IHS says that demand for flexible AMOLED displays is growing at a slower pace than expected - and also at a slower rate than its supply, and a a result the supply in 2018 will be 44% lower than the demand.
IHS says that flexible OLED capacity will grow 100% in 2018 (to reach 4.4 million square meters), but demand will only grow 70% (to 2.4 million square meters). IHS says that the high price of flexible OLEDs caused smartphone makers to opt for either rigid (glass-based) OLEDs or LCDs in their 2018 models. IHS estimates that the price gap between a flexible OLED and a rigid OLED on the same 6-Gen line is about 50%.