IHS says that SDC increased its lead in the smartphone display market, reaching a market share of 42.7% in Q3 2017. Samsung is followed by JDI (12.5%), LG Display (10.1%), BOE (8.8%) and Sharp (7.7%). The smartphone display market totaled $11.8 billion in Q3, a new quarterly high.
IHS says that OLED smartphone revenue reached a record high in the quarter - $5.11 billion (up 32.4% from the $3.86 billion in Q2 2017). SDC's market share in the OLED smartphone display market is 98.5% ($5.03 billion). IHS actually expects SDC's market share to increase slightly to 98.8% in Q4 2017.
SDC is followed by Visionox ($27 million in Q3 2017), LGD ($18 million) and Everdisplay ($16 million). The average price of a smartphone OLED in Q3 2017 increased 41.9% from last year to reach $50.5, as more smartphone makers (including Apple of course) adopt high-end flexible OLEDs. The average OLED size rose to 5.6" (up from 5.2" in Q3 2016).
