The following is the It is estimated that Apple will purchase 169 million OLED panels in 2021 and become the largest buyer in the world From Omdia recommended by recordtrend.com. And this article belongs to the classification: iPhone, Intelligent mobile phone.
Apple is becoming the largest smartphone OLED panel buyer, with 169 million tablets purchased in 2021, followed by Samsung Electronics, which purchased 157 million tablets for Galaxy models, and Xiaomi purchased 67 million tablets in 2021. Among all brands and OEM manufacturers, Apple’s OLED panel adoption rate is the highest, reaching 78%.
In 2020, the shipment of smart phone OLED panel will decline, and the smart phone OLED market will be full of challenges in 2020. COVID-19 has affected the demand for mobile phone display in the first half of 2020. Many smart phone brands and OEM manufacturers have encountered difficulties in selling their OLED phones. The smartphone display market has rebounded since the second half of 2020, but many brands and OEM manufacturers have been reducing their business plans for 2020.
According to omdia’s smartphone market tracking – 4q20 analysis, the shipment of OLED panels for smartphones in 2020 will be 456.6 million pieces, down 3% from 471 million pieces in 2019.
There are several reasons for the decrease of shipment volume
Huawei’s shipments have fallen due to a shortage of chips.
Samsung Galaxy’s OLED panel adoption has declined due to competition with Chinese brands and apple.
China’s OLED panel manufacturers can not achieve the original positive shipping target. Originally, China’s OLED panel manufacturers, such as BOE, TCL Huaxing optoelectronics, Hehui optoelectronics, Tianma, vicino and Rouyu, were aiming to ship 100 million smart phone OLED panels by 2020, but the result was 80 million.
COVID-19 has affected the mobile phone market demand, especially when the blockade and quarantine were implemented in the first half of 2020.
In 2020, the total shipment of smart phones will drop from 1386.5 million in 2019 to 1294.7 million, a decrease of 7%.
Despite the decline in smartphone OLED panel shipments in 2020, based on the latest developments in 2021, omdia observed three important trends:
Smartphone and smartphone OLED panel shipments will rebound strongly in 2021.
Several leading mobile phone brands are expanding the adoption rate of OLED panels, especially apple and oppo, while the adoption rate of some brands, such as Samsung, is declining.
With the iPhone In 2021, Apple will surpass Samsung as the largest purchaser of OLED panels for smart phones.
Apple will purchase 169 million OLED panels for iPhone in 2021
Omdia predicts that in 2021, the shipment of OLED panels for smart phones will reach 584.5 million pieces, an increase of 28% compared with the same period in 2020. There are several reasons for the pick-up of shipment volume
The smartphone market recovers, and the year-on-year growth in 2021 will be 6%, reaching 1.371.6 billion units
Smart phone brands and OEM manufacturers are increasingly using OLED panels in their new models
Growth of high end folding screen smartphones
Cost reduction and expansion of OLED panel manufacturers in China
Samsung displays promotes rigid OLED panel to compete with LTPS TFT LCD panel market, and Chinese mobile phone brand manufacturers widely use rigid OLED panel as an alternative to LTPS
The new ltpo backplane prevails in some high-end, low-power market segments and replaces the LTPS backplane
However, the shortage of OLED driver IC supply is the biggest challenge for OLED panel shipment growth in 2021.
Among these initiatives, Apple’s iPhone plays an important role in the growth of smart phone OLED panels.
Table 1 shows the OLED panel adoption rates of smartphone brands and OEM manufacturers.
Table 1: adoption rate of OLED panels by smartphone brands and OEM manufacturers (unit: million)
Apple purchased 114.5 million OLED panels for its iPhone in 2020 and will increase them to 169 million in 2021. Of 169 million, Samsung is expected to supply 110 million. Lejin will supply 50 million pieces, BOE will supply 9 million pieces.
Samsung Galaxy is the smartphone model with the most OLED panels among smartphone brands and OEM manufacturers, but its purchase volume in 2020 is only 152.3 million pieces; It will be slightly expanded to 157 million pieces in 2021. Samsung Galaxy is still the best smartphone model; But there is fierce competition with Chinese brands in the midrange and entry-level areas, and with Apple’s iPhone in the high-end areas.
Apple is becoming the largest smartphone OLED panel buyer, with 169 million tablets in 2021, followed by Samsung, which will purchase 157 million tablets for its Galaxy models, and Xiaomi will purchase 67 million tablets in 2021.
Samsung display has been supplying OLED panels for Samsung Galaxy; But now, Samsung display is also focused on meeting the needs of iPhone and Chinese OEM manufacturers, such as oppo, vivo and Xiaomi. Samsung display is also selling the latest ltpo backplane model and OLED panel with COE (color filter on encapsulation) to Chinese mobile phone brand manufacturers.
Omdia predicts that the adoption rate of oppo’s smartphone OLED panels will increase by 56% year on year in 2021. Xiaomi’s adoption rate of smart phone OLED panel in 2021 will increase by 212% year on year. Samsung display and many Chinese OLED panel manufacturers will supply them with OLED panels.
