The latest OLED Shipment Report released by DSCC shows that OLED panel revenue fell by 11% year-on-year, and panel shipments fell by 17% year-on-year. Smartphone, tablet, and TV applications accounted for a combined 70% share of shipments and 85% share of panel revenue.
- Smartphone shipments decreased by 26% year-on-year, and panel revenue decreased by 16% year-on-year.
- Smartwatch shipments grew 11% year-over-year, and revenue rose 37% year-over-year.
- TV shipments decreased by 4% year-on-year, and revenue decreased by 12% year-on-year.
- Display shipments were up 222% year-over-year, and revenue was up 66% year-over-year.
- Notebook PC shipments increased 9% year-over-year, while revenue decreased 2% year-over-year.
- Tablet PC shipments fell 21% year-over-year, and revenue fell 36% year-over-year.
- In-vehicle display shipments increased by 152% year-on-year, and revenue increased by 119% year-on-year.
- Gaming display shipments rose 7% year-over-year, and revenue rose 2% year-over-year.
In the third quarter of 2022, Apple’s share of OLED smartphone panel purchases by brand increased from 29% in the second quarter of 2022 to 45%, followed by Samsung with a 17% market share, This is lower than the market share of 23% in the second quarter of 2022. In the third quarter of 2022, rigid OLED smartphone panels fell by 41% quarter-on-quarter, flexible OLED smartphone panels grew by 9% quarter-on-quarter, and foldable OLED smartphone panels grew by 103% quarter-on-quarter. Rigid OLED Due to price issues, the range of changes brought about by the product change from rigid OLED to flexible OLED is very obvious, and this trend will be more severe in 2023.
0 Comments