Samsung Market Share and Competitors

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Market shareProductSamsungworld market shareLeading competitorMarket shareYearSource

DRAM40.4%SK Hynix19.8%Q3 2010[96]

NAND flash40.4%Toshiba33.1%Q2 2010[97]

Large-size LCD panels(revenue)26.0%LG Display25.9%Q3 2010[98]

Active-matrix OLEDs97%LG Display1~3%2010[99]

Lithium-ion batteries18.7%Sanyo19.4%Q1 2010[100]

LCD monitors18.0%Dell12.8%2009[101]

Hard-disk drives9%Western Digital31.3%Q1 2010[102]

Televisions(LCD, PDP, CRT, LED)17.2%LG Electronics14.8%Q3 2009[103]

Mobile phones35%Apple inc13.4%Q3 2013[104]

Digital cameras11.8%Sony17.4%2010[105]

Application processors12%Texas Instruments17%Q3,4 2011[106]

Major clientsSamsung's largest clients (Q1 2010)[107]

Rank/companyPart descriptionPercent of total sales

1 SonyDRAM, NAND flash, LCD panels, etc...3.7

2 Apple Inc.AP (mobile processor), DRAM, NAND flash, etc...2.6

3 DellDRAM, flat-panels, lithium-ion batteries, etc...2.5

4 Hewlett-PackardDRAM, flat-panels, lithium-ion batteries, etc...2.2

5 Verizon CommunicationsHandsets, etc...1.3

6 AT&T Inc.Handsets, etc...1.3

http://www.samsung.com/us/aboutsamsung/investor_relations/stock_info/ownership_structure.htmlGear & Gadgets / Product News & Reviews Samsung has more employees than Google, Apple, and Microsoft combinedAnd other fun facts about Samsung Electronics' massive headcount.by Ron Amadeo - Sep 26, 2014 2:30am IST Share Tweet 179 Samsung loves "big." Its phones are big, its advertising budget is big, and as you'll see below, its employee headcount is really big, too. Samsung has more employees than Apple, Google, and Microsoftcombined. We dug through everyone's 10-K (or equivalent) SEC filings and came up with this:

Enlarge / Samsung Electronics vs the headcounts of other companies.Ron Amadeohttp://www.samsung.com/us/aboutsamsung/investor_relations/stock_info/ownership_structure.html

