According to the news coming out of the industry chain shows that after the off-season in the first half of the year, the panel market turnaround in the next three quarters did not appear to be a great improvement for the market performance in the fourth quarter of this year, from upstream suppliers and downstream terminal market are cautiously conservative attitude, the only thing that makes the industry feel more comfortable is that the OLED panel shipment area will continue to maintain growth, only the growth is limited The only thing that makes the industry feel more comfortable is that OLED panel shipments will continue to grow, although the growth rate is limited, may only single-digit.

 

 

And because of the general downward price adjustment, the industry is also expected to OLED panel market this year, the overall sales volume and sales may not follow the rise in shipping area, basically at the same level as last year, and may even shrink slightly.

 

 

Currently OLED panels in addition to LGD's TV panels, other manufacturers' products are mainly used in smartphones, wearable watches and some flat-panel products, of which the largest market applications or smartphones.

 

 

 

 

However, because the global supply chain was disrupted during the epidemic in the previous two years, this year the epidemic prevention and control in mainland China also caused a sharp contraction of the mainland market, so the entire smartphone terminal manufacturers are facing huge inventory pressure, according to some manufacturers' personnel, even if efforts to reduce new purchase orders, and compress the supply chain in transit order delivery, smartphone manufacturers own warehouses and production lines still have a lot of stagnant inventory to Efforts to digest.

 

 

At present, the industry is more active in the supply chain order procurement, in addition to the glory of independent from Huawei, only Transon benefits from the African market has more new models in the open, other terminal brands before the holidays have been in the "procurement silent" state, in addition to a small number of new flagship models and some rush orders, the purchase of ordinary orders Even half of the previous year has not yet been restored.

 

 

This year, most smart phones are beginning to use flexible AMOLED display, is the main reason why the OLED panel market shipments can still maintain growth. Among them, a number of domestic flexible AMOLED panel production line new evaporator delivery by the epidemic is less affected, the last two years capacity climb smoothly, the process parameters and quality also take advantage of the stability of the day, shipments to enhance faster, is an important driver of domestic smartphone brands in the high-end flagship models in a large number of flexible AMOLED display, the smart phones on the launch of various brands today, almost all equipped with flexible AMOLED display, rarely see a brand also mentioned in the launch of LCD display phones.

 

 

Compared with the domestic flexible AMOLED panel shipments continue to grow, the two major Korean panel companies Samsung display and LGD because Apple upgraded its iPhone new display panel technology for LTPO touch display integrated display, flexible AMOLED panel shipments have declined instead.

 

 

LTPO touch display integrated display because of the addition of a new backplane process, so a single line of production efficiency and product yields have declined, itself will lead to its effective capacity to reduce. Coupled with the first half of the year in order to renovate the production line, the two panel companies also had to adjust the beat of the production line, reducing the production capacity.

 

 

 

 

Samsung display although through the old line technology reform to increase Apple's LTPO touch display integrated display capacity output, but in the traditional flexible AMOLED panel shipments due to the old line capacity replacement after not in, so the overall shipments are also reduced. In order to meet the demand of Samsung's own brand cell phones, Samsung Display also handed over to ODM companies in mainland China to produce flexible AMOLED display orders for smartphones to domestic panel makers BOE to produce.

 

 

In addition, due to the general smartphone market shipments fell significantly, the industry chain inventory is high, samsung display is also facing its glass substrate hard screen OLED order shortage situation, samsung display for this reason had to increase the progress of the use of OLED panels in tablet computers and notebook computers, because the display area of such IT products is several times the cell phone display, so even if it gets less than the number of smart phones A lot of orders, but also from the area of the existing production capacity to effectively digest.

 

 

Samsung Display and LGD also target OLED applications for the next possible market explosion, new energy vehicles in-car display. The supply chain said the two companies are actively revising the material import program, the development of the central control car display products and car tail light display, and car reflector display products, is expected to a car can digest about 7 to 9 OLED panels, thus enhancing the two panel factory glass substrate OLED shipments.

 

 

Compared with the strong performance of OLED panels in the adverse market, LCD panels are facing shrinking market demand, prices are difficult to stop falling and high-end products converted to OLED display technology under multiple pressures, how to revive the confidence of the entire display market, but also become the industry's most important focus of work.