Intelligent mobile phone

Global top 10 smartphone panel shipping list in 2020 From CHINA

The following is the Global top 10 smartphone panel shipping list in 2020 From CHINA recommended by recordtrend.com. And this article belongs to the classification: Intelligent mobile phone.

According to the survey data of the global mobile phone panel of cinno research, the global market shipment of smart phone panel in 2020 is about 1.91 billion pieces, with a year-on-year growth of 2.7%. This is the first positive growth since 2017, when the global smartphone panel shipment has declined for three consecutive years. Under the impact of the complex international trade situation and covid-19, the global smart phone panel Market performed well in 2020 and realized the growth against the trend. The main contributions came from: 1) the smart phone terminal market gradually recovered, and the downstream manufacturers increased the momentum of goods preparation, which benefited the industrial chain; 2) the head brands took an active order strategy in AMOLED panel, pulling up the inventory in advance to prepare for the competition High end market as support.

According to the shipment data of 18 smart phone panel manufacturers in the world, the top 10 smart phone panel manufacturers in the world accounted for 85.6%, respectively: No.1 BOE, No.2 SDC, No.3 Tianma, No.4 Innolux, No.5 century, No.6 JDI, No.7 csot and No.8 mant 9) No.9 HannStar, No.10 AUO.

数据来源:CINNO Quarterly Mobile Phone Panel Value Chain Report

1. BOE won the first place again, and Shenzhen super optoelectronics jumped into the top five

BOE: in 2020, BOE, China’s panel manufacturer, won the world’s largest smartphone panel manufacturer with a shipment volume of 440 million pieces, with a year-on-year growth of 5.6% and a market share of 22.8%, with a year-on-year growth of 0.6%, mainly due to its AMOLED smartphone panel shipment volume, which nearly doubled year-on-year. In addition, BOE successfully entered the Apple iPhone supply chain in December 2020 and began mass production of Apple iPhone flexible screen. Its AMOLED smart phone panel is expected to continue to grow in 2021.

Samsung display (SDC): in 2020, the shipment volume of Samsung display (SDC) smart phone panel was 380 million pieces, ranking second, with a year-on-year decrease of 4.8% and a market share of 19.6%, with a year-on-year decrease of 4.8%. The main reason is that the epidemic has a great impact on the high-end smart phone market, and the sales of some flagship brands are not as expected, which affects the shipment volume of Samsung AMOLED panel.

Tianma: in 2020, Tianma’s smartphone panel shipment volume was 190 million pieces, ranking third, with a year-on-year decrease of 12.4% and a market share of 10.2%, a year-on-year decrease of 1.7 percentage points, mainly due to the fluctuation of LTPS LCD panel shipment volume caused by the order repair of its main customers. However, Tianma relies on its capacity advantage in LTPS LCD panel continues to be the world’s largest shipping volume, with a market share of 21%.

Innolux: in 2020, the shipment volume of Innolux smart phone panels was 120 million, ranking fourth, with a year-on-year decrease of 23% and a market share of 6.4%, with a year-on-year increase of 1.1%. The main contribution of the shipment came from a-Si LCD.

Century: in 2020, the shipment volume of century’s smart phone panels was 110 million pieces, ranking fifth, with a year-on-year increase of 47.8% and a market share of 5.8%, with a year-on-year increase of 1.8%. Relying on the sharp increase in the shipment volume of a-Si LCD panels, it leaped into the top five of global smart phone panel manufacturers for the first time.

2, the pattern has changed steadily, and the share of Chinese mainland panel factories continues to rise.

From the perspective of panel supply side, the market structure is relatively stable. The market share of mobile phone panels in Chinese mainland has reached 52.9%, and shipments increased by 2.1% over the same period. The growth contribution mainly came from the increase of AMOLED panel manufacturers’ shipments in China. With the continuous release of domestic AMOLED panel production capacity, it is expected to drive the share of Chinese mainland panel factories to continue to rise.

3. Display technology upgrade path is mature, long-term optimistic about the future development of AMOLED panel, flexible screen market competition will intensify

In terms of technology share, in 2020, the proportion of a-Si LCD panel in the global smartphone panel market dropped by 2.1% year-on-year, LTPS LCD panel dropped by 0.6% year-on-year, AMOLED panel increased by 0.8% year-on-year, and the market share of mainstream display technology increased year by year.

In terms of shipment volume, a-Si LCD panel decreased by 2.6% year-on-year, LTPS LCD and AMOLED increased by 1% and 6% year-on-year respectively. AMOLED shipment volume increased significantly year-on-year, mainly due to the sinking price of rigid AMOLED panel, which continued to penetrate into middle and low-end smart phones. Meanwhile, domestic flexible AMOLED panel production capacity continued to release, actively striving for customer orders, driving the overall AMOLED panel shipment volume to rise.

From the perspective of technology market structure:

a-Si LCD

Due to the impact of the epidemic, the global smartphone market will return to the low-end sector in 2020, and the demand for a-Si LCD panels will continue to be strong. However, due to the shortage of upstream parts, the overall shipment will show a downward trend. BOE’s a-Si LCD smart phone panels still occupy the first place with 40.9% of the market, up 1.2% year on year, and the shipment volume is basically the same as that in 2019; century and mantix are in the first place in a-Si LCD smart phone market LCD panel industry grew rapidly, with a year-on-year increase of 3% in market share and a year-on-year increase of 44% and 47% in shipment volume respectively; Longteng Optoelectronics (Ivo) had a year-on-year decrease of 3.4% in market share and a year-on-year decrease of 34% in shipment volume, mainly due to the adjustment of product structure and the shift of production capacity to notebook computers and other products.

