IHS estimates that Korean OLED makers (Samsung and LGD) will stop the OLED capacity expansion in 2018, but will resume production capacity in 2019. Meanwhile China-based makers will continue their fast expansion plans in 2018-2020, and total AMOLED production capacity in China will grow from 228,000 sqm in 2016 to 8.3 million sqm in 2020, that’s a CAGR of 145%!.
Interestingly IHS sees no real OLED production in Japan at least until 2020.