DisplaySearch says that strong demand for Low Temperature Polysilicon (LTPS) based displays (LCDs and AMOLEDs) will drive rapid expansion of LTPS capacity. Spending on LTPS-equipment is expected to reach $2.4 billion in 2011 (and will decrease in 2012 and 2013).
DisplaySearch says that making AMOLEDs and high-end LCDs like the ones used in Apple's iPhone 4 is only currently possible with LTPS. In 2011, supply of both AMOLEDs and LTPS LCDs are forecast to be extremely tight. Leading panel makers are for the first time ever scaling LTPS technology to Gen-5.5 and larger substrates.