Korean industry sources said that Samsung Display (SDC) plans to supply about 145 million OLED panels for mobile phones such as the Samsung Galaxy S22 and Apple iPhone14 series in the third quarter of 2022, compared with 2021 A decrease of 49 million in the same period last year, a decrease of about 25%.
Industry insiders believe that due to the sluggish smartphone market, it seems that Samsung will have a hard time achieving the goals it initially set.
Judging from previous information, Samsung Display will supply display panels for Apple's iPhone 14, 14 Max, and 14 Pro Max, and LG Display will supply three models other than the iPhone 14 Pro. BOE may have lost orders for new machines.
Last month, Korean media said that Samsung Display will complete OLED orders for Apple later this year, shipping about 80 million iPhone 14 series OLED panels, of which about 3,800 iPhone 14 and iPhone 14 Max will be shipped. million.
In addition to the Apple iPhone 14 series, some other mobile phone manufacturers are also major customers of Samsung Display. Whether it is Samsung Electronics or domestic manufacturers, a series of new phones will be launched in the second half of this year.
An industry source said, "Samsung Display expects to ship 200 million small and medium-sized OLEDs in the third quarter, but smartphone OLED shipments are slowing down."
Samsung Display plans to increase the utilization rate of its Asan plant in Chungcheongnam-do to supply small and medium-sized OLED panels for Apple's iPhone 14.
It is reported that the A2 and A3 lines of the Chungnam plant will increase the operating rate by more than 90% from this month. The A2 and A3 production lines produce small and medium-sized OLEDs for smartphones.
According to market research firm Omdia, Samsung Display reportedly held a 64.5% share of the small and medium OLED display market in the first quarter.
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