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AMOLEDs now cheaper than LCDs? +3

I've been pointing out all along that the architecture of AMOLED screens is inherently simpler, and thus theoretically cheaper, than that of LCDs.  Now, IHS is claiming that we have finally reached that inflection point.  Specifically, it is being reported that panels for 5" AMOLED smart-phone screens cost $14.30 to produce, whereas their LTPS LCD counterparts cost $14.60, including depreciation.  Assuming the report is correct, this has some important implications:
I intend to publish and Apple-centric article on many of these points in the near future.