UPDATED. 2024-07-23 17:34 (화)
Samsung Display breaks down 90% of OLED market share
Samsung Display breaks down 90% of OLED market share
  • Stan Lee
  • 승인 2019.02.28 17:25
  • 댓글 0
이 기사를 공유합니다

Chinese panel makers’ expansion effect

The market share of Samsung Display's small and medium-sized organic light-emitting diode (OLED), which maintains a "super-gap", is expected to fall under 90% in the first quarter of this year.

Market researcher, IHS Markits predicted that Samsung Display's market share in the smartphone OLED panel market will be recorded at 81% in the 1st quarter of this year. This is the first time that the quarterly market share has fallen below 90%. By month, 89% was the first in October last year. Since then, it has not recovered more than 90%.

Last year, Samsung Display OLED panel shipments were 377 million units. It decreased 2% from the same period a year earlier. IHS Markit said, "Although two types of new iPhones were adopted with OLED panels, Samsung Display's performance have fallen.” and analyzed “The decline in the market share is due to increased shipments of Chinese panel makers."

Samsung Display’s Monthly OLED Panel Market Share (Based on Shipment)
Samsung Display’s Monthly OLED Panel Market Share (Based on Shipment)

While Samsung Display is struggling, OLED panel shipment volume of China’s BOE increased by 3322% from the previous year to 3.3 million units. The industry analysis indicates that monthly OLED panel shipments are more than 1 million units this year. Following with this trend, it is a matter of time to achieve 10 million units. This year, the new plant, B11 will be operated. Even considering the initial yield, shipments are expected to increase three times more than in 2018.

In addition to BOE, China Star (CSOT), Tianma, and Visionox have been taking aggressive steps toward expanding OLED panel shipments. In the mid to long-term, the IHS Markit expects that Samsung Display OLED panel market shares may fall further. Meanwhile, LG Display OLED panel shipments last year were 7.5 million units. This is a 172% increase from the same period a year earlier. However, since the end of 2018, monthly shipments have started to decline. It is certain that this year's annual shipments will fall behind the BOE.

An industry official analyzed, "The small and medium-sized OLED market also begins  to be closely followed by China."

삭제한 댓글은 다시 복구할 수 없습니다.
그래도 삭제하시겠습니까?
댓글 0
계정을 선택하시면 로그인·계정인증을 통해
댓글을 남기실 수 있습니다.

  • 515, Nonhyeon-ro, Gangnam-gu, Seoul, Republic of Korea 4F, Ahsung Bldg.
  • 대표전화 : 82-2-2658-4707
  • 팩스 : 82-2-2659-4707
  • 청소년보호책임자 : Stan LEE
  • 법인명 : The Elec Inc.
  • 제호 : THE ELEC, Korea Electronics Industry Media
  • 등록번호 : 서울, 아05435
  • 등록일 : 2018-10-15
  • 발행일 : 2018-10-15
  • 발행인 : JY HAN
  • 편집인 : JY HAN
  • THE ELEC, Korea Electronics Industry Media Prohibiting unauthorized duplication,publishing,modification and distribution the material on this Site for any purpose.
  • Copyright © 2024 THE ELEC, Korea Electronics Industry Media. All rights reserved. mail to powerusr@thelec.kr