DSCC says that flexible OLED fab utilization has been low since the beginning of 2021, and this will remain so for the next quarter as well. Utilization at rigid OLED lines is higher. This has been the pattern in previous years - lower production in the first half of the year and higher volumes at the second half of the year.

OLED and LCD fab utilization rates (2019-2021 H1, DSCC)

LG's OLED TV fab utilization has been historically very high (and close to 100%) - until 2020 which have seen lower utilization due the ramp-up at the Guangzhou fab. But in 2021 LG has managed to increase its yields again.

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