S'espera que Samsung Display enviï 52,2 milions de panells OLED flexibles el primer trimestre d'aquest any, que representen el 56,5 per cent del total, va dir dimecres Stone Partners. Boe va enviar 20,2 milions de tauletes, amb una quota de mercat estimada del 21,8 per cent; LG Display, d'altra banda, va enviar 9,3 milions d'unitats i s'espera que tingui una quota de mercat del 10,1 per cent.
Samsung display's flexible OLED market share remains the largest, but it is unlikely to occupy more than 60 percent of the mobile flexible OLED market in the future.
Samsung's Display market share fell 3.8 percentage points in the first quarter compared with the same period last year, as BOE and LG Display increased their supply of OLED panels for Apple's iPhone from last year, reducing their share.
But Samsung Display's share of the flexible OLED market fell below 50 percent in the second quarter of last year.
In response, Stone Partners said Samsung Display attributed the decline in OLED market share to "LG Display and BOE increasing panel supply for Apple's iPhone, as well as sluggish high-end smartphone sales from Oppo, Vivo and Xiaomi."
Samsung Display està subministrant panells a Oppo, Vivo i Xiaomi. Stone Partners prediu que serà difícil per a Samsung Display capturar més del 60 per cent del mercat OLED flexible en el futur.
As shown in the chart, BOE's market share in the flexible OLED field has changed significantly since the second quarter of last year and exceeded 20 percent in the first quarter of this year, narrowing the gap with Samsung Display. The main reason is that OLED was successfully supplied to iPhone 13 last year.
Huaxing supplies 5.1 million flexible OLED panels, ranking fourth in the industry after LG Display. Huaxing supplies panels to Xiaomi, Huawei and Honor. Notably, China Star Optoelectronics and BOE also supply panels for Samsung's smartphones.
Vincino i Tianma ocupen el cinquè i el sisè lloc respectivament en la quota de mercat d'OLED flexible.
