According to Qunzhi Consulting, the number of global smartphone AMOLED panels shipped in the first half of 2018 was nearly 200 million, accounting for about 21% of all smartphone panels. Samsung Display (SDC) topped the list and took advantage of it. China's four major mobile phone brands are pushing hard, and China's panel makers are growing significantly.
AMOLED panels have excellent display performance and have leading edge in the field of full-screen and profiled screens, and have gradually become the mainstream configuration of flagship mobile phones of various brands. In the first half of the year, China's four major mobile phone brands launched a number of AMOLED panel flagship phones, including Huawei P20 Pro, Xiaomi 8, OPPO Find X and Vivo Nex.
The data shows that SDC shipped about 190 million smartphone AMOLED panels in the first half of the year, accounting for 94.7% of AMOLED panels. LGD ranked second in smartphone shipments of AMOLED panels in the first half of the year with 3.9 million shipments, but the gap with Samsung showed a large gap; LGD Korea E5 production line was mass-produced in the second half of last year, benefiting from Google mobile phones and LG mobile phone demand has been driven, and has maintained relatively stable shipments. In the second half of this year, with the mass production of South Korea's E6 production line and the shipment of Apple's 6.5-inch iPhone, it is expected to ship in the AMOLED panel of smartphones. Rapid growth.
China's panel maker Visionox is eye-catching, ranking third with 3.7 million shipments, with a market share of 1.9%, which is very close to LGD; shipments from Visionox Kunshan production line have grown rapidly since this year. In addition, with the 6.01 吋 full-screen panel production and shipment in the second quarter, the number of shipments will continue to increase in the second half.
The other two panel makers, Hui and Tianma, ranked 4th and 5th respectively with 2.3 million pieces and 500,000 pieces of shipments; the two manufacturers are steadily striving to dig deep into the potential of existing production lines; The production line of the 4.5-generation production line is good. In the beginning of July, 5.5-inch flexible AMOLED panel shipments will be realized. Tianma will continue to improve its competitiveness through the improvement of product specifications while ensuring stable shipment of the Shanghai production line. Mass production of the 6th generation line in June will further increase shipments in the second half of the year. The shipments of Visionox, Hehui and Tianma increased significantly in the first half of this year compared with the same period of last year. The shipments of the three companies increased by 365%, 145% and 260% respectively.
From the AMOLED manufacturer's shipment rankings, it can be seen that in addition to SDC's far-reaching lead, the competition of other manufacturers' shipments is fierce, especially the shipment growth of Chinese panel makers is obvious.