^^ totally agree... commercializing prototypes are really tough. As much as they try do the maths and ensure supply chain competence, there are always hiccups, especially when one is pioneering. That is one of the reasons why they always let the Japanese do it first
But OLED is now led by the Koreans which is actually quite watershed.
Likewise until an 8G OLED ramps, it is hard to say whether LCD or OLED is more cost effective on a cash basis, though we have a pretty good idea theoretically
And industry dynamics keep changing with new entrants with new capacity, with the more credible one seemed to be AU Optronics.
Nonethless I will help serve crows to those who project volumes without looking at capex or capacity
Outputs adjusted by yields are mathematically defined... It doesn't matter how positive a company is on OLED without any committed capex. In short "show me the money"