Smartphones will maintain at least a 77% share throughout the forecast on a unit basis on a 248% CAGR, while tablets are expected to grow at a 208% CAGR with NBs at 262%. On a revenue basis, the smartphone share will be 54% with notebooks overtaking tablets in 2022.
DSCC expects Samsung to lead in foldable smartphone penetration and maintain the highest share through the forecast as it looks to establish this category and introduces the most products. An early and proprietary position in UTG may boost its position. But Samsung’s share could fall from 70% in 2020 to 42% in 2023 with foldables accounting for an 8% share of its smartphone shipments in 2023. It is anticipated that Huawei will come second, until Apple enters the market, which could happen in 2022.
Looking at applications by size, the 7.x” market will enjoy the highest share each year except for 2020, notes DSCC. It is a sweet spot for clamshell, in-folding and out-folding. It will be followed by 6.x with 13.x” in third position for both tablets and notebooks.
DSCC - www.displaysupplychain.com