Q2 flexible OLED panel shipment is expected to decline by 35% in 2021

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As we all know, the sales of Apple’s iPhone have obvious seasonal changes. Driven by the new iPhone launched in the second half of the year, the sales of Apple’s iPhone are the highest in the fourth quarter of each year, then gradually decrease in the next two quarters, and begin to pick up in the third quarter. With the obvious seasonal changes in iPhone sales, the demand for parts will also have obvious seasonal changes, leading to the seasonal changes in the shipment of important parts.

According to the report of the Research Institute, affected by the seasonal changes of Apple orders, the global shipment of flexible OLED panels in the second quarter fell 35% month on month to 57 million pieces.

Among Apple’s product lines, the iPhone is currently the largest buyer of OLED screens. In the second half of last year, Apple launched the iPhone 12 series of smart phones, all of which use OLED screens. The research institute expects that the sales volume in the fourth quarter of last year will be close to 80 million units, and the first quarter of this year will also ship 40.4 million units. There is a strong demand for OLED screens, but the demand also has a significant decline.

Although the global shipment of flexible OLED panels in the second quarter is expected to decline by 35% on a month on month basis, it will still increase significantly year on year, and the research institute is expected to increase by 54.1% on a year-on-year basis.

More reading from techweb: BOE’s shipment of flexible OLED panels in the first half of 2020 will be 16 million pieces, with a significant year-on-year increase. UBI research: in the first half of 2020, the global total shipment of OLEDs will be 231 million units. Iipt: in June 2019, Japan will import South Korea’s OLED panels, with a year-on-year increase of 129% $9.8 billion DSCC: BOE’s share of OLED panels for smart phones is expected to rise to 12% UBI research: 52.5% of OLED display panels for smart phones will be purchased in China in 2020 omdia: Apple’s purchase of 169 million OLED panels in 2021 is expected to become the world’s largest buyer IHS Markit: the global shipment of OLED panels will reach 43.7 million in November 2019 Panasonic: OLED panels are expected to be purchased in 2020 Trendforce: in 2018, the global LCD TV brand will reach 218 million units, and the OLED material market will grow steadily, WOLED has a bright future PIDA: it is estimated that the OLED screen market will increase to US $61.4 billion in 2020 DIGITIMES: the proportion of Samsung’s OLED panel output will increase to 33% in 2014 omdia: it is estimated that Samsung’s OLED panel shipment of display smart phones will reach 460 million in 2021

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