
Samsung, Apple build momentum! Mobile OLED panel surpasses LCD after 3 years
Samsung, Apple build momentum! Mobile OLED panel surpasses LCD after 3 years
After the release of Apple iPhone X, it has helped fuel the OLED panel application in smartphones. With the release of foldable mobile phones, it has added firewood to OLED panel shipments. The industry estimates that the market share of OLED mobile phone panels may exceed LCD panels in three years, and production capacity will be tight in the past two years.
iPhone X fuels OLED panels in smartphone applications
Panels are closely related to the consumer electronics market. With the vigorous promotion of Korean industry, OLED panels have steadily increased their market share in TVs and smartphones. The recently released iPhone X will push up OLED panels in the small size field. The big hero.
In addition to the possibility that Apple may increase its use of OLED panels, Samsung Electronics, which first adopted OLED panels on mobile phones, may launch the first foldable mobile phone in 2018, which also uses flexible OLED panels. In addition, Apple is also planning a foldable mobile phone product. In order to avoid the monopoly of Samsung Display, it is possible to choose LG Display as the main OLED screen partner. It is expected to be launched in 2019 and slow in 2020 Folding mobile phone products.
Apple may choose OLED panels for mobile phones produced by LG Display in the future
OLED smart phone panels are growing rapidly. According to foreign media estimates, shipments in 2019 will reach 1.37 billion units, and shipments of OLED mobile phone panels will surpass LCD panels in 2020, and even reach a complete replacement in 2027. In fact, in addition to the OLED panel to seize the ground in mobile applications, smart watches and tablets are the main applications after mobile phones; while OLED TVs are currently small, with the addition of Panasonic, Sony and other brands Coupled with the weak sales of quantum dot LCD TVs, OLED TVs have won a lot of sales in the high-end TV sales in 2017. The industry estimates that OLED TV shipments in 2017 will reach about 1.5 million units, and it is expected to climb to 2.4 million units in 2018.
Due to the continuous growth of OLED's multi-party applications, foreign media predict that overall OLED revenue will grow 57% in 2017 to reach a scale of US $ 23.2 billion, and the growth momentum in 2018 is still rapid, with an expected increase of 50% to approximately 34.9 billion. The size of the dollar. The double-digit growth trend is expected to continue until 2021, and the market size in 2022 is estimated to reach 62.8 billion US dollars.
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