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The purchase volume of OLED emitting materials in the third quarter of 2024 is expected to reach 32.7 tons, the highest ever purchase volume of emitting materials in 2024
According to UBI Research’s ‘4Q24_Quarterly OLED Emitting Material Market Tracker’, the purchase volume of emitting materials in the third quarter of 2024 was calculated to be 32.7 tons. This is the highest figure since 2021, when the market expanded due to COVID-19. Considering the characteristics of OLED emitting materials, which show the highest usage in the fourth quarter every year, it is expected that usage will be higher in the fourth quarter than in the third quarter.
Samsung Display’s Auto OLED shipments surge, sales remain strong even as tablet PC panel shipments decrease
Samsung Display's mid- to large-sized OLED shipments and sales in the third quarter were similar to those in the second quarter. Due to low sales of iPad Pro OLED, OLED shipments for tablet PCs decreased, but shipments increased in other applications and sales remained at a similar level. Samsung Display supplies mid- to large-sized OLED products for a variety of applications, including not only tablet PCs but also notebooks, monitors, and automotive OLEDs.
Small OLED shipments in the third quarter increased by 7.8% compared to the previous quarter, and LG Display’s shipments surged
The small OLED market in the third quarter rose 7.8% compared to the previous quarter. Most panel companies recorded panel shipments at a similar level to the second quarter, but overall shipments increased as shipments from LG Display and China's Everdisplay surged.
iPhone 17 series to be released in 2025, panels supplied by Samsung and LG Display, BOE still unknown
It is expected that only two companies, Samsung Display and LG Display, will supply panels for the iPhone 17 series to be released next year. It is unclear whether BOE will be able to supply the new model, but it is expected that it will be difficult to obtain panel approval within 2025.