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>> Continental mobile phone factory AMOLED panel supply shortage back to pull goods LTPS panel 26th,Apr,2017
AMOLED mobile phone panel demand, because Apple (Apple), Samsung Electronics (Samsung Electronics) to occupy the majority of production capacity, making AMOLED panel supply and demand tight, despite the mainland mobile phone market is facing rising stock worries, but because of the limited number of AMOLED panel (LTPS) mobile phone panel, coupled with LTPS panel production capacity out of the expected 2017 AMOLED and LTPS panel in the mobile phone panel market share will reach 5 percent.
Apple is expected in the second half of 2017 into the flexible AMOLED panel, a new machine to grow the main growth, but the current global AMOLED panel main supplier for the Samsung display (Samsung Display), the original hard AMOLED panel production capacity will no longer expand, and Most of the capacity for their own Samsung brand and Apple products, it is difficult to meet the needs of other mobile phone customers growth.
In the mobile phone brand leading strong row of exclusion, the mainland mobile phone factory to obtain AMOLED panel volume can be compressed, only part of the first-line brands, including Huawei, Oppo, Vivo, etc. can grab a small number of AMOLED panel production capacity in the overall capacity supply is limited to 2017 The second half of the high-end AMOLED panel will be in a tight supply state.
Supply chain industry pointed out that the recent mainland mobile phone market orders weak, but mainly in the traditional amorphous silicon (a-Si) panel greater impact, coupled with 2016 a-Si panel market prices rose, making the trend in 2017 showed a trend , Compared to the lack of supply by AMOLED panel, the recent mobile phone customer LTPS panel cargo demand is more stable, or even return phenomenon, but because of the overall production capacity, from the second quarter, LTPS mobile phone panel will face price pressure.
2017 LTPS panel in the smart phone panel market share will continue to increase to Samsung display AMOLED panel annual output of about 300 million estimates, in addition to supply their own Samsung and Apple mobile phone, can be distributed to the mainland mobile phone customers only about 5 More than 10 million, as the mainland panel factory AMOLED production capacity is not fast to keep up, making 2017 AMOLED panel in the high-end mobile phone market share is limited.
Although the AMOLED panel in the high-end mobile phone market menacing, but in 2017 LTPS production capacity will be out, including AUO Kunshan 6 generation LTPS plant in the end of 2016 mass production, monthly production planning 25,000 glass substrate, The third day of full load; and the Japanese display (JDI) Baishan factory 6th generation of glass substrate is also put into operation by the end of 2016, will drive panel capacity increased by about 20%.
Supply chain industry estimates, LTPS capacity to provide a steady increase in supply, the Japanese display and LG display total capacity of about 250 million to 300 million, and Sharp (Sharp) and AUO, group, Tianma total of about 100 million Film, estimated total of about 400 million, is expected to include the high-end smart phone market, estimated 2017 LTPS mobile phone panel market will account for nearly 35%, with the traditional a-Si mobile phone gap narrowed, and AMOLED panel market Is expected to upgrade to 27% in the mobile phone panel camps disappear each other, 2017 AMOLED, LTPS and a-Si panel will form a third of the world situation.
In addition, due to the number of 2-in-1 NB models grow, the brand factory for power requirements, high-end NB models will begin in 2017 into the LTPS panel, which is expected to enter the Japanese display Dell Dell (Dell) XPS High-end models, is expected to start the second quarter to the third quarter mass production; AUO is expected in the first half of 2017 mass production LTPS NB panel. Industry believes that LTPS in the NB, VR and other areas of application development has just started, due to clear trends, optimistic about the market size in 2018 will gradually expand.
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