Samsung Display Drove 65% of H1 Flexible OLED Growth as Shipments Jumped 34.5%
Updated
Updated · 디일렉(THE ELEC 영문판) · Aug 20
Samsung Display Drove 65% of H1 Flexible OLED Growth as Shipments Jumped 34.5%
2 articles · Updated · 디일렉(THE ELEC 영문판) · Aug 20
Summary
Samsung Display supplied about 30.8 million of the 47.2 million-unit increase in global smartphone flexible OLED shipments in the first half, shipping 120 million panels.
Strong Apple iPhone sales and advance inventory buildup fueled that gain, while global flexible OLED shipments rose 15.6% to 350 million units.
Samsung Display held 34.3% of the flexible OLED market by shipments, ahead of BOE at 81.4 million units and 23.3%.
The shift toward flexible OLEDs also hit older technologies: rigid OLED shipments fell 33.3% to 68.6 million units as smartphone brands expanded flexible panels into mid-range models.
Sigmaintell expects flexible OLED demand to stay firm in the second half on Apple launches and replacement demand, with wider adoption later driven by foldables and lower costs.