UBI: rigid OLED smartphone shipments dropped by 40% in Q2 2020

UBI Research estimates that OLED smartphone display shipments reached 87 million units in Q2 2020 (down 23.1% compared to Q2 2019, and down 17% compared to Q1 2020).

The drop in rigid OLED smartphone display shipments was 40.3% from Q2 2019 to Q2 2020 - due to a drop in mid-tier smartphone production in China. Flexible OLED shipments actually rose 38% from last year as you can see in the chart below.

Interestingly UBI also estimates that OLED producers in China are offering panels at 60% of the price that Samsung Display is offering, assisted by large government subsidies in China.