According to relevant data, although Samsung Display successfully maintained its top supplier ranking in the global small and medium-sized panel market in the third quarter of 2018, Chinese panel maker Tianma Optoelectronics continued to increase its shipments and narrowed its ranking with the second. The gap between LG Display.
Due to the increase in shipments of OLED panels to Apple's iPhone XS and XS Max, Samsung's OLED business segment revenue in the third quarter of this year has increased significantly compared to the previous quarter.
At the same time, in addition to the previously shipped LCD panels, Tianma also began to sell OLED panels to Chinese smartphone manufacturers, which significantly increased revenue.
However, LG Display and Japan Display (JDI) continued to decline in revenue in the first three quarters of 2018, mainly due to the decline in shipments to Apple's LCD panels, during which Apple iPhone XS and XS Max were used. More OLED panels.
Although Samsung showed a significant improvement in operating margins in the third quarter of 2018 compared to the previous quarter, operating margins for the quarter have declined compared to last quarter due to an increase in the number of OLED panel suppliers.
LG Display's operating margin has continued to decline for six consecutive quarters since the first quarter of 2017, and even in the first two quarters of 2018. JDI also achieved a loss for six consecutive quarters. Despite this, LG Display has also begun to increase its OLED panel capacity, with shipments of small and medium-sized OLED panels accounting for 13% of total small and medium-sized panel shipments in the third quarter of 2018. It is reported that the increase in shipments of LG Display and Tianma Optoelectronic OLED panels will accelerate the transformation of the global OLED panel market.