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Company News >> Semi-annual summary of smartphone panels in 2019: overall shipments decline OLED panel growth 7th,August,2019
                                             The global smartphone panel market remained sluggish in the first half of the year, with shipments down 5.2% year-on-year.

In the first half of 2019, global political and economic risks intensified, market volatility increased significantly, and the smartphone terminal market performance was weak, making the smartphone panel market significantly lower year-on-year. According to Sigmaintell data, global smartphone panel shipments in the first half of 2019 were about 840 million pieces (Open Cell), down about 5.2% year-on-year.

In the first half of the year, the global smartphone panel market experienced a “bell-shaped” ups and downs. In January and February, due to the sluggish overall market demand, shipments continued to be at a low water level. Since March, the order of brand customers has been adjusted and the pace of pulling goods has accelerated. The panel market was once tightly supplied, shipments continued to climb, and shipments peaked in the first half of the year in April. The supply and demand of the panel turned into a tight state, but after the transition to May, it was affected by the Sino-US trade war. Mobile phone panel shipments have fallen again.

BOE (BOE)

In the first half of the year, BOE (BOE) performed very well in the smart phone panel market, and its sales volume exceeded 190 million pieces, a year-on-year increase of 23.1%. Thanks to the addition of brand customers, the panel shipments of LCDs began to soar in March, and the production line soared. Although the shipments declined in June, the overall performance was good. Among them, the shipment of LCD panels is about 180 million pieces, an increase of about 16.7% year-on-year. It is still the largest LCD panel supplier in the world.

Samsung Display (SDC)

Affected by factors such as the decline in mid-to-high-end demand of the whole machine, Samsung Display (SDC) was relatively weak in the first quarter. Subsequently, it actively changed its product strategy and strengthened its promotion to customers, especially under the influence of fingerprint demand under the screen. The quarterly production line began to recover significantly, especially the rigid production line A2, which was basically in full production in the second quarter. According to Sigmaintell data, the total shipment of smartphone panels in the first half of 2019 was basically in line with BOE ( BOE) is flat, also about 190 million pieces, an increase of about 9.6% year-on-year, and still has an absolute advantage in the field of AMOLED.

Tianma

Tianma followed closely. In the first half of the year, smartphone panel shipments were about 100 million units, which was basically the same as the same period last year. Among them, LTPS shipped more than 80 million pieces, ranking first in the global LTPS LCD shipments. Its technology in LTPS is relatively strong, and it also plays an important role in the supply chain of various brands. In particular, the strong demand from the “punch screen” has also pushed Tianma’s revenue up. In the first half of 2019, Tianma’s “punch screen” shipments were close to 0.2 billion pieces, accounting for about 61.0% of the LCD perforated screen market. Market share is the main supplier of LCD perforated screens.

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