UBI Research published a new report on Flexible OLED displays, forecasting a very fast growth: from 20 million units in 2012 to 150 million units in 2013. UBI sees $6.3 billion in flexible OLED revenues in 2017. This is far more optimistic than the recent report by Markets&Markets who see the entire flexible display market at $3.2 billion in 2017.
Samsung has plans to release their first plastic-based flexible OLEDs in 2012 (although this may be delayed into 2013). LG Display hopes to start flexible OLED production towards the end of 2013. Personally I do not think both companies will have capacity enough to produce 130 million flexible panels in 2013.