数据来源:CINNO Quarterly Mobile Phone Panel Value Chain Report

LTPS LCD

However, the demand for LCD terminal panels of the main manufacturers remained at 1% year-on-year in 2020. The pattern of top 5 manufacturers is relatively stable, and the share of each manufacturer fluctuates little year on year. The top five panel manufacturers account for 78.4% of the total shipment, which is basically the same as that in 2019. Tianma’s LTPS LCD smart phone panel ranked first with 21% of the market share, down 1.9 percentage points year on year; Innolux and century’s market share increased by 2-3 percentage points year on year, which was relatively obvious; sharp ranked fifth with 10% of the market share, and its share and shipment volume were relatively stable.

数据来源:CINNO Quarterly Mobile Phone Panel Value Chain Report

AMOLED

Samsung (SDC) AMOLED smart phone panel shipment accounted for 76.5% in 2020, down 8.7% compared with 85.3% in 2019, but still not changing the dominant situation; BOE’s shipment accounted for 7.2% in 2020 from 3.9% in 2019, with an increase of about 1 times; visionox’s shipment and market share are basically the same as those in 2019, which is worth mentioning In April 2020, visionox entered Huawei’s supply chain for the first time, bringing a positive impact on its performance growth; csot also realized mass production and shipment of brand factories in 2020, accounting for 1.2%.

数据来源:CINNO Quarterly Mobile Phone Panel Value Chain Report

In terms of regions, South Korea is still the main force of AMOLED panel shipment, maintaining more than 80% of the market share in 2020. Chinese mainland AMOLED panel manufacturers accounted for 16.7% of shipments from 12% in 2019, and continue to replace the market share of Korean panel makers.

In terms of rigid and flexible panels, AMOLED rigid screens account for 43% in 2020, and Samsung (SDC) is still the main manufacturer of rigid screens. Driven by the strong terminal stock, it has achieved full production. Since September 2020, panel prices have remained flat for seven consecutive months, and then prices rose in March. AMOLED flexible screens account for 57%, of which more than 60% of the shipments are contributed by Samsung (SDC). With the increase of domestic flexible panel production capacity, Samsung (SDC) has made great progress Continue to release, domestic panel manufacturers shipment also continues to rise.

According to the prediction of cinno research:

1. A-Si LCD panel: the supply side upstream core components will continue to be in short supply, the demand for it products sharing capacity on the demand side is still relatively strong, the possibility of capacity transfer to a-Si LCD mobile phone panel is low, and the tight supply and demand situation of a-Si LCD mobile phone panel will not change in the short term. We predict that the global market of a-Si LCD mobile phone panel in 2021 The proportion of LCD smart phone panels will drop to about 36%, with a decrease of 2-3 percentage points;

2. LTPS LCD panel: the demand side LTPS LCD smart phone panel will continue to face the situation of weak demand, and the capacity of some major manufacturers in the supply side has gradually turned to notebook, vehicle and other products. We predict that the proportion of LTPS LCD smart phone panel in the global market will decrease to 30% in 2021, with a decrease of 2-3 percentage points;

3. AMOLED panels: demand side brands such as Xiaomi / vivo / oppo have strong demand for medium and high-end panels, and have increased the momentum of AMOLED smart phone panel preparation. Samsung, the main manufacturer of rigid AMOLED smart phone panel on the supply side, has been full of production. In addition, its flexible AMOLED smart phone panel has a radical shipping target in 2021, which may expand the Chinese market. Domestic manufacturers are releasing new AMOLED panel capacity one after another, and will also increase efforts to win customer orders, which is expected to drive the AMOLED smart phone panel share to more than 30% in 2021. Only be alert to the shortage caused by the supply of upstream wafer capacity of driver chips, which may inhibit the increase of market share.

BOE has successfully entered Apple’s iPhone supply chain, and other domestic flexible panel manufacturers may also increase their efforts to enter Apple’s supply chain to improve product competitiveness. In the short run, the market competition of AMOLED smart phone panel will intensify, and the price of flexible screen will continue to fall under the market competition; in the long run, the global market share of smart phone panel will remain unchanged Domestic manufacturers will have more industry voice in the Chinese mainland. Cinno: Top 10 of global smartphone panel shipping list in 2020 cinno: global handset market outlook in 2019 Top of the list cinno: domestic sales of OLED smart machine brands in 2019 cinno: Sales of 190 million domestic smart machines in the first half of 2019, down 6.0% year on year, Cinno: in the third quarter of 2020, the fingerprint recognition penetration rate of smart phones in the Chinese market will increase to 82%. Cinno research: in 2020, the sales volume of smart phones in China will be about 307 million, a year-on-year decrease of 21%. Cinno: in the first quarter of 2020, the sales volume of smart phones in China will only be about 50 million, a year-on-year decrease of 44.5%. Cinno: global semiconductor market trend in 2019 TV panel shipment 19.64 million cinno research: mobile phone panel Market in January 2021: LTPS panel price continues to drop cinno: Global AMOLED mobile phone panel shipment 370 million in 2016

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