Screens

      4.2.3

Personal Computer Screens

   4.3

Television and DVD Players

   4.4

Microdisplays

      4.4.1

Small Molecule Materials

      4.4.2

Polymer Materials

5.0

Lighting Applications

      5.1.1

Lighting vs. Displays

      5.1.2

General Lighting

      5.1.3

Automobile Lighting

      5.1.4

Backlights for LCD Displays

6.0

Materials Development

   6.1

Fluorescent Small Molecule Material

      6.1.1

Electron Transport Materials

      6.1.2

Hole Transport Materials

      6.1.3

Fluorescent Emitters

      6.1.4

Green Fluorescent Materials

      6.1.5

Blue Fluorescent Materials

      6.1.6

White Fluorescent Materials

      6.1.7

Color Changing Materials

   6.2

Phosphorescent Small Molecules

      6.2.1

Green Phosphorescent Sources

      6.2.2

Red Phosphorescent Sources

      6.2.3

Blue Phosphorescent Sources

      6.2.4

White Phosphorescent Sources

   6.3

Polymer Materials

      6.3.1

Charge Transport

      6.3.2

Luminescent Polymers

   6.4

Dendrimers

   6.5

Electrodes

      6.5.1

Anodes

      6.5.2

Cathodes

      6.5.3

Contrast Enhancement Layers

   6.6

Enhanced Extraction Efficiency

      6.6.1

Micro-Lenses

   6.7

Substrates

      6.7.1

Transparent Plastic

      6.7.2

Process Temperature Tolerance

      6.7.3

Metal Foils

      6.7.4

Ultra-Thin Glass

      6.7.5

Barrier Coatings for Flexible Substrates

      6.7.6

Barrier Layers for Encapsulation

   6.8

Sealants and Desiccants

      6.8.1

Sealants

      6.8.2

Desiccants

7.0

Drive Electronics

   7.1

Segmented Displays

   7.2

Passive Matrix Drive

   7.3

Active Matrix Backplanes

      7.3.1

Number of Transistors per Pixel

   7.4

Inverted AMOLED Designs

      7.4.1

Multiple TFT Designs for Compensation

      7.4.2

Current vs. Voltage Drive

      7.4.3

Photo-Diodes and Optical Feedback

      7.4.4

Choice of TFT Material

      7.4.5

Poly-Silicon

      7.4.6

Amorphous Silicon TFT Arrays

      7.4.7

Organic TFTs

      7.4.8

Amorphous Oxide Semiconductors

   7.5

Gray Scale Control: Digital or Analog Drive?

   7.6

Motion Anomalies

   7.7

Drive Electronics

      7.7.1

Driver IC Design

      7.7.2

Power Saving

8.0

Manufacturing

   8.1

Passive Matrix Process Flow

      8.1.1

PMOLED Devices with SM Materials

      8.1.2

Passive Matrix Devices with Polymer Materials

      8.1.3

Active Matrix Backplanes

   8.2

LTPS TFT Processes

      8.2.1

Manufacturing Processes

      8.2.2

LTPS Process Temperatures & Glass Substrates

      8.2.3

Active Matrix OLEDs

   8.3

Surface Preparation

      8.3.1

Particle Inspection

      8.3.2

Surface Cleaning

      8.3.3

ITO Surface Treatment

   8.4

Electrode Formation

      8.4.1

Anode Deposition

      8.4.2

Anode Patterning

      8.4.3

Cathode Deposition

      8.4.4

Cathode Patterning

   8.5

Deposition of Small Molecule Organic Material

      8.5.1

Point Sources

      8.5.2

Linear Sources

      8.5.3

Vapor Injection Linear Source

      8.5.4

Organic Vapor Phase Deposition

      8.5.5

Shadow Masks

      8.5.6

Roll-to-Roll Vacuum Deposition Systems

      8.5.7

Laser Transfer Processes

      8.5.8

Alternative Approaches to Color Patterning

      8.5.9

Solution Processing of Small Molecule Materials

   8.6

Polymer Deposition

      8.6.1

Ink-Jet Printing

      8.6.2

Color Patterning by Irradiation

      8.6.3

Photolithography

      8.6.4

Traditional Contact Printing

      8.6.5

Organic TFT Backplanes

      8.6.6

Patterning Conductors

   8.7

Encapsulation

      8.7.1

Glass Ledges

      8.7.2

In-Situ Deposition of Protective Films

   8.8

Factory Design

9.0

OLED Display Shipments, Revenue, Area and ASPs

   9.1

OLED Display Shipment Volume

   9.2

OLED Display Revenue

   9.3

Glass Consumption

   9.4

Forecast Methodology

   9.5

Target Applications

   9.6

OLED Display Unit, Revenue, Area and ASP Forecasts

   9.7

2006/2007 OLED Panel Producer Performance

10.0

Capacity Analysis

   10.1

Current Fabs

   10.2

Current Capacity

   10.3

Planned Fabs

   10.4

Capacity Forecast

   10.5

Supply and Demand

      10.5.1

Demand Analysis

      10.5.2

Supply Analysis

      10.5.3

Summary

   10.6

Organic Material Demand

   10.7

Total Material Demand

      10.7.1

Polymer Material

      10.7.2

Small Molecule Material

11.0

Cost Analysis: AMOLED vs. a-Si and p-Si TFT LCDs