IHS Markit says that the rollable OLED market is finally starting to emerge, and will grow quickly but unit shipments will remain slow in the foreseeable future. IHS sees 100,000 rollable OLED displays shipped in 2022, growing to 1.3 million by 2026. The CAGR from 2019 to 2026 will be 167%.
Rollable OLEDs will remain a niche- the share of rollable OLEDs from all flexible OLEDs will be 0.2% in 2026. Foldable OLEDs will be a much larger market - reaching 71.3 million units in 2025.
The first company to commercialize rollable OLEDs will be LG Display - who promised its 65" rollable OLED TV (the OLED 65RX) will ship in the first half of 2020. It remains to be seen if the virus pandemic will delay these plans. In any case, at around $60,000 per TV, it is hard to see much demand in the near future.
It is also possible to use rollable OLEDs in other devices, such as smartphones or wearables, but these applications seems even further away than rollable TVs.
Other companies that demonstrated rollable OLED prototypes include:
