Qunzhi Consulting pointed out that although there are innovation trends such as full-screen and shaped-shaped screens in the smart phone display market, the smartphone panel still experienced a slight decline due to the weak overall demand. However, there are significant differences in products of different specifications.
Qunzhi Consulting said that the shipment share of a-Si LCD (including Oxide LCD) panel dropped from 50% in the first half of last year to 42% this year, and shipments decreased to 390 million. With the increase in display product specifications, a The market share of -Si LCD products is gradually being squeezed by LTPS LCD and AMOLED.
LTPS LCD panels are eye-catching in the weak market environment. According to Qunzhi Consulting, LTPS LCD smartphone panels shipped 340 million units in the first half of this year, an increase of 23.7%; incell touch, full screen and shaped screens, etc. The trend is to increase the demand for high-profile display products in the smartphone market; LTPS LCD's sufficient production capacity also lowers product prices while further ensuring product competitiveness, while further improving product competitiveness.
Qunzhi Consulting Statistics, in the smartphone display products, the market share of LTPS LCD has increased from 29% in the first half of last year to 36% in the first half of this year, and the growth rate is very significant. In addition, the shipment volume of AMOLED panels decreased slightly in the first half of the year. The annual sales decreased by 2.6%, and the number of shipments decreased to 200 million. However, due to the relatively stable market share of AMOLED, it still accounts for 21% of the market share of smartphone display products.
Qunzhi Consulting pointed out that for panel manufacturers, due to the difference between major products and customers, their performance in the panel market is quite different. Overall, LTPS LCD and AMOLED products are dominant and maintain good cooperation with Chinese mobile phone manufacturers. The panel factory of the relationship has achieved good results in the first half of this year.
Samsung showed that shipments in the smartphone panel market declined slightly in the first half of the year compared with the same period of last year, down 6.6% year-on-year. In the second half of the year, with the release of the new iPhone, Samsung AMOLED shipments will peak in the third quarter, estimated throughout the year. Shipments will exceed 400 million units; in-depth cooperation with Chinese brand manufacturers will also push Samsung's performance to a new level.
In the first half of the year, BOE shipped 160 million smartphone panels, which was basically the same as that of the same period of last year. BOE's superior strength in the LCD field, occupying the second largest smartphone panel shipment in the world, and the first position of LCD panel shipment; Display product market share of 17%, LTPS LCD panel shipments increased by 62.1%.
In the first half of the day, the performance of the global smartphone panel shipments is 11%, ranking third in the world, especially the LTPS LCD products, which have exceeded the JDI ranking for the first time in a row for the first time in the world. The LTPS LCD shipments are the first; The LTPS LCD production line is basically in full production, and the reasonable customer structure ensures the continuity of shipment. In the first half of the year, the shipment of smart phone panels increased by 33.4%, and the shipment of LTPS LCD panels increased by 98.7%, nearly doubled. increase.
Excessive reliance on iPhone products has made JDI more affected by Apple's procurement strategy. The increase in iPhone orders in the first half of the year has enabled JDI to maintain a market share of 7% in the smartphone panel market. The release of the 6.1-inch LCD iPhone in the second half will push up JDI shipments. Performance; Qunzhi Consulting believes that in the long run, the gradual loss of Chinese brand projects will continue to erode JDI's customer base.
AUO Kunshan LTPS LCD production line has been in full operation for several months. Qunzhi Consulting pointed out that mature product technology and aggressive pricing strategy have achieved multiple key customer projects, compared with the same period last year, smartphone panel The number of shipments with LTPS LCD panels increased by 46.4% and 122.9%, respectively, and LTPS LCD products contributed significantly to performance.
Qunzhi Consulting believes that, similar to Tianma's situation, AUO's future release of LTPS LCD has limited capacity, and shipments are unlikely to continue to climb.
The product positioning of Foxconn's three panel manufacturers is relatively clear. Innolux focuses on the a-Si LCD market and targets low-end and mid-range products. Shenchao's capacity for Taiwan's LTPS LCD production line and deep cooperation with Xiaomi are mainly for medium and low. End-to-end machine market; Sharp with excellent technology and quality mainly faces the mid-to-high-end products market including Apple.
On the whole, the total shipments of Foxconn's three panel makers can rank third in smartphone display panel shipments; however, three decentralized business strategies are more difficult to play complementary advantages; Qunzhi Consulting pointed out that the next three The cooperation of the panel factory also has room for continuous deepening, especially the group creation and deep super, and there will be further integration possibilities in the future.
Qunzhi Consulting Statistics, the top five global smartphone panel shipments in the first half of the year are Samsung Display (20%), BOE (17%), Tianma (11%), JDI (7%), AUO (7) %), Innolux accounted for 6% and CTC, HSD cohabited sixth.