DSCC says that while it is too early indeed to talk about an OLED recovery from an equipment supplier point of view, the smartphone OLED market is set for substantial growth in the second half of 2018.
Samsung is seeing improved OLED fab utilization, and the company still has some unused capacity at its A4 fab. As the gap between rigid OLED and LCD has fallen to around $5, OLED adoption is rising. In addition, smartphone makers are increasingly using flexible OLEDs in high end devices.
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