OLED Association
  • Home
  • Who We Are
  • Events
    • SID Display Week in 2018
    • OLED Coalition Annual Meeting 2018
    • OLEDs World Summit 2018
    • SID Display Week in 2018
    • SID Display Week 2017
  • Board Members
    • Members
  • Join Us
  • Press Releases
  • Presentation Files
  • Contact OLED-A
  • Evaluation
  • Home
  • Who We Are
  • Events
    • SID Display Week in 2018
    • OLED Coalition Annual Meeting 2018
    • OLEDs World Summit 2018
    • SID Display Week in 2018
    • SID Display Week 2017
  • Board Members
    • Members
  • Join Us
  • Press Releases
  • Presentation Files
  • Contact OLED-A
  • Evaluation
Search by typing & pressing enter

YOUR CART

Picture

Musing-Weekly Newsletter

Vertical Divider
Can OLED Smartphones Reach 560m in 2020?
May 04, 2020
​ 
Last month we showed a Mizuho’s phone forecast, which predicted a 13% Y/Y decrease in 2020 shipments, while OLED smartphones were expected to be up 10% Y/Y from 471m in 2019 to 516m in 2020. 
 
How realistic is it for OLED smartphones to reach a new high?
 
Figure 1: Annual Phone Shipments including OLED Smartphones
Picture
Source: OLED-A
​
The critical components of OLED smartphone shipments are the Apple and Samsung’s shipments.  In 2019, Apple shipped 133m iPhones using OLED displays and Samsung shipped 259m. In 2020, Apple and Samsung OLED shipments are expected to be 155m and 227m, respectively. 

Table 1: iPhone Shipments by Year and Model #
Picture
Source: Mizuho Securities, OLED-A
​
​Table 2: Samsung Smartphone Shipments by Year and Model #
Picture
Source: Mizuho Securities, OLED-A
​
​Figure 2: OLED Smartphones by Year and OEM
Picture
Source: Mizuho Securities, OLED-A
​
The remaining 281m by non-Samsung panel makers and by Samsung Display for OEMs other than Apple and Samsung Electronics. In 2020, Chinese panel makers are expected to ship 125m OLED panels for smartphones, which means the deficit of 281-125 or 154m smartphone panels would have to be made up by Samsung and LGD. At current utilization rates  and yields, LGD can deliver 85m panels with the remainder (71m) supplied by Samsung. Q120 smartphone shipments were down 20.1% Y/Y and sequentially making the prospect of a growing OLED shipment volume somewhat questionable.
​
Table 3: Q120 Smartphone Shipments, Share & Growth
Picture
Source: IDC, OLED-A
​

    Subscribe to Musing

Submit

We Would Love to Have You Visit Soon!


Contact Us

Barry Young
​barry@oled-a.org

Neo Kim
​neo@oled-a.org


Sungeun Kim
​sungeun@oled-a.org

Visit us at OLED-A.org



COPY RIGHT  2020 OLED ASSOCIATION. ALL RIGHTS RESERVED DISCLAIMER