IHS: OLED makers in China to more than double their capacity each year from 2018 to 2020

IHS estimates that Korean OLED makers (Samsung and LGD) will halt their OLED capacity expansion in 2018, but will resume adding capacity in 2019. Meanwhile China-based makers will continue their fast expansion plans in 2018-2020, and total AMOLED production capacity in China will grow from 228,000 sqm in 2016 to 8.3 million sqm in 2020, that's a CAGR of 145%!.

Interestingly IHS sees no real OLED production in Japan at least until 2020.