8K To Get Real in 2019, Says IHS

We saw some data from IHS Markit quoted in a story from Asia about 8K development, so we checked on the latest estimates. The company told us that the current expectation is that this year, sales will just be around 400 units, going to around 15.6K next year, but hitting the two million mark by 2020, although this will depend on the price, which will, in turn, depend on the yield. By the end of the forecast, much of the supply is likely to be from Chinese makers, so yield is something of an unknown at the moment. Most of the demand is likely to be above 55″.