What They Say
Strategy Analytics said that the global smartphone display panel market reached $18.6 billion with Samsung taking 50% of the revenue, followed by BOE and Tianma.
Separately, the firm forecast that 5G smartphone volumes will hit 250 million in 2020 from just 18 million last year.
Ken Hyers, Director at Strategy Analytics, said,
“A quarter-billion 5G smartphones will be sold worldwide in 2020. China and United States are the two largest 5G countries. Apple iPhone, Huawei, and Samsung are the top-three brands that together will capture two-thirds of all 5G smartphone sales globally this year.”
What We Think
Samsung’s dominance of flexible OLED is slowly declining, but remains key to its revenue share. The move to 5G will help the firm as the larger components and bigger batteries needed will put more pressure on display size, moving more of the market to OLED. (BR)
