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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 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.