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OLED Display Cost Model

Jimmy Kim, Principal Analyst 2015

The OLED Display Cost Model covers all OLED panels, including smart watch, smartphone, Actuals and Forecast
tablet, and TV applications. Subscribers will be able to better understand the panel cost
Frequency, time period
structure and profitability of mainstream panel sizes using the models Excel data tables.
One year of historical results
Users can generate forecasts based on various data and assumptions. Standard selections are
also prepared in the model, showing many typical panel sizes. These typical selections are easy Five years of forecasts
to work with, allowing users to change starting conditions that affect panel costs like Measures
equipment depreciation year. Parameters like component costs, panel prices, panel yield, and Typical costs for first-tier panel makers
fab utilization can also be changed to reflect the users real panel conditions. (USD)

Products Covered
Smart watch OLED modules
Smartphone OLED modules
Tablet OLED modules
OLED TV modules

Cost Data Covered

Glass, target, other array materials
Color filter materials (COA)
Key Issues Addressed Applicable To Common material (HTL/ETL/HIL/EIL)
Know which applications and panel Brand manufacturers/OEMs/ODMs Electrode material
sizes are most profitable - FPD and the materials/components
Glass, frit
Understand which fab generation is procurement division
Panel thinning
better for lowering panel costs FPD panel suppliers
Driver IC
Know the estimated panel cost - Materials/components procurement
forecasts for buyers division Retardation film
Find typical first-tier panel costs and - Panel development division PCB, etc.
component breakdowns Investment community Material & component total
Latest OLED panel costs and profit - Fund managers / investors / analysts Yielded material & component total
margin trends with interest in display companies Indirect expense
Labor cost
Equipment depreciation by process
(array, OLED and module)
Facility depreciation
Manufacturing total cost
Cash cost
SG & A
Sales total cost
Fab operation
Yield by process

2015 IHS
OLED Display Cost Model

Lead Analyst (Sample) Table of Contents

(Panel sizes change in response to market trends.)
Jimmy Kim, Ph.D. Smart watch OLED panels OLED TV panels
Dr. Jimmy Kim joined IHS in November 2014, - 1.3_320x320 - 32_1920x1080
when IHS acquired DisplaySearch, a leader in
primary research and forecasting on the global - 1.5_320x320 - 40_1920x1080
display market. At DisplaySearch, he served as - 1.67_320x320 - 42_1920x1080
a senior analyst in charge of display materials
and LED analysis. - 1.8_432x128 - 46_1920x1080

Before DisplaySearch, he spent three years on Smartphone OLED panels - 47_1920x1080

the marketing team at Samsung LED (currently - 4.0_800x480 - 55_1920x1080
Samsung Electronics), leading the display-
related LED market team and creating - 4.3_800x480 - 55_3840x2160
marketing strategies for the company. Prior to - 4.8_1280x720 - 56_3840x2160
Samsung LED, Dr. Kim spent five years at
Samsung Electronics working on the R&D team - 5.0_1920x1080 - 65_3840x2160
for the LCD business. There, he led several - 5.1_1920x1080 - 77_3840x2160
R&D projects on new light sources for LCD
backlights and new BLU structures. - 5.1_2560x1440 Tablet OLED panels
- 5.3_1280x800 - 7.0_1280x800
He earned his Doctor of Philosophy from the
School of Materials Science and Engineering at - 5.5_1280x720 - 7.7_1280x800
Seoul National University, Korea.
- 5.5_1920x1080 - 8.4_2560x1600
- 5.6_2560x1600 - 9.7_2048x1536
Yoshio Tamura, Senior Director - 5.7_1920x1080 - 10.1_1280x800
Tadashi Uno, Senior Analyst - 5.7_2560x1440 - 10.5_2560x1600
Irene Heo, Principal Analyst - 6.0_1280x720
- 6.0_2560x1440

About IHS
IHS (NYSE: IHS) is the leading source of
information, insight and analytics in critical
areas that shape today's business landscape.
Businesses and governments in more than 165
countries around the globe rely on the
comprehensive content, expert independent
analysis and flexible delivery methods of IHS to
make high-impact decisions and develop
strategies with speed and confidence. IHS has
been in business since 1959 and became a
publicly traded company on the New York Stock
Exchange in 2005. Headquartered in
Englewood, Colorado, USA, IHS is committed to
sustainable, profitable growth and employs
8,000 people in 31 countries around the world.

2015 IHS