Recently, the mainland and Huiguang Power pushed the AMOLED panel, and the Huihui business representative showed the flexible AMOLED panel products to the smart phone brand customers, and fully shove the market in the market. The supply chain industry revealed that more and more mobile phone factories began to look for AMOLED. The source of the panel supply, Asustek expects the new mobile phone launched in the first half of 2017, will use the Huiguang AMOLED panel. However, the relevant industry did not express an opinion on the customer and the specific order.
The component industry pointed out that smart phone brands such as Apple, Samsung Electronics, and Huawei are actively adopting AMOLED panels, which is expected to promote the adoption of AMOLED panels by other mobile phone brands. AMOLED panels will be in the middle and high-end. The mobile phone supply chain expansion power map, the future TFT LCD panel market will be squeezed, only in the middle and low-end mobile phone supply chain is more competitive.
In response to the needs of mobile phone brand customers, global panel manufacturers are accelerating the development of AMOLED panels, and are rushing to catch up with Samsung Display, including LG Display, Sharp and Japan Display, and Taiwan. Factory AU, as well as the mainland panel factory Tianma Microelectronics, Hehui, etc., are rapidly pulling up the AMOLED panel.
The component industry believes that mobile phone brand customers have doubts about the stability of Samsung display AMOLED panel supply, and other panel suppliers offer relatively low prices, and are willing to offer more attractive discounts. Mobile phone brand customers are welcome to see other AMOLED panel supplies. The rise of commercial power, but upstream component manufacturers will continue to feel the price pressure.
Hehui has invested heavily in AMOLED panel technology and has not developed traditional TFT LCD panels. Early AMOLED panels were mainly supplied to white-label customers such as Shanghai Ruijiake. Recently, in addition to strengthening overseas white-brand customers, they also actively entered mobile phone brand customers. The supply chain has now entered the supply chain of HTC mobile phones and Huawei smart watches.
At present, AMOLED panel leader Samsung monitors account for more than 90% of the global market, and continues to increase AMOLED panel production capacity, but Samsung Electronics (Samsung Electronics) has performed poorly in the mobile phone market in recent years, despite adjusting its product strategy, 2016 in the middle-end machine The model is also equipped with an AMOLED panel, but it still has an impact on the shipment kinetic energy of the Samsung display AMOLED panel.
In order to expand the seaport, Samsung Display has adjusted its products and market strategies. It not only expands the price-cutting competition, but also pushes the price of AMOLED panel products, and has successively entered the supply chain of Lenovo, Vivo, Oppo, Gionee and Coolpad.