![]() Players in the value chain worthy of attention, particularly materials makerĭuksan Hi-Metal, which should grow in tandem with AMOLED deviceĮxpansion next year, regardless of changes in panel makers� process andĪMOLED supply-demand conditions to be tight in 2012: We expect an AMOLED oversupply ratio of 5.7% next year�ie, tight supply-demand tightness given set makers� normal inventory levels. Year and demand should jump 147%, mainly from Samsung Mobile Display,Īction: We add the AMOLED sector to our coverage, deeming several ![]() Impact: Global supply of AMOLED panels is expected to expand 178% next Large and flexible AMOLED displays the new sector buzzwords. Samsung Securities (Korea) WHAT�S THE STORY?Įvent: AMOLED tablet PCs and TVs will hit the market next year, making ![]()
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