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OLED vs LED Lighting
Market Analysis & Forecast [email protected]
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- Substantial multi-billion OLED displays market with Samsung, LG, Sony, and
others producing – mainly for portable consumer electronics (mobile phones,
MP3 player, OLED tablets), but also OLED TVs
- OLED Lighting market far behind –
mainly R&D and premium price lighting
panels ($500/unit and more)
- World-wide lighting market ~$75bn
OLED Market today
Source: Novaled Source: Novaled
Source: LG
small/medium displays for mobile devices
OLED television
OLED lighting
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Premium price lamps and panels, as well a experimental
design kits
High price! Cheapest panels cost $500
Cost is coming down – approx. $1,000 to $1500 /klm
lamp today from $2,500 a year ago (equivalent
of a 60W lamp!). Gen 5 line expected to offer
$50-$100 price range. – LED is $5 /klm today!
Only small quantities
Pilot lines, production still difficult
Achieved efficiency is behind theory,
max. 128 lm/W from Panasonic
OLED Lighting Market
Source: Philips,“ Lumiblade“
Source: Ingo Maurer for OSRAM
‚early future ‘ lamp
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Incandescent CFL LED OLED
Efficiency (lm/W) 10 / 25
(halogen lamps)
50-75 80-100 10-45
Lifetime (hrs) 1,000 6,000-15,000 25,000-100,000
Pros Replacement for
Incandescent
More durable
Variety of colours
No mercury
Freedom of
design
No mercury
No lampshades
rquired
Cons Low efficiency Mercury
Color
temperature, very
white and cold
light
Expensive > used
in premium
lighting fixtures
and commercial
lighting
Even more
expensive
Comparison
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LED (compact) OLED (diffuse)
Lower cost Higher cost
Easy to focus Difficult to focus
Need to be hidden Can be viewed directly
Get very hot Stay cool
Optics can be bulky No good flexible substrate
No efficient green source No good blue emitter
Narrow spectral lines Too much infra-red
LED vs OLED Lighting
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Basic OLED Structure:
- Substrate
- Backplane
- Organic layers
- Barrier/Encapsulation
⬇ High cost in display-quality
glass which needs to be
reduced in price (watch
Samsung/Corning venture)
⬇ Edge seal is a challenge
OLED Structure
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Lighting panel samples available from Philips, OSRAM, Lumiotec, LG OLED,
Panasonic Idemitsu OLED Lighting, Konica Minolta
OLED Lighting available
Source: Lumiotec
Source: Philips
Source: OSRAM Source: Konica Minolta
Source: Panasonic
Idemitsu OLED Lighting Source: LG OLED
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Size
(mm)
Efficiency
(lm/W)
Luminance
(cd/m2)
Lifetime
(hrs)
Color
Temperature (K)
Price
Philips Lumiblade 32x32 to
129.4x5
4.7
12..20 1,000 10,000 3,250 €77 to €334
Philips Lumiblade Plus 70x70 45 1,000 10,000 2,800
€120
OSRAM Orbeos 79x79,
132x48
25 1,000 5,000 2,800 €240
Lumiotec Ver 2 97x97,
287x97
11 2,800
50,000*
2,800
€115-350
Lumiotec Ver 3
(phosporescent based)
145x145 11 2,700 50,000* 4,900 ?
Konica Minolta Symfos 70x70 45 1,000 8,000* 2,800 €980
LG Chem Type 2 100x100 60 3,000 15,000 3,500 ?
PIOL 80x80 30 3,000 10,000 3,000 ?
Verbatim Velve 131x44,
65x73
48 2,000 8,000** 2,700~6,500 $1,100 (design kit)
Characteristics - OLED panels on the market
*lifetime is based on initial luminance of 1,000 cd/m2 h **LT50
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OLED device
Theoretically very efficient – up to 150 lm/V
Green – No toxic materials, easy to dispose of and recycle
Natural looking light temperature
Freedom of design (surface emitted light)
Can be transparent – first ones to reach the market in 2013
Can be flexible – not clear when, but work in progess (GE with Konica Minolta, Philips, LG OLED, AUO, Bayer, Visionox etc)
Trade-off between colour saturation, lifetime and efficiency
High price
burn-in effect
Different lifetime of the different colours – blue is far behind
PROS
CONS
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• Technically, they offer little advantage over LEDs, except flexibility, thickness and lower
temperature operation.
• LED lighting is a large and rapidly growing industry. The technology is proven and
scaleable. They are beginning to be flexible etc. They fit in standard light sockets and
are cheap (and getting cheaper).
• Many companies are involved in OLED lighting – is it just because they cannot compete
in OLED displays?
Does OLED Lighting have a future?
Investment for larger area device manufacturing to lower cost
Material cost reduction (glass, edge barriers etc)
Yield improvement
Availability and cost of flexible barriers
Differentiated product design and marketing from LED lighting
OLED
Lighting
key
challenges
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Despite the initial narrow performance gap between OLED and LCD displays, OLED displays succeeded because they offered a way for Samsung to differentiate their cellphone versus the competition.
So too may OLED lighting succeed – not necessarily because they offer a technical improvement over LEDs but if the backers can design new lighting designs not easily replicated with LEDs and market it as better.
Will OLED lighting succeed?
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OLEDs 2012-2022 IDTechEx View
Year % Printed % Flexible
2012 0% 0%
2017 3% 9%
2022 20% 17%
• OLED lighting may reach $400
million in 2017
• We take a much lower view than
other analysts given the
considerations
OLED Lighting
OLED Displays
$ Billions See www.IDTechEx.com/pe for full details
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