Mobile phone panel prices Q1 quarter decline of about 5 to 10%
February 04, 2016
Mobile phone panel stock heap high, the first quarter prices reversed down! According to the IHS survey, this year because LTPS panel production capacity out of a large number of related manufacturers to actively cut prices to grab the market, in April 5.5-inch LTPS panel prices fell as high as 7 to 8%, the price decline. As for the LTPS panel prices, more compressed to a-Si panel prices, 4-inch and 5-inch a-Si panel prices fell 2 to 4% in April. IHS expects the second quarter of the mobile phone panel decline may be expanded to more than 20%.
Nearly six months mobile phone panel price movements
Taiwan panel factory to a-Si and LTPS and other small and medium-sized panel-based, by the mobile phone inventory and panel new capacity out, the operating pressure increased. Among them, CPT, color crystal product line focused on small and medium size panels, the first quarter profit will be a significant decline in the market expected second quarter loss pressure will emerge again.
Different from the large-size TV panel in the first half of this year, demand is very busy off-season, by the mainland's main mobile phone brands such as Huawei, Vivo, OPPO and other companies of the stock phone is high, the mainland mobile phone panel supply chain quarter performance frozen, mobile phone panel price synchronization Reverse down, in March from the mobile phone panel to expand the decline in the first quarter of the mobile phone panel prices fell about 5 to 10%.
IHS pointed out that the market demand from the point of view, the global smart phone market has been quite mature, slow growth momentum, estimated this year, North American smart phone market shipments flat, the mainland market growth is also slowing, estimated shipments this year, about 6 %. In contrast, emerging market growth is relatively strong, but only single-digit growth rate, Latin America, Southeast Asia and other markets this year, the estimated growth rate of 8%.
In particular, this year's high-end mobile phone panel capacity surge, Samsung, LGD weight AMOLED, and fully expand production capacity, estimated the next few years AMOLED panel capacity will increase by 3 times. In addition, JDI Baishan factory and AUO Kunshan plant are put into operation at the end of last year, production capacity of 25,000, the mainland panel factory, in addition to Pegasus, the BOE, Huaxing photoelectric LTPS panel production capacity are gradually enlarged.
IHS estimates that this year's global LTPS panel capacity growth of up to 35%, due to new capacity out of the market, in addition to high-end smart phones, but also to eat down the middle of the mobile phone market, compressed a-Si panel market. It is estimated that this year a-Si panel, LTPS panel, AMOLED panel in the mobile phone panel market will be one-third of the world, the fastest in 2018, AMOLED panel market will exceed the LTPS panel.
Demand sluggish, production capacity surge, the price of mobile phone panel prices fell heavy pressure. IHS statistics, 4-inch, 5-inch a-Si panel prices in April fell 2 to 4%, LTPS panel decline is greater, 5.5-inch LTPS panel prices fell as high as 7 to 8%. The mobile phone panel is expected to expand to more than 20% in the second quarter.
A-Si panel market has been compressed, this year the price is not easy to rise. Taiwan panel factory to a-Si and LTPS panel-based, small and medium size panel operating pressure. CPT, color crystal product line focused on small and medium size panels, the first quarter profit will be a significant decline in the market expected second quarter loss pressure will emerge again.