IHS Markit pointed out that continuing the June rally, the price of low-end mobile phone panels continued to rise in July, and the increase was about 5% to 10%, depending on the size.
In contrast, the special-shaped cutting mobile phone panel, with the production capacity in place, the production capacity of each panel factory has been opened one after another, and the price has declined. It is worth noting that this year's TDDI gap has expanded, and the supply gap is difficult to solve until the end of the year, which also affects this year's embedded touch. Market penetration of the control panel.
Following Apple's iPhone design, many of the new machine designs of mobile phone brand factories this year are Liuhai Notch, and some are like Sharp's drop-shaped design. The panel factory pointed out that the process of special-shaped cutting is complicated, and it is difficult to process materials from panel to back. The sealant coating must be changed, so the machine must be changed, the polarizer should be shaped, the polarizer and the backlight are all expensive. However, it is expected that this is only a transitional product. With the screen technology in place, the full screen will be realized in the future. Panel factory, special-shaped cutting and opening caution, with large customers to lock certain sizes and mass production.
In the first half of the year, the tablet computer market was light, but in the second half of the year, some white-label tablet PC manufacturers began to prepare for the back-to-school tide and the next education market.
In addition, first-line tablet computer brands such as Microsoft, Google, Apple and other computer brand manufacturers, the main products in the second half of the year are locked in the high-end, education application market, the main size is concentrated in 10吋, 10.6吋, 11吋 and 12.3吋Such as the larger size of the flat panel. As the tablet computer enters the school tide, and the peak season of the year-end promotion, the panel demand is obviously warming up. In July, the price of the flat panel rebounded and rebounded. It is expected that the price trend will be stable in the third quarter.
Innolux's small and medium-sized production capacity is tight, and it is fully sprinted. The Zhunan 6th generation line has increased the amount of film shots by about 6,000 pieces this year. It is necessary to try to meet customer demand. Huaying started production line in April, especially 18:9 full screen. Panel, because the supply is in short supply, the increase is relatively large. The supply of mobile phone panels is tight, and we are currently talking about the supply distribution with customers.