Summary: Increased demand for AMOLED smartphone panels, partly caused by increasing screen size, will put pressure of manufacturing plants to keep up with supply. This make the industry vulnerable to any supply chain kinks.
The stratospheric demand for large display smartphones is putting considerable pressure on the flat panel display industry, and the demand for AMOLED panels in particular means that supply will the tight. According to a quarterly report by research firm NPD DisplaySearch, the supply/demand ratio expected to fall to 1 percent during Q4 of 2013. This level means there will be little to no slack in the supply chain for any disruptions, which means that any kink, no matter how small, could lead to shortages. AMOLED smartphone panel shipments are projected to hit 217 million units
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Curated from: SC Manufacturing