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iSupply - AMOLED unit shipments to rise 110% in 2012 and reach 154.7 million
IHS iSupply says that AMOLED unit shipments will jump 110% in 2012 and reach 154.7 million units. iSupply estimates that 2011 shipments will total 73.7 million (55% increase over 2010's 47.4 million units). The AMOLED display market will continue to grow quickly and reach 297.3 million units in 2015 (claiming more than 10% of the total handset market). This is quite in line with iSupply's earlier estimates that 2015 shipments will reach 271 million units. iSupply seems to be talking about handset displays only, and they are counting the number of units - it's important to know that mobile displays keep getting larger and more expensive.
Currently, Samsung is the clear market leader, while LG, AUO and CMI are also advancing thier OLED programs. While iSupply says that Chinese makers (BOE display, Irico and Tianma) are ramping up investment to catch up with the Korean makers, they also predict that they will find it very difficult to surpass Samsung.
Just yesterday, we heard that Korean research firm DisplayBank estimates that the AMOLED market will grow from about $1.4 billion in 2010 to $12.8 billion in 2015. Back in April, DisplaySearch predicted that AMOLED for mobile phones sales will reach around $10 billion in 2015 (that's without the tablet, laptop, monitor and TV markets).