The third quarter is the traditional peak season for the panel market, however panel demand has been affected to some extent in the third quarter due to the full screen transition this year, which delayed the listing of new machines for many brands. According to Sigmaintell data, the third quarter of 2017 globally The total shipment of smart phone panels was about 530 million tablets, a slight increase of 1.0% over the previous year.
Key vendors are as follows:
Samsung Display (SDC)
Although the third quarter adjusted rigid ROLAND AMOLED pick-up rhythm, but thanks to Apple's new machine iphone X pull materials, third quarter Samsung display panel shipments of about 106 million, an increase of 6%.
BOE
Benefited from the shipment of overseas brands and OP / VI, 83 million smartphones shipped in Q3, an increase of 6.4% over the same period of the previous year. The shipment of smart phone LCD panels ranked the first in the world while BOE actively accelerated AMOLED The 6th generation flexible AMOLED of Chengdu announced mass production in October. It is the first 6th generation flexible AMOLED production line in China, and the mobile phone products are more comprehensive and comprehensive.
TIANMA
In the third quarter, the shipment of Tianma smart phone panels reached nearly 55 million units, an increase of 48% over the same period of last year, of which, LTPS LCD panel shipments reached more than 3300 units, an increase of 180% over the same period of last year. Since the mass production in the second half of 2016, DaXing Line has been achieving full production and full sales with stable and excellent yield performance. Under the trend of full-screen of handsets, the Daihatsu Line actively seizes the development opportunities, continuously enhances the product value and strengthens the customer relationship.
Japanese Display (JDI)
Under the dual competition between Samsung AMOLED and mainland-based LTPS LCD panels, demand for the JDI brand dropped. In the third quarter, the shipment volume of smart phone panels was about 37 million, a decrease of 26% year-on-year. The single customer-oriented customer structure made it face severe challenges test.
LGD
In the rapid growth of the mainland panel factory, the overseas panel makers LCD panel's competitive advantage is gradually declining.Q3 LGD smartphone panel shipments of about 33 million, down 27. 9% .In response to the upgrading of mobile phone technology, LGD active layout AMOLED, Gumi 6 generations of flexible AMOLED E5 production line began mass production in the third quarter, the third quarter of its flexible AMOLED smartphone panel shipments of about 1.2 million.
Mainland OLED
In the third quarter, the total shipments of AMOLED smartphone panels in mainland China were about 2.5 million units, an increase of about 120% over the same period of last year. Among them, Kunshan Weixinuo was driven by the brand's pull cargo shipments, which exceeded 1 million units in the quarter.
Taiwan Department of Panel Factory
Taiwan-based panel factory is still a-Si panel as the main force, with the development of mobile phone panel technology and the rise of the mainland panel factory, especially in the development trend of a full screen, Taiwan panel makers will face greater challenges.
Overall, the smart phone market is already a relatively mature and saturated market. In the future, market development requires more innovative products to stimulate. In the process, competition will become more intense and the global competitive landscape will be further reshaped.
Q3 2017 Global Smartphone Panel Shipments and Market Share at a Glance
