OLED Lighting: The Differentiation Challenge

摘要： OLED lighting trails inorganic LEDs in almost every market segment, and therefore has to play catch-up. OLED displays are likely to lose this battle in the short and medium term, given that OLED displays are both under-performing and over-priced. The endgame, however, is promising because customers will buy OLED devices if the cost and performance gap substantially narrows. Lighting companies have little choice but to hedge their bets and stay the course with OLEDs or else risk losing out in the decades to come. In the meantime, these companies need to create stepping stones that generate at least limited cash flow and allow them to accumulate production/marketing experience. In fact, substantial innovation and pressure are building up in the value chain, which will ultimately enable a cost reduction in OLED lighting.