ProfitabilitySpecifically taking just mobile sales into account, Samsung reports an operating profit of $2.5 billion on revenues of $24.1 billion. Samsung claims that smartphone sales have increased thanks a heightened interest in the mid-range Galaxy A series. Revenues, however, fell because of lowered tablet and feature phone sales.As for its future plans, Samsung says that it hopesto streamline its low-end and mid-range lineup, while continuing to also focus on the Galaxy S6 and Galaxy S6 Edge.Strategy Analytics claims that with its Q1 performance, Samsung has overtaken Apple as the #1 smartphone manufacturer at 24 percent of the market. Apple captured 16 percent of the market.Samsungs full earnings press release can be read below and the Strategy Analytics release below that:Samsung Electronics Announces First Quarter ResultsRegisters net profit of KRW 4.63 trillion on sales of KRW 47.12 trillion1Q consolidated operating profit reaches KRW 5.98 trillionSamsung Electronics announcedfinancial results for the first quarterended March 31, 2015. Samsungs revenue for the quarter was KRW 47.12 trillion, an 11 percent decrease quarter-on-quarter (QOQ), while the operating profit for the quarter was KRW 5.98 trillion, an increase of KRW 690 billion QOQ. In the companys earnings guidance disclosed on April 7, 2015, Samsung estimated first quarter consolidated revenues would reach approximately KRW 47.0 trillion with consolidated operating profit of approximately KRW 5.9 trillion.The first quarter saw growth across the Device Solutions (DS) and IT & Mobile Communications (IM) Divisions. The Memory Business further accelerated its 20-nanometer class migration for DRAM, while DDR4/LPDDR4 sales increased for mobile devices and servers. The Display Panel segment saw profit growth, as OLED panels for smartphones and LCD panels for premium TVs saw increased sales. The Mobile Business also saw profit growth, due to increased sales of new middle- to low-end smartphones, all the while decreasing marketing expenditures.In the second quarter, the company expects its overall earnings to increase compared to the previous quarter, despite an expected growth in marketing expenditures. With premium smartphone sales entering into full swing, the DS Division is expected to see demand in growth for its semiconductor products. The System LSI Business is expected to improve its overall business performance through increased supply of 14-nanometer application processors. The Display Panel segment expects smartphone and TV sales to boost its earnings from OLED and LCD panel sales. The IM Division earnings are expected to grow, due to increased global sales of the Galaxy S6 and S6 edge. Meanwhile, the Consumer Electronics (CE) Division expects to see improvements, as seasonality should improve air conditioner sales, while the flagship SUHD TV sales are expected to increase.Looking ahead to the rest of 2015, despite strong seasonality, competition is expected to toughen for the set business and there is also a risk of weaker demand due to the weak Euro and emerging market currencies. For the component business, while we expect stable supply and demand conditions, weak demand for set products and increase in LCD panel supply may negatively affect earnings. While the information technology (IT) industry has typically had a weak 1H and a strong 2H each year, this may be less so for 2015.Capital expenditure (CAPEX) for 1Q 2015 totaled KRW 7.2 trillion, including KRW 4.4 trillion for the Semiconductor Business and KRW 500 billion for the Display Panel segment. While we expect the total CAPEX to remain at a similar level to that of 2014, there is a strong possibility that it may increase. CAPEX will be adjusted depending on macroeconomic conditions and each business market conditions.Semiconductor Business to Strengthen through Differentiated ProductsSemiconductors posted KRW 10.27 trillion in consolidated revenue and KRW 2.93 trillion in operating profit for the quarter.Although the first quarter is generally a low season for DRAM, demand remained high due to flagship smartphone launches and server demand for data centers. Profitability was secured by accelerating 20-nanometer class migration and sales of differentiated products, led by DDR4/LPDDR4.Solid demand also continued for NAND products, driven by the increasing density of smartphone storage and launches of SSD-adopted high-end notebook PCs. The company secured cost competitiveness of NAND products and increased sales of solution products, such as SSD and UFS.While seasonality resulted in decreased revenues for the System LSI Business, profitability improved as production began for 14-nanometer mobile application processors.Looking ahead, flagship smartphone sales are expected to pick up. Also, as the specification of smartphones in general become increasingly sophisticated, demand for mobile chips are expected to grow. Meanwhile, chip demand for servers is expected to grow as new server platforms expand and enterprise SSD adoption increases. The company will continue to reduce costs by expanding 20-nanometer migration and secure profitability by increasing sales of differentiated products, such as DDR4/LPDDR4. In addition, NAND products are expected to become more competitive, due to 10-nanometer class migration, increased sales of high capacity UFS for mobile devices and an increase in 3D NAND-based SSDs for PCs and servers.Meanwhile, the System LSI Business is expected to increase supply of 14-nanometer mobile application processors for new flagship smartphones, while responding actively to growing demand for LSI products, including CMOS Image Sensors and DDI. The System LSI Business will attempt a turnaround through stable supply of 14-nanometer products and increased sales of high-value LSI products. At the same time, the System LSI Business will also look to diversify its foundry customers, in order to solidify its foundation for future growth.Display Panel Segment to Expand Premium Product LineupThe Display Panel segment posted KRW 6.85 trillion in consolidated revenue and KRW 520 billion in operating profit for the quarter. Despite seasonality concerns and decreased TV panel shipments, the profitability of LCD panels was solid due to increased sales of premium TV panels, such as those for UHD TVs. Earnings improved QOQ for OLED panels, as sales of new high-end smartphone display panels increased.In the second