During SID 2012, Barry Young from the OLED Association gave a speech with some very interesting updates. First of all, he gave his own AMOLED revenue projections, which are quite bullish: in 2012, 200 million displays will ship (up from 100 million in 2011 and 50 million in 2010), generating over $8 billion in revenue (up from $3.5 billion in 2011).

Barry is more optimistic than displaysearch (they say that AMOLED revenue in 2012 will reach $5.93 billion) and UBI Research (155 million AMOLED panels in 2012, $4.4 billion in revenue).

DisplaySearch revised their numbers, and they now predict that only 20,000 OLED TVs will be sold in 2012 (down from 50,000). They simply say that Samsung and LG together will not be able to produce more panels in 2012. July has come, and the two companies hasn't yet managed to start producing those panels.

A couple of weeks ago, we heard reports that Samsung set a target of producing 200,000 55" OLED TV panels in 2012, while LG plans to make 50,000 panels. In January LG Display still hoped to make 200,000 panels in 2012, but this is probably not going to happen.

Toshiba's Excite 7.7 is now shipping: the 16GB model cost $499.99 and the 32GB costs $559. The Excite 7.7 is an Android tablet with a 7.7" 1280x800 Super AMOLED Plus display and a quad-core Tegra 3 CPU. It's very slim (7.6 mm) and light (380 grams).

Novaled announced it has entered into a licensing and purchase agreement with Samsung Mobile Display (SMD). SMD committed to buy Novaled's dopant materials for AMOLED transport layers for several years. Novaled will also provide its PIN OLED technology to SMD.

Samsung has cooperated with Novaled since 2005, although this hasn't been officially declared until recently, when Novaled published some documents for their upcoming IPO. In September 2011, Samsung investment in Novaled (we do not know the amount). Novaled is offering OLED technology licensing, consulting services and OLED materials, and they also list LG Display as a customer. In 2011, the company reported €17.4 in revenues and a profit of €1.2 million.