Business
Samsung Display requires Apple’s order to expand to 8.5 IT OLED panel production
Apple was reportedly worked with Samsung on the tablet’s OLED panel. That came as no surprise as Samsung is a leading provider of OLED displays. However, there seems to have been a change in strategy.
However, Apple and Samsung Display have canceled their joint project to make a 10.86-inch OLED iPad. The tablet was originally scheduled for launch in 2022 and would be Cupertino’s first iPad to play OLED panel.
The project has been suspended due to a single OLED panel stack structure or profit issues or both. And now, Samsung Display needs a significant order from Apple to expand its Gen 8.5 (2200x2500mm) IT OLED panels this year.
In collaboration with Japan’s Ulvac, the South Korean display panel manufacturer continued development of the Vertical Deposit Machine until January 2022, for use in Gen 8.5 IT OLED panels launched last year.
Samsung Display needs Apple approval to start spending heavily on Gen 8.5 IT OLED production facilities. Cupertino must also decide whether or not to make enough OLED iPads. If Samsung Display gets a very large order from Apple at this point, it could finalize its spending plan in the second quarter and start ordering the necessary equipment in the third quarter.
And then the device is likely to be delivered in 2024 with a commercial iPad with an OLED panel in 2023. Samsung Display also plans to implement on-sale technology in its Gen 8.5 IT OLED panels they will not have a touch screen panel, which will make the device slimmer.
Meanwhile, unlike the Samsung display, the LG display is developing a horizontal deposition machine for its Gen 8.5 IT OLED panels. This requires a long band-shaped FMM stick that will sag in the center of the stick. To prevent sagging, the FMM stick is molded into a large frame.
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.
Follow our socials → Google News | Telegram | X/Twitter | Facebook | WhatsApp
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
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.
Follow our socials → Google News | Telegram | X/Twitter | Facebook | WhatsApp
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.
Follow our socials → Google News | Telegram | X/Twitter | Facebook | WhatsApp
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.