IHS Markit says that the rollable OLED market is finally starting to emerge, and will grow quickly but unit shipments will remain slow in the foreseeable future. IHS sees 100,000 rollable OLED displays shipped in 2022, growing to 1.3 million by 2026. The CAGR from 2019 to 2026 will be 167%.
Rollable OLEDs will remain a niche- the share of rollable OLEDs from all flexible OLEDs will be 0.2% in 2026. Foldable OLEDs will be a much larger market - reaching 71.3 million units in 2025.