Omdia (IHS)

Omdia: Samsung to increase QD-OLED TV panel shipments in 2023, LGD to lose OLED TV market share

Omdia posted an interesting market analysis, saying that Samsung Display is looking to increase its OLED TV market share, and will push QD-OLED TV shipments strong in 2023. SDC will increase shipments by 141% in 2023, and will continue to increase production.

Samsung's production increase will be met by an increased number of suppliers - not just Samsung and Sony as in 2022, but other companies will start offering QD-OLED TVs (Philips, TCL and Sharp).

Read the full story Posted: Jan 06,2023

Omdia: the smartphone market is shrinking, but the LTPO-AMOLED display segment is growing fast

Market research firm Omdia says that the global smartphone market is shrinking, and is set to fall 18% in 2022 to 1.425 billion units. LTPS AMOLED display shipments will decline 19% compared to 2021 to 44 million units (LCDs will decline even faster at 26%).

Omdia smartphone display market by tech (2021-2023E)

The only segmented that Omdia says is growing is the LTPO AMOLED one, with a fast growth of 94% in 2022 (to 148 million units), and will continue to grow in 2023 (25%).

Read the full story Posted: Nov 18,2022

Omdia: Chinese OLED makers increase their market share to over 20%

Omdia says that the market share of Korea's OLED producers, SDC and LGD is eroding, as Chinese OLED makers increase their OLED shipments. A main driver is Apple's increased iPhone AMOLED orders from BOE.

Mobile AMOLED market share by producers (2019-2022Q2, Omdia)

Omdia says that BOE's market share has increased from 5.6% in 2019 to almost 12% in 2022 (first quarter). The market share of all AMOLED makers in China is now above 20%, from from less than 10% in 2019.

Read the full story Posted: Jul 11,2022

Omdia sees almost 6 million OLED automotive panels shipped in 2028

Market research firm Omdia sees higher demand for OLED solutions for the automotive sector. Omdia says shipments of OLED panels will grow from around 500,000 units in 2022 to almost 6 million units by 2028.

Automotive OLED shipments by applications (Omdia, 2021-2028)

Currently most automotive makers that use OLEDs adopt flexible panels, but Omdia actually sees the adoption of rigid glass-based OLEDs (single stack) growing faster than that of flexible OLEDs (tandem stack), and by 2027 the share of rigid automotive OLEDs will be higher than that of flexible ones. This is an interesting forecast.

Read the full story Posted: Jul 11,2022

Omdia: LGE OLED TV shipments grew over 100% in 2021 to over 4 million units

Market research firm Omdia says that LG Electronics shipped over 4 million OLED TVs in 2021, more than double its shipments in 2020. In the fourth quarter alone, LGE shipped 1.41 million OLED TVs.

Omdia expects LG to double its shipments again in 2022 and reach sales of over 8 million TVs. The total OLED TV market, according to Omdia, was 6.5 million OLED TVs in 2021 (LGE holds a 62% market share).

Read the full story Posted: Feb 22,2022

Omdia: the OLED market grew by 52% in 2021 by area, reached 14.2 million square meters

Omdia says that demand for AMOLED displays increased 52% from 2020, to reach 14.2 million square meters. The main drivers of this growth were higher OLED TV and smartphones sales.

Demand for AMOLED displays, 2019-2028 Omdia

Omdia expects the OLED market to continue its strong growth, even though growth will be slower in the future. The demand for AMOLED display area will grow by CAGR of 11.6% from 2021 to 2028, to reach 30.7 million square meters.

Read the full story Posted: Feb 03,2022

Omdia: in five years OLED penetration into the laptop display market could exceed 10%

Market research firm Omdia estimates that 5.58 million OLED laptop displays shipped in 2021, up 389% from 2020. The leading producer is Samsung Display with a 84% market share, followed by LG Display (10%) and BOE (5%).

Omdia estimates that in five years, OLED penetration into the laptop display market could exceed 10%. The total laptop display market in 2021 amounted to 280.85 million panels.

Read the full story Posted: Jan 14,2022

Omdia: LG Electronics OLED TV shipments grew 80% in Q3 2020

Omdia says that in Q3 2021 LG Electronics have passed the 10 million OLED TV shipments, since it started shipping OLED TVs in 2013. It took LGE seven years to sell its first 5 million TVs, and only 2 more years to sell the next 5 million.

In Q3 2021 LGE sold (according to Omdia) almost 900,000 OLED TVs, a 80% growth over Q3 2020. The total OLED TV market grew to 1.53 million in Q3, and Omdia expects it to pass the 2 million units market in Q4. LGE holds a 60% market share of the OLED TV market.

Read the full story Posted: Nov 21,2021

Omdia: laptop OLED shipments to grow from 150,000 units in 2019 to 2.57 million in 2021

Market research firm Omdia experts OLED for laptop shipments to grow rapidly - from 150,000 units in 2019 to 1.48 million units in 2021 and 2.57 million in 2022. The new Windows 11 which was just announced by Microsoft is expected to accelerate adoption of OLED panels in laptop devices.

Omdia estimates that the entire global OLED market will grow to 258.4 million units in 2021 - a 51% increase over 2019. The pandemic has increased demand for IT devices.

Read the full story Posted: Jul 05,2021