On April 13th, industrial organizations analyzed the mobile phone panel market and price changes, and believed that the COVID-19 new crown epidemic was spreading rapidly in overseas countries. Many countries began to take measures such as closures and factory shutdowns to control virus infection. The global economy and consumption have been hit hard, and the demand for mobile phones will inevitably decline. The price of smart phone panels will continue to fall slightly in April.
Specifically, affected by the new crown epidemic situation, the Indian factory began to suspend production from March 23 to mid-April, coupled with the expected decline in future market demand, millet, Samsung and other brands have experienced panel cuts and new projects have been delayed. The domestic a-Si and LTPS mobile phone panel majors such as BOE and Tianma, whose customers are mainly mobile phone brands and their first suppliers, can still maintain a monthly utilization rate of more than 80% this month, while the main supply of other non-brand customers Businesses are facing a larger decline in capacity utilization.
However, iPhone SE2 is expected to be released in mid-April. Sharp Japan, the main supplier of screens, has benefited the most, and the utilization rate has been improved. In addition, South Korea's LG Display LGD plans to gradually stop supplying LCD liquid crystal panels for mobile phones to Apple from the second quarter of 2020. iPhone LCD panel demand will be concentrated in Japan Display JDI and Japan Sharp.
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Due to the decline in demand and the delay of new projects, it is estimated that the price of a-Si / LTPS smart machine panels will fall by about $ 0.1 ~ $ 0.2 in April, and the price of AMOLED smart machine panels will fall by $ 0.5 ~ $ 1.0.
