Guo Zijiao stated that China's No. 1 LTPS panel maker Shen Tianma has the opportunity to surpass Japanese JDI in the first quarter of this year and become the world's largest LTPS panel supplier.
She said that the LTPS panel is mainly used in mobile phones at this stage, facing the AMOLED panel to capture the mobile phone panel market, and the LTPS panel maker will also transfer some of its production capacity to the automotive display panel market.
She said that the global mobile phone brands except Apple, Samsung, and the top few are almost all Chinese brands, so the LTPS panel maker in mainland China is far more comfortable with brand manufacturers than Japanese and Korean manufacturers.
She expects that the supply of LTPS panels will be slightly insufficient in the 3rd and 4th quarters, and the supply relationship will be tight. Due to the centralized purchase of brands, the panel production lines under the 5.5 generation will lose competitiveness. The LTPS panel is currently 5.5 generations, 6.5 generations of lines. The world.
She pointed out that China Star Optoelectronics is a new entrant to small and medium-sized panels, and the utilization rate of LTPS panels is not high. Due to the failure to grasp the mobile phone brands, AUO did not grow as fast as LTPS panel shipments.
IHS Markit estimates that in 2006, low-temperature polysilicon panels were shipped worldwide with 758 million tablets, a 19% increase from 2017.