quarter, earnings for LCD panels are expected to remain solid, due to increased sales of premium products, such as UHD, Curved and 60-plus-inch TV panels. Although there is increased demand for OLED panels stemming from high-end smartphones, earnings associated with OLED panels are expected to see limited improvement due to costs required to start the new A3 production line.In the 2H 2015, the growth of the UHD market and the trend toward larger displays may present opportunities. However, there are risk factors, such as the effect of exchange rates upon consumer demand for TVs and smartphones and the increasing production capacity across the display panel industry. In response, the Display Panel segment will look to improve profitability by strengthening premium LCD product lineups, including Curved and ultra-large displays, as well as low-end products. Profitability for OLED panels is also expected to improve, as product lineups will accommodate smartphones across the low- and high-end spectrum. Market leadership will be reinforced through the mass production of flexible display panels, which is expected to function as a growth driver for mid- to long-term growth.Increased Sales, Decreased Expenses Improve Profitability for IM DivisionThe IM Division posted KRW 25.89 trillion in consolidated revenue and KRW 2.74 trillion in operating profit for the quarter.Smartphone sales increased QOQ. However, tablet and feature phone sales decreased, along with a decreased ASP, resulting in a slight decrease in revenue. Meanwhile, earnings improved due to more efficient management of marketing expenditures, expanded sales of middle-end smartphones including the Galaxy A Series, and a strengthened premium lineup following the introduction of the Galaxy S6 and S6 edge.In the second quarter, market demand for smartphones and tablets is expected to remain at a similar level QOQ. Global sales are expected to improve with the global launch of the Galaxy S6 and S6 edge. In particular, the Galaxy S6 and S6 edge have been receiving positive feedback from the market. However, total smartphone shipments are expected to remain at the same level as the previous quarter, due to a possible decrease in sales of middle- to low-end models, while marketing expenses are expected to increase due to the global launch of the Galaxy S6 and S6 edge.In 2015, continued growth is expected due to the growth of emerging smartphone markets, such as China and India, as well as the global expansion of the LTE business. However, increased competition in the middle- to low-end market and a possible decrease in demand due to the impact of foreign exchange rates in specific regions may present challenges.The IM Division will drive smartphone sales growth in 2015 by strengthening its leadership in premium smartphones and actively responding to the growing middle- to low-end market with a streamlined lineup. Further, the overall cost efficiency across all business areas, including R&D and marketing, will be increased to improve profitability.UHD TV Full Lineup to Strengthen Market LeadershipThe CE Division, encompassing the Visual Display (VD), Digital Appliances (DA), Printing Solutions and Health and Medical Equipment (HME) Businesses, posted KRW 10.26 trillion in consolidated revenue, registering a loss of KRW 140 billion for the quarter.Market demand for flat panel TVs decreased due to the first quarter being a traditionally slow season, as well as the falling exchange rates in Europe, Russia and Brazil. An increase in material costs due to the strong US dollar further contributed to the losses. Meanwhile, the DA Business saw improved earnings year-on-year (YoY) due to increased sales of premium products such as the Chef Collection.In the second quarter, while flat TV demand is expected to remain at the same level as the previous quarter, the growth of the UHD TV market is expected to continue.Samsung Electronics will increase sales of the top-of-the-line SUHD TV to expand its UHD TV lineup and improve profitability. Additionally, Samsung will continuously expand region-specific models to actively respond to demand in emerging markets. The DA Business will actively prepare for the peak season of air conditioner sales, while releasing innovative new products to improve business performance.Strategy Analytics: Samsung Recaptures Title as Worlds Largest Smartphone Vendor in Q1 2015Boston, MA April 28, 2015 According to the latest research from Strategy Analytics, global smartphone shipments grew 21 percent annually to reach 345 million units in the first quarter of 2015. Samsung overtook Apple to recapture first position as the worlds largest smartphone vendor by volume.Linda Sui, Director at Strategy Analytics, said, Global smartphone shipments grew 21 percent annually from 285.0 million units in Q1 2014 to a 345.0 million in Q1 2015. Global smartphone growth on an annualized basis has slowed slightly from 33 percent to 21 percent during the past year, due to increasing penetration maturity in major markets of the US, Europe and China.Neil Mawston, Executive Director at Strategy Analytics, added, Samsung shipped 83.2 million smartphones worldwide and captured 24 percent marketshare in Q1 2015, dipping from 31 percent a year earlier. Samsung continued to face challenges in Asia and elsewhere, but its global performance has stabilized sufficiently well this quarter to overtake Apple and recapture first position as the worlds largest smartphone vendor by volume. Apple shipped 61.2 million smartphones worldwide and captured 18 percent marketshare in Q1 2015, rising from 15 percent in Q1 2014. Apples new iPhone 6 and 6 Plus models remain wildly popular in China and worldwide, as consumers upgrade to larger-screen phablets for enhanced data experiences.Woody Oh, Director at Strategy Analytics, added, Lenovo-Motorola held on to third position with 5 percent global smartphone marketshare in Q1 2015, but it has slipped from 7 percent a year ago. Lenovo is facing competitive pressure in the high-growth China LTE category, while Motorola is struggling to expand in its core market of North America and its growth market of India. Meanwhile, Huawei shipped a robust 17.3 million smartphones for 5 percent share and fourth position worldwide in Q1 2015. Huawei is expanding rapidly online in China and through retailers across Africa, enabling it to become an emerging powerhouse in developing regions.

