DSCC says that foldable smartphone shipments will rise sharply starting in August 2021 - and total foldable OLED smartphone shipments in Q4 2021 will be higher than the whole period from Q1 2020 to Q2 2021 - combined.

Foldable OLED shipments (Q1 2020 to Q4 2021 estimate, DSCC)

There are several reasons for this high increase in projected shipments. First of all, Samsung is expected to release several new foldable smartphones in Q3 2021 - three models in fact, including an "aggressively priced" clamshell foldable.

DSCC's second reason is that in the second half of 2021 Samsung Display is expected to start offering UTG displays to other companies beyond Samsung Electronics, which will lead to new products from these brands. DSCC sees at least 12 new foldable and rollable smartphones in the market in Q4 2021. Total shipments will reach over 3 million units. Total shipments in 2021 will reach 5.1 million, up 128% from 2020.

Foldable OLED panel production and shipments (2019-2021 estimate, DSCC)

Samsung will continue to dominate the foldable/rollable smartphone market, with a 81% market share. Samsung Display is expected to be even more dominant at the foldable/rollable panel market, with a 87% market share.

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