Posts

[2022 OLED KOREA CONFERENCE] Expected iPhone Shipments to Remain Strong at 249 Million Units in 2022

/in , /by

At UBI Research’s ‘2022 OLED Korea Conference’ held from April 6th to 8th, Yasuo Nakane, senior analyst at Mizuho Securities, presented ‘Consumer Electronics/Flat Panel Display Industry What is the Outlook for Turbulent 2022?’ .

Regarding Apple’s iPhone industry, Senior Vice President Nakane said, “The strength of iPhone continued in 2021. iPhone production in 2021 was 234 million units, which was 3 million less than shipments of 237 million units. Sales were 240 million units which made it so that no inventory was accumulated.” He also announced that “In the first quarter of 2022, 62 million iPhones were produced, a 13% increase compared to the same period last year, and 53 million units are expected to be produced in the second quarter”. He analyzed the outlook of 2022, “Considering the strong first half of 2022 and the impact of new product price hikes in the second half of 2022, annual iPhone production in 2022 is estimated to be 249 million units, a 6% increase from the previous year, of which iPhone 14 is estimated to be 83 million.”

Next, regarding the older iPhone models, he analyzed that “iPhone13 series is expected to continue sales for the time being except for iPhone13 Mini. Among iPhone12 series, only iPhone12 will continue to be sold”. He also announced, “Samsung Display supplies panels for all models of the iPhone series, LG Display supplied LTPO models for the first time, and BOE’s panels will continue to be used in iPhone12.” In addition, he predicted, “Suggestions to apply not only LCD but also OLED to iPhone SE3 would continue and iPhone 11’s camera is expected to be used. Face ID would not be applied.”

Regarding the timing of OLED application for iPad and MacBook, Nakane said, “It is expected that two models of iPad air with OLED will come out in the second half of 2024 at the earliest and OLED will be applied to MacBook Air in the second half of 2025 at the earliest.” Finally, “the business plan for the foldable model has not been decided, but it seems that they are interested in a PC-size foldable model rather than a smartphone-sized foldable model. The plan is to release them after 2026.” he predicted.

 

UBI Research, ‘2018 OLED KOREA Conference’ will be held on 7th to 8th of March

/in /by

OLED Korea Conference, the global OLED conference, will be held on 7th(Wed) to 8th(Thu) of March.

The 4th OLED Korea Conference will be held on the theme of ‘OLED with opportunity & adding value to your business’ at the Novotel Ambassador Hotel in Seoul, Korea for two days. It is expected to provide a platform for various information and exchange of opinions regarding presentation of each theme.

OLED industry, which is continuing to grow at a high rate is expected to surpass the LCD market share in the small and mid-sized market of this year.

According to UBI Research, the OLED research organization, small and medium-sized OLED panel shipments for mobile devices are expected to grow up to 6.3 billion won in this year, which is 53.2% growth compared to last year. On the other side, OLED panel shipments for TV is expected to grow up to about 2.4 million won which is 47.2% growth compared to last year.

In this conference, there will be presentations on the topic; ▲ View from Panel Makers about OLED Market ▲ Solution Process Technology, yet to come ▲ New Performance Development from Major SCMs ▲ New Technology Discussions for Next Generation Display or Better Process from global companies such as Microsoft, Boeing, Sony and leading companies such as 3M, Applied Materials, Corning, Cynora and OLED panel company, set company, material/device company, university/research institute as well as domestic and foreign experts of OLED display.

Also, UBI Research, Japan Mizuho Security and French market research institute ‘Yole development’ planned a lecture about the title of “Opinion from Business and Industry Analysts.”

Especially, Yoshihiro Ono, TV business manager from Sony will present about OLED TV launch for the first time in Sony, which was one of the biggest issues in OLED industry of 2017. The title is ‘Designs for BRAVIA OLED TV and Expectations for large screen OLED devices’ and contents are about adoption background, BRAVIA OLED TV development history and different points of OLED TV from other companies.

In the 4th OLED KOREA Conference which will show trends and developments of OLED industry, it is expected that more than 200 major domestic and foreign experts and industry workers will participate. This conference has received much attention as it is planned to provide opportunities for networking and continuous exchanges of relevant information and know-how. For more information, please visit www.oledkoreaconference.com.

유비리서치, ‘2018 OLED KOREA Conference’ 3월 7~8일 개최

/in /by

글로벌 OLED 컨퍼런스인 OLED Korea Conference가 3월 7일 (수)부터 8일 (목)까지 개최된다.

이번 제 4회 OLED Korea Conference는 양일간 서울 노보텔 앰베서더 호텔에서 ‘OLED with opportunity & adding value to your business’라는 테마로 진행되며, 주제별 발표와 함께 다양한 정보와 의견 교환의 장이 마련될 것으로 기대를 모으고 있다.

높은 성장세를 지속하고 있는 OLED 산업은 올해 중소형 시장에서 LCD의 점유율을 넘어서고 대형 TV 시장도 크게 성장 할 것으로 전망되고 있다. OLED 전문 조사기관인 유비리서치에 따르면, Mobile 기기용 중소형 OLED panel 출하량은 올해 6.3억대로 작년 대비 53.2% 성장하고 TV용 OLED panel 출하량은 약 240만대로 작년 대비 47.2% 성장할 것으로 예상하였다.

이번 컨퍼런스에서는 Microsoft, Boeing, Sony 등 글로벌 유명업체와 3M, Applied Materials, Corning, Cynora 등 선도 기업을 포함하여, OLED 패널 업체, set 업체, 재료/장비 업체, 대학/연구소 등 OLED display 관련 국내외 전문가 25명이 ▲ View from Panel Makers about OLED Market ▲ Solution Process Technology, yet to come ▲ New Performance Development from Major SCMs ▲ New Technology Discussions for Next Generation Display or Better Process라는 주제로 발표를 할 예정이다. 또한, 유비리서치와 일본 미즈호 증권, 프랑스 시장조사 업체 Yole development에서 ‘Opinion from Business and Industry Analysts’라는 제목으로 강연도 계획되어 있다.

특히 2017년 OLED 산업의 가장 큰 이슈 중 하나였던 Sony 최초의 OLED TV 출시에 대해 Sony의 Yoshihiro Ono TV사업부장이 ‘Designs for BRAVIA OLED TV and Expectations for large screen OLED devices’란 제목으로 OLED 채택 배경과 BRAVIA OLED TV 개발 히스토리, 타사의 OLED TV와 차별점에 대해 발표할 예정이다.

OLED 산업의 동향과 발전 방향을 확인할 수 있는 제 4회 OLED KOREA Conference는 200여명 이상의 국내외 주요 전문가 및 산업 종사자들이 참여할 것으로 예상되며, 네트워킹의 기회와 함께 관련 정보 및 노하우에 대한 지속적인 교류가 가능하도록 기획되어 많은 관심을 받고 있다. 자세한 사항은 www.oledkoreaconference.com 에서 확인할 수 있다.