UPDATED. 2024-03-28 05:14 (목)
Smartphone OLED prices to drop from oversupply: UBI Research
Smartphone OLED prices to drop from oversupply: UBI Research
  • Dongwon Kim
  • 승인 2020.12.07 18:33
  • 댓글 0
이 기사를 공유합니다

From COVID-19 and Huawei sanctions
UBI Research CEO Choong Hoon Yi
UBI Research CEO Choong Hoon Yi

Prices of OLED panels for smartphones will drop from extreme oversupply caused by the COVID-19 pandemic and sanctions against Huawei, according to UBI Research.

The global smartphone market slowed in the first half of 2020 due to the COVID-19 pandemic, which led to demand for OLED to fall. In the third quarter, 113 million smartphone OLED panel were shipped, down 17.9% from a year ago. The fourth quarter is expected to be similar, UBI Research CEO Choong Hoon Yi said.

However, Apple’s expanded of OLED is a positive factory, Yi said. This year, around 50% of iPhones will use OLED, but this is expected to increase to 75% in 2021 and 100% in 2022.

Due to COVID-19, UBI Research earlier estimated that 180 million iPhones will be produced this year but this has been increased to 220 million units. Apple completely overcame the pandemic, Yi said.

But Huawei’s declining smartphone business is expected to negatively affect the global smartphone OLED panel market. Huawei accounted for 53.4% of China’s smartphone OLED panel market in the second quarter __ meanwhile, Oppo, Vivo and Xiaomi each accounted for 18.6%, 14.8% and 8.3%. Huawei’s OLED use surpasses that of the combined number of its three compatriots.

Huawei sold 51.83 million smartphones in the third quarter, according to Gartner, down 21.3% from a year ago. People familiar with the matter earlier told TheElec that the Chinese tech giant is expected ship only 50 million smartphones in total in 2021.

BOE is also attempting to enter the iPhone OLED supply chain. It failed to pass Apple’s review this year but will reattempt next year. If it succeeds, this may put pressure on Samsung Display and LG Display to cut OLED panel prices.
 


댓글삭제
삭제한 댓글은 다시 복구할 수 없습니다.
그래도 삭제하시겠습니까?
댓글 0
댓글쓰기
계정을 선택하시면 로그인·계정인증을 통해
댓글을 남기실 수 있습니다.

  • 515, Nonhyeon-ro, Gangnam-gu, Seoul, Republic of Korea 4F, Ahsung Bldg.
  • 대표전화 : 82-2-2658-4707
  • 팩스 : 82-2-2659-4707
  • 청소년보호책임자 : Stan LEE
  • 법인명 : The Elec Inc.
  • 제호 : THE ELEC, Korea Electronics Industry Media
  • 등록번호 : 서울, 아05435
  • 등록일 : 2018-10-15
  • 발행일 : 2018-10-15
  • 발행인 : JY HAN
  • 편집인 : JY HAN
  • THE ELEC, Korea Electronics Industry Media Prohibiting unauthorized duplication,publishing,modification and distribution the material on this Site for any purpose.
  • Copyright © 2024 THE ELEC, Korea Electronics Industry Media. All rights reserved. mail to powerusr@thelec.kr
ND소프트