Business
Samsung Display’s QD-OLED panel production reaches 75%
Recently, Samsung Display announced that the company has reached a 75% yield on QD-OLED panels. It is not uncommon for a company to disclose its panel production returns. It unveiled its QD-OLED panel yield in a statement posted on the company’s internal bulletin board.
Samsung Display began shipping QD-OLED panels in November 2021 from its Asan campus in South Chungchiang Province. Currently, it processes 30,000 sheets of QD-OLED panels per month, which can produce approximately 1 million units of 55- and 65-inch TV per year.
Dell is one of the main customers of the company QD-OLED monitors. It is also in talks with Asus, Lenovo, and HP. Its TV panel customers are Samsung and Sony. Sony will unveil the QD-OLED TV model in June 2022, while the QD-OLED TV from Samsung will be released earlier this month.
Last month, Samsung began accepting pre-orders for QD-OLED TVs through its US subsidiary. The factory price is US $2,199.99 (approximately 2.65 million won) for the 55-inch model and US $2,999.99 (approximately 3.62 million won) for the 65-inch model.
Samsung plans to launch QD-OLED TV models first in the United States and then in Asia, including Korea and Europe. Despite industry insiders predicting that Samsung will introduce QD-OLED TVs as a flagship product in the first half of 2022, the online Samsung Global New TV model showcase revealed QD-OLED TVs late last month.
Under these circumstances, some Samsung Display employees have expressed concern about the competitiveness of QD-OLED panels. To address these concerns the company has clearly disclosed its QD-OLED panel yield.
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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”.
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In Q3 2023, Samsung and Apple’s market share slightly declined, while an underdog Chinese phone brand appeared on the top 5 chart. In a recent development, Canalys published market research data for the third quarter, revealing Tanssion as the fifth best-seller globally.
According to the info, Samsung and Apple lead total sales with 20% and 17% market share, yet both have fallen from their 22% and 18% levels in 2022. However, Tanssion, the maker of Tecno, Itel, and Infinix phones, climbed from 6% global market share last year to 9% in 2023, a 50% jump.
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Apart from this, Xiaomi matched last year’s share only by “recovering” from a terrible first half of 2023. At the same time, OPPO has fallen steadily over the past two years, while fellow BBK brand vivo lost the top-5 slot it’s owned for years.
Overall, the global smartphone market underwent a slight drop of 1% in Q3 2023. Bolstered by regional recoveries and new product upgrade demand, the smartphone market recorded a double-digit sequential growth in Q3, ahead of the sales seasons.
Recently, research agency Counterpoint Research published their latest analysis. The report reveals that Samsung continued its leadership in the third quarter of 2023, while Apple remained in the second spot. However, both OEMs faced a decline of 1 percent year over year.
According to CR, slower consumer demand is the main factor in the dwindling sales. The market did see a slight 2 percent growth in Q3 compared to Q2, likely driven by last month’s iPhone 15 series launch. Samsung secured 20 percent market share, while Apple grabbed 16 percent sales.
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The Galaxy A-series was the key driver for the South Korean smartphone maker. Apple came in second with 16 percent of the market while Xiaomi rounded out the top three with its 12 percent share. Oppo (10 percent) and vivo (8 percent) were the remaining brands in the top five charts.
The newly released iPhone 15 series will help Apple score a lead over Samsung in the fourth quarter of the year. The results will arrive by early next year, and it’s expected that the US phone maker could surpass Samsung. Major camera upgrades and USB-C helped Apple register strong sales.