In 2020, Samsung will purchase OLED panels from Samsung display for its Galaxy models only; But that will change in 2021, when BOE will become one of Samsung’s OLED panel suppliers, especially for its new Galaxy M series. Apple has also named BOE as its iPhone’s third supplier of flexible OLED panels. Xiaomi purchased OLED panels from a number of manufacturers – mainly Samsung display, followed by Tianma, vicino and TCL Huaxing optoelectronics – while vivo only purchased OLED panels from Samsung display. Oppo also mainly purchases OLED panels from Samsung display, but there are many other channels, such as BOE, TCL Huaxing optoelectronics and Tianma.
Penetration rate of OLED panel of iPhone will reach 78% in 2021
With the growth of smart phone OLED panel shipment, the penetration rate of OLED panel of smart phone brands and OEM is also growing. That is to calculate the OLED panel quantity of a smart phone brand or OEM according to the total shipment of smart phone OEM and brand, that is, the OLED panel adoption rate of each smart phone brand and OEM.
Table 2 shows the total smartphone shipment plans of various smartphone brands and OEM manufacturers in 2021.
Table 2: global shipment plans of smartphone brands and OEMs (in millions)
Samsung is the world’s largest OEM manufacturer of smart phones: it will lead with 256.3 million units in 2020, and it is predicted that it will continue to lead with 283 million units in 2021.
Apple’s iPhone shipments will grow from 204.7 million in 2018 to 217.7 million.
Huawei was split into Huawei and new glory in 2021. But the two add up to only 99 million units, which can’t go back to Huawei’s previous level of more than 200 million units per year. This is because of the shortage of chips; Other Chinese smart phone brands and OEM manufacturers, such as Xiaomi, oppo and vivo, are taking the opportunity to increase their market share.
Omdia expects oppo to grow from 104.9 million in 2020 to 141.7 million in 2021, while vivo expects to grow from 107.9 million in 2020 to 142.9 million in 2021. Xiaomi’s goal in 2021 is to ship 196.1 million units to become the top three smartphone brands in the world.
With the growth of these brands, the penetration and adoption rate of smart phone OLED panels will also increase.
Figure 1 shows the adoption rate of OLED panels of smart phone OEM manufacturers and brands.
Figure 1: adoption rate of OLED panels by smartphone OEM manufacturers and brands
Omdia expects the total adoption rate of OLED panels by smartphone OEMs and brands to increase from 35% in 2020 to 43% in 2021. This shows that OLED panel will become the mainstream of smart phone display.
Among all brands and OEM manufacturers, Apple’s OLED panel adoption rate is the highest, reaching 78%. The adoption rate of OLED panel for its iPhone will increase from 56% in 2020 to 78% in 2021. In the past three years, the adoption rate of OLED panel of Apple iPhone has been growing rapidly. Although Apple’s iPhone 12 models launched in 2020 all use OLED panels, its older iPhones, such as iPhone se, iPhone 8, iPhone X and iPhone 11, will continue to use LCD panels. For the upcoming iPhone 13, Apple will only use flexible OLEDs. At present, the LCD panel suppliers of Apple’s old iPhone are JDI and sharp.
It is estimated that the OLED panel adoption rate of Huawei and new horn will reach 31-33% in 2021.
Samsung continues to equip more than half of its Galaxy smartphones with OLED panels. In order to reduce panel costs, Samsung also welcomed BOE and TCL Huaxing optoelectronics as its new suppliers. In 2020, BOE and TCL Huaxing optoelectronics will ship flexible OLED panels to Samsung for its Galaxy models, but they will stop due to the small number. From 2021, BOE and TCL Huaxing optoelectronics are expected to ship to Samsung again.
Oppo, vivo and Xiaomi are seizing the opportunity to expand smartphone business and OLED panel adoption. In 2021, the OLED panel adoption rates of oppo, vivo and Xiaomi will be 44%, 36% and 34% respectively. A large part of the OLED panels are made of rigid substrates, which are produced by Samsung display.
In 2021, omdia expects OLED panel manufacturers to ship 585 million OLED panels to smartphone brands and OEM manufacturers. Of the 585 million chips, 335.5 million are flexible OLED panels, an increase of 30% compared with 257 million in 2020; 249 million pieces are rigid OLED panels, an increase of 20% compared with 200 million pieces in 2020.
More reading: omdia: Samsung’s display smartphone OLED panel shipment is expected to reach 460 million pieces in 2021. Iipt: Japan’s OLED panel imports from South Korea in June 2019 increased by 129% year on year. DSCC: Apple’s OLED panel expenditure is expected to reach US $9.8 billion in 2020. DSCC: BOE’s smartphone OLED panel share is expected to rise to 12% in 2020. BOE’s flexible OLED panel shipment in the first half of 2020 will reach 16 million pieces year on year UBI research: China’s purchasing share of OLED display panels for smart phones will reach 52.5% in 2020 UBI research: OLED panel revenue is expected to reach US $32.2 billion in 2019, with a year-on-year growth of 13.8% omdia: Apple’s iPhone panel shipment is expected to reach 207 million in 2020, with a year-on-year growth of 11% stone partners: Apple’s iPhone is expected to account for 50% of flexible OLED phones in 2021 It is estimated that the sales of Apple’s iPhone in Q3 in 2014 will reach 35 million units electronic times: the shipment of Apple’s iPhone X in Q4 in 2017 is expected to reach 35 million units Gartner: the global sales of smart phones in Q3 in 2017 will reach 383 million units, a year-on-year increase of 3% Forbes: iPhone x is difficult to solve China’s problems, glory will never return in China 55% of old iPhone sales
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