There's an interesting article over at JoongAng about component shortages for smartphones, and they discuss the supplies issues for AMOLED displays. Shim Jae-boo, a general manager at SMD, said that "until the summer of 2009, its sales employees had a hard time because of the lack of interest from the various buyers, leading to an emergency situation within the company".
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In the beginning of 2010, things started to change as Samsung Electronics started to use AMOLED in their own phones: "Now our sales representatives are apologizing to our buyers for the lack of products to supply". Samsung expects that the new 5.5-Gen plant will begin mass producing in July 2011. The new plant will increase Samsung's AMOLED capacity ten-fold: from 3 million displays a month to 30 million.