We have many rumors lately regarding Apple's OLED iPhones - mainly that the iPhone X sales are disappointing and Apple is considering discontinuing its 5.8" OLED iPhone range in 2018 and only releasing a larger 6.5" model this year.
Photonics-based solutions provider Coherent reported its financial results for CYQ4 2017 and as Coherent supplies laser equipment for FPD makers, it is usually a good indicator to the OLED market expansion stages. According to Coherent, there has been no real change in the timing of equipment shipments, and the company did not notice any hesitancy among display makers in china regarding the scale up of new OLED fabs. In fact the company says that the "momentum that is behind OLED seems to be quite strong and quite sustainable over a long period of time".
Coherent did acknowledge that the leading OLED maker (i.e. Samsung Display) has committed a lot of resources to a single customer (i.e. Apple) and as this customer is lowering its orders, they will have to find other customers which takes time (moving from design wins to commercial production takes months) - and so the "leading supplier has a short term glut". All in all
Coherent also says that they are seeing OLED getting into more markets beyond smartphones, especially tablets. Coherent also sort of confirms that Samsung has demonstrated a foldable phone at CES.
