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China's mobile phone screen shortages add another bad news, Apple also came to grab capacity

China's mobile phone screen shortages add another bad news, Apple also came to grab capacity

China's mobile phone screen shortages add another bad news, Apple also came to grab capacity


Full screen! out of stock! Price increase! Is currently the focus of attention in the small and medium size display market in China.

But is the full screen market really coming? The situation learned from the market shows that it may be that the terminal brand manufacturers were too optimistic before, and did not realize the dynamic changes in the production capacity of the panel factory. As a result, most of the newly opened full-screen mold models can only be proofed without energy production. !!

Certainly someone will ask, isn't it that domestic panel makers are opening full-screen molds, adjusting production capacity, and actively switching to model production? That's right. Everyone is making full-screen products for the models assigned to mobile phone screens. However, the production capacity of panel factories does not fully cover mobile phone screens.

First, overseas low-generation production line capacity is still being closed due to uneconomic operation. Samsung plans to shut down a fifth-generation line next month, which will cause a huge loss in the low-generation panel capacity that is already scarce in the global market.

And because this line has taken orders for Apple laptops' Retina resolution displays, Apple is now desperately chasing orders, leaving Samsung to full production before the line is shut down. In order to ensure the subsequent production, Apple adjusts its procurement strategy to lower the The regulatory panel was transferred to BOE to grab the panel capacity of Chinese mobile phone manufacturers.

So what about the remaining overseas mobile phone panel production capacity? It stands to reason that after Apple transferred half of its new cell phone production capacity this year to Samsung to produce OLED displays, there was a surplus of more than 100 million pieces of LCD order capacity, which can always allow Chinese mobile phones Let's eat it.

In fact, Apple ’s abandoned LCD production capacity has indeed affected the domestic mobile phone screen market. Since these production capacities are all LTPS processes, processing of multiple domestic LTPS process 6th generation lines has started mass production, but the entire domestic mobile phone market For various reasons, such as the inventory adjustment of medium and high-end models and the small change in the number of shipments, the price of LTPS-LCD panels has declined somewhat, even for a-Si panel products with a size of more than 5 inches. In the first half of this year The market price has also fallen.

Secondly, in the application of domestic smart phones, the overall cost of LTPS-LCD panels is still very expensive. Only about one-third of domestic smart phones can afford them. Most other smartphones also need to use a-Si process LCDs. Display screens, and the other 700-800 million domestic feature phones, all use a-Si LCD.

Finally, let's look at the full-screen products. The overseas low-generation panel a-Si process production line is almost finished. If the production capacity of the production line is not closed, it will also produce more profitable automotive front-loading products and industrial control and medical products. For high value-added products, no matter whether the mobile phone uses a full screen, these production lines will not return to produce mobile phone screens.





之前行业预判今年下半年至少有一半的手机会用上全面屏,是基于LTPS LCD会大幅降价,国产手机的单价能够往上攀升300~600块的前提下。但在上半年中国手机市场增幅回落,库存调整期拉长的情形下,产能拉动不足,不但没能让LPTS LCD的价格降下来,而且还影响了LTPS LCD推广全面屏的积极性,几乎为中国手机品牌服务的面板厂商,在LTPS LCD全面屏产品的量产时间上,都往后推迟了半个月以上,基本上要到8月份以后,才会真正出货到市场。

国产中高端机型的价格与产能上不去,LTPS LCD的应用数量上不来,市场需求总量还在那,那么大家就只有扩大中低级机型的生产数量,继续采购成本更低的a-Si工艺手机面板。

Sources in the industry said that Huawei ’s mobile phones, which have a fast response time, started to operate as early as June, contracting a domestic panel maker ’s a-Si process production line for three months of mobile phone panel production, and these orders are all 16: 9 It seems that in order to achieve the shipment targets set this year, to fill the vacant market for the delay of the full-screen product launch time, Huawei first started to control the front-end production capacity, which will make Huawei ’s mobile phones this year ’s The market shipment performance brought unexpected surprises to everyone.

So when the supply of a-Si capacity, which was already tight in the Chinese market, was to be partly removed by Apple's computer panels, Huawei also controlled a part of the a-Si process mobile phone panel to produce 16: 9 Conventional specification products will only lead to a shortage of a-Si process panels in the Chinese market. Rather than expect the price of LPTS LCD to fall and compete for full-screen production capacity, mobile phone terminal manufacturers might as well grab a 16: 9 conventional a-Si panel first.

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