IT Home November 13th news, today, CINNO Research released its November mobile phone panel market report, saying that is expected to show no sign of stabilization in the fourth quarter, and the price drop will expand .
report pointed out that due to the impact of the epidemic and the continued downturn in the global economy, the demand for global smartphone market is still weak. In addition, smartphone products have entered a mature stage of development, market growth has slowed down, consumers have insufficient power to replace mobile phones, and the mobile phone panel market is oversupply in a serious state of .
a-Si : Although the production capacity of a-Si mobile phone products continues to shift to IT/industrial control/car-mounted products with shared production lines, due to the continuous release of the production capacity of a-Si large-generation line and being squeezed by the price of LTPS products, the price of a-Si panels continues to be under pressure. It is expected that the price drop of a-Si panels in the fourth quarter may expand, declining at a rate of 0.3 US dollars per month;
LTPS : Due to LTPS The price of mobile phone panels continues to decline. The main manufacturer Japan Display (JDI) will reduce the production of mobile phone products, especially the shipment of domestic mainstream brands, shifting production capacity from mobile phones to in-vehicle products, and brands will consider more domestic LTPS panel manufacturers in the choice of new project suppliers;
rigid AMOLED aspect : Although the main manufacturer of rigid AMOLED panels Samsung Display (SDC), is increasing its efforts to promote and ship domestic mainstream Android brands, due to the aggressive prices of domestic flexible AMOLED panel manufacturers, there is a great resistance to advance;
flexible AMOLED aspect : Flexible AMOLED The panel market continues to be oversupply and price competition is fierce. Various manufacturers are striving for orders at aggressive prices to fill capacity gaps, and the profitability of panels continues to deteriorate.
IT Home learned that CINNO Research predicts that in the absence of obvious positive factors in demand, the price of smartphone panels will continue to decline and the decline will expand . In November and December a-Si/LTPS panel prices will drop by $0.3 per month; the price of rigid AMOLED panels will continue to drop by $1; the price of flexible AMOLED panels may drop by $1.5 per month.
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