DSCC says that 2021 will see strong growth in OLED production. Flexible OLED production glass input is expected to grow by 36% in 2021, while rigid OLED input will grow even stronger at 42%.

OLED and LCD production input (2020-2022Q3, DSCC)

The utilization rates at OLED production lines are still relatively low, especially at BOE's flexible OLED lines. As of the end of 2021, flexible OLED utilization rates are around 70%, rigid OLED utilization is at about 77% while OLED TV utilization is higher at around 85%. LG's utilization rates are lower than earlier in 2021, which DSCC says is intentional to support prices

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Cambridge Isotope Laboratories - Deutreated Reagents and High-Purity Gases for OLEDsCambridge Isotope Laboratories - Deutreated Reagents and High-Purity Gases for OLEDs