Our picture of the OLED display market is growing clearer. And it's not good news for the world's most fanatical customers.
The good folks at Ars Technica scored an interview with Barry Young, the managing director of the OLED Association, to clear up rumors of an Apple
Samsung, which has a longstanding OLED technology partnership with Rule Breakers pick Universal Display
The industry is buckling under growing demand and constrained only by the lack of massive manufacturing facilities. Samsung and LG are selling as many screens as they can make, which (along with some manufacturing quirks) is why they can't commit to supplying millions of rather large OLED screens to Apple's iSlate.
Perhaps the most prominent OLED gadget on the market today is the Nexus One smartphone from Google
In that light, widespread rumors of the next iPhone sporting an OLED display are probably nothing more than wishful thinking from the Apple faithful. The iPhone is too popular and would require far too many OLED screens. An already supply-constrained OLED industry simply can't make it happen just yet. Give Samsung, LG, and others another year or two to build out their factories, and maybe the fifth-generation iPhone could come with a glorious OLED screen. But the 2010 iteration almost certainly won't.
See anything I’m missing? Discuss in the comments area below.
Fool contributor Anders Bylund owns shares in Universal Display and Google, but he holds no other position in any of the companies discussed here. Google and Universal Display are Motley Fool Rule Breakers picks. Apple is a Motley Fool Stock Advisor recommendation. Try any of our Foolish newsletters today, free for 30 days. You can check out Anders' holdings and a concise bio if you like, and The Motley Fool is investors writing for investors.