Display Supply Chain Consultants (DSCC) released some very interesting information regarding the mobile OLED market from its recent OLED market report by Yoshio Tamura and Ross Young. DSCC expects mobile AMOLED demand to grow from almost 400 million panels in 2016 to almost 1.2 billion in 2021.
Samsung Electronics, who's already using AMOLED displays in almost 80% of its smartphones will not increase its AMOLED orders by a lot, but shipments will grow dramatically to other players led by Apple, Huawei and Oppo.
Looking at the producers, side, Samsung Display (SDC) had a market share of 97% in 2016, and will slowly fall to 63% by 2021. Interestingly DSCC does not see any other major AMOLED producer even by 2021 - the second largest one will by LG Display with a market share of 10% followed by BOE (9%) and Tianma (5%). All other OLED producers, including ones that already mass produce panels (Visionox, Truly, EDO, AUO) will remain with a market share under 3%.
As DSCC estimates the total market will reach 1.2 billion units in 2021, 3% means about 36 million panels annually. This is a relatively small amount and it's an interesting projection.