IHS says that AMOLED material consumption will increase dramatically starting in the second half of 2015 as LG Display increase WRGB (WOLED) OLED TV panel production. The market will more than threefold - reaching $165 million in H2 2015, up from $58 million in H1.

IHS AMOLED material demand (2014-2019)

IHS forecasts that the WOLED material market will grow at a compound annual growth rate (CAGR) of 79% from 2014 to 2019, to reach over $1.25 billion. The whole AMOLED materials market will grow at 54%, from $658 million in 2015 to $2 billion in 2019 (at a CAGR of 37%).

Interestingly IHS sees the direct-emission materials market (or non-WOLED, which they call FMM) will pretty much stagnate from 2016 to 2019. At least for now, all flexible OLEDs are direct-emission OLEDs, and this market is expected to grow very fast - but IHS seems to disregard this.

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