Samsung's Smartphone Business Faces Challenges Despite Strong Sales Growth

Samsung Electronics mobile phone division has proved to be the companys bread and butter over the last few years, helping to offset the adverse business environment that some of its other business had been facing. According to our estimates, the mobile division accounts for about 40% of its value. The divisions sales have remained upbeat, with shipments rising by around 22% year-over-year to around 85 million units during Q1 2014.The initial uptake of the companys new flagship handset, the Galaxy S5, has also been encouraging, with around 11 million units shipped during the first month of sales, beating the initial sales of its predecessor.Some of the factors behind Samsungs success in the crowded Android smartphone space include its broad portfolio of products at multiple price points, its early entry into the large-screen smartphone or phablet category and its formidable marketing capabilities. However, despite the strong recent performance, there have been signs that the division could face some headwinds going forward due to the increasing competition from Chinese and other local players in the lower and mid-range segments as well as Apple, which has been pushing into new markets. In this note, we take a look at some of the potential threats that Samsung faces in the smartphone space.Trefis has a $1450 price estimate for Samsung Electronics, which is about 12% ahead of the current market price.See our full analysis for Samsung ElectronicsCompetition At The Low EndWhile Samsung remains the largest smartphone vendor, holding a global market share of about 30.2% during Q1 2014, its market share actually slipped by around 1% year-over-year, marking its first decline in nearly 4 years. [1] While the smartphone market is posed to grow further as it eats into the sales of feature phones (which accounted for roughly 40% of global shipments last year), competition is intensifying, particularly in emerging markets, where much of the growth is expected to come from. Manufacturers such as Chinas Huawei and Lenovo, as well as upstarts such as Xiaomi that have introduced products with high-end specifications and low prices, have been finding favor among budget-conscious yet aspirational customers. For instance, Xiaomis MI-3 handset offers a full HD screen, Snapdragon processor and aluminum-magnesium alloy frame at a price of about RMB 1699 ($271). Xiaomi sells its phones at close to their cost price, supplementing its earnings through its application and media stores, which is in contrast with Samsungs hardware-driven model.High End Competition Is IntenseApple, which is Samsungs primary competitor in the high-end smartphone space, has been getting more aggressive in entering new markets. The company announced long-awaited deals to sell its iPhone to customers of China Mobile, the worlds largest mobile phone carrier, and NTT DoCoMO, Japans largest carrier by number of subscribers. The deals serve to vastly increase the companys addressable market. Additionally, Apple is rumored to be launching a large-screen iPhone sometime this year. Large-screen sizes have been a key driver of smartphone sales of late and Samsung has been one of the biggest beneficiaries of the phablet trend. Its high-margin Galaxy S and Note phones, which have remained among the dominant large-screen devices, could face a threat from a potential large-screen iPhone, as customers in the phablet market could veer toward the software differentiation and user experience that Apple devices offer.Recommended by ForbesRising Manufacturing Costs The basic smartphone paradigm has largely been set, and Samsung like many other manufacturers is beginning to see innovation plateau. This is evident in the new flagship Galaxy S5, which was more of an iterative upgrade, albeit with impressive hardware components such as a Qualcomm Snapdragon 801 processor and a some new sensors. However, the hardware specifications race comes at a significant cost. According to IHS, the S5 has a bill of materials valued at roughly $256, including manufacturing costs, while Apples flagship iPhone 5S cost an estimated $207 to build (at the time of launch).The figure is also higher than the bill of materials for the companys 2013 flagship Galaxy S4, which cost roughly $236 to build, while retailing at a similar (unsubsidized) price of roughly $600.Higher costs in the top end of the market coupled with the possibility of declining average selling prices would likely pressure the companys gross margins going forward.

