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In 2020, the penetration rate of mobile AMOLED panel has the opportunity to cross with LTPS
Dongguan Keao optoelectronics attaches great importance to the development of AMOLED.
According to the report released by the research and Research Institute, with the continuous increase of AMOLED panel capacity and the improvement of brand customers' willingness to adopt, AMOLED models have the opportunity to increase the proportion of the overall smartphone market from 32.8% in 2019 to 38% in 2020, and have the opportunity to cross with 38.6% of LTPS models.
In recent two years, Samsung display has effectively improved customers' willingness to adopt AMOLED panel due to its appropriate price strategy. In addition, AMOLED panel is currently the only option to carry off-screen fingerprint identification scheme, so it has gained an advantageous position in the high-end mobile phone market.
In addition to Samsung and apple, the first tier brand customers in mainland China are more active in adopting AMOLED panels, accelerating the pace of production capacity layout from mainland panel factories to AMOLED panels.
According to the current supply and demand situation of AMOLED panel, the rigid AMOLED panel products are more mature, with better cost and yield performance. It has become a sharp tool for Samsung display to actively compete for market share, and has compressed the space of LTPS panel in the middle and high-end market.
In the case that the capacity of rigid AMOLED is no longer greatly expanded, and most of the new capacity of continental panel factory is the flexible AMOLED panel with high production difficulty, which has not enough competitiveness in yield condition. Once the demand of customers for rigid AMOLED panel continues to increase in 2020, the supply and demand of rigid AMOLED panel may balance to a slightly tight state.
After 2020, the proportion of AMOLED models in the global smartphone market will continue to rise, mainly due to the increase of demand for flexible AMOLED panels; as for rigid AMOLED panels, limited by supply, the growth rate is limited.
As for the LTPS panel that originally occupied the middle and high-end mobile phone market, fan Boyu said that with the large demand of AMOLED panel, the market price competition was fierce, and the profit space of manufacturers was quickly compressed. However, with the trend of narrow frame this year, the LTPS panel with better electronic mobility and frame design specifications had a chance to cut in, and part of the production capacity began to turn to life Produce LTPS HD models, and make up the market share lost in the middle and high-end market from the middle and low-end market.
On the other hand, some LTPS panel factories with poor structure of mobile phone customers also began to adjust their production capacity. By closing some production lines or actively transferring to other non mobile applications, the pressure of LTPS demand squeezed by AMOLED panel could be reduced.
Dongguan Keao Optoelectronics staff are brave in exploring and learning, keep up with the industry development efforts to lay a scientific and technological foundation for research and development and production of high-quality products, and do a good job in serving customers with customized products!
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