Guiding our entire discussion was one over-arching question: when will we start seeing very large OLED panels at affordable prices? The answer, in a nutshell, is maybe in 2010—but it ultimately depends on how fast the global economy recovers.
The downturn is likely to delay the kind of things here,” Young told me. “This is all new capital investment. It’s likely that companies that have excess display capacity will be conservative about making new investments; they’re already doing that. Most of the 2009 fabs that were supposed to be fairly significant have either been cancelled or pushed out.”