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Your Apple iPhone 13 will have Samsung’s OLED display
There is a growing possibility that Samsung will pass the top spot in the market for the organic light-emitting diode (OLED) to Apple. In the first half of this year, when new iPhones were not released, Apple’s Apple OLED panel purchase has already surpassed Samsung.
According to market research firm UBI Research and Stone Partners, Apple panels had the highest number of shipments of OLED panels of Smartphones with 60 to 64 million units in the first half of this year.
And the second place in the deployment of Samsung panels with 55 to 56 million units. Apple’s OLED Panel uses only the most expensive OLED panels. In the case of Samsung, flexible OLEDs are used in high-end products, and low-cost OLEDs are used in moderate smartphones.
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On the other hand, Samsung unveiled its flagship series Galaxy S21 and Galaxy A series in the first half of the year, but it appears the sale did not meet expectations. Among the 55 to 56 million smartphone OLED panels sent by Samsung in the first half of the year, the flexible OLEDs were 13 to 14 million units and the solid OLEDs were 42 million units.
Apple is expected to release the iPhone 13 series in the third quarter. At present, Apple is said to have placed orders for parts of the iPhone 13 series at 90 million units, 20% more than last year (75 million units).
The new premium brands are being watched by Samsung in the second half folding phones such as Galaxy Z Fold 3 and Galaxy Z Flip 3. It is known that Samsung sets its goal of delivering two models this year to six to seven million units.
The industry expects Apple’s OLED panel to be 170 million units and the Samsung Galaxy OLED panel will demand 160 million units annually this year. In third place is Xiaomi, a Chinese company with 70 million units.
At the moment, Apple plans to release the iPhone 13 series with four versions in the second half of the year. The screen size of a product is the same as its predecessor. The low-temperature polycrystalline oxide (LTPO) thin-film transistor (TFT) required to support the renewal rate of 120 Hz (Hz) is first used for two types of high-resolution (pro). This panel is only provided by Samsung Display.
Samsung remained the king in the Q2 2024 market, but Apple and Xiaomi are getting closer. IDC market research data shows that Samsung led the worldwide smartphone market in the second quarter of the year and Chinese brands scored rapid growth.
According to IDC, Samsung sold 53.9 million devices in the second quarter. The company occupied an 18.9% market share internationally. The company has slightly improved its sales share up from 53.5 million units in the same period last year.
The data suggests that Apple ranked second in terms of global volume sales. The iPhone maker shipped 45.2 million devices in Q2, 2024. It captured a market share of 15.8%, a modest increase from 44.5 million shipments in the second quarter of last year.
Third comes Xiaomi. The Chinese brand saw massive growth in sales year over year. It had sold 42.3 million smartphones in the second quarter alone. It’s a big jump from 33.2 million units shipped in Q2 2023, becoming a potential threat to Apple and Samsung.
Apart from this, Vivo also recorded significant growth in the global market. The company’s year-over-year growth in Q2 was 21.9%, with sales listing 25.9 million units with a market share of 9.1%. The growth percentage shows that aggressive marketing and boasting competitive specs into devices is paying off.
Samsung, Apple’s game isn’t over…
Last week, Samsung launched its new foldable phones, releasing on July 24, 2024. Apple, on the other hand, is expected to launch new flagship iPhones in September. It means, Samsung will enjoy the third quarter as well. The fourth quarter might be of Apple as iPhone sales would sharply grow in the global market given the new lineup release.
Samsung is now preparing to unveil new FE products later this year, followed by the S25 series in early next year. Chinese brands are expected to debut their latest flagships in the last quarter of this year, while Google Pixel phones are also coming in August.
Samsung today announced provisional sales and profit results for the second quarter. Samsung formally announced the provisional/predicted sales and operating profit, suggesting a massive profit boom in Q2, 2024 given the AI memory semiconductor rise.
In Q2, 2024, Samsung sales provisionally increased by 2.89% and operating profit by 57.34% compared to the previous quarter thanks to AI boom. Besides, the sales climbed by 23.31% and operating profit by 1,452.24% compared to the same period last year.
The company expects sales of 74 trillion won and operating profit of 10.4 trillion won on a consolidated basis. While these results are not final, there won’t be much change in the final result when it comes out. Samsung had a pretty profitable period in the second quarter.
Samsung in Q2
- Consolidated Sales: Approximately 74 trillion Korean won
- Consolidated Operating Profit: Approximately 10.4 trillion Korean won
The Korean tech giant is currently facing yield issues in its second-generation 3nm process. The flagship Exynos processor is unlikely to be commercialized this year. It would lead the Mobile business to face additional burdens due to rising prices of Snapdragon chipsets.
Meanwhile, Samsung is focussing on HBM (high bandwidth memory) semiconductors. HBM is a key player in artificial intelligence servers and data centers. The booming AI market will directly benefit Samsung’s semiconductor business.
Samsung ranked first in market share in the global smartphone market in Q3, 2023. TrendForce report says that Samsung led the global Q3 smartphone market, recording a market share of 19.5%.
Overall production in the third quarter increased by 11.5% compared to the previous quarter to 60.1 million units. During the same period, Apple’s production increased by 17.9% to 49.5 million, thanks to iPhone 15.
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Third place was taken by Xiaomi (13.9%), followed by Oppo (12.6%) and Transion (8.6%). 6th place is Vivo (8%). Meanwhile, global smartphone production reached 308 million units, a 13% increase compared to the previous quarter and a 6.4% increase from the previous year.
Huawei’s re-entry into the flagship smartphone market targeting Apple has had a significant impact in China. Huawei is aiming to expand its high-end flagship series, focusing on the Chinese domestic market next year, so Apple “We plan to attack directly”.
// Source