According to the latest report released by the screen supply chain consulting company DSCC, global OLED panel shipments in the second quarter of 2023 were 170 million units, an increase of 10% month-on-month and a year-on-year decrease of 2%.
#The report believes that the quarter-on-quarter growth has occurred for several consecutive quarters, indicating that the inventory of OLED panels has begun to rebalance. In terms of OLED smartphone panels, shipments increased by 4% month-on-month and 1% year-on-year; shipments of TV panels increased by 42% month-on-month and decreased by 26% year-on-year.
Although sales of iPhone 14 Pro models were weak, Apple's OLED panel shipments fell to 32% in the second quarter of 2023 from 39% in the first quarter. Total OLED panel procurement fell by 15% month-on-month, but Apple iPhone still accounted for the top four best-selling OLED mobile phones in the world in 2023Q2.
Divided by model, the following are the top five smartphone models by model in 2023Q2 OLED shipments:
iPhone 14: shipments accounted for 15.3%
iPhone 13: shipments accounted for 11.1%
iPhone 14 Pro Max: shipments accounted for 10.7%
iPhone14 Pro: shipments accounted for 9.2%
Samsung Galaxy S23 Ultra: shipments accounted for 5.2%
Glory, vivo and OPPO’s OLED panel shipments have increased, but Apple and Samsung are still the main brands of OLED panels.
Samsung’s market share was 23%, down from 26% in the first quarter of 2023 %, down 9% quarter-on-quarter and down 1% year-on-year;
Xiaomi’s shipments accounted for 7.4%, higher than 6.7% in the first quarter of 2023;
Honor brand OLED panel shipments were 6%, up from 3% in the first quarter of 2023;
vivo brand OLED shipments accounted for 5% share, up from 4% in the first quarter of 2023.
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