IT Home October 13th news, yesterday, CINNO Research released a report saying that it is expected that the price of smartphone panels will continue to decline in the fourth quarter without obvious positive factors in demand.
report pointed out that due to the epidemic and the continued sluggishness of global economy, terminal demand is sluggish, and the price decline of mobile phone panels has continued throughout the third quarter , showing a "peak season is not strong". Although the high-end mobile phone market has a positive trend, the demand for mid- and low-end mobile phone markets is still sluggish, while domestic brands have limited market share in high-end mobile phones, has led to weak demand for other mobile phone products except Apple iPhone mobile phone panels.
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, the price of 11/LTPS panels will continue to decline by US$0.1 in October and November, and the price of rigid/flexible AMOLED panels may continue to decline by US$1 .
a-Si In terms of content: Since July 2021, the price of a-Si panel has entered a downward cycle, and has experienced five consecutive quarters of price decline, with a cumulative decline of 11%. In the future, supply and demand will remain loose. Some panel manufacturers use capacity transfer and expanding the proportion of white brand market as their response strategies, while later forces such as Huike (HKCh) Mianyang G8.6 production line, take mainstream brands of foreign research products as their breakthrough direction.
LTPS: The price of LTPS mobile phone products has also experienced five consecutive quarters of price decline since July 2021, with a cumulative decline of 7%. The main LTPS production line is relatively low, and some manufacturers use the production of medium and low-level products with HD resolution as a response strategy.
Rigid AMOLED: is affected by the downward squeezing of flexible AMOLED smart phone panel prices and the sluggish overall panel demand, the main manufacturer of rigid AMOLED panels, , Samsung Display (SDC), has begun to penetrate into the lower-level product market and promote and ship to domestic mainstream Android brands at a more advantageous price.
Flexible AMOLED: With the continuous increase in production capacity of domestic manufacturers, the flexible AMOLED panel market continues to be oversupply, and manufacturers have chosen to fill capacity as their first choice. price strategy is aggressive, resulting in the deterioration of profitability of flexible AMOLED panels and is in a state of loss.
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