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KoreanQ2’24のフォルダブル型スマートフォン用パネル出荷数は過去最高を記録～Samsung製品の発売前倒しが貢献
出典調査レポート Quarterly Foldable/Rollable 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
- Q2’24のフォルダブル型パネル出荷数は前期比151％増、前年比126％増の980万枚で過去最高を記録、Samsungのフォルダブル型最新機種、Galaxy Z Flip 6とZ Fold 6の発売が昨年モデルより前倒しとなったことが大きな要因。Q2’24は2024年のフォルダブル型パネル出荷のピーク四半期になると予測される。
- Q2’24のフォルダブル型パネル調達はSamsungがシェア48%で圧倒、Huaweiが29%で続いており、Huaweiが53%対21%でリードしたQ1'24とは立場が逆転した。パネル調達ベースではSamsungがQ2'24の上位2機種を占め、次いでHuaweiの2機種、Honorの1機種となった。
- Q3’24のフォルダブル型パネル出荷数は前期比30％減、前年比21％減の690万枚となる見通しで、これまでで3番目に多い出荷数だが、Samsungの出荷時期の変更により、第3四半期としては初めて前年比で減少する。Q3'24はSamsungがシェアを49%に拡大、Huaweiのシェアは16%に低下すると予測される。
Q2’24はフォルダブル型スマートフォン用パネル出荷数が過去最高を記録、前期比151％増、前年比126％増の980万枚となった。パネル出荷数はこれまでの最高記録だったQ3'23を12%上回った。出荷数急増のおもな要因は、Samsungのフォルダブル型最新機種Galaxy Z Flip 6とZ Fold 6の発売が昨年モデルより前倒しとなり、パネルの生産と出荷が1ヵ月早く始まったことである。Q2’24のフォルダブル型パネル調達はSamsungがシェア48%でHuaweiのシェア29％を大きく上回った。Q1'24ののフォルダブル型パネル調達ではHuaweiがSamsungを53%対21%でリードしたが、Q2'24ではSamsungとHuaweiの立場が逆転した。モデル別では、SamsungのGalaxy Z Flip 6がフォルダブル型パネル調達ベースでシェア32％の首位、Z Fold 6が15％で続いた。次いでHuaweiがPocket 2とMate X5の2モデルでそれぞれ2桁シェアを獲得した。Honor Magic V Flipがシェア4%で第5位となった。クラムシェル型のシェアはQ1'24の53％から上昇し63％となった。Q2'24はSamsung Displayがシェア53%対27%でBOEを引き離してフォルダブル型パネル首位の座を奪還した。Q1'24はBOEが48%対29%でリードしていた。
Foldable Smartphone Panels Set New Record High in Q2’24 Helped by Earlier Launch of Samsung Foldables
- Foldable panel shipments reached a new high in Q2’24 rising 151% Q/Q and 126% Y/Y to 9.8M panels, helped by the earlier launch of the latest Samsung foldables, the Galaxy Z Flip 6 and Z Fold 6. Q2’24 is expected to be the peak quarter for 2024 foldable panel shipments.
- Samsung dominated Q2’24 foldable panel procurement in Q2’24 with a 48% share followed by Huawei at 29%, reversing positions vs. Q1’24 when Huawei held a 53% to 21% advantage. Samsung accounted for the top two models in Q2’24 on panel procurement basis followed by two models from Huawei and one model from Honor.
- Q3’24 foldable smartphone panel shipments are expected to fall 30% Q/Q and 21% Y/Y to 6.9M, the third best quarter to date but the first Q3 to decline Y/Y due to the change in Samsung’s timing. Samsung is expected to gain share in Q3’24 to 49% with Huawei slipping to 16%.
Q2’24 was a record quarter for foldable smartphone panel shipments, rising 151% Q/Q and 126% Y/Y to 9.8M panels. Panel shipments were 12% higher than the previous high recorded in Q3’23. The primary cause of the surge was the earlier launch of the latest Samsung foldables, the Galaxy Z Flip 6 and Z Fold 6, which started panel production and shipments one month earlier than last year. Samsung accounted for 48% of all foldable smartphone panel procurement in Q2’24, well ahead of Huawei’s Q2’24 share of 29%. Samsung and Huawei reversed positions in Q2’24 with Huawei leading Samsung in foldable panel procurement in Q1’24 with a 53% to 21% advantage. By model, the Samsung Galaxy Z Flip 6 led in foldable panel procurement with a 32% share followed by the Z Fold 6 at 15%. Huawei had the next two highest volume models, the Pocket 2 and Mate X5, each with a double digit share. The Honor Magic V Flip was the #5 foldable in Q2’24 on a panel procurement basis with a 4% share. Clamshells accounted for a 63% share, up from 53% in Q1’24. Samsung Display regained the #1 position in foldable panel share with a 53% to 27% advantage over BOE in Q2’24 after trailing BOE in Q1’24 at 29% to 48%.
In Q3’24, the foldable smartphone panel market is expected to fall 30% Q/Q and 21% Y/Y to 6.9M, the third best quarter to date but the first Q3 to decline Y/Y due to the change in Samsung’s timing. Samsung’s share is expected to rise slightly to 49% with Huawei’s share falling to 16% on a sharp decline in procurement despite the recent launch of the Nova Flip, which has modest expectations. Honor is expected to earn a 13% share as it closes the gap with Huawei on gains by the Magic V3/Vs3. The Galaxy Z Flip 6 is expected to remain the #1 model on a panel procurement basis with a 32% share followed by the Z Fold 6 at 13%. Huawei, Honor and Xiaomi are expected to account for the #3, #4 and #5 models. The clamshell share is expected to fall to 54% as both in-folding and multi-folds gain ground with Huawei beginning panel procurement for its upcoming multi-fold in Q2’24 with volumes surging in Q3’24. Samsung Display’s panel share is expected to rise slightly to 54% in Q3’24 with BOE’s share also rising slightly to 28% and China Star overtaking Visionox for #3. In Q4’24, however, BOE is expected to regain the lead as a result of the seasonality of their customers with Huawei also regaining leadership. For all of 2024, however, Samsung is expected to enjoy a 39% to 36% lead over Huawei on a panel procurement basis with Honor #3 at 9%.
Quarterly Foldable Smartphone Panel Shipments and Growth
Quarterly Foldable Smartphone Panel Procurement Share by Brand
For more insight into the foldable smartphone, laptop and tablet markets, please see DSCC’s Quarterly Foldable/Rollable Display Shipment and Technology Report.
出典調査レポート Quarterly Foldable/Rollable 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ご試読は こちらから お問い合わせください。
