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OLED Panel Makers – Foldable/Rollable Is The New Plastic
July 05, 2020
Last week, we reported on the unusual phenomena that OLED revenue was projected to grow as fast as panel area, even as average prices were coming down over a 5-year period. Ross Young responded by providing the following table, which explains that foldable displays are taking an ever increasing market share and an even larger share of revenues. The message for OLED panel makers is to hop on the foldable bandwagon or miss the gravy train.
Table 1: Foldable Display Contribution to OLED Revenue and Shipments (Area)
July 05, 2020
Last week, we reported on the unusual phenomena that OLED revenue was projected to grow as fast as panel area, even as average prices were coming down over a 5-year period. Ross Young responded by providing the following table, which explains that foldable displays are taking an ever increasing market share and an even larger share of revenues. The message for OLED panel makers is to hop on the foldable bandwagon or miss the gravy train.
Table 1: Foldable Display Contribution to OLED Revenue and Shipments (Area)
