CLSA estimates that in 2017 Samsung Display produced 450 million OLED displays, and this will grow 26% in 2018 to reach 570 million units. Samsung's current capacity for flexible OLEDs is about 330-385.
Looking at the OLED TV market, CLSA expects it to continue its fast growth. Global OLED TV shipments will grow to 2.7 million units in 2018 (up from 1.6 million in 2017). LG Display is said to shift its focus to larger panel production (65-inch and 77-inch) so this may effect the number of panels produced.
Posted: Jan 03,2018 by Ron Mertens