According to IHS, the OLED TV market will see slow growth unless producers manage to apply new technologies - mainly printing processes based on soluble materials and flexible substrates. If both technologies are to be adopted, IHS sees OLED TV shipments reaching almost 40 million units in 2023.
In the chart above, IHS Uses three cases. In Case 1, OLED TV makers use glass substrate and an evaporation process. In case 2 they adopt a printing process and soluble materials, and Case 3 assumes a flexible substrate is used as well.
IHS says that a flexible substrate will enable TVs that are bendable or even foldable, which will bring a real innovation to the TV market.
Posted: Apr 03,2015 by Ron Mertens
Really?
I would really like to see more detail behind their assumptions. Does it really line up with what LG is saying about their yields, expected substrates per month, and costs if LG simply expands what they are doing now to more lines?