Samsung Electronics Concerned about Struggling System LSI BusinessAccording to industry sources and overseas media outlets on August 6, Samsung Electronics' System LSI division is expected to record operating losses this year. In an August 5 article posted on its website, the Wall Street Journal quoted IBK Securities analyst Lee Seung-woo saying, I expect the business to post a loss of 877 billion won [US$847 million] this year, a sharp reversal from an operating profit of 203 billion won [US$196 million] last year.In the second quarter of this year, Samsung's operating profits in the semiconductor area amounted to 1.86 trillion won (US$1.79 billion), just a little less than 2 trillion won. The Korean tech giant did not separately announce its Q2 performance in the non-memory semiconductor business. But experts the related industries think that Samsung recorded an operating profit of more than 2 trillion won in the memory semiconductor business, while it posted an operating loss of around 200 billion won in the system semiconductor area.The industry believes that Samsung's poor performance in the non-memory semiconductor business is mainly attributable to low demand from customers for application processors (APs) and semiconductor chipsets.The reason for a decrease in demand for APs lies in reduced demand for Samsung phones. While it is not properly responding to increased demand for LTE chips and systems-on-chip (SoC), the tech company is increasingly using octa-core or quad-core processors instead of its own microprocessors, called the Exynos series. According to research firm Strategy Analytics, Samsung's share in the AP market nearly halved, decreasing from 12.0 percent in 2011 to 6.3 percent in 2013.In semiconductor chips, which comprise a large proportion of the sale of non-memory semiconductors, a reduction in demand for chips used in Apple's iPhones dealt a serious blow to Samsung. Earlier this year, Apple changed its supplier for A8, an AP used in the iPhone 6, from Samsung to Taiwan Semiconductor Manufacturing Company and other chip makers. Since Apple accounted for 80 percent of Samsung's sales in the foundry business, a reduction in the business size became inevitable.The Korean firm reportedly succeeded in obtaining an order to make Qualcomm's next mobile APs by touting the production process of 14 nm FinFETs. It is also possible for the company to receive an order from Apple to produce chips in the next model of the iPhone 6. However, industry analysts are saying that it will be difficult to anticipate any great results in the near future, in that it takes a long time to develop technology and rebuild trust of customer companies.Meanwhile, Samsung previously said that it will mass produce the first AP late this year, in which the production process of 14 nm FinFETs was used, and 14 nm FinFETs are scheduled to be mass-produced in the latter half of next year. The industry thinks that the System LSI division may improve performance in the latter half of 2015.- See more at: http://www.businesskorea.co.kr/english/news/industry/5800-samsung-problems-samsung-electronics-concerned-about-struggling-system-lsi#sthash.UK9rI56Y.dpuf

