CINNO Research released a report that it is expected that in the fourth quarter, in the absence of obvious positive factors in demand, smartphone panel prices will continue to decline.
The report pointed out that due to the impact of the epidemic and the continued downturn of the global economy, terminal demand has been sluggish, and the price of mobile phone panels has continued to decline throughout the third quarter, showing a state of "not prosperous in peak season". The mobile phone market demand is still sluggish, and domestic brands have limited market share in the high-end mobile phone market, resulting in the still weak demand for other mobile phone products except Apple's iPhone mobile phone panels.
CINNO Research predicts that in the absence of obvious positive factors in demand, smartphone panel prices will continue to decline, and a-Si/LTPS panel prices will continue to decline by $0.1 in October and November, rigid/flexible AMOLED Panel prices may continue to fall by $1.
In terms of a-Si: Since July 2021, the price of a-Si panels has entered a downward cycle. It has experienced five consecutive quarters of price declines, with a cumulative decline of 11%. In the future, supply and demand will still be loose. The market share of the white brand is used as a countermeasure, while the emerging forces such as HKC Mianyang G8.6 production line take mainstream brand foreign research products as their breakthrough direction.
In terms of LTPS: The price of LTPS mobile phone products has also experienced five consecutive quarters of price declines since July 2021, with a cumulative decline of 7%. The main LTPS production line has a low level of utilization. production of low- and medium-level products as a coping strategy.
Rigid AMOLED: Due to the downward pressure on flexible AMOLED smartphone panel prices and the sluggish overall panel demand, Samsung Display (SDC), the main manufacturer of rigid AMOLED panels, has begun to penetrate into the lower-end product market, and has begun to penetrate into the market of lower-end products at a more advantageous price. Domestic mainstream Android brand promotion and shipment.
In terms of flexible AMOLED: With the continuous increase in the production capacity of domestic manufacturers, the flexible AMOLED panel market continues to exceed demand. Various manufacturers have chosen to fill the capacity as their first choice, and their pricing strategies have been aggressive, resulting in the deterioration of the profitability of flexible AMOLED panels and continuous losses.
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