Sigmaintell released the latest research report. The overall smartphone industry sales in the third quarter showed a downturn. Affected by the early stocking of terminal brands in the first half of the year and repeated epidemics, the inventory of parts and components of terminal mobile phone manufacturers is relatively biased. High water level.
Sigmaintell believes that affected by this, the smartphone panels in the third quarter generally showed a "not busy season", and overall shipments showed a downward trend year-on-year.
According to data from Sigmaintell, global smartphone panel shipments in the third quarter of 2021 were approximately 480 million pieces (small glass caliber), a year-on-year decline of approximately 6.5%. However, taking into account factors such as the active stocking strategy of terminal brands in the first half of the year, shipments in the first three quarters of 2021 will still maintain a growth trend, with a year-on-year growth of approximately 7.9%.
Although the overall smartphone panel shipments in the third quarter showed a downward trend, the shipments of panels of different technologies showed differentiation. Especially driven by the demand for Apple's new machines, the demand for OLED panels has increased significantly.
According to Sigmaintell data, global smartphone OLED panel shipments in the third quarter were approximately 170 million, an increase of approximately 39.2% year-on-year, and the shipment penetration rate was approximately 35.1%, a year-on-year increase of approximately 11.5%. With multiple technical advantages such as narrow bezels, foldability, and low power consumption, the market penetration of OLEDs in the field of smartphones will continue to grow.
Competition: Competition is fierce, and supply chain integration is accelerating
Looking at the shipments of global smartphone panel manufacturers in the third quarter, BOE, Samsung Display (SDC), and Tianma ranked the top three. The total shipments of TOP3 manufacturers accounted for about 58.6% of the market share, a year-on-year increase of about 7.8 percentage points.
In the situation where terminal demand has not improved significantly, the competition for smartphone panels is becoming fierce, and the integration of the supply chain is also accelerating.
BOE
BOE shipped approximately 120 million smartphone panels in the third quarter of 2021, continuing to lead global shipments. Although shipments were basically the same as the same period last year, shipments of high value-added OLED panels have increased significantly.
At present, BOE has obtained the certification for shipment of Apple iPhone 13 panels, and its brand recognition has been further recognized and improved, laying the foundation for in-depth cooperation with more terminal brands in the future.
According to Sigmaintell data, BOE shipped nearly 16 million flexible OLED smartphone panels in the third quarter, an increase of approximately 34.2% year-on-year, ranking second in the world and first in China.
Samsung Display (SDC)
Thanks to its flexible market strategy, Samsung Display (SDC) shipped close to 120 million smartphone panels in the third quarter of 2021, a year-on-year increase of approximately 37.5%, ranking second in the world. In particular, its high-value-added flexible OLED smart phone panel shipments amounted to approximately 58 million pieces, a significant year-on-year increase of approximately 54.3%, and its revenue contribution is very impressive.
With the gradual increase in the global supply of OLED panels in the future, Samsung Display (SDC) is also actively responding to strategies. On the one hand, it still ensures its technological leadership. Especially its folding OLED panels have become the first choice of many mobile phone brand customers. . Secondly, actively expand the application of OLED panels in notebook computers, tablet computers, and smart cars, and further expand the export of OLED display panels.
Tianma
In the field of LCD LTPS, Tianma has excellent product quality and delivery capabilities. According to data from Sigmaintell, its smartphone panel shipments were approximately 39 million in the third quarter. Leading the LCD LTPS market with a shipment share of 24.3%, a year-on-year increase of approximately 1.7%, ranking first in LCD LTPS shipments.
With the continuous penetration of OLED panels in the smartphone market, especially after Apple’s screen procurement strategy is actively shifting to OLED, the overall demand for LCD panels has shown a downward trend, and Tianma will continue to actively expand the application of LCD LTPS in computers, vehicles, and other fields. , While speeding up and enhancing its OLED mass production and delivery capabilities.
Local OLED: shipments maintain high growth, global penetration rate exceeds 20%
With the increasingly mature AMOLED technology of mainland panel makers and the gradual expansion of production capacity, brand trust has been significantly improved. According to Sigmaintell data, mainland manufacturers shipped about 36 million OLED smartphone panels in the third quarter, a year-on-year increase of about 37.4%. , The global penetration rate of OLED smart phone panels is approximately 21.6%.
BOE
BOE shipped nearly 16 million flexible OLED smartphone panels in the third quarter, an increase of approximately 34.2% year-on-year, ranking second in the world and first in China. At present, it has also successfully supplied the iPhone 13 screen, and flexible OLED is recognized as the next-generation new display technology in the industry.
OLED panel companies in mainland China are gradually participating in global industry competition, which is also the result of companies' long-term commitment to scientific research and high investment in innovation.
Visionox
Sigmaintell data shows that Visionox shipped approximately 6.3 million OLED panels in the third quarter, ranking fourth in the world and second in China.
In addition, TCL China Star (CSOT), Hehui Optoelectronics (EDO), Tianma (Tianma) also continue to pioneer and innovate in the OLED field. With the steady increase in yield, and at the same time, with active market strategies, mainland panel makers are about to attract With more opportunities, OLED shipments are bound to show a continuous growth trend.
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