Although the initial panel maker may not easily adjust the quotation in order to maintain customer orders, if the tight situation persists, it does not rule out a wave of price rebound. At present, the main products of LTPS LCD are still mainly mobile phone panels, but some manufacturers use some of their capacity. For the introduction of automotive panels, high-end laptop panels to ensure long-term capacity deployment.
As the supply of OLEDs will increase substantially this year, the actual application demand is still limited. Guo Zijiao believes that OLEDs may face excess supply pressure in the second half of the year unless OLEDs can develop killer applications or improve the yield rate of large-size products. Quality, expand the scope of application.
In terms of smart phone applications, according to statistics, in 2017, global smartphone shipments were about 1.4 billion, which is expected to increase only slightly to 1.44 billion this year, making global smartphone panel shipments roughly flat, and different technology screens appearing. This eliminates the situation.
Among them, LTPS LCD smart phone panel shipments are expected to maintain 19% growth, market share is estimated to be approximately 45%, OLED mobile phone panels also have the opportunity to grow 14%, market share came to 27%, but a-Si LCD mobile phone panel out The goods may face a 27% decline.
In terms of mobile phone brand territory, China’s mobile phone brands performed very well last year, doubling market share. Including Huawei, Xiaomi, OPPO and VIVO, the total market share was approximately 15.6% in 2016 and 31.7% in 2017. The rise of Chinese brands, The upward impact on Apple and Samsung's original market, and the downward impact on other small and medium-sized branded markets. In addition, the scale of brand purchasing has become more and more obvious, and the number of brand cities has been shrinking.
Guo Zijiao predicts that this year's mobile phone brand manufacturers may focus on two aspects. One is in the Chinese market. Even if China's smart phone market has become saturated, after all, China is still the world's largest single market, and label manufacturers will still try to attract consumers to change machines. For example, increasing screen share, launching multiple models to attract consumers, etc., but from the perspective of the number of screen purchases, may not increase.
Another focus is emerging markets such as India, Africa, and Southeast Asia. The market penetration of smartphones in these emerging markets is still low. This year, brand owners will actively launch mobile phones with lower cost solutions to capture these emerging markets in order to obtain sales. increase.