English
Koreanフォルダブル型FPD市場がQ4’22に初の前年比マイナス成長～Samsungが出荷減少も依然優勢
冒頭部和訳
DSCCは今週、Quarterly Foldable/Rollable Display Shipment and Technology Report (一部実データ付きサンプルをお送りします) の最新版を発刊する予定である。
iPhone 14シリーズの発売と世界的な経済状況の悪化に圧倒された形のフォルダブル型スマートフォン市場では、Q4'22の出荷数が前期比48%減・前年比26%減の310万台となった。フォルダブル型スマートフォン市場の短い歴史の中で、前年比で減少した初の四半期となった。2022年通年では、フォルダブル型スマートフォン出荷数は62%増の1290万台となった。
Foldable Display Market Declines Y/Y for the First Time in Q4’22, Samsung Still Dominates Despite Drop
※ご参考※ 無料翻訳ツール (DeepL)
Quarterly Foldable/Rollable Display Shipment and Technology Report (一部実データ付きサンプルをお送りします), which will be distributed this week.
Foldable smartphone shipments fell 48% Q/Q and 26% Y/Y to 3.1M units as the foldable smartphone market got overwhelmed by the launch of the iPhone 14 Series and worsening global economic conditions. It was the first quarter with a Y/Y decline in the short history of the foldable smartphone market. For all of 2022, foldable smartphone shipments rose 62% to 12.9M units. Samsung remained the dominant brand with an 83% share, down from 86% in Q3’22 and 96% in Q4’21. However, its volumes fell 50% from Q3’22 to Q4’22 as it could not sustain the high volumes from Q3’22, when it launched the Z Flip 4 and Z Fold 4 with particular softness in the US market which accounted for a single digit share of its volumes in Q4’22, overshadowed by the iPhone 14 Pro models. On a worldwide basis, the Samsung Galaxy Z Flip 4 remained the best-selling model with a 47% share, down from 52%, while the Z Fold 4 rose from a 27% to a 28% share. The Huawei Pocket S was the #3 model with a 5% share in Q4’22. Looking forward, a 3% Y/Y decline is expected in Q1’23 followed by a return to growth in Q2’23 helped by new models from Google, Vivo and others. Foldable smartphone shipments are expected to exceed 17M units in 2023 as more brands bring more models to market at lower prices, especially clamshells from Oppo and Vivo with broader releases.
Foldable Smartphone Shipments
Foldable Smartphone Brand Share
In the case of foldable panel shipments, volumes were down 50% Q/Q and 20% Y/Y to 3.2M. For all of 2022, foldable panel shipments rose 53% to 15.2M units. Samsung Display (SDC) remained the dominant panel supplier with an 81% share in Q4’22, down from 91% in Q3’22. BOE’s share surged from 4% to 17%. For all of 2022, SDC led with an 82% share with BOE at 13%. We are now starting to see evidence of BOE and SDC sharing business, but don’t expect to see SDC lose share in 2023. Foldable panel shipments are expected to be flat Y/Y in Q1’23 and we expect to see panel shipments exceed 20M units in 2023.
Foldable Smartphone Panel Shipments and Growth
Also covered in the latest report are:
- Which foldable smartphones are including panels with multi lens arrays (MLA) and/or color on encapsulation (CoE) to boost brightness? Due to the adoption of MLA and CoE, foldable smartphones launched in 2023 will be the brightest yet. These innovations are coming not just from SDC but Chinese OLED suppliers as well.
- A second Chinese UTG processing supplier winning business;
- A detailed look at the hinge supply chain;
- More insight into future models coming to market;
- The latest and forecasted foldable panel prices and shipments by model, form factor, etc. through 2027;
- Samsung’s volumes by region;
- The latest foldable notebook results and outlook;
- The outlook for Apple in foldables and more.
For more information, please contact.
本記事の出典調査レポート
Quarterly Foldable/Rollable Display Shipment and Technology Report
一部実データ付きサンプルをご返送
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