Shenzhen Enrich Electronics Co., Ltd

Favorite  |  Set Home
skype: cassie_1191
QQ: 2850818618
FACEBOOK: Cassie Huang
E-mail: 黄露
E-mail: cassie@rxxdisplay.com
Company News >> Mainland mobile phone factory AMOLED panel supply shortage back pull cargo LTPS panel 27th,Nov,2017
                                              Demand for AMOLED mobile phones became very popular. As Apple and Samsung Electronics occupied the most capacity, the supply and demand of AMOLED panels became tight. Although the mainland mobile phone market was facing the problem of rising inventory, the number of AMOLED panels reached by handset manufacturers in mainland China was limited , Making some models back to pulling LTPS cell phone panels, coupled with LTPS panel production capacity gradually opened, 2017 AMOLED and LTPS panels in the proportion of mobile phone panel market will reach 50%.
Apple is expected to introduce a flexible AMOLED panel in the second half of 2017 and become the main force for the growth of new aircraft. However, at present, the main supplier of AMOLED panel in the world is Samsung Display. The original hard AMOLED panel production capacity will no longer be expanded. Most of the production capacity for their own Samsung brand and Apple products, it is difficult for other mobile phone customers demand growth.
Under the exclusion of the strong mobile phone brand leading orders, the mainland mobile phone makers can get the AMOLED panel capacity to be compressed. Only some first-tier brands, including Huawei, Oppo and Vivo, can grab the capacity of a handful of AMOLED panels. The overall production capacity is limited and is expected to reach 2017 The second half of the high-end AMOLED panel will be in tight supply.
The supply chain industry pointed out that in the recent mainland mobile phone market, the orders were weak but the impact was mainly due to the traditional amorphous silicon (a-Si) panels. In addition, the market price of a-Si panels soared in 2016, which led to a downward price trend in 2017 In contrast, due to insufficient supply of AMOLED panels, demand for LTPS panels from mobile phone customers is relatively stable and even backflow occurs. However, due to the increase of overall production capacity, LTPS mobile phone panels will also face price pressure from the second quarter onwards.
2017 LTPS panel market share in the smart phone panel will continue to increase to Samsung monitor AMOLED panel with an annual output of about 300 million estimated that in addition to supply their own Samsung and Apple mobile phones, can be divided into the mainland mobile phone customers only about 5 , More than 10 million, as the mainland panel AMOLED capacity can not keep up quickly, making AMOLED panel in 2017 high-end mobile phone market share is limited.
Although the AMOLED panel is threatening the high-end handset market, LTPS production capacity will start to unfold in 2017, including the production of the 6th generation LTPS plant in Kuanda, Kyushu, officially mass-produced by the end of 2016 with a monthly capacity of 25,000 glass substrates planned for 2017 The third quarter of full load; and the Japanese display (JDI) Hakusan plant sixth-generation glass substrate is also put into operation by the end of 2016, will drive panel production capacity increased by about 20%.
Supply chain industry estimates, LTPS capacity supply increased steadily, the Japanese monitor and LG Display total production capacity of about 250 million to 300 million, while Sharp (Sharp) and AUO, a group, such as Pegasus total about 100 million It is estimated that the market share of LTPS handsets will be close to 35% in 2017, narrowing the gap with traditional a-Si handsets, and the market share of AMOLED panels Expected to increase to 27%, in the cell phone panel camp mutual growth and decline, 2017 AMOLED, LTPS and a-Si panel will form a third of the world situation.
In addition, due to the growth of the number of 2-in-1 NB models, the brand factory plans to increase the power-saving requirements. The high-end NB models will be introduced into the LTPS panel in 2017. Among them, the Japanese monitor is expected to hit the Dell XPS High-end models are expected to mass-produce by the end of Q2 ~ Q3; AUO expects LTPS NB panels to be mass-produced in the first half of 2017. The industry believes that LTPS in NB, VR and other fields of application development has just started, as the trend is clear, optimistic about the size of the market in 2018 will gradually expand.

Online service

Skype: cassie_1191 2850818618 cassie@rxxdisplay.com