** China Television News Network
* According to the chain, 30 million of Samsung's low-end mobile phones will abandon LCD and switch to OLED in 2024, which is the first time that Samsung has tested the water temperature with OLED models in low-end mobile phones.
According to the mobile phone ** chain, Samsung recently released OLED mobile phone projects to Chinese mainland manufacturers, Huaqin, Wingtech became the two main forces to grab orders, vigorously strive for Samsung OEM low-end machines, although it is designed and manufactured by Chinese manufacturers, but it is a Samsung brand mobile phone, the number of releases is as high as 30 million, that is, 30 million low-end models are replaced by OLED LCD, industry insiders said that no matter who the order is, this wave of release orders upstream ** chain completely excludes Taiwan factories, Korean ** Chain the whole bowl and go.
It is pointed out that in the past, Samsung's low-end LCD panel ** chain included BOE, Huaxing, Huike, Huajiacai, Xinli, Tianma, and only a small part of Innolux was left in TaiwanMost of the LCD driver ICs adopt mature processes above 90 nm, and the first chain includes four major wafer foundries such as UMC, PSMC, Jinghe, and SMIC.
Industry insiders also revealed that Samsung itself is the exclusive supplier of OLED panels, and the decentralization of OLED models mainly reduces the pressure on its own production capacity, although it is based on this, but it has dropped a shock bomb on the ecology of low-end mobile phones, If it is 30 million next year, will it jump up to 40 million or 50 million in the future?The impact on the industry remains to be seen, but the competition for low-end phones has become extremely fierce, and Samsung's move will threaten the low-end models of other brands.
In addition, the spread between mobile phone OLED and LCD has converged significantly, and in the new year's mobile phone orders, LTPS (low-temperature polysilicon) and OLED occupy the vast majority of the space, and LCD has been weak in comparison.
According to the statistics of the ** chain, Samsung's annual shipments of low-end models are about 80 million, and the low-end OLED models will reach 30 million next year.
According to Canalys statistics, the decline in global smartphones in the third quarter of 2023 has converged to only 1%, and inventories have improved in the second quarter, with global shipments reaching 29.5 billion units, of which Samsung is still the hegemon, with shipments of 58.6 million units, winning 20% of the market share;In addition, Samsung is also firmly in the leading position in folding machines, and will speed up the replacement of folding machines to stabilize its market position.
Quarterly analysis report on the global display panel market development trend
Chapter 1: Global Quarterly TFT-LCD Display Panel Market Overview
1.Analysis of global quarterly TFT-LCD display panel smartphone shipment trends
2.Analysis of global quarterly TFT-LCD display panel tablet PC shipment trends
3.Analysis of global quarterly TFT-LCD display panel notebook shipment trends
4.Global quarterly TFT-LCD display panel desktop display shipment trend analysis
5.Analysis of global quarterly TFT-LCD display panel TV shipment trends
6.Analysis of global quarterly TFT-LCD display panel shipment trends
Chapter 2: Global Quarterly OLED Display Panel Market Overview
1.Analysis of global quarterly OLED display panel wearable shipment trends
2.Analysis of global quarterly OLED display panel smartphone shipment trends
3.Analysis of global quarterly OLED display panel tablet PC shipment trends
4.Analysis of global quarterly OLED display panel notebook shipment trends
5.Analysis of global quarterly OLED display panel TV shipment trends
Chapter 3: Shipment Overview of Major TFT-LCD Display Panel Factories in Chinese Mainland by Quarter
1.Analysis of the shipment trend of smartphone panels of major TFT-LCD display panel manufacturers in Chinese mainland by quarter
2.Analysis of the shipment trend of tablet panel panels of major TFT-LCD display panel factories in Chinese mainland by quarter
3.Analysis of the shipment trend of notebook panel of major TFT-LCD display panel factories in Chinese mainland by quarter
4.Analysis of desktop display panel shipment trends of major TFT-LCD display panel factories in Chinese mainland by quarter
5.Analysis of TV panel shipment trends of major TFT-LCD display panel factories in Chinese mainland by quarter
6.Analysis of the shipment trend of major TFT-LCD display panel manufacturers in Chinese mainland by quarter
Chapter 4: Shipment Overview of Major OLED Display Panel Factories in Chinese Mainland by Quarter
1.Analysis of wearable shipment trends of major OLED display panel manufacturers in Chinese mainland by quarter
2.Analysis of the shipment trend of smartphones of major OLED display panel manufacturers in Chinese mainland by quarter
Chapter 5: Panel factory utilization rate overview in Chinese mainland by quarter
1.Analysis of the utilization rate trend of TFT-LCD display panel factories in Chinese mainland by quarter
1.1 Analysis of the utilization rate trend of TFT-LCD display panel factories in Chinese mainland by quarter of G6 and below.
1.2 Chinese mainland quarter g85/g8.Trend analysis of the utilization rate of 6th generation TFT-LCD display panel factory.
1.3 Chinese mainland quarter g105 Trend analysis of the utilization rate of G11 generation TFT-LCD display panel factory.
1.4 Analysis of the utilization rate trend of major TFT-LCD display panel factories in Chinese mainland by quarter.
2.Analysis of the utilization rate trend of OLED display panel factories in Chinese mainland by quarter
2.1 Analysis of the utilization rate trend of OLED display panel factories in Chinese mainland by quarter by G6 and below.
2.2 Analysis of the utilization rate trend of major OLED display panel factories in Chinese mainland by quarter.
Contact us**Relationship:
Marketing Manager Cherry Zeng
tel：（+86）186-2523-4072
email：[email protected]
Business Cooperation:
Ann Bao, Director of Marketing
tel：（+86）189-6479-8590
email：[email protected]
Industry Consulting:
Vice President of Sales, Venia Yang
tel：（+86）137-7184-0168
email：[email protected]
Cino** matrix
For more business cooperation, welcome to contact us!
Scan the code, please note: name + company + position.
I'm the strongest in Cinno, I've been waiting for you for a long time!
Founded in Shanghai at the end of 2012, CINO is an independent third-party professional industry consulting service platform dedicated to promoting the development of the domestic electronic information and technology industry. Since its establishment 11 years ago, the company has always focused on the pan-semiconductor industry chain, providing authoritative and professional consulting services for enterprises and investors in multiple dimensions, including but not limited to industrial information, market consulting, due diligence, project feasibility study, management consulting, investment and financing, etc., covering the core interests of each stage of the enterprise growth cycle. European and American high-tech core high-quality enterprise customers.