And non-net, April 21, the market research agency Omdia released a report that Apple is becoming the largest buyer of smartphone OLED panels, and the purchase volume in 2021 will reach 169 million. Among them, Samsung Display is expected to supply 110 million pieces, LG Display will supply 50 million pieces, and BOE will supply 9 million pieces.
According to reports, Samsung Electronics' mobile phone OLED panel procurement volume closely follows Apple, purchasing 157 million pieces for Galaxy models, and Xiaomi ranks third. It is expected to purchase 67 million pieces in 2021. In addition, among all brands and OEMs, Apple has the highest adoption rate of OLED panels, reaching 78%.
Omdia predicts that in 2021, OPPO’s smartphone OLED panel adoption rate will increase by 56% year-on-year. Xiaomi’s smartphone OLED panel adoption rate in 2021 will increase by 212% year-on-year. Samsung Display and many Chinese OLED panel manufacturers will supply them with OLED panels.
Omdia predicts that the total adoption rate of OLED panels by smartphone OEMs and brands will increase from 35% in 2020 to 43% in 2021. This indicates that OLED panels will become the mainstream of smart phone displays.
Among all brands and OEMs, Apple’s OLED panel adoption rate is the highest, reaching 78%. The adoption rate of its iPhone’s OLED panel will increase from 56% in 2020 to 78% in 2021. In the past three years, the adoption rate of Apple’s iPhone OLED panels has been growing rapidly. Although Apple's iPhone 12 models launched in 2020 all use OLED panels, its older iPhones, such as iPhone SE, iPhone 8, iPhone X and iPhone 11, will continue to use LCD panels. For the upcoming iPhone 13, Apple will only use flexible OLEDs. At present, the LCD panel suppliers for Apple’s old iPhone are JDI and Sharp.
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