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iSupply - AMOLED shipments soar, to reach $3.6 billion in 2015
iSupply says that AMOLED shipments are soaring (due to high-end Android phone demand). According to iSupply, in 2010 49.4 million AMOLED displays shipped bringing in a total of $892 million. This will grow to 271 million units in 2015 - to reach $3.6 billion in revenue. Challenges still ahead for AMOLED expansion include high manufacturing cost, resolution challenges, limited lifetime, poor sunlight visibility and a time-consuming manufacturing process. According to iSupply, AMOLEDs are typically 30% to 60% more expensive to make than LTPS LCD displays (which seems like an exaggeration to us).
DisplaySearch are much more optimistic about OLEDs: in their own forecasts released last month, they predict that AMOLED shipments in 2011 will reach 128 million to bring $4 billion in revenue. In 2012, AMOLED shipments will reach 212 million - and $6.4 billion in revenue. And all of this only from the mobile phone market...