Ihs markit reports that third-quarter oled shipments were 144 million tablets and ltps lcd shipments 144 million tablets. The shipments of rigid oled panels have increased significantly, especially in low-priced smartphones made by oem in china.
In 2017, oem manufacturers had 11 models of oled phones, up to 30 in 2018 and 46 in 2019.
Flexible oled sales also increased in the third quarter with the launch of many new flagship products, including apple's iphone 11 pro,11 promax,Huawei mate 30 pro and samsung's galaxy note 10. Ihs markit says the adoption of oled panels by smartphone manufacturers is increasing, leading to an extension of fingerprints under the smartphone screen. Fod is divided into optics and ultrasound.
The lcd panel has a backlight unit for blocking light and ultrasound, making it difficult to use both methods. The oled panel has no backlight and is thin, making the sensor easy to identify fingerprints.
At the end of this year, beijing and eastern announced the mass production of low-cost lcd panels with built-in optical fod, but has not yet entered the production stage.
The panel manufacturer is increasing capacity to accommodate growing demand, with Samsung showing that most of the demand is being absorbed. According to the ihs markit, chinese companies such as the beijing-east, vireno and tianma have focused on the production of rigid, but because of the low yield, it is difficult to supply a lot because of its still in the start-up phase.
In the flexible, beijing-east and lg display have also begun to supply panels to huawei, lg and google, but shipments are still small. Samddisplay does not have panel quality or number issues. Samsung has shown a dominant position in the small and medium-sized oled panel market.
Samsung showed a third-quarter sales of 9.26 trillion won and operating profit of $17 trillion won. According to ihs markes, Samsung has seen a sharp rise in shipped shipments in August and more than 50 million tablets in September.