In 2018, it has been more than half. In the first half of the year, the global smartphone market was affected by the economic environment, and its performance was not satisfactory. In the first half of 2018, the global smartphone market, both in the whole machine and in panel shipments, experienced different degrees of year-on-year decline. Therefore, the terminal and panel makers are full of expectations for the second half of the year and actively respond. With the arrival of the peak season, the supply of smart phone panels has received much attention. From the trend of panel technology, the trend of AMOLED is becoming more and more obvious, and it is gradually becoming the mainstream configuration of high-end models in the brand, and is also the most concerned by brand players. Resources.
The fingerprints under the screen speed up into the “production period”. It is estimated that the global screen fingerprint demand will exceed 100 million in 2019.
At the CES in 2018, after the first release of the optical screen X20 Plus (fingerprint version), the user experience of the fingerprints on the screen was gradually accepted by consumers. At the same time, the supply chain of the screen fingerprints, including IC solution providers, module factories, fabs, panel factories and complete machine factories, have also increased their investment in screen fingerprints. After the technical adjustment in the first half of 2018, the current fingerprint supply chain under the optical screen is relatively mature, and the cost of the module is also decreasing. Traditional fingerprint solution providers, including Si Liwei, are also able to mass produce optical screen fingerprints. Ultrasonic screen fingerprints are expected to be mass-produced by the end of 2018.
Overall, the technology and supply chain of the screen fingerprint scheme has been relatively mature. According to the latest data from Sigmaintell, it is estimated that the shipment of global screen fingerprint chips will be increased to 42 million in 2018. Driven by the machine, the shipment of fingerprint chips under the ultrasonic fingerprint screen exceeded expectations. From the perspective of the new machine released in the second half of this year, under the promotion of the main brand Vivo, more and more mid-to-high-end mobile phones are equipped with screen fingerprints. It is expected that global screen fingerprints will become the standard for high-end products in smartphones in 2019, and it is expected that the global screen-printed fingerprints will exceed 100 million in 2019.
Fingerprints under the screen will promote OLED demand. It is estimated that the shipment of OLED smartphones in mainland China will increase by about 30% in 2018.
Whether it is an optical screen fingerprint or an ultrasonic screen fingerprint must be equipped with an OLED display panel. Therefore, the smart phone factory has begun to increase the procurement demand for OLED panels, which is undoubtedly a good development opportunity for the global AMOLED panel factory. In addition to Oppo and Vivo in 2018, Huawei and Xiaomi have also increased their purchases of rigid AMOLED projects. According to the latest survey data of Qunzhi Consulting, the shipment of smart phones with rigid AMOLEDs in China in 2018 is expected to exceed 100 million units, up 30% year-on-year. Among them, Huawei and Xiaomi have the most obvious growth rate.
Due to the technical process and cost considerations, the current demand for AMOLED mainly comes from rigid AMOLED. It is worth noting that the main investment direction of the panel factory is flexible, and the growth of rigid AMOLED is slow, and the continuous screen size continues to increase. The impact of the abnormal screen yield and other factors further reduced the effective output of the rigid OLED panel. According to the survey data of Qunzhi Consulting, the capacity of the rigid AMOLED in the third quarter has exceeded 90%.
At the same time, in the past year, domestic AMOLED manufacturers including Visionox and Tianma have realized mass production delivery. In the short term, although they cannot compete with Samsung, the yield and quality have been greatly improved. It is predicted that domestic AMOLED manufacturers can take advantage of the rapid popularization of screen fingerprints in the coming year, grasp the market development opportunities and win a good development space. In addition, the supply and demand relationship of flexible OLEDs still needs to be judged by the development of the foldable intelligent terminal in 2019.