The screen is becoming the second half of the global smartphone industry in the second half of the battlefield.Many market research institutions predict that the global market for mobile phone market this year will be the first time over the TV screen, a comprehensive screen will gradually become a high-end mobile phone manufacturers' Weapons, 'high-end OLED screen shortage, a direct impact on Apple, Huawei and other Chinese and foreign giants put new products to seize the market, flexible features have become mobile phone small screen beyond the big screen of innovation fulcrum.
● mobile phone screen over the TV screen is expected this year
Many institutions predict that in 2017, the global mobile phone screen market will be the first time more than the TV screen market research firm IHS Markit report that 2010 to 2016, the global mobile phone screen market average annual growth rate of up to 17%, TV screen An average annual decline of 8%. Global mobile phone screen market this year is expected to reach 45.6 billion US dollars, more than television screen (41.3 billion US dollars).
Another research firm Strategy Analytics also held a similar view.The agency believes that this year the global mobile phone screen delivery will reach 3.24 billion, 5 years will reach 4.62 billion, when the mobile phone screen and TV screen market size gap will become increasingly obvious.
Mobile phone screen and TV screen of the shift, the direct push is the emergence of smart phones and mobile phone screen constantly upgraded Apple iPhone come out, marking the field of mobile phone touch screen to replace the beginning of the keyboard, touch screen mobile phone quickly popular in the world, The panel industry has become a beneficiary, just as a shared bicycle has activated the already bike maintenance industry.
● full screen this year to play a leading role in the market
Mobile phone screen quality Qi Fei, has become a global smart phone in the high-end market, one of the key factors. 10 years ago, Apple launched the cancellation of the keyboard iPhone, the screen touch operation to become the trend; 2015 Samsung launched the surface screen mobile phone, New trend; Sharp subsequently launched EDGEST product line, a number of manufacturers to join the trend, very narrow borders, a comprehensive screen gradually become the mainstream in the high-end market.
This year called smartphone full screen burst years, in addition to Apple iPhone 8 will use a comprehensive screen design, Samsung has already launched a comprehensive screen, 'Andrew's father' Andy Rubin designed Essential Phone, Sharp introduced AQUOS S2, Huawei, millet And other domestic giants are also large-scale layout, a comprehensive screen has become a high-end mobile phone 'standard'.
OLED screen is the key to a comprehensive screen. Compared to the traditional LCD screen, OLED screen can be self-luminous, can be curved, showing more sophisticated, richer colors, but also more energy-efficient, suitable for mobile phone screen. China, South Korea mainstream mobile phone manufacturers Launched OLED screen phone, Apple launched in October ten years version of iPhone, iPhone will be the first time using OLED screen.
In addition to the above advantages, OLED screen production costs were significantly lower this year, the industry capacity to take the heavy volume channel, which will promote the OLED or LCD will replace the mainstream mobile phone screen, while the Shenzhen, Yangtze River Delta and other places of the panel Industry to bring opportunities, the current OLED screen main supplier or from Japan and South Korea, BOE and other domestic manufacturers need to seize the opportunity to catch up.
● domestic panel industry ushered in the challenges of opportunities
According to statistics, the current domestic LTPS (mobile phone panel) production accounted for about 10% of the global proportion, only the BOE G5 (mobile phone panel) production capacity accounted for about 10% of the global proportion of the market, .5, Huaxing photoelectric Wuhan G6, Xiamen Tianma G5.5, G6 and other production lines to achieve mass production, 70% -80% market demand to rely on imports to solve.
A number of market participants expected a comprehensive screen heat reflected in the third quarter of this year will increase the demand for about 10% of the panel orders, short-term LTPS prices are likely to remain strong.
Tianma earnings show that the first half of this year, Real Madrid to achieve revenue of 2.604 billion yuan, an increase of 24.83%. BOE profit margins, the first half of this year is expected to profit 4.2 billion -445 million.
BOE said, has achieved a full-screen production, a number of production lines are currently full load.Tianma said that the full-time production during the year screen.
Market analysis, the next five years, the global smart machine shipments growth slowed down significantly, 2017 mobile phone panel excess rate may reach 30% .This means that LCD phone panel long-term price trend will decline, to produce OLED panel made Manufacturers will enjoy the market dividend to get new opportunities.
Mai Hao Chao said that the current domestic panel industry fully active layout of a comprehensive screen, once missed the outlet, the future may face the test of survival.