DSCC updated its OLED material market data, and it now sees AMOLED stack material revenues growing at a 18% from 2020 ($1.07 billion) to 2026 ($2.9 billion). If UDC actually manages to release a commercial blue PHOLED, the market could even exceed $3 billion.
The majority of OLED material revenues from from TV applications, but the market share of mobile devices is expected to grow and reach almost 50% by 2026.