IHS estimates that 90.8 million OLED panels shipped in Q1 2016, and most of these (87.35 million) used in smartphones. 2 million panels were used in smartwatches. IHS also estimates that 145,000 OLED TVs shipped in Q1 2016 (a decrease from the 200,000 panels shipped in Q4 2015).
OLED adoption in smartphones increased by 62.8% compared to Q1 2015. The increase in OLED shipments to smartphones were mostly due to new (most Chinese) smartphone makers using OLED displays. SDC is still the clear OLED leader, with a market share of 97.7%. LGD follows with 0.9% and AUO with 0.7%.
Earlier this month UBI Research estimated that OLED shipments reached 91.3 million units in Q1 2016. According to UBI, SDC's market share is 95%.
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Posted: Jun 23,2016 by Ron Mertens