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Samsung Display’s 1Q 2018 shipment declined, but it is expected to recover in 2Q.

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According to UBI Research’s first quarter display market track, Samsung Display’s OLED shipments for smart phones dropped to 88 million units, down 26.0% from the previous quarter, and 4.7% year-on-year decrease.

On the other hand, the sales revenue was US$ 5.37 billion, down 32.4% from the previous quarter and 30.4% year-on- year increase.

<Samsung Display’s sales performance of OLED for Smartphone, 1Q, 2018>

For rigid OLED, the utilization rate of rigid OLED mass production lines dropped in 1Q due to the keeping adoption of LCD in Samsung Electronics’ entry-level model and the decline in demand from Chinese set makers. For flexible OLED, its capacity utilization rate also declined due to falling demand from Apple and sluggish sales of Galaxy S series .

UBI Research mentioned, “In the first quarter of 2018, the sales were sluggish due to falling demand of set makers; however, the full-screen rigid OLED demand began to increase in April, and accordingly the utilization rate of rigid OLED production lines began to rise gradually. From June, the utilization rate is expected to recover to the previous year level. Also, the flexible OLED mass production lines will be likely to be in full operation since Samsung Electronics will start mass production of the next model and Apple will start mass production of new models.”

The overall OLED market was totaled as US $ 6.12 billion in the first quarter of 2018, of which the OLED market for smart phones was 91.1% and the market of OLED for TV was 5.7%.

The OLED market for smartphones is projected to reach 4.4 billion units in 2018, and Samsung Display is expected to hold a market share of 93.4%.

<2018 OLED market forecast>

Samsung Display’s 1Q 2018 shipment declined, but it is expected to recover in 2Q.

/0 코멘트/카테고리: /작성자:

According to UBI Research’s first quarter display market track, Samsung Display’s OLED shipments for smart phones dropped to 88 million units, down 26.0% from the previous quarter, and 4.7% year-on-year decrease.

On the other hand, the sales revenue was US$ 5.37 billion, down 32.4% from the previous quarter and 30.4% year-on- year increase.

<Samsung Display’s sales performance of OLED for Smartphone, 1Q, 2018>

For rigid OLED, the utilization rate of rigid OLED mass production lines dropped in 1Q due to the keeping adoption of LCD in Samsung Electronics’ entry-level model and the decline in demand from Chinese set makers. For flexible OLED, its capacity utilization rate also declined due to falling demand from Apple and sluggish sales of Galaxy S series .

UBI Research mentioned, “In the first quarter of 2018, the sales were sluggish due to falling demand of set makers; however, the full-screen rigid OLED demand began to increase in April, and accordingly the utilization rate of rigid OLED production lines began to rise gradually. From June, the utilization rate is expected to recover to the previous year level. Also, the flexible OLED mass production lines will be likely to be in full operation since Samsung Electronics will start mass production of the next model and Apple will start mass production of new models.”

The overall OLED market was totaled as US $ 6.12 billion in the first quarter of 2018, of which the OLED market for smart phones was 91.1% and the market of OLED for TV was 5.7%.

The OLED market for smartphones is projected to reach 4.4 billion units in 2018, and Samsung Display is expected to hold a market share of 93.4%.

<2018 OLED market forecast>

삼성디스플레이 1사분기 출하실적 하락, 2사분기 회복 전망

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유비리서치의 1사분기 디스플레이 마켓트랙에 따르면 삼성디스플레이의 스마트폰용 OLED 출하량은 전분기 대비 26.0%, 전년대비 4.7% 감소한 8,800만개로 집계되었다.

반면 매출액은 전분기 대비 32.4% 감소, 전년대비 30.4% 증가한 53.7억 달러로 집계되었다.

<1사분기 삼성디스플레이 스마트폰용 OLED 실적>

Rigid OLED는 삼성전자의 보급형에 LCD 채택 유지와 중국 set업체의 수요감소로 rigid OLED 양산라인 가동률이 1사분기에 하락하였으며, flexible OLED도 Apple의 수요감소와 Galaxy S series의 실적 부진으로 가동률이 감소하였다.

유비리서치에 따르면 “1사분기는 set 업체들의 수요 감소로 실적이 저조하였지만, 4월부터 full screen rigid OLED 수요 증가로 rigid OLED 양산라인 가동률이 점차 상승하기 시작하였다. 6월부터는 전년수준으로 가동률이 회복될 것으로 예상된다. 또한 flexible OLED 양산라인에서도 삼성전자의 차기모델 조기 양산과 Apple의 신모델 양산이 시작되어 다시 풀가동을 할 수 있을 것으로 기대된다.” 라고 밝혔다.

OLED 전체 시장은 2018년 1사분기 61.2억 달러로 집계되었으며, 이중 스마트폰용 OLED 시장은 91.1% 대면적 OLED 시장은 5.7%로 집계되었다.

2018년 스마트폰용 OLED 시장 예상규모는 4.4억개로 전망되며 삼성디스플레이가 93.4%의 점유율을 차지할 것으로 전망된다.

<2018년도 업체별 스마트폰용 OLED 출하 점유율 전망>

2사분기 AMOLED 시장, 역대 최대

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유비산업리서치의 [Weekly OLED Industry Analysis Report]에 의하면 2사분기 AMOLED 패널 출하량과 매출이 역대 최대 규모인 것으로 나타났다. 2사분기 출하량은 56백만대로서 1사분기 대비 35% 증가하였고, 지난해 동 분기 대비 19% 성장을 달성하였다. 매출액은 28억달러로서 전 분기 대비 65% 성장이다.

지난 분기 AMOLED 시장이 성장한 것은 삼성디스플레이의 중국 세트 업체용 AMOLED 패널 공급량과 LG디스플레이의 스마트 워치용 flexible OLED 패널 생산량 증가에 따른 것이다.

2사분기 AMOLED 출하량