Xie Qinyi said that as long as it does not bend or fold, the LCD can also achieve the function of flexible AMOLED. In addition to LTPS, even the very old a-Si can also be shaped to cut (bangs), and the overall screen. C-Cut, etc., LCD panels can be done, taking into account the price issue, so that China's mobile phone brand conservative attitude using AMOLED.
He said that in view of the global top 20 mobile phone plant production plans, the adoption of flexible AMOLED panels is quite conservative. Apart from Samsung, Apple, and mainland China, only two mobile phone brands are adopted. As for major smartphone brands, including Huawei, OPPO, Vivo and Xiaomi, this year the new machine still tends to adopt the LTPS panel instead of the AMOLED panel.
Apple also revisited the proportion of new iPhones used in this year's iPhone. In addition, Samsung Galaxy S9 continues to use flexible AMOLED panels. The willingness of mobile phone makers has not improved, and the penetration rate of mobile phones using flexible AMOLED panels this year has been revised. The estimated 40% will be reduced to less than 30%, and Xie Qinyi expects that the price of flexible AMOLED panels will be significantly revised in the second half of the year.
Xie Qinyi emphasized that the promotion of flexible AMOLED mobile phone panels depends on the price, because in contrast, color, thickness, AMOLED is still stronger than LCD, but the appearance of the original was stronger than the LCD replaced.
Xie Qinyi said that OLED accounted for the downward revision in mobile phone panel penetration rate. Mobile phone brands found that the cost of flexible AMOLED panels was so high. Instead, they continued to use LTPS. On mobile phone panels, LTPS is currently very tight, but prices are still falling. It is estimated that this year's overall LTPS can account for more than 30% of the mobile phone.