According to market statistics, in the first half of this year, global smartphone panel shipments were about 840 million pieces, down 5.2% year-on-year. BOE, Samsung Display, and Tianma are ranked among the top three in terms of shipments. Among them, BOE dominates the a-Si LCD panel market, Samsung is the leader of the AMOLED panel, and Tianma is the LTPS panel market champion. The three-panel makers together account for 58% of the market share. rate.
BOE’s performance in the smartphone panel market in the first half of the year was outstanding, with shipments exceeding 190 million pieces, an annual growth of 23.1%. Thanks to the addition of brand customers, LCD panel shipments began to increase in March. Although shipments declined in June, the overall performance was good. Among them, the shipment of a-Si LCD panels is about 180 million pieces, with an annual growth rate of 16.7%. It is still the world’s largest supplier of a-Si LCD panels.
Affected by the decline in demand for mid-to-high-end mobile phones, Samsung’s display shipments were relatively weak in the first quarter. However, driven by the demand for fingerprints under the screen, the second quarter’s utilization rate began to recover significantly. The rigid OLED production line A2 was basically full in the second quarter. . According to the data of the city’s Tuanzhi Consulting, Samsung’s total shipments of smartphone panels in the first half of the year were comparable to those of BOE, which was also about 190 million pieces, with an annual growth of about 9.6%. They are all AMOLED panels and still have an absolute advantage in the AMOLED field.
In the first half of the year, the shipment of smart phone panels was about 100 million pieces, which is equivalent to the same period last year. Among them, LTPS panels shipped more than 80 million pieces, ranking first in the global LTPS panel shipments. In particular, the strong demand from the “punch screen” will continue to push Tianma’s revenue. In the first half of the year, Tianma’s perforated screen shipments were close to 0.2 billion pieces, accounting for about 61% of the LCD perforated screen market. .
In addition to the top three panel factories, other panel manufacturers have a similar market share. Shenchao, Caijing and Innolux are among the top eight, but the market share is between 5% and 7%, far less than BOE, Samsung, Tianma has a market share of approximately 23%, 23%, and 12%.
Affected by the sluggish demand in the terminal market, Qunzhi Consulting expects the sales of smartphone panel shipments to maintain a weak performance in the second half of the year. Observing the mobile phone panel market, the concentration of panel suppliers continued to increase. In the first half of the year, the market share of suppliers in the first three quarters was about 58%, and the top five was about 70%.
Benefiting from the increased demand for fingerprints under the screen, AMOLED panel demand continues to strengthen. It is estimated that global AMOLED panel shipments will grow by 13.0% in 2019, and flexible panel shipments will increase by 25%. The on-screen fingerprint technology of the AMOLED panel is gradually maturing, and the on-screen fingerprint technology of the LCD panel will also speed up the progress. In addition, the screenshot solution will also speed up the development process. In the second half of the year, the flexible OLED 3.5D fitting panel will be officially mass-produced, and the demand for 3.5D right-angle fitting is strong. The main advantage is close to 90 degrees. The visual aspect is left and right without borders. The physical buttons on both sides of the mobile phone are touched. Replace with a vibration motor.
