Technological developments from the sector could be even more valuable than the revenues it earns, suggest Yole Développement’s Pars Mukish and Milan Rosina.
Since 2009, there has been more than $500 million invested in companies in the OLED supply chain,
according to Yole Développement research. When the overall OLED market was worth just $500 million
in 2009, how did the industry attract so much money? As anyone with a recent Samsung Galaxy phone will know, part of the reason is their use in displays. Displays have helped drive OLED revenues
to around $3 billion in 2011 and nearly $6 billion in 2012. So far lighting, the other potential major application for OLEDs, has been only a small part of that fi gure. Could the massive potential illumination market ultimately help give the companies betting on OLED the return they’re looking for?
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