Hate to say that I told you so, but ... I told you so!
If that was the whole story, Verizon would simply have a huge hit on its hands -- a problem any business would be happy to have. But the Droid Incredible also sports an OLED screen, and that component is in desperately short supply. Verizon now says that it sold 100,000 units of the Incredible in the first two days on the market, and shipping dates have been inching backward ever since. Samsung simply can't make enough OLED screens to keep the supply of Incredibles in step with demand. That's far less of a desirable difficulty.
That will eventually change, but not before the Droid Incredible is yesterday's news. Leading OLED screen builders Samsung and LG Display
Likewise, larger screens take more manufacturing muscle since every OLED display is cut from a limited square footage of manufactured materials. Sony
We are watching the growing pains of a new technology. Even though OLED screens command a price premium over older LCD screens, their beautiful visuals and low power draws make OLED a selling point. Samsung and LG will have their order books full for the next few years, no matter how quickly they build out those factories. And both of them send royalty payments to longtime Motley Fool Rule Breakers recommendation Universal Display
Would you wait a month for an OLED screen or just settle for a plain old LCD-based phone that could be delivered today? Discuss in the comments below.
Fool contributor Anders Bylund owns shares in Google and Universal Display, 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.