IT House reported on July 14 that according to ETNews, Korean industry insiders said that Samsung Display (Samsung Display, SDC) plans to supply approximately 145 million OLED panels for Samsung Galaxy S22, Apple iPhone14 series and other mobile phones in the third quarter of 2022. , a decrease of 49 million compared with the same period in 2021, a decrease of approximately 25%.
Industry insiders believe that due to the sluggish smartphone market, it currently seems difficult for Samsung to achieve the originally set goals.
Judging from previous information, Samsung Display will supply display panels for Apple iPhone 14, 14 Max, and 14 Pro Max, LG Display will supply three models besides iPhone 14 Pro, BOE may have lost new phone orders.
IT House reported that last month, Korean media claimed that Samsung Display will complete OLED orders for Apple later this year and ship approximately 80 million iPhone 14 series OLED panels, including iPhone 14 and iPhone 14 Max. About 38 million yuan.
In addition to the Apple iPhone 14 series, some other mobile phone manufacturers are also major customers of Samsung Display. Whether it is Samsung Electronics or domestic manufacturers, they will launch a series of new phones in the second half of this year.
Industry insiders said, "Samsung Display expects to ship 200 million small and medium-sized OLEDs in the third quarter, but smartphone OLED shipments are slowing down."
Samsung Display plans to increase its Asan in Chungcheongnam-do The utilization rate of the factory supplies small and medium-sized OLED panels for Apple’s iPhone 14.
It is reported that the A2 and A3 lines of the Chungnam Factory will increase the operating rate by more than 90% starting from this month. The A2 and A3 lines produce small and medium-sized OLEDs for smartphones.
Samsung Display reportedly captured 64.5% of the small and medium-sized OLED display market in the first quarter, according to market research firm Omdia.
