In a fresh market report, IT researcher iSupplisees OLED TV screens rising from a paltry $10 million of worldwide revenue this year to an eye-popping $1.8 billion in 2015. It's an exponential growth curve that started when Sony
Even so, OLED screens will make up a vanishingly small portion of the total TV market in six years. The manufacturing facilities for OLED displays we have today are not designed to crank out enormous screens suitable for your living room. OLED is a fairly new technology with a few technical limitations of its own, and it will take years to build out a reliable large-scale manufacturing infrastructure. And the incumbent LCD display technology won't stand still while OLED matures, so the competition will be stronger. All told, iSuppli expects that only a couple percent of all TVs sold in 2015 will be built around OLED technology.
But the investing opportunity remains enormous. OLED technologist Universal Display
Still, the company obviously has a big finger in this pie and is set to ride the TV revolution to astounding riches. And the main competition comes from multinational giants like Eastman Kodak
Fool contributor Anders Bylund is a longtime Universal Display shareholder, but he holds no other position in any of the companies discussed here. You can check out Anders' holdings and a concise bio if you like, and The Motley Fool is investors writing for investors.