Metal oxide display backplanes have already gone commercial. Sharp has invested in its Gen8 IGZO plant while LG has selected IGZO for its large-sized white OLED technology. At the same time, Chinese companies such as BOE are fast playing catch-up. In the OLED industry alone, IDTechEx estimates that 7 km sqr/year of metal oxide backplanes will be used in 2024, enabling a $16 billion market at the display module level.