DSCC says that OLED shipments in the second quarter of 2021 rose 36% over last year (but decreased 10% compared to Q1 2021). New smartphone launches by Samsung, Apple and Google will drive the growth at the second half of 2021.

Smartphone AMOLED shipments, 2018-2022F (DSCC)

Samsung Display is still the leading smartphone OLED producer, with a market share of 73.5% in Q2 2021. BOE was at second place with a 6.7% share.

DSCC sees over 600 million smartphone OLED displays produced in 2021 (up from about 500 in 2020, or a growth of over 25%). In 2022 the growth will continue and over 750 million smartphone OLED displays will ship.

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