What They Say
DSCC has released its latest OLED report and highlighted that OLED revenues have dropped 11% YoY with a 17% drop in panel shipments.
By OLED application:
- Smartphones decreased 26% Y/Y in units and 16% Y/Y in panel revenues;
- Smartwatches increased 11% Y/Y in units and increased 37% in revenues;
- TVs decreased 4% Y/Y in units and 12% in revenues;
- Monitors increased 222% Y/Y in units and increased 66% in revenues;
- Notebook PCs increased 9% Y/Y in units and decreased 2% in revenues;
- Tablets decreased 21% Y/Y in units and decreased 36% in revenues;
- Automotive increased 152% Y/Y in units and increased 119% in revenues;
- Game platforms increased 7% Y/Y in units and increased 2% in revenues.
The blog also covers
- Shipments by application (smartphones are 68% by volume, 75% by revenue, down from 77% and 76% in Q2). TVs – 1% by units, 9% by revenue)
- AMOLED Revenue by supplier (Samsung is still very dominant [64% of revenue] ahead of LGD [19%] and BOE [7%], then Visionox)
- Smartphone panel shipments by smartphone brand. (Apple is top was up to 45% on units with Samsung at 17%)
- In Q3’22, the smartphone form factor mix was 25% rigid (versus 40% in Q3’21), 70% flexible (versus 57% in Q3’21) and 5% foldable (versus 2% in Q3’21).
What We Think
There are a number of additional charts on the blog. (BR)
