Samsung Display has been a leader in the production of OLED displays, but its market share is shrinking rapidly under the impact of Chinese companies. According to the latest report, the latest quarterly data shows that Samsung Display’s OLED market share has dropped sharply from 90% to 69.5%.
At the same time, Chinese manufacturers including BOE, Visionox, TCL China Star Optoelectronics, Tianma Microelectronics and other Chinese manufacturers have gradually mastered the OLED production technology and obtained orders from mobile phone brands such as Xiaomi, OPPO, and Vivo. The total market share has increased from the previous quarter. 15.6% rose to more than 24.2%.
In terms of shipments, Samsung Electronics’ OLED display shipments in the latest quarter were 101 million units, and BOE’s was 142.8 million units, ranking first among domestic manufacturers, an increase of 36% from the previous quarter. In addition, according to previous reports, iPhone 12 series extensions This kind of OLED panel has begun to adopt BOE, and the supply of the iPhone 13 series is also expected to increase.
