Korean media: Apple's iPhone sales are sluggish, and friends are increasing OLED inventories

[CNMO Technology News] On April 19, according to Korean media reports, taking advantage of the sluggish sales of Apple’s iPhone, Samsung Electronics and Chinese smartphone companies unanimously increased their inventory of smartphones and OLEDs. The operating rates of OLED production lines for mid- to low-price smartphones such as Samsung Display, BOE, and CSOT have also increased. Chinese smartphone companies such as Xiaomi and Huawei are also increasing their inventories. Sales of Apple's iPhone are sluggish especially in the Chinese market, and these Chinese smartphone companies are looking for opportunities to fill the gap in the iPhone.

1. Production line operating rate prospects

Industry insiders believe that it is difficult for panel companies to maintain the operating rate of their sixth-generation OLED production lines until the end of the year. The reason is that if Chinese smartphone companies’ OLED and smartphone inventories cannot be converted into sales, the pressure to consume inventory may increase in the future.

2. Impact on smartphone sales

If smartphone sales are lower than expected, Chinese smartphone companies may reconsider whether to continue to adopt OLED. Although the operating rate of OLED production lines of panel companies may not drop significantly, price is still an issue.

3. Market Impact

The current small and medium-sized OLED and smartphone markets are affected by the following factors:

• Weak iPhone sales
• Inventory backlog from Samsung Electronics and Chinese smartphone companies

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