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>> Mobile phone brand manufacturers AMOLED panel demand Wang 18th,Mar,2017
AMOLED panel supply less than the chain effect, the supply chain industry pointed out that the international and mainland line of smart phone brand factory has more bargaining chips, as Samsung display (Samsung Display) priority supply of brand customers, relatively no out of stock Troubled, but other orders less kinetic energy second-line mobile phone and virtual reality (VR) device brand factory, fear will face AMOLED panel supply less impact, and affect the market distribution.
Supply chain industry, said the mobile phone and VR brand OEM orders due to demand, so that AMOLED panel market demand continues to rise in demand, Samsung display AMOLED panel market in a leading position, short-term AMOLED panel by Samsung display a unique situation is difficult to change, When the out of stock situation, the Samsung display will give priority to the supply of its own terminal brand Samsung Electronics, as well as the international mobile phone brand manufacturers, as the mainland first-line mobile phone brand factory is also Samsung display priority shipments.
As the international mobile phone brand factory Apple, Samsung, Sony Mobile (Sony Mobile), LG Electronics, and the mainland mobile phone brand factory Huawei, Oppo, Vivo, music, millet, Lenovo, etc., officially entered the second half of the new battle, AMOLED panel supplier technology is still not mature enough, the current second-line mobile phone and VR brand factory temporarily difficult to alternative suppliers to choose from, making AMOLED panel supply problem is not easy to improve.
In addition, each brand factory has launched VR product test market water temperature, accelerate the VR market gradually take off, including Samsung Gear VR, Sony's PS VR, Oculus Rift, HTC HTC Vive, etc., for the end of the 2016 Christmas season, Recently launched a strong pull goods, but the supply chain has issued a warning, AMOLED panel supply is less than the problem, fear of some industry follow-up sales impact.
Industry players believe that Sony's family entertainment market for many years in the game market development footsteps clearly ahead of Europe and the United States and Taiwan-based manufacturers, Sony PS game console nearly 50 million units of sales scale, and has the brand and access advantages, the opportunity to quickly increase the market in the VR market Share, easily overtaking Oculus Rift and HTC Vive, then with the VR market war situation, for the AMOLED panel demand is also rapidly warming.
As a result of the rise of AMOLED panel technology, including the Korean panel factory Samsung display, LG Display (LG Display), and Japanese panel factory Japan display (Japan Display), are significantly reduced, small size TFT LCD panel production capacity, AMOLED panel capacity, is expected from 2016 on the global medium and small size TFT LCD panel shipments will decline year by year.
The future with the major international panel industry AMOLED panel new production capacity gradually in place, with Apple in the smart phone is expected to fully improve the new AMOLED panel, when the mobile phone TFT LCD shipments will be a sharp decline.
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