According to the latest “Global Mobile Panel Market Shipment Monthly Tracker” report by RUNTO, in the first half of 2021, the world’s major panel manufacturers shipped 1.14 billion mobile phone panels, a basic year-on-year increase. Flat, down 13.3% month-on-month, of which 870 million smartphone panels were shipped, up 7.1% year-on-year and down 9.4% month-on-month.
From the perspective of terminal shipments, Huawei fell out of the top five due to sanctions; Samsung regained the first ranking from Q1 in 2021; Xiaomi’s shipments rose to third, replacing Huawei as the Chinese brand leader. In the future, with the gradual return of Honor to the market, the gradual increase in the penetration rate of Transsion’s low-end smartphones in the African market, and the withdrawal of LG from the smartphone business, the competition pattern of smartphone brands will further change.
From the perspective of panel supply, the impact of the shortage of driver ICs is further highlighted. Among them, the shortage of OLED driver ICs is more obvious than that of LCDs. Brands have reduced the order demand for rigid OLEDs. It is expected that this year’s rigid OLEDs may only increase slightly or even remain flat compared to last year; In terms of flexible OLED, due to the cliff-like decline of Huawei’s high-end flagship models, it is difficult for other Chinese brands to fill the vacancy in the short term, and the growth is lower than expected; in terms of LTPS, panel makers have gradually increased their investment in IT panel production capacity, and AUO’s strategy is relatively aggressive.
AMOLED: Flexibility is the main growth driver, and BOE returns to second. In the first half of 2021, the global smartphone AMOLED panel shipments reached 260 million units, a year-on-year increase of 30% and a month-on-month decline of 9%. BOE once again surpassed LGD to rank second, of which Apple shipped about 6 million iPhones. In terms of flexible OLED panel shipments, CSOT ranks fourth in the world.
LTPS: Production capacity shifts to IT category, down month-on-month In the first half of 2021, global LTPS smartphone panel shipments reached 240 million units, a year-on-year increase of 7.7% and a month-on-month decrease of 13.7%, mainly due to the shift of panel factory production capacity to IT-based applications , The reduction in production capacity for mobile phones resulted in a month-on-month decline in shipments.
a-Si: Demand for low-end smartphones slowed down the month-on-month decline The slowdown in decline is mainly due to the fact that under the pressure of cost, the brand’s low-end smartphones still have demand for a-Si.