AMOLED display shortage not temp; to last at least until 2012
As we all know, low supplies of AMOLED screens has been hindering sales for HTC for nearly two months. iSuppli is reporting that shipments of AMOLED screens used in mobile phones are projected to reach 184.5 million units by 2014, up from 20.4 million units in 2009.
At present, Samsung and LG represent the only sources for AMOLED panels. Samsung is investing $2.2 billion in its AMOLED facility by 2012 to ramp up production, while shipments now are limited at LG as the company has yet to increase production.
Given the small pool of available AMOLED suppliers, manufacturers of volume applications such as mobile handsets understandably are concerned about the potential for disruptions in production if a part or component becomes delayed or ceases entirely. This is especially true with a company like Samsung, which has special relationships with its own internal brand, giving it preferential treatment over outside customers. So get ready for more delays or LCD screens featuring in your smartphones.