What They Say
DSCC updated its Q3 2021 OLED Shipment Report that showed that OLED shipments were up 36% compared to 2020 in Q2, although down 10% on Q1 2021. It forecast that Q3 would be up by 26% on Q2 and 28% year on year because of new OLED smartphones from Samsung and expected new handsets from Apple and Google. However, Q4 will decline by 1% compared to last year, when Apple’s launch schedule for the iPhone 12 was later than usual.
The article contains details of the firm’s forecast for smartphone OLED purchasing by handset brand. We have summarised the supplier results in the pie chart below. The article also breaks down supply of rigid OLEDs
What We Think
Although DSCC forecasts that SDC will lose some share of the market going forward, it remains the big best of the small OLED supply world. (BR)
AMOLED Shipments and Y/Y Growth for Smartphones, 2018-2022
