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>> Apple LCD models new iPhone began mass production LTPS panel market reversal 18th,July,2018
According to the supply chain, Apple has basically completed the mass production plan for the LCD new iPhone. The LTPS LCD display will be supplied by three panel manufacturers, including Sharp, JDI, LGD, and the supply ratio is about 4:3:3. A total of about 70 million pieces were produced by Apple's previously invested LTPS panel production line.
Among the three LCD display suppliers, Sharp not only returned to the Hon Hai system, but also returned to the Apple mobile phone display procurement sequence, and achieved a larger share. The industry believes that Sharp had been refrigerated for a while by Apple's mobile phone because of the restructuring process, financial situation and internal management. This time, I can get back the LCD screen of Apple's mobile phone, indicating that Sharp's panel operation status has been fully recognized by Apple.
In addition, LGD and JDI will continue to undertake orders for the old model LTPS LCD panel of the iPhone8. In fact, LGD and JDI should have more shares than Sharp in the LCD panel order share of all Apple phones. Previously, industry research organizations have exposed that Samsung has only received 70 million OLED display orders this year. If it is based on the scale of Apple's annual mobile phone shipments of about 2.1 to 230 million units, LGD and JDI will get it. The number of orders for the old iPhone model LTPS LCD panel should be between 70 million and 90 million.
Affected by this, the global LTPS panel production capacity has once again appeared relatively tight, and there is even news that the group's ex-factory price of mobile phone LTPS LCD panel will be carried out in the next few months. Upward, ending the state of continuous decline in industry prices.
After Innolux acquired the 6-generation LTPS production line of Shenchao last year, the corresponding mobile phone customer LTPS LCD purchase orders have also been transferred. Some of the domestic LTPS LCD panel production plans of domestic brands in China have also been transferred to Innolux. . Since these manufacturers basically have the number of purchases of this 6-generation LTPS display, and the number of orders for Foxconn's mobile phone assembly, QunChuang's price increase for LTPS LCD panels may lead to some brands. Procurement cost control is relatively passive.
At present, the domestic LTPS production capacity, Shen Tianma's LTPS production line has been fully sold since last year, BOE's LTPS production capacity is also relatively limited, the rest is the 6th generation line of Kunshan AUO and the 6th generation line of Wuhan Huaxing. The improvement of the capacity supply of LTPS will be relatively favorable to Wuhan Huaxing, which can better improve its capacity utilization rate and speed up the growth rate of production capacity and yield. If the situation continues to be optimistic, I believe that the second phase expansion plan of the 6th generation line of Kunshan AUO can be successfully completed.
In 2017, due to Apple's use of flexible OLED panels on the iPhoneX, Samsung, LGD, and Sharp all shut down several low-generation LTPS production lines and eliminated related production equipment. In addition, Samsung also transformed the original 6-generation LTPS LCD production line into an OLED panel production line.
It is also due to the successful de-capacity of the industry's LTPS LCD last year, which has made Shenzhen Tianma more than JDI, becoming the world's largest manufacturer of LTPS LCD shipments. Moreover, the subsequent panel manufacturers have upgraded the production capacity of the LTPS LCD6 generation panel line and the conversion investment into the OLED 6 generation panel line capacity. From last year until now, the industry has almost no new LTPS LCD panel capacity.
According to the Rising Sun display and touch, based on the existing LTPS LCD 6 production line capacity, there is still room to continue to expand production capacity, leaving only the 6th generation line of Wuhan Huaxing, and the 6th generation line of Kunshan AUO. And the new 6th generation line that JDI launched last year. These several production capacity originally had a second-phase expansion plan. However, due to the overcapacity of the industry's LTPS LCD panels in the past two years, the price and cost were upside down, and all related new capacity start-up actions were postponed.
After the smartphones began to popularize the full-screen display technology in the second half of last year, the display size of the smartphones has increased by one specification on the basis of the original organic shell size, and the area of the same-size display screen has also improved by 10 to 15%. It provides strong support for the smart phone industry to digest LTPS LCD's surplus capacity.
After entering the third quarter of 2018, the popularity of full-screen on smartphones has been further expanded. Nearly 90% of the new startup models in the market have adopted a comprehensive screen design, which is also an important reason for the recent emergence of mobile phone LTPS LCD panel capacity. one.
However, whether there is a supply shortage in the production capacity of mobile phone panels, it is still too early for the industry to express this conclusion. First of all, there is basically no problem in the supply capacity of the a-Si LCD mobile phone panel, because both BOE and LGD have 8. . The 5th generation line to cut the precedent of mobile phone panels, as long as the industry price is stable, it is difficult to protect the two will not continue to take 8. . The 5th generation line is used to mass produce mobile phone panels.
In addition, China has invested in a number of 6-generation OLED panel production lines. The backplane technology of these production lines is based on LTPS technology, which can fully convert LTPS LCD products at the right time. If the marketing progress of OLEDs is not satisfactory, LTPS LCD If the real capacity is in short supply, it is not impossible to use these OLED production lines to produce LTPS LCD products in the early stage. It is not impossible to continue the basic operation of these 6th generation lines.
Relative to TV panels, which are generally standard, smartphone panels are now increasingly oriented towards customized production, especially after full-screen display technology. This highly customized smartphone panel has actually diluted the actual increase in the price of smartphone panels.
Coupled with the industry pricing strategy of customized products, the processing cost and added value of the comprehensive screen products have increased, the price of the entire mobile phone panel has slowed down, and the prices of some specifications have increased slightly, which are in line with the current market conditions. . In fact, compared with the price increase of the entire full-screen display touch module, the industry cost increase brought by the adjustment of the price of the mobile phone panel is much smaller.
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