DSCC estimates that 88 Million smartphone OLED displays were transported in Q3 2017, which represents 4% drop from Q2 2017 and 13% drop from Q3 2016 - mostly due to delays in iPhone X shipments. Flexible OLED delivery was up 25% from Q2 2017 (30.4 million units).
Shipments are expected to grow significantly in Q4 2017, though, to reach 151 million units. Flexible OLEDs shipments (78.3 million) will grow 157% from last quarter and 544% from last year, and will surpass rigid OLED shipments (73.3 million) for the first time.
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