What They Say
DSCC said that 242 million OLEDs were shipped in Q4 2021, up 11% on Q3, bringing shipments for the year to 831 million, up 25%. Smartphones dominated with 638 million, up 27%, with Apple the top buyer with 29% share, compared to Samsung’s 22%. In Q1 2022, smartphones are expected to take 78% unit share. Samsung Display remains very dominant as a supplier (see the chart below)
OLED TV was up to 7.8 million units, up 73% on 2021, with LG taking 58% and Sony taking 22% – so the two TV brands took 80% of the TV OLEDs. For Q1, TV OLEDs should be up by 29% from 2021 because of QD-OLEDs for Samsung and Sony TVs.
OLED notebook shipments increased 398% to 5.5 million with Asus buying 44% of them, and with Samsung buying 19%. In Q1, they should be up by 79% YoY.
OLED monitors remain a small segment at 80K units, with LG buying 75% of them.
AR/VR OLEDs should be up by 290% YoY in Q1 2022 as Apple and Sony head towards OLED HMDs.
The article has additional graphics and data on the proportions of flexible and rigid displays.
What We Think
As usual, this is useful information. I hadn’t realised how dominant Asus had become in supplying OLED notebooks. Taiwanese panel makers have little strength in OLED, so I tend not to think of set makers in the region as adopting it enthusiastically. Taiwanese companies have been very strong in miniLED. I count myself as educated on this, now! (BR)
