The newest detailed report from the at all times informative DSCC (Show Provide Chain Consultants) highlights that within the second quarter of 2024, OLED pill panel shipments surged to a file 4.11 million items.
That is a 142% improve quarter-over-quarter and a 356% rise year-over-year.
This development was pushed by Apple’s launch of its new 11.1” and 13” iPad Professional M4 (2024) fashions, that includes the pill trade’s first tandem OLED stack panels, whereas additionally being extremely skinny and stylish.
For the interval examined, Apple led the OLED pill panel market with a 72% share, adopted by Huawei at 13% and Samsung at 9%. The 13” OLED iPad Professional M4 (2024) was the highest mannequin for the second consecutive quarter, with each the 13” and 11.1” fashions every holding a 36% share in panel procurement. The Huawei Mate Pad Professional 13.2” was third with a 5% share. On the panel provider aspect, LG Show and Samsung Show every held a 41% share.
For Q3 2024, OLED pill panel shipments are projected to say no 9% sequentially however develop 153% year-over-year to three.75 million panels.
Though Apple’s share is predicted to lower, this will likely be offset by good points from new entrants like Honor and Microsoft, in addition to elevated manufacturing from Huawei, Lenovo, and Samsung. Huawei has launched the primary tandem stack OLED pill outdoors of Apple, and Samsung’s manufacturing is anticipated to greater than double because it prepares for the launch of the Galaxy Tab S10 Plus and S10 Extremely.
Apple’s share is projected to fall to 45%, whereas Samsung’s is predicted to rise to twenty% and Huawei’s to 18%. The 11.1” OLED iPad Professional is predicted to steer in panel procurement for Q3 2024, with a 28% share in comparison with the 13” iPad Professional’s 17%.
The report claims that the brand new Honor Magic Pad 2 is predicted to safe the third place with an 8% share. Samsung Show is forecasted to steer the market with a 47% share, adopted by EDO at 24% and LG Show at 23%. The variety of OLED pill fashions buying panels is predicted to extend to 19 in Q3 2024, up from 10 in Q3 2023.
DSCC CEO Ross Younger famous that 2024 is prone to be a landmark 12 months for OLED tablets, with projections indicating over 200% development to greater than 13 million OLED pill panels.
Advances in availability, efficiency, price, and type elements are contributing to this development. OLED tablets now provide improved brightness, energy effectivity, and longevity, with numerous type elements together with inflexible, hybrid, and versatile choices.
The discount in weight and thickness, together with improved show know-how, is enhancing the general consumer expertise. The variety of suppliers delivering OLED pill panels has elevated considerably, reflecting the increasing market and rising demand for high-quality shows.
