Samsung Display Triples Q2 OLED Shipments as Global Market Shrinks 4.6%
Updated
Updated · en.sedaily.com · Aug 19
Samsung Display Triples Q2 OLED Shipments as Global Market Shrinks 4.6%
2 articles · Updated · en.sedaily.com · Aug 19
Summary
230 million small OLED panels shipped globally in the second quarter, down 4.6% year on year and 0.2% from the prior quarter, extending the market’s decline to a third straight quarter.
UBI Research linked the slump to rising memory chip costs, which hurt smartphone sales and prompted handset makers to cut production and OLED panel purchases during a seasonally weak launch period.
Samsung Display bucked that trend by more than tripling shipments from the first quarter, driven by concentrated supply of foldable panels for Samsung Electronics' Galaxy Z8 series launched last month.
That surge lifted Samsung Display to 40% of shipments and nearly 50% of small OLED revenue, even as total market revenue fell to $8.9 billion.
LG Display and Chinese suppliers including BOE and TCL CSOT posted lower shipments, though UBI expects supplier gaps to widen further with premium phone and foldable launches, including Apple’s iPhone 18 Pro next month.