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Samsung Display will use patents among aggressive OLED competitors
According to the latest report by Korean Media TheElec, Samsung Display will use its patent in a variety of ways amid aggressive competition in the mobile OLED field.
At the Samsung Electronics conference in the fourth quarter, Choi Kwan-Young, executive vice president of Samsung Display, said in response to a question by an analyst that the company “uses its patents in a variety of ways.”
And how the display panel maker is planning to respond to the expanding competition in the small and medium OLED market. Samsung Display is currently the largest manufacturer of mobile OLED panels with a wider margin than its competitors. And, Apple is one of its biggest customers, along with Samsung Electronics.
Samsung OLED Display Patents
The other rivals LG Display and BOE are also looking at more orders from Cupertino using the panel on its iPhones. One of the individuals who know about this said that Samsung Display is not likely to file an immediate patent lawsuit against its competitors other than being the biggest seller in the mobile OLED field.
Patent lawsuits are usually filed one on top of the other and the compensation is traditionally proportional to the revenue figures. This means that Samsung Display will have to pay more if both parties infringe on each other’s patents.
However, South Korean performance manufacturers may use non-practicing entities (NPEs) such as surrogates to sue. Also if NPE sued Samsung Display rivals, they could protest, claiming that the patents were invalid. Samsung Display may also sue its rival component suppliers or distributors in the US for suppressing its competitors’ progress.
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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.