DisplaySearch says that AMOLED phone panel shipments will reach over 217 million units in 2013 (up from 134 million in 2012). This will grow AMOLED demand from 263,000 square meters in Q1 2013 to 557,000 square meters in Q1 2014. AMOLED supply/demand ratio will fall to 1% in Q4 2013 - which means that supply disruptions could lead to shortages.
According to DisplaySearch, SMD will need to run its AMOLED fabs at maximum capacity to keep up with the demand. Samsung aims to significantly extend its A2 Gen-5.5 fab capacity in 2013 and 2014, and the company may also accelerate its plans for the new A3 line.
In terms of revenue, DisplaySearch expects the AMOLED market to reach $11.3 billion in 2013, up 60% from 2012 ($6.9 billion). The 5" AMOLED display in the Galaxy S4 is one of the major drivers for the demand increase in 2013.
Is it really accurate to say SMD was running at less than 100% demand for its oled capacity in Q1 2013 and Q2 2013? That doesn't sound remotely right...