According to Korean media reports, in the first quarter of 2020, Samsung Display once again took the top spot in the global mobile phone rigid OLED market. Data show that the company's rigid OLED shipments account for more than 90% of the overall shipments. With the increasing number of high-end smartphones with OLED screens, it is expected that Samsung Display will be far ahead of its competitors for a period of time.
According to data from market research firm Stone Partners, in the last quarter alone, Samsung Display sold 61.6 million mobile phone rigid OLED panels. Of the 68.3 million panels shipped globally, its share accounted for 90.2%. Although this percentage decreased by 3.9% (94.1%) compared to the same period last year, the data shows that compared with the first quarter of 2019, Samsung Display ’s actual shipments in the first quarter of this year increased by 2 million pieces panel.
Although Samsung Display recently announced that it has withdrawn from the Chinese panel manufacturer, it has decided to withdraw from the LCD market. However, in the field of high-end display technologies such as OLED, Samsung's performance can be described as unreasonable.
Stone Partners pointed out that in the first quarter just past, Shanghai Hehui Optoelectronics (EDO) shipped 3.3 million rigid OLED panels, ranking second in the world with a market share of 4.9%; while Visionox ’s shipments reached 3.1 million yuan (4.5%), second only to Hehui, ranked third. Compared with the first quarter of 2019, the shipments of these two Chinese companies increased by 1 million panels in the first quarter of this year, and both companies are continuing to rapidly expand their rigid OLED panel business.
In addition, Tianma and BOE shipped 200,000 and 100,000 rigid OLED panels, respectively.
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An industry source said: "At present, the number of rigid OLED panels supplied by Chinese panel vendors to major smartphone companies is insignificant." The source further pointed out, "As Tianma began to transform the current rigid OLED panel production line into a flexible OLED panel production line , The company's output will be lower. "
Korean media believes that because major smartphone manufacturers continue to use OLED screens in their products, this once again shows that Samsung Display will not have any major competitors for a period of time.
At the same time, as the number of users who like to watch videos and play games increases, the number of low-end smartphones equipped with OLED screens also starts to increase. A market research company called Counterpoint Research estimates that by 2020, sales of OLED display smartphones will reach about 600 million, an increase of 46% compared with last year.
In response, a representative of Stone Partners said: "As Samsung Display begins to increase the supply of open-cell rigid OLED panels, its position in the global open-cell rigid OLED panel market will be more stable." The source pointed out, "Samsung The market share of displays is likely to remain above 90% for a period of time. "
