English
KoreanQ1'24のスマートフォン用OLED出荷は好調～2024年の出荷数2桁成長、出荷額3％増へ期待高まる
出典調査レポート Quarterly Advanced Smartphone Display Shipment and Technology Report の詳細仕様・販売価格・一部実データ付き商品サンプル・WEB無料ご試読は こちらから お問い合わせください。
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冒頭部和訳
- Q1'24のスマートフォン用OLED出荷数は前年比50％増、出荷額は前年比3％増となった。
- 2024年上半期のスマートフォン用OLED出荷数は前年比43％増、出荷額は前年比7％増の見通し。
- 2024年のスマートフォン用OLED出荷数は前年比21％増、出荷額は前年比3％増になると予測される。
DSCCが7月11日に発刊した Quarterly Advanced Smartphone Display Shipment and Technology Report 最新版によると、Q1'24のスマートフォン用OLED出荷数は前年比50％増、出荷額は前年比3％増となった。
A Strong Q1’24 for OLED Smartphones Fuels Expectations of Double-Digit Unit Growth and 3% Revenue Growth in 2024
- In Q1’24, OLED smartphones increased 50% Y/Y in units and 3% Y/Y in revenues.
- In 1H’24, OLED smartphones are expected to increase 43% Y/Y in units and 7% Y/Y in revenues.
- In 2024, OLED smartphones are expected to increase 21% Y/Y in units and 3% Y/Y in panel revenues.
As revealed in the Quarterly Advanced Smartphone Display Shipment and Technology Report, Q1’24 had a 50% Y/Y improvement in units and a 3% Y/Y improvement in revenues versus Q1’23.
“In 2024, we expect double digit unit growth for OLED smartphones as a result of blended panel ASP reductions and the improving, yet cautious macroeconomic environment amid improvements to the first quarter of 2024 versus our estimates. The latest economic indicators are showing that the inflationary environment is stabilizing, and indications point to a strong buildup and momentum for a super cycle fueled by AI and new models from Samsung, Apple and others,” notes David Naranjo, Senior Director.
For 2024, we expect OLED smartphones to increase 21% Y/Y in units and 3% Y/Y in revenues with flexible OLEDs increasing 13% Y/Y, foldable OLEDs increasing 26% Y/Y and rigid OLEDs increasing 46% Y/Y.
OLED Smartphone Panel Revenue by Substrate
52% in 2023 as a result of gains from Honor, Huawei, Oppo, Samsung Vivo, Xiaomi and others. Samsung is expected to increase its share as a result of a 49% Y/Y unit increase.
The Quarterly Advanced Smartphone Display Shipment and Technology Report includes updates to market forecasts, costs and smartphone technologies.
出典調査レポート Quarterly Advanced Smartphone Display Shipment and Technology Report の詳細仕様・販売価格・一部実データ付き商品サンプル・WEB無料ご試読は こちらから お問い合わせください。
