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>> Under-screen fingerprint recognition mobile phone hot and hard OLED panel supply and demand tension 12th,June,2019
Under the screen, fingerprint recognition mobile phone hotspots, after becoming the flagship mobile phone preferred, it is expected that the second half of 2019 is expected to extend into the middle and low-end models of RMB 1,500-2,000 yuan. Because of the advantages of hard OLED panels and fingerprint identification phones under the screen, As a result, the recent supply and demand of hard OLED panels is tight, and the momentum of pulling goods is strong.
The panel industry pointed out that the hard OLED panel has a large increase in the demand for hard OLED panels because it does not have much capacity expansion, and the demand for fingerprint recognition under the screen is heating up, and the price difference with the LCD panel is getting closer.
At present, the hard OLED panel is still the largest supply of Samsung Display (Samsung Display), which is estimated to account for more than 90% of the total capacity. Others such as BOE, Tianma, Visionox and Hehui are also available in mainland China panel factories. Production ranks, but the overall capacity ratio is still low.
In 2019, Samsung Display expanded its power to promote the hard OLED panel of mobile phone brands in mainland China, and the matching of fingerprint identification under the screen was also favored by mobile phone brand operators, further increasing the demand for hard OLED panels.
If you look at the four mobile phones of mainland China, Huawei, Xiaomi, Oppo, Vivo, the demand for hard OLED panels in 2018 is less than 100 million, but the total demand in 2019 has reached 150 million, showing a large The trend of growth has further led to tight supply and demand.
Panel makers pointed out that the overall hard OLED smart phone panel has been tightly supplied since the second quarter. Although some mobile phone brands have already stocked in advance, they are still affected by the panel development cycle and the changes in new product planning. Pulling cargo kinetic energy, it is estimated that when the peak season of the third season comes, the hard OLED panel may be in short supply, but it still depends on the situation of Sino-US trade warfare.
As for the price, the current mainstream price of the hard OLED panel plus the fingerprint under the screen is about 25~30 US dollars. Although most panel manufacturers feel the strong pulling momentum, there is no industry to increase the price. It was the instability of the international economic situation in 2019, and the uncertainty was too high, which led to the first shot of the panel factory that no one was willing to open the price.
Due to the backlight problem, the LCD panel is technically difficult to import fingerprint recognition under the screen, which is one of the reasons why the self-illuminating OLED panel is popular. However, many panel manufacturers, including AUO, BOE, Tianma, and Shenchao Optoelectronics, are actively developing LTPS panel technology with a solution for fingerprint identification under the screen. It is expected that there will be related programs at the end of 2019 or early 2020. The technical selectivity of the terminal brand will increase, and it is expected that there will be a new situation change.
However, according to the trend of LTPS mobile phone panel products, with the rise of drilling mobile phones, terminal brand players are increasing the layout power of drilling mobile phones. Due to the low yield of such products, the supply capacity of panel manufacturers is affected. inhibition.
In addition, LTPS panel production capacity has not increased too much. In 2019, only Huaxing Optoelectronics added more than 10,000 pieces of glass substrate, as for the supply of Japanese display (Japan Display) and LG Display (LG Display). At present, the LTPS panel is mainly engaged by mainland China panel manufacturers including Tianma, BOE, Huaxing Optoelectronics, etc. The production capacity of Taiwan AUO and Innolux is relatively small.
It is worth mentioning that the LTPS panel has also changed in product structure. The mainstream size has been upgraded from 6.1 and 6.2 过 to 6.7 and 6.8 过. Although the overall shipment volume has declined, the result of the larger area is to make The LTPS panel production capacity has been degraded, and the price difference between the LTPS panel and the OLED panel is not large, but with the narrow frame technology advantage that the a-Si technology is difficult to match, the comprehensive cost performance of the LTPS panel has been difficult to ignore.
From the market demand side, although the hard OLED panel erodes the market space of some LTPS panels, the supply of hard OLEDs is Samsung's dominant one after all, but the mobile phone brand player represented by Huawei is still targeting the 2019 LTPS mobile phone. Higher than OLED mobile phones, it also drives the increase in the number of LTPS panels.
As for the a-Si mobile phone panel, the price dropped by as much as 30% in 2018, affected by the Huaying incident, the price was stable in the first half of 2019, Caijing said that in the second quarter, the demand is healthy, the price does not fall, normal Pulling goods, it has been a good performance.
As for the second half of the year, Caijing expects that the price of a-Si mobile phone panels will decline slightly. The orders in the third and fourth quarters are not very visible, and the demand is also vague. For the peak season in the second half of the year, Caijing is neutral.
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