CLSA says SDC faced a sharp decline in OLED demand in Q1 2020, sees meaningful growth in Q3

CLSA says that Samsung Display saw a decline in demand for OLED panels in Q1 2020, and its flexible OLED fab utilization rate dropped to 40%.

In April demand from Chinese smartphone maker recovered and CLSA expects meaningful growth in OLED smartphone demand with Samsung's utilization rates exceeding 90% in Q3.

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Samsung OLED

Flexible OLED

Market updates

Posted: Jun 10,2020 by Ron Mertens

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