Samsung Display Takes 44.4% of Q1 OLED Market as Shipments Fall 12% to 190 Million
Updated
Updated · 디일렉(THE ELEC 영문판) · May 12
Samsung Display Takes 44.4% of Q1 OLED Market as Shipments Fall 12% to 190 Million
4 articles · Updated · 디일렉(THE ELEC 영문판) · May 12
190 million smartphone OLED panels shipped globally in Q1, down 12% from a year earlier and 20% from the prior quarter as handset makers cut production.
Rising memory prices and the usual post-year-end slowdown drove those cuts, with UBI Research saying Chinese smartphone brands reduced output enough to hit Chinese panel suppliers hardest.
Samsung Display lifted its market share to 44.4%, edging the combined 43.8% held by BOE, Visionox, Tianma Microelectronics and TCL CSOT; LG Display rose to 9.0%.
About 17% shipment declines at BOE, TCL CSOT, Tianma and Visionox compared with roughly 7% at Samsung Display and LG Display suggest Korean makers are weathering the downturn better.
Amid a global tech crisis, why are Korean display giants thriving while their Chinese rivals are plunging?
As the AI boom consumes memory chips, will affordable smartphones and PCs soon become a thing of the past?