If Panasonic is using Sumitomo Chemical OLED materials for their OLEDs, why are Japanese material sales increasing so much?
Sony uses PANL. These P-oleds won't be ready until 2015 because they lifetimes are not good enough. It is likely that the j-display consortium will use PANL small molecule OLEDS if they launch production in the next two to three years.
Sentiment: Strong Buy
Might I ask how you know Sony uses PANL? Sony and Panasonic are co-developing printed OLED, so I would think that they use the same supplier (Sumitomo Chemical) for their OLEDs.