SAMSUNG COMPANY HISTROYSamsung (Hangul:; hanja:; Korean pronunciation:[sams]) is a South Korean multinational conglomerate company headquartered in Samsung Town, Seoul. It comprises numerous subsidiaries and affiliated businesses, most of them united under the Samsung brand, and is the largest South Korean chaebol (business conglomerate).Samsung was founded by Lee Byung-chul in 1938 as a trading company. Over the next three decades, the group diversified into areas including food processing, textiles, insurance, securities and retail. Samsung entered the electronics industry in the late 1960s and the construction and shipbuilding industries in the mid-1970s; these areas would drive its subsequent growth. Following Lee's death in 1987, Samsung was separated into four business groups Samsung Group, Shinsegae Group, CJ Group and Hansol Group. Since 1990s, Samsung has increasingly globalized its activities and electronics, particularly mobile phones and semiconductors, have become its most important source of income.Notable Samsung industrial subsidiaries include Samsung Electronics (the world's largest information technology company measured by 2012 revenues, and 4th in market value),[2] Samsung Heavy Industries (the world's 2nd-largest shipbuilder measured by 2010 revenues),[3] and Samsung Engineering and Samsung C&T (respectively the world's 13th and 36th-largest construction companies).[4] Other notable subsidiaries include Samsung Life Insurance (the world's 14th-largest life insurance company),[5] Samsung Everland (operator of Everland Resort, the oldest theme park in South Korea)[6] and Cheil Worldwide (the world's 15th-largest advertising agency measured by 2012 revenues).[7][8]Samsung has a powerful influence on South Korea's economic development, politics, media and culture and has been a major driving force behind the "Miracle on the Han River".[9][10] Its affiliate companies produce around a fifth of South Korea's total exports.[11] Samsung's revenue was equal to 17% of South Korea's $1,082 billion GDP.[12]

HISTROY IN SHORTSamsung Headquarters the "Samsung Town" in Seoul

Native name

TypePublic company

IndustryConglomerate

Founded1938; 77years ago

FounderLee Byung-chul

HeadquartersSeocho-gu, Seoul, South Korea

Area servedWorldwide

Key peopleLee Kun-hee(Chairman of Samsung Electronics)Lee Jae-yong(Vice chairman of Samsung Electronics)

ProductsApparel, chemicals, consumer electronics, electronic components, medical equipment, semiconductors, ships, telecommunications equipment

ServicesAdvertising, construction, entertainment, financial services, hospitality, information and communications technology, medical and health care services, retail, shipbuilding

RevenueUS$ 305 billion (2014)[1]

Net incomeUS$ 22.1 billion (2014)[1]

Total assetsUS$ 529.5 billion (2014)[1]

Total equityUS$ 231.2 billion (2014)[1]

Number of employees489,000 (2014)[1]

SubsidiariesSamsung ElectronicsSamsung C&T CorporationSamsung Heavy IndustriesSamsung SDSSamsung Life InsuranceSamsung Fire & Marine InsuranceCheil Worldwide

Websitesamsung.com

GROWTH OF SAMSUNG COMPANYSamsung Electronics reported strong growth in sales and profits in the second quarter, driven primarily by its mobile phone business.

The company said Friday that net profit was up 48 percent to 5.19 trillion won (US$4.5 billion) in the quarter from a year earlier, while its revenue was up 21 percent to 47.6 trillion won. Its mobile phone business was the highest performer with revenue of 20.52 trillion won, up 75 percent year-on-year. The company said its revenue and profit in mobile grew over the previous quarter due to an improvement in its product mix, and an increase in sales of its high-end smartphones. Research firms IDC and Strategy Analytics said Samsung's shipments of smartphones in the second quarter were nearly double that of closest competitor Apple. Samsung shipped 50.5 million smartphones in the quarter, more than double from a year ago, compared to 26 million by Apple, according to Strategy Analytics. Samsung was also the largest vendor of mobile handsets ahead of Nokia, according to both research firms. Competitor Apple said earlier this week it sold 17.0 million iPad tablets in the quarter ended June 30, up 84 percent from the same period last year. Sales of its iPhone also increased by 28 percent. Samsung and Apple are locked in patent disputes in many countries, seeking to block sales of products in various markets including the U.S. and Europe. Hot Launches Fuel Growth

