Samsung zaub yuav tsum xa 52.2 lab hloov pauv OLED panels hauv thawj peb lub hlis twg ntawm lub xyoo no, suav txog 56.5 feem pua ntawm tag nrho, Pob zeb Partners tau hais rau hnub Wednesday. Boe xa 20.2 lab ntsiav tshuaj, nrog kwv yees li kev lag luam sib faib ntawm 21.8 feem pua; LG Display, ntawm qhov tod tes, xa tawm 9.3 lab units thiab xav tias yuav muaj 10.1 feem pua ntawm kev ua lag luam.
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 tab tom muab cov vaj huam sib luag rau Oppo, Vivo thiab Xiaomi. Stone Partners kwv yees tias nws yuav nyuaj rau Samsung Display kom ntes ntau dua 60 feem pua ntawm cov lag luam hloov pauv OLED yav tom ntej.
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 thiab Tianma nyob qib 5 thiab 6 nyob rau hauv kev sib koom ua lag luam ntawm OLED hloov tau.
