English
Korean[新着] Q3’24のOLED出荷額は前年比28%増、2024年は前年比16%増の見通し～スマートフォン、TV、ITの成長による [全文和訳中]
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記事のポイント
- Q3’24のOLED出荷額は前年比28%増、出荷数は前年比34%増だった。
- 2024年のOLED出荷額は前年比16%増、出荷数は前年比28%増の見通し。製品構成がさらに豊富になったことが要因。
- 2024年はスマートフォン、TV、IT用途 (モニター、ノートPC、タブレット) がけん引役となり、数量・金額ともに成長したと見られる。
OLED Panel Revenues Increased 28% YoY in Q3 2024; Expected to Increase 16% in 2024 on Growth from Smartphones, TVs, IT Applications
- Q3’24 OLED revenues rose 28% YoY on 34% YoY unit growth.
- 2024 OLED revenues are expected to increase 16% YoY on 28% unit growth helped by a richer mix.
- In 2024, we expect 28% YoY unit and 16% YoY revenue growth, fueled by smartphones, TVs and IT applications (monitors, notebook PCs and tablets).
As revealed in Counterpoint Research’s latest release of the Quarterly OLED Shipment Report, OLED panel revenues increased 28% YoY in Q3’24. This improvement in panel revenues was driven by the 34% YoY unit increase due to improved consumer and commercial demand, offset by seasonality for some applications. Several other applications also saw YoY increases. You can refer to the report for more details. "2024 continues to be a stellar year for OLED units and revenues after a strong recovery in the second half of 2023 and Y/Y unit growth in the first half of 2024 and in the third quarter. We expect 2024 to finish strong with double-digit YoY unit and revenue growth,” notes David Naranjo, Associate Director.
In Q3’24, by select OLED applications:
- OLED smartphone units increased 43% YoY and 24% YoY in revenues on 49% YoY increase for rigid OLED smartphones and 47% YoY unit increase for flexible OLED smartphones.
- OLED TVs increased 48% YoY in units and 36% YoY in revenues.
- OLED monitors increased 146% YoY in units and 85% YoY in revenues. OLED notebook PCs increased 108% in units and 107% YoY in revenues.
AMOLED Panel Revenue and YoY Growth, Q1 2023 – Q4 2024
The latest Quarterly OLED Shipment Report includes updates to market forecasts as well as updates for panel supplier and brand roadmaps.
出典調査レポート Quarterly OLED Shipment 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。
