Táthar ag súil go ndéanfaidh Samsung Display 52.2 milliún painéil solúbtha OLED a longáil sa chéad ráithe den bhliain seo, rud a chiallaíonn 56.5 faoin gcéad den iomlán, dúirt Stone Partners Dé Céadaoin. Sheol Boe 20.2 milliún táibléad, le sciar den mhargadh measta de 21.8 faoin gcéad; Ar an láimh eile, sheol LG Display 9.3 milliún aonad agus táthar ag súil go mbeidh sciar den mhargadh 10.1 faoin gcéad aige.
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."
Tá Samsung Display ag soláthar painéil do Oppo, Vivo agus Xiaomi. Tá Stone Partners ag tuar go mbeidh sé deacair do Samsung Display níos mó ná 60 faoin gcéad den mhargadh solúbtha OLED a ghabháil sa todhchaí.
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.
Tá Vincino agus Tianma sa 5ú agus sa 6ú háit faoi seach i sciar den mhargadh de OLED solúbtha.
