AMOLED Smartphone-Panel Demand Went Through the Roof in Q3, Says IHS Markit

Samsung Display leapfrogged BOE in Q3 to reclaim the top position in the global smartphone display market, as the company capitalized on record-high demand for AMOLED panels, reported IHS Markit Thursday. Samsung Display took 29 percent share in smartphone display-panel shipments, up from 21.3 percent in Q3, said IHS. Smartphone AMOLED shipments were 146 million units in Q3, a 57 percent increase from Q2, it said. The AMOLED boom squares with the recent observations of photo mask supplier Photronics. It said demand had strengthened much more rapidly than previously expected and that it does a “vibrant Korean business” in AMOLED photomasks through its largest customer, Samsung Display (see 1912110011).