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Omdia Forecasts 584.5m Smartphones W/OLED Panels In 2021 Up 28% Y/Y
Omdia forecasts 169 million iPhone with OLED panels will be shipped this year, up 47.6% Y/Y vs. 114.5 million units shipped in 2020. The 169 million units includes legacy OLED iPhone models as well as those for new models launching later this year. Samsung Display will be supplying 110 million units, LG Display 50 million units and BOE 9 million units, according to Omdia’s estimates. Last year, Samsung Display had supplied 89.6 million units and LG Display 25 million units. Their shipment to Apple this year is an increase of 22.8% and 100%, respectively, Y/Y.
Samsung Display’s market share in iPhone OLED panels was 78.3% in 2020 and will drop to 65.1%. LG Display’s will increase from 21.8% to 29.6% in the same time period. BOE will have a share of 5.3% this year. Apple is the largest buyer of smartphone OLED panels. OLED panels will be used in 78% of all iPhones this year, according to Omdia. Samsung Electronics is expected to use 157 million units of OLED panels in its smartphones this year, according Omdia, only a slight increase from 152.3 million units of last year. Xiaomi will be the third largest procurer of OLED panels with 67 million units. A total of 584.5 million units of OLED panels are expected to be shipped this year, an increase of 28% Y/Y. Flexible OLED panels will account for 335.5 million units, while rigid OLED panels will make up 249 million units. Last year, a total of 456.6 million units of smartphone OLED were shipped, a 3% decline from 2019’s 471 million units. Huawei used less OLED panels due to US sanctions, while Samsung’s use of the panels also dropped due to intense competition with Apple and Chinese companies. Chinese panel companies also failed to meet their smartphone OLED shipment target. The combined target of BOE, CSoT, EverDisplay, Tianma, Visionox and Royole was 100 million units but shipments were ~80 million units, according to Omdia.
Source: The Elec
Omdia forecasts 169 million iPhone with OLED panels will be shipped this year, up 47.6% Y/Y vs. 114.5 million units shipped in 2020. The 169 million units includes legacy OLED iPhone models as well as those for new models launching later this year. Samsung Display will be supplying 110 million units, LG Display 50 million units and BOE 9 million units, according to Omdia’s estimates. Last year, Samsung Display had supplied 89.6 million units and LG Display 25 million units. Their shipment to Apple this year is an increase of 22.8% and 100%, respectively, Y/Y.
Samsung Display’s market share in iPhone OLED panels was 78.3% in 2020 and will drop to 65.1%. LG Display’s will increase from 21.8% to 29.6% in the same time period. BOE will have a share of 5.3% this year. Apple is the largest buyer of smartphone OLED panels. OLED panels will be used in 78% of all iPhones this year, according to Omdia. Samsung Electronics is expected to use 157 million units of OLED panels in its smartphones this year, according Omdia, only a slight increase from 152.3 million units of last year. Xiaomi will be the third largest procurer of OLED panels with 67 million units. A total of 584.5 million units of OLED panels are expected to be shipped this year, an increase of 28% Y/Y. Flexible OLED panels will account for 335.5 million units, while rigid OLED panels will make up 249 million units. Last year, a total of 456.6 million units of smartphone OLED were shipped, a 3% decline from 2019’s 471 million units. Huawei used less OLED panels due to US sanctions, while Samsung’s use of the panels also dropped due to intense competition with Apple and Chinese companies. Chinese panel companies also failed to meet their smartphone OLED shipment target. The combined target of BOE, CSoT, EverDisplay, Tianma, Visionox and Royole was 100 million units but shipments were ~80 million units, according to Omdia.
Source: The Elec
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