UBI: the OLED for IT market is set to grow from 9.5 million units in 2022 to 48.8 million units in 2027

UBI Research estimates hat shipments of OLED panels for IT applications (tablets, monitors and laptops) will reach 48.8 million units by 2027, growing from around 9.5 million units in 2022 (a CAGR of 39%).

OLED IT displays shipment forecast (2022-2027, UBI Research)

In 2022-2024, the main application for OLED panels is in laptops, but this will change from 2025 and onwards as tablets will also become a dominant applications (as Apple will start adoping OLEDs in its high-end iPads).

Read the full story Posted: Nov 03,2022

UBI: sales of medium and large OLED displays will reach 26.3 million units in 2022

UBI Research estimates that sale revenues of medium and large OLED displays (UBI defines these from 10-inch and up) rose 22.9% in Q2 2022 compared to the previous quarter and 11.2% compared to last year - to reach $1.67 billion.

In term of sales, UBI estimates that total shipments in 2022 will reach 26.3 million units. Most of the growth in 2022 will come from laptop displays - where shipments almost doubled in the second quarter to 2.18 million units.

Read the full story Posted: Sep 05,2022

UBI: 724.8 million small-area OLED displays will ship in 2022

UBI Research estimates that in 2022, a total of 724.8 million small-area OLED panels will ship. By 2027, the market will grow to 937.8 million units.

In Q2 2022, UBI says small-area OLED revenue were $7.87 billion, a 16% decrease from the first quarter, and a 9.7% increase compared to last year. In terms of shipments, 130 million units were shipped in Q2, down from 150 million. UBI expects that rigid OLED market revenues will continue to shrink as OLED makers in China are reducing the price of their OLED panels.

Read the full story Posted: Sep 01,2022

UBI: OLED emitting material sales will reach $1.81 billion in 2022

UBI Research says that OLED emitting material sales amounted to $412 million in the second quarter of 2022, up 7.8% from last year. Sales decreased about 2.1% from Q1 2022.

OLED emitting material sales (2Q21-2Q22, UBI)

UBI says that the sales of OLED panels were seasonably low in the second quarter (compared to Q1), but this was somewhat offset due to favorable exchange rates, and supply of new materials with higher prices.

 

Read the full story Posted: Aug 30,2022

UBI: the OLED emitter material market up 9% to $420 million in Q1 2022

UBI Research says that the OLED emitter material market reached $421 million in Q1 2022, down 21.1% from the previous quarter, but up 9% compared to Q1 2021. UBI estimates that the OLED emitter material market will reach $1.77 billion in 2022, and will grow to $2.4 billion by 2026.

UDC RGB PHOLED materials photo

UBI says that sale of materials for TV and mobile devices decreased (compared to Q4 2021) while sales of materials for the production of IT (laptops, tablets and monitors) displays were up $6.6 million.

Read the full story Posted: Jun 14,2022

2022 OLED Korea Conference to take place on April 6, Busan Korea

2022 OLED KOREA CONFERENCE will be held at Shilla Stay in Busan from April 6-8. From smartphones business, Samsung Display is expanding into IT OLED business to products such as notebooks and tablet PCs. Samsung Display Vice President, Yongsuk Choi will kick off the conference with the theme, OLED Innovation for Post-Pandemic Era in his keynote.

OLED Korea 2022 - event banner

Hyeon Woo Lee, Senior Vice President of LG Display will deliver the keynote on the ever-evolving large OLED for TVs and OLED.EX. Commonly know for growth in smartphone-oriented mobile products, the OLED market achieved impressive growth in the TV and IT markets in 2021. Choong Hoon Yi of UBI Research will give an overview of OLED performance in 2021 and market forecasts by application products. He will discuss investment prospects and business direction of panel makers and detail China’s rapidly growing OLED investment and business analysis.

Read the full story Posted: Mar 10,2022

UBI: SDC's foldable OLED production capacity to increase to 18 million panels in 2022

UBI Research estimates that Samsung Display will increase its foldable OLED panel production from ~8 million units in 2021 to 18 million panels in 2022. This will enable Samsung Electronics to increase its foldable phone shipments from around 7 million in 2021 to over 14 million in 2022.

Foldable smartphone sales forecast (2021-2025, UBI Research)

As SDC's foldable panel capacity increases, the company will also have to increase is foldable OLED module production capacity, and the UTG glass processing capacity at Dowoo insys. subsidiary.

Read the full story Posted: Nov 01,2021

UBI: Samsung Display shipped 124.76 million smartphone OLED displays in Q3 2021

UBI Research estimates that Samsung Display shipped 124.76 million smartphone AMOLED panels in Q3 2021, an increase of 24.6% from the previous quarter, enjoying high demand from Apple for its iPhone 13 series.

SDC produced and shipped 62.63 million rigid panels (or about 50% of its total shipments), for low-end and mid-tier smartphones. Flexible OLED shipments were 58.2 million units (out of which 39.31 million went to Apple), and foldable OLEDs shipments reached 3.93 million units.

Read the full story Posted: Oct 15,2021

UBI: sales of 10-inch and larger OLEDs reached 10.29 million units in the first half of 2021

UBI Research estimates that sales of 10" and larger OLEDs (used in tablets, laptops, monitors - and also TVs) reached $2.95 billion in the first half of 2021, up from $1.22 billion a year before. Shipments reached 10.29 million units.

10-inch and larger OLED revenues, (2019H1-2021H1, UBI Research)

In the first half of 2021, 3.4 million OLED TV panels were shipped. The rest of the units (6.89 million) were of displays used in laptops and tablets, mostly.

Read the full story Posted: Sep 23,2021