Ming-Chi Kuo, a well-known analyst at TF International, stated that Samsung Display aims to increase its notebook OLED panel shipments to 70% in 2023, and Optoelectronics will be the main beneficiary.
(The picture is taken from the official website)
[Financial Channel/Comprehensive Report] Ming-Chi Kuo, a well-known analyst at Tianfeng International, posted on Facebook today (11th) that South Korea’s Samsung Display (SDC) aims to increase its shipments of OLED panels for notebook computers to 70%, and it is expected that Taiwan's backlight module factory "China Optoelectronics (5371)" will become the main beneficiary.
Ming-Chi Kuo pointed out that Samsung Display plans to significantly increase OLED panel shipments for notebook computers this year, aiming to increase by 70% to 6-7 million units in 2023.
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Ming-Chi Kuo said that since CNOOC is Samsung Display's exclusive supplier of glass cutting, polarizer bonding and IC wire bonding, it is the main beneficiary of Samsung Display's significant growth in shipments.
Ming-Chi Kuo also pointed out that compared with Mini-LED, notebook computers using OLED have the advantages of thinner and more diverse designs (such as: folding), so Apple (Apple) will also launch OLED MacBook before the end of 2024 at the earliest.
Ming-Chi Kuo predicts that driven by Apple, the growth rate of OLED notebook computers is expected to maintain rapid growth in the next few years.
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