Last month Samsung Electronics reported high demand from mobile carriers for their Galaxy S6 and its curved-display variant the Galaxy S6 Edge, and reports suggested Samsung may want to increase the GS6 Edge output. We speculated that this won't be as easy as it sounds as Samsung Display's flexible AMOLED capacity may be enough.
Today Reuters reports that Samsung expects record shipments for the GS6 smartphones, and it will struggle to meet demand for the S6 Edge variant, due to production constraints. Analysts estimate that demand for the GS6 Edge will exceed supply throughout 2015.
Samsung Display's current flexible OLEDs are made in a 5.5-Gen line with a capacity of only 8,000 substrates per month - which is about 1 million 5" panels at 100% yields. But of course yields are lower, and Samsung also produces displays for other products (such as the Note Edge and Samsung's several wearable devices). Samsung aims to start production in its new 6.5-Gen flexible OLED fab soon - and perhaps they will attempt to start producing at the new fab sooner than planned.