国内お問い合わせ窓口
info@displaysupplychain.co.jp

FOR IMMEDIATE RELEASE: 10/11/2021


DSCC Reveals Apple Dominates Q3’21 AMOLED Smartphone Panel Procurement, 2nd Best AMOLED Quarter to Date
Ross Young, Founder and CEO

Austin, TX USA -

DSCC has released its latest Quarterly Advanced Smartphone Features Report (一部実データ付きサンプルをお送りします) and revealed its preliminary Q3’21 AMOLED smartphone unit and revenue results.

In Q3’21, AMOLED smartphone panels rose 21% Q/Q and 31% Y/Y to 160M panels, the second-best quarterly result to date. The iPhone 13 dominated with a 30% share on a panel shipment timeline. Apple’s AMOLED panel procurement overtook Samsung’s reaching a 36% share, up from 19% in Q2’21, while Samsung’s share rose from 22% to 23%. Xiaomi was #3 in Q3’21 with a 10% share, down from 16%.

According to David Naranjo, DSCC Senior Director, "The double digit Q/Q and Y/Y lift in smartphone AMOLED panel procurement and smartphone device revenues in Q3’21 reflects Apple’s continued focus and dominance on premium products with higher ASPs. Although Apple was not the first smartphone brand with LTPO panels or better cameras, Apple’s fast follower philosophy with a singular focus on great customer experiences and their loyal customer base provides the catalyst for the smartphone AMOLED market to continue to grow and thrive.”

Quarterly AMOLED Smartphone Panels, Q1’20-Q3’21

Source: DSCC Quarterly Advanced Smartphone Features Report (一部実データ付きサンプルをお送りします)

Quarterly AMOLED Smartphone Panel Procurement by Brand, Q1’20-Q3’21

Source: DSCC Quarterly Advanced Smartphone Features Report (一部実データ付きサンプルをお送りします)

The top five models for Q2’21 and Q3’21 on a panel shipment timeline are shown below. As indicated, Apple accounted for three of the top five models in Q2’21 and four of the top five models in Q3’21 with the iPhone 12 leading in Q2’21 and the iPhone 13 leading in Q3’21. The Pro models are performing better Y/Y due to 2020 delays and excitement around better cameras and LTPO displays with high refresh rates.

Q2’21 and Q3’21 Top 5 AMOLED Smartphone Panel Procurement by Brand

Source: DSCC Quarterly Advanced Smartphone Features Report (一部実データ付きサンプルをお送りします)

By form factor, flexible AMOLEDs accounted for a 59% unit share, up from 43% in Q2’21 and enjoyed 64% Q/Q and 46% Y/Y growth thanks to Apple’s launch which occurred earlier in 2021 than in 2020. Rigid OLEDs fell 13% Q/Q while rising 13% Y/Y with its share falling from 57% to 41%.

Apple’s panel suppliers also benefited in Q3’21. Samsung Display’s (SDC’s) share rose from 74% in Q2’21 to 76% in Q3’21 while LGD’s share rose from 7% to 8%. LGD overtook BOE for #2 in Q3’21 thanks to Apple and is expected to widen its advantage in Q4’21.

Quarterly AMOLED Smartphone Panel Procurement by Panel Supplier, Q1’20-Q3’21

Source: DSCC Quarterly Advanced Smartphone Features Report (一部実データ付きサンプルをお送りします)

The report also provides extensive forecasts out to 2026 covering:

  • Shipments by:
    • Brand
    • Model
    • Size
    • Resolution
    • Refresh Rate
    • Backplane Technology
    • Network type (4G vs. 5G)
    • Touch sensor type
    • Chipset
    • Cover glass
    • Fingerprint sensor
    • Selfie camera (hole vs. notch vs. UPC, etc.)
  • Brand and panel roadmaps
  • Technology advances
  • And much more.

Readers interested in subscribing to the DSCC Quarterly Advanced Smartphone Features Report (一部実データ付きサンプルをお送りします) should contact info@displaysupplychain.co.jp.

本記事の出典調査レポート
Quarterly Advanced Smartphone Features Report

一部実データ付きサンプルをご返送

ご案内手順

1) まず「お問い合わせフォーム」のご要請にて「国内販売価格」を24時間以内にご返信します。 2) 続いて、レポート最新号に基づく「商品サンプル」を作成の上、ご返信します。 3) さらに、ご希望されるお客様には、DSCCアジア代表・田村喜男アナリストによる「本レポートの強み~DSCC独自の分析手法とは」のご説明 (お電話またはWEB面談) の上、お客様のミッションやお悩みをお聞かせください。本レポートを主候補に、課題解決に向けた最適サービスをご提案させていただきます。 4) ご購入後も、掲載内容に関するご質問を国内お客様サポート窓口が承り、質疑応答ミーティングを通じた国内外アナリスト/コンサルタントとの積極的な交流をお手伝いします。


About DSCC

https://www.displaysupplychain.co.jp/about

本ページでは、毎週火曜日 (米国時間月曜日) にDSCCグローバルサイトに速報掲載される海外アナリストブログ集から、日本の読者様のお役に立てる直近の分析記事を選抜し、ご紹介しています。 ※ウェブシステムのレイアウト制限により「Press Releases」掲載枠を使用しています※

【一般のお客様:本記事の出典調査レポートのお引き合い】
上記「国内お問い合わせ窓口」にて承ります。会社名・部署名・お名前、および対象レポート名またはブログタイトルをお書き添えの上、メール送信をお願い申し上げます。和文概要資料、商品サンプル、国内販売価格を返信させていただきます。

【報道関係者様:本記事の日本語解説&データ入手のご要望】
上記「国内お問い合わせ窓口」にて承ります。媒体名・お名前・ご要望内容、および必要回答日時をお書き添えの上、メール送信をお願い申し上げます。記者様の締切時刻までに、国内アナリストが最大限・迅速にサポートさせていただきます。