What They Say
DSCC’s weekly data release looked at OLEDs vs miniLED in the IT market – which it categorises as ‘Advanced Notebook’ displays. That category was very strong in Q4 2021, with, as the headline says, up to 8.2 million panels and 629% up year on year. The firm said that strong sales by Apple of its miniLED-based MacBook Pros did well, but so did the OLEDs. MiniLEDs took 54% in Q4 2021 and 32% over the year despite supply chain limitations.
Asus was the top OLED notebook supplier as we reported a couple of weeks ago (2021 OLED Shipments Rise 25% Y/Y) and DSCC expects the firm to keep that position in 2022, although its share of the OLED notebook market is expected to drop from 55% to 46%. Samsung is expected to drop back from second in 2021, with Lenovo and Dell making up the top three with Asus in 2022.
Overall for the year, DSCC expects sales of 18.5 million units, evenly split between OLEDs and miniLEDs and with Apple taking 40% by volume and 56% by value.
Samsung Display leads the OLED supply chain with LGD and Sharp sharing the Apple business and AUO supplying others. LGD was top in revenue share because of the high prices for miniLEDs.
By size in Q4’21, 14.2” MiniLED led with a 28% share followed by 16.2” MiniLED at 26% and 14” OLED with a 17% share. 14.2” and 16.2” are expected to lead each quarter of 2022 as well. On an annual basis, 13.x” led in 2020, 14.x” led in 2021 and is expected to lead in 2022 followed by 16.x”
The article covers the changes that will take place to drive both OLED and miniLED acceptance.
What We Think
As usual, there is lots of interesting information in the article as well as some useful forecasts. (BR)
Advanced Notebook Display Shipments by Technology
MiniLED LCD vs. OLED Notebook Panel Shipments and Share
