OLED panel prospects are the biggest beneficiaries of Samsung

According to the latest IHS market research, when the mobile phone market in the first quarter of the year was sluggish, the global demand for OLED panels remained strong, and shipments increased by more than half compared with the same period last year, reaching 63%, including Samsung OLED panel order demand. As the biggest beneficiary, Apple plans to use OLED panels on new iPhones in 2017. Domestic manufacturers OPPO, vivo and Huawei brands are increasingly equipped with OLED panel mobile phone products. It is reported that China's leading mobile phone brand research shows that OLED mobile phone shipments have reached 10% last year. With the industry's intensive investment in OLED panels, this year's OLED ratio is expected to increase to 15%, and the OLED panel market is full of neck.

According to IHS research and statistics, the overall mobile phone market demand in the first quarter was sluggish, demand for OLED mobile phone panels remained strong, and shipments climbed to 78 million, once again set a new record, an increase of 63% over the same period last year. Among them, Samsung Display continues to lead in technology, investment, and yield, maintaining its dominant position and almost taking all OLED panel orders, becoming the biggest beneficiary. IHS pointed out that even though the overall mobile phone market demand in the first quarter of this year was sluggish, the demand for OLED mobile phone panels was strong, and shipments climbed to 87 million units, which has once again set a new record, with an annual increase of 63%. Among them, Samsung Display is in technology and investment. The overall lead in all aspects, such as yield, almost covered all OLED panel orders and became the biggest beneficiary.

Due to the thinness, self-illumination, flexibility, color and contrast of OLEDs, and energy saving, many high-end mobile phones have introduced related products using OLED panels, mainly based on Chinese mobile phone manufacturers, such as Huawei and ZTE. The new technology OLED (active organic light-emitting diode), which is regarded as the current amorphous bismuth (s-Si) panel, will become a battleground after Apple announced that it will adopt OLED panels in 2017. The market is rushing into OLED panels. Layout.

Since China's mobile phone brands such as OPPO, vivo, Huawei and other brands have introduced OLED models since 2015. In particular, OPPO and vivo have fully switched to OLED panels from LTPS in-cell products for high-end products to secure supply, and also injected strong external orders for Samsung displays.

In 2015, China's leading 10 mobile phone brand research shows that the proportion of OLED mobile phone shipments has reached 10%, and with the increase of Samsung display and OPPO and vivo, the proportion in 2016 is expected to further increase to 15%. %, the Chinese brand's appeal for OLED was once exceptionally strong at the beginning of 2016.

At present, the main supplier of OLED panels is Samsung Display. IHS pointed out that OLED panels are mainly dominated by Samsung monitors. In the first quarter of this year, Samsung Electronics orders accounted for 73.7% of Samsung's AMOLED shipments. Due to the large scale of Samsung's OLED orders, there are no other brands to replace, so there is a certain priority.

Only with the input of other manufacturers, the OLED market exclusive to Samsung monitors will gradually loosen and usher in a new change. In the future, as other players, especially Chinese players, intensively invest in OLED panels, even if the new products that Xiaomi will be listed in the second half of the year adopt the OLED panels of Huiguang and Lejin, the overall market is still dominated by Samsung.

Although Apple's next-generation smart phone iPhone will soon adopt OLED display panel in 2017, South Korea's Shuangxiong Samsung Display and LG Display have foreseen the bright future of OLED, and the development technology of other countries, including manufacturers in other countries, including Taiwanese companies, fear of forming a wall that is difficult to surpass.

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