DSCC posted an interesting post with its latest views and forecasts on the OLED material market. The company expects AMOLED stack material sales to grow at a 18% CAGR in the next five years, from $294 million in 2019 to $2.46 billion in 2024. Compared to its previous estimate, DSCC sees higher sales as demand for OLED TVs and OLEDs in the IT market (tablets and notebooks) is increasing.
DSCC also posted an analysis of LGD's new evo OLED material stack. Compared to LGD's "standard" WOLED stack, the evo adds an emitting green layer to improve the brightness by 20%. This of course adds an extra material cost to the panel price.