Press Releases from June 2024

Foldable Smartphone Panel Volumes Expected to Reach an All Time High in Q2’24, Samsung and Samsung Display Expected to Wrestle Leadership Away from Huawei and BOE

June 5, 2024

Q1’24 foldable smartphone panel shipments rose 46% Y/Y. Huawei dominated panel procurement with a 55% share, its highest ever, and led for the second consecutive quarter. BOE led in foldable panel shipments for the second consecutive quarter with a 48% share, up from 43%. The Huawei Mate X5 and Pocket 2 were the top two models on a foldable panel procurement basis.Read More

Q1’24 OLED Tablet Panel Shipments Jump 131% Y/Y to a Record High, Another Record Expected in Q2’24 as Apple Ramps OLED iPad Pro Volumes

June 17, 2024

Q1’24 OLED tablet panel shipments rose 131% Y/Y in Q1’24 to a record high and are expected to jump another 127% Q/Q and 333% Y/Y in Q2’24 to another record high as Apple ramps OLED iPad Pro production and shipments. Apple led in Q1’24 OLED tablet panel procurement with a 47% share and is expected to widen its lead to 72% in Q2’24. The 13” M4 iPad Pro is expected to lead in procurement volume in both Q1’24 and Q2’24. OLED tablets are expected to continue to gain share through 2028 and beyond as the price gap with LCDs narrow. OLED tablets are currently projected to reach a 16% unit share and 55% revenue share in 2028 as more brands offer more OLED tablets.Read More