What They Say
We reported a couple of days ago on DSCC’s revision to its IT OLED panel forecast that put Samsung’s plans at more than 5 million this year. The Elec has added to the story by claiming that Samsung Display has boosted its target for notebook panels this year from 4 million to between 5.5 and 6.0 million. The report identifies Asus as the biggest client and said that the target for SDC was to sell the brand 1.5 million panels this year. Samsung’s own notebook business will buy a million and with HP at 500K to 600K. Lenovo, Dell and Xiaomi are all expected to buy between 400K to 500K.
The paper quoted UBI Research data quanitifying the notebook panel market a 1.1 million in Q1, more than the 800K of last year.
According to Strategy Analytics, last year, Lenovo shipped 54.9 million units of notebooks for a market share of 24.2%. This was followed by HP’s 52.2 million units for 23% market share and Dell’s 35.4 million units for 15.6% market share. Apple shipped 19.7 million notebooks for a share of 8.7%. Acer moved 16.5 million units for 7.3% share.
What We Think
I’m not hearing so many anecdotes of issues with notebook panel performance with this wave of adoptions after the initial attempt to introduce OLEDs. We saw data from Omdia on this topic a few days ago and the forecast was very different. We have reached out to Omdia for clarification on the big difference, but so far have not had a response. (Manufacturers Using OLED Panels in More and More Laptops and Tablet PCs) (BR)
Samsung’s Planned OLED Sales for Notebooks (based on mid-range of estimates). Data: The Elec. Image:Meko
