Stone Partners Çarşamba günü yaptığı açıklamada, Samsung Display'in bu yılın ilk çeyreğinde 52,2 milyon esnek OLED panel satması bekleniyor ve bu toplamın yüzde 56,5'ini oluşturuyor. Boe, tahmini yüzde 21,8 pazar payıyla 20,2 milyon tablet sevk etti; LG Display ise 9,3 milyon adet sevk etti ve yüzde 10,1 pazar payına sahip olması bekleniyor.
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, Oppo, Vivo ve Xiaomi'ye panel tedarik ediyor. Stone Partners, Samsung Display'in gelecekte esnek OLED pazarının yüzde 60'ından fazlasını yakalamasının zor olacağını tahmin ediyor.
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 ve Tianma, esnek OLED pazar payında sırasıyla 5. ve 6. sırada yer alıyor.
