According to the latest observations of TrendForce photoelectric research, affected by the epidemic, the global smartphone production scale has shrunk, which has affected the proportion of different display technology panels. As mobile phone brand customers are still actively adopting AMOLED panels, the penetration rate of AMOLED models is still expected to increase from 31.0% in 2019 to 35.6% in 2020, and the penetration rate of TFT-LCD models, whether they are LTPS panels or a- The proportion of Si panels has declined.
TrendForce Research Associate Fan Boyu pointed out that most of the flagship models of mobile phone brand customers in 2020 will be based on AMOLED panels, including the new models released by Apple in the second half of the year. All AMOLED panels are expected to be used. % Revised down to 35.6%, but still growing from 31.0% in 2019. The new capacity of AMOLED panels continues to increase, especially the increase in the production capacity of Chinese panel factories is obvious, the proportion of the global capacity area is expected to jump from 26% in 2019 to 35% in 2020, Chinese panel factories are bound to increase Rate and product yield, and actively penetrate into the supply chain of first-tier brand customers, and continue to expand its influence.
LTPS panels have slowed down in capacity expansion over the past two years, and their supply has been relatively stable. However, due to fierce price competition, coupled with good performance in narrow bezels and power saving specifications, they have gradually become the mainstream in the smartphone market, forcing a-Si panels to Move closer to the low-end market. However, as the supply capacity of AMOLED panels has increased significantly, it has eroded the market share of LTPS panels in the mid-to-high-end market. The impact of the epidemic on the overall mobile phone market is gradually fermenting. Brand customers are more inclined to prolong the sale of old models, or maintain or even expand the number of low-end models, which is not conducive to the penetration of LTPS models in the mid-range market. To maintain, it is expected that LTPS models will decline from 40.2% in 2019 to 37.8% in 2020; a-Si models will decline from 28.8% in 2019 to 26.6%, the decline of LTPS models is slightly greater than that of a-Si models.
In the long run, AMOLED models will inevitably continue to expand the market size and become the mainstream of the smartphone market, while TFT-LCD models including LTPS and a-Si will gradually decline. In the past, LTPS panel factories that used mobile phones as their main production capacity are bound to start looking for other outlets, including notebook computer panels, tablet computer panels, or automotive panels, etc., to support capacity utilization.
