Re treasure Q3 beyond Samsung SDI, ranking the world's first tier OLED shipments and shipments

According to the display market research firm DisplaySearch statistics, 07 years Q3 OLED panel shipment amount and as expected, only $78 million 300 thousand, minus 31%, minus 38% years season, when a quarter of global OLED panel shipments of 15 million 500 thousand, quarter by 22%, the annual reduction of 32%, the estimated Q4 OLED market sales will rebound this year, with estimated total OLED panel the amount of annual growth of 11%, total shipments shipments increased 7% year; the manufacturers sales ranking, the Samsung SDI Q3 AMOLED (active matrix organic light emitting diode) panel capacity only barely reached 100K, and the original size of monthly production target 350K far, the whole shipment is not as expected, resulting in RiTdisplay Q3 OLED Taiwan panel shipments and shipments market share ranking jumped to first in the world.

DisplaySearch pointed out that Q3 OLED Samsung SDI output by sales in addition to lower than expected impact, the overall size of the market has also been reduced by PMOLED (LG electronic passive organic light emitting diode) production and operation effect of switching to AMOLED products, LG electronic Q3 shipments and shipments were only 310 thousand and 3 million 100 thousand dollars. It is worth mentioning that the Japanese Sony has been expected in December this year officially launched the new product model for AMOLED TV XEL-1. As for the current AMOLED mobile phone main panel in the main application size is 2.8 inches.

The factory Q3 OLED sales ranking, RiTdisplay quarter shipments and shipments amounted to 6 million 400 thousand and $31 million, accounting for the proportion of global shipments were 41.3% and 39.6%, including shipments and shipments have hit the record high, but also promoted to the world's first OLED manufacturers, Pioneer Q3 shipments ranked second, shipments ranked third (21.6% market share); Samsung SDI Q3 shipments ranked third, shipments ranked second (26.7% market share), is currently the industry's only production at the same time PMOLED and AMOLED manufacturers, other manufacturers are single digit market share, 98.5% of the total amount of shipping companies OLED the amount shipped before five.

According to Samsung SDI, has good expansion for Q4 also expects AMOLED shipments will more than 2 million tablets; DisplaySearch is also expected, RiTdisplay in Q4 is still expected to continue its good production efficiency, the estimated quarter shipments will more than 7 million, a new record again to create a single vendor shipments. In addition, Taiwan factory Qijing photoelectrical (CMEL) from Q3 AMOLED to start mass production, when a quarter of the size of shipments although only 16 thousand, but is expected to Q4 should be able to show multiple growth, at the same time as the odd crystal orders in December exceeded the existing scale of production capacity, the company will invest 1 billion yuan by second OLED production lines.

DisplaySearch senior research vice president Barry Young pointed out that the global OLED industry from now on must rely on AMOLED to stimulate demand, such as TPO and LPL were expected to continue production of AMOLED products, including Sony and other odd crystal photoelectric also will go into mass production, these are very positive stimulus, and the current of Q4 OLED the market is still optimistic, expected Q4 overall shipments will rebound sharply.

Source: Lean news