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Musing-Weekly Newsletter

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As OLED Panel Production Grows, SDC’s Share Decreases
 
Samsung share of AMOLED panel production has dropped from 90% two years ago to 69.5% it is 101 million units, and this is 20% less than a month earlier.

Samsung’s share is declining under the attack of Chinese companies BOE, Visionox, TCL China Star Optoelectronics and Tianma Microelectronics, which have mastered the production of OLEDs and their products are increasingly being purchased by Xiaomi, Oppo, Vivo, realme, iQOO and other companies. The total share of Chinese OLED screen manufacturers exceeded 24.2% versus 15.6% a quarter earlier.
​
The leader among manufacturers in China is BOE, which managed to deliver 14.28 million panels, which is 36% more than a quarter earlier. Visionox came in second with 9.8 million units shipped.

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