The South Korean company launched the Samsung Galaxy III smartphone in May, and said it has seen "solid sales" of its Galaxy Note. Its feature phone shipments decreased from the previous quarter in line with industry trends, it said. The company saw its consumer electronics revenue grow by 7 percent, and display panel business rise 16 percent, but its semiconductor revenue dropped 6 percent over the same quarter last year. It said that there had been strong demand for panels for tablets, even as demand for panels for TVs slowed because of the economic crises in Europe, and delays in purchases in China because of a new subsidy policy. The semiconductor business witnessed weak PC demand even though demand for mobile devices was relatively stronger. Samsung said demand for smartphones will pick up in the current quarter as a diverse range of products are likely to be launched by vendors. Apple is for example rumored to be planning the launch of a new version of its iPhone later this year. The Internet of Thingsis expected to be the next big thing in the technology space, as everyday products ranging from home appliances to industrial equipment are increasingly being connected to the Internet. Samsung is betting big on the trend, announcing earlier this year that it would be equipping as much as 90% of its devices with IoT capabilities by 2017. While this should bring some incremental upside to Samsungs consumer electronics unit in the form of product differentiation, the companys lower-profile semiconductor unit is actually more likely to see a substantial upside from the growing trend of connected devices. In this note, we size up the IoT market for semiconductors and look at some of the opportunities and risks for Samsung.Semiconductors: Where The Value Lies The installed base for IoT devices is projected to grow from roughly 10 billion devices today to as many as 30 billion devices by 2020.While the trend is likely to help manufacturers of appliances and connected devices by allowing them to make products more efficient and interactive, it may not meaningfully add to their top lines. While connectivity should lead to higher prices for these appliances and devices, it is unlikely to make a big difference in terms of volumes outside of potentially accelerating their replacement cycles as the proliferation of IoT picks up.The growth in IoT is likely to provide greater benefits to the semiconductor sector which will provide the processors, chips and sensors required to drive devices as well as the IT services space (such as cloud computing and analytics software) and connectivity providers. According to IDC, the IoT market is expected to nearly triple to $1.7 trillion by 2020, with modules and sensors largely semiconductor components representing 31.8% of the total market.While market size estimates and methodologies obviously vary depending on the source, the opportunity is undoubtedly very large for semiconductor players.Active matrix technology to drive fast OLED growthAfter a slower than expected start, the OLED market is about to become significant according to US analysts DisplaySearch who see the $600m OLED market translating into a $7bn market by 2016.Recommended Articles Another step on the road to fusion power? LuxLive: Plessey to show concept lighting GE goes circadian Osram joins the push for prettier light bulbsAfter a slower than expected start, the OLED market is about to become significant according to US analysts DisplaySearch who see the $600m OLED market translating into a $7bn market by 2016.Driving the growth is the rise of the active matrix OLED (AMOLED), sales of which overtook passive matrix OLEDs (PMOLED) this year for the first time.Driving AMOLEDs is their use in mobile phones after Nokia, Samsung and Sony Ericsson heavily promoted AMOLED mobile phones in first half of 2009. More than 10 mobile phone models with AMOLED main displays have been released in 2009. PMOLED has been the revenue leader in the OLED display market, driven by high unit shipments. However, in Q109, PMOLED shipments were down significantly due to weakness in MP3 and mobile phone sub-display applications.AMOLED displays have become an important differentiating feature for high end electronic products, says Dr Jennifer Colegrove, director of display technologies at DisplaySearch, as we forecasted, AMOLED revenue surpassed PMOLED revenue in Q109, and AMOLED is likely to pass PMOLEDs in terms of unit shipments in 2010. There will be about 20 new or upgraded AMOLED production lines installed or upgraded worldwide in the next three years. See also: Electronics Weeklys guide to LEDtechnology OLEDsThe company also reported that worldwide OLED display revenue in Q109 was $143m, down 8% on Q408. AMOLED revenues were up 17% on Q408.

Samsung Mobile Display (SMD), created from Samsung organic light-emitting diodes (OLED )business and Samsung Electronics mobile display business, started operations in January 2009. SMD had a strong Q109, and as a result, it kept the No.1 position in OLED shipments with 37% market share, followed by RiTdisplay..OLED manufacturers are planning to make TV panels larger than 11 in 2009;LG Display is mass-producing small-size AMOLED currently, and has announced it will mass-produce 15 AMOLED panel for TV application at the end of 2009. LG Electronics announced that it will commercialise 15 OLED TV for the end of the year.Sony has been making 11 displays since 2007, and last year said it would start making 21 or 27 OLEDs but these plans are on hold due to the companys financial problems.Samsung has demoed 14 OLEDs but has not announced production.