OLED market conditions hot domestic panels can challenge the status of the boss

- Nov 02, 2018-

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According to CINNO Research's global quarterly mobile panel shipment monitoring statistics analysis report, in 2016, global AMOLED mobile phone panel shipments reached 370 million, a significant increase of 41.2% compared with 2015, while OPPO, vivo, and top opportunities of China's top ten brands. Huawei, Jinli, Meizu, Lenovo, etc. contributed 26% of the total.




Zhitong Finance was informed that according to CINNO Research's global quarterly mobile panel shipment monitoring statistics analysis report, global AMOLED mobile phone panel shipments reached 370 million units in 2016, a significant increase of 41.2% compared to 2015, while China's top ten brands OPPO, vivo, Huawei, Jinli, Meizu, Lenovo, etc. contributed 26% of the shares.


It is reported that in 2016, 99% of AMOLED panels are from South Korea's Samsung. China's panel makers and Hui, under the assistance of Xiaomi Hongmi Pro, have achieved shipments of over 3 million units, making it the first in the mainland to achieve 10,000 shipments. The scale of AMOLED mobile phone panel manufacturers.


At the same time, Kunshan Guoxian and Tianma Group also successfully reached a milestone in entering the brand mobile phone market. CINNO Research predicts that the total AMOLED panel shipments will reach 570 million units in 2017, an increase of 51.7%.


At the same time, in terms of TV panels, China's mainland panel makers have continued to expand their production capacity due to high generation lines, disrupting the ranking of global LCD TV panel shipments.


According to statistics, in 2016, the global LCD TV panel shipments reached 258 million, and the shipment area reached 130 million square meters. From the perspective of global panel market share, China's panel makers have accounted for 30% of the global shipments, only Next to South Korea ranked second in the world, for the first time surpassing China's Taiwan's 25.5% market share.


In 2016, Korea's LG Display and Samsung Display still occupy the first and second position in the world. The production capacity of BOE and Huaxing Optoelectronics in mainland China has continued to expand, driving the shipment of LCD TV panels to increase by 2 digits per year, and the market share has increased significantly.


It is worth noting that BOE's 2016 LCD TV panel shipments reached 40 million units, and the market share increased sharply to 15.4%, ranking fourth, with only minor differences in Taiwan's Innolux; Huaxing Optoelectronics also benefited from the t2 production line. The expansion of the market, the market share of Taiwan's AUO, squeezed into the fifth place in the world.


In 2016, the shipments of LCD TV panels from BOE, Huaxing Optoelectronics and China Light and Power Panda Group reached 76.73 million units, with a total market share of 30%. The shipments exceeded Taiwan, ranking second in the world after Korea.


Qunzhi Consulting believes that in 2017, with the gradual mass production of new production lines such as BOE and Huike, the mainland panel factory will continue to increase its market share in the global TV panel market, and it is expected to challenge the leading position of the Korean factory.