According to RUNTO's latest Global Mobile Panel Market Shipment Monthly Tracker report, in June 2021, the world's major panel manufacturers shipped 184M of mobile phone panels, a year-on-year decrease of 11%. A decline of 3%, of which 135M smartphone panel shipments, a year-on-year decline of 10.2%, and a month-on-month decline of 7.6%.
Ranking of global smartphone panel shipments in June 2021
Data source: RUNTO, unit:%
AMOLED: Flexible demand growth, driving a significant year-on-year increase in shipments. In June, smartphone AMOLED panel shipments were 40M, a year-on-year increase of 21.7%, and a month-on-month decline of 2.2%, mainly due to a significant year-on-year increase in flexible demand, driven by Apple. BOE's shipments to Apple have stabilized since May, and therefore, continue to maintain the world's second position.
Ranking of global smartphone AMOLED panel shipments in June 2021
Data source: RUNTO, unit:%
LTPS: Production capacity shifted to IT panels, down 22% year-on-year. In June, LTPS smart phone panel shipments were 37M, continuing the May trend, with a year-on-year decline of 22% and a month-on-month decline of 6%. The reason is that the demand for IT products is still strong, squeezing the production capacity of LTPS. Tianma (TM) continues to rank first, and LGD surpasses Innolux (INX) to rank sixth.
Ranking of global smartphone LTPS panel shipments in June 2021
Data source: RUNTO, unit:%
a-Si: The competitive landscape is stable and the BOE market share increases. In June, a-Si smartphone panel shipments were 55M, down 18.8% year-on-year and 12.5% month-on-month, of which BOE and HSD accounted for 42% and 13%. The ranking is still in the forefront, but BOE share increased by 5 percentage points, and HSD decreased by 5 percentage points.
Ranking of global smartphone a-Si panel shipments in June 2021