Demand for AMOLED is higher in 2016 than what the industry has planned for, after an overall weaker than expected AMOLED demand in 2015. Factory capacity was cut as a result of this. Thus, leads times have increased dramatically.



So when we saw the strong demand for the OnePlus 3, we immediately started increasing our AMOLED orders but now the supply will arrive much later vs. the dynamics we were under in 2014 and 2015. Therefore, it still takes us up to a month to deliver OnePlus 3 orders being placed today, which is a really bad shopping experience for a product that's been on the market for a few months already.

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