H1 global OLED panel mobile phone shipments 200 million pieces | Lu plant growth

According to Qunzhi Consulting data, the number of global smartphone AMOLED panels shipped nearly 200 million in the first half of this year, accounting for about 21% of all smartphone panels. Samsung Display (SDC) still dominates and enjoys an absolute advantage, benefiting from China's four major The main mobile phone brand pushes, the Chinese panel factory grows obviously.

Qunzhi Consulting pointed out that AMOLED panels have excellent display performance and leading edge in the field of full-screen and profiled screens, and have gradually become the mainstream configuration of flagship mobile phones in the global machine display market. Especially in the Chinese market, AMOLED panels are getting more and more. Multi-vendors favored. In the first half of the year, China's four major mobile phone brands launched a number of AMOLED panel flagship phones, including Huawei P20 Pro, Xiaomi 8, OPPO Find X and Vivo Nex.

From the panel manufacturer's situation, Samsung Display still has an absolute advantage in the smartphone AMOLED panel market. According to Qunzhi Consulting data, SDC shipped approximately 190 million smartphone AMOLED panels in the first half of the year, accounting for 94.7% of AMOLED panels. .

LGD ranked second in smartphone shipments of AMOLED panels in the first half of the year with 3.9 million shipments, but the gap with Samsung showed a large gap; LGD Korea E5 production line was mass-produced in the second half of last year, benefiting from Google mobile phones and LG mobile phone demand has been driven, and has maintained relatively stable shipments. In the second half of this year, with the mass production of South Korea's E6 production line and Apple's 6.5 吋 iPhone new machine shipment, shipment of AMOLED panels on smartphones is expected to be faster. increase.

China's panel maker Visionox is eye-catching, ranking third with 3.7 million shipments, with a market share of 1.9%, which is very close to LGD; the number of shipments of the Visionox Kunshan production line has grown rapidly since this year. With the 6.01 吋 full-screen panel shipped in volume in the second quarter, shipments will continue to increase in the second half of the year.

The other two panel makers, Hui and Tianma, ranked 4th and 5th respectively with 2.3 million pieces and 500,000 pieces of shipments; the two manufacturers have a stable style and continuously tap the potential of the existing production line; 4.5 The production line has a good utilization rate. In the beginning of July, 5.5 吋 flexible AMOLED panel shipments will be realized. Tianma will continue to improve its competitiveness through the improvement of product specifications while ensuring stable shipment of Shanghai production line. Wuhan 6th generation production line Mass production in June will further push up shipments in the second half of the year.

Qunzhi Consulting pointed out that from the AMOLED manufacturer's shipment ranking, it can be seen that in addition to SDC's leading position, the competition of other manufacturers' shipments is fierce, especially the shipment growth of Chinese panel makers is obvious; Data, Visionox, Hehui, Tianma's shipments in the first half of this year have increased significantly compared with the same period of last year, the three shipments increased by 365%, 145%, 260%.