What They Say
UBI Research published data on the long term development of the OLED market and said that total OLED shipmens were 575.79 million units, an increase of 20.41 million, up 3.66% from 2019. Revenues rose only by 0.7% to $32.68 billion. Samsung’s revenues dropped 15.8% to $22.3 billion and shipped 390 million panels. It’s share by revenue dropped from 81.6% to 68.2%, mainly to the benefit of LG which saw its share rise to 21%.
BOE saw sales of $1.86 billion, a 5.7% share of the market.
What We Think
These charts give a very good view of the long term development of the market and highlight the stalling of smartphone volume growth.(BR)
UBI published these four charts – click for higher resolution
