IC channel vendors have recently confirmed that AMOLED panels are out of stock. In the case of mainland supply chains, it is now "small customers must not be able to grab, and large customers are not necessarily in stock." It is estimated that demand will continue to increase in the second half of the year, and AMOLED panels will be tight. If the situation fails to improve, it will affect the shipment of other smart phone components.
The penetration rate of AMOLED panels in high-end mobile phones in mainland China has increased. In the first half of this year, there has been a tight supply situation. In addition, the Apple iPhone will use AMOLED panels next year, and other brands are expected to follow up.
IC channel traders said that brands that are already using AMOLED panels are actively fighting for it. Now it is called "there are AMOLED panels in hand", and the chances of grabbing new brands next year should be small. Taiwan's agent AMOLED panel distributors include Supreme, Qingya, etc. Among them, Samsung is the largest agent in Taiwan, and will benefit from the shortage of this AMOLED panel.
According to IHS statistics, the shipment of AMOLED panels in the first quarter of this year climbed to 87 million units, a record high, up 63% year-on-year. The legal person said that international panel manufacturers are rushing to invest in OLED-related technology research and development, but whether it is Samsung to increase production capacity, or new panel production investment in research and development, it will take a year and a half to enter mass production, and the shortage of goods will be slow. anxious.
At present, more than 90% of AMOLED panels from the world are from South Korea's Samsung. As Samsung actively invests in related technologies to increase yield, lower prices and increase market acceptance, the market regulator estimates that AMOLED's penetration rate in smart phones will reach this year. twenty one%.