UBI Research says that according to its latest information and forecasts, shipments of Samsung's rigid smartphone AMOLED displays declined to 19 million units in Q3 2022, a drop of over 50% compared to last year. Rigid smartphone OLED display sales will continue to decline at an annual rate of 12.9% and will reach only only 96 million units in 2027.
Flexible OLED sales will continue to increase at a rate of 7.4% from 2022 to 2027. In 2027, Samsung Display will ship 220 million flexible OLED displays, while BOE will ship 140 million OLEDs.
Looking at the foldable market, UBI sees continued growth. Shipments will reach 19 million units in 2022, and will grow to 90 million units by 2027. Samsung Display will remain the clear leader, with a 89.1% market share in 2027.