Shulou(Shulou.com)11/24 Report--

CTOnews.com, October 13, yesterday, CINNO Research released a report saying that smartphone panel prices are expected to continue to decline in the fourth quarter without obvious positive factors in demand.

The report pointed out that due to the impact of the epidemic and the continued downturn in the global economy, terminal demand was sluggish, and mobile phone panel prices fell throughout the third quarter, showing a state of "peak season sluggish". Although the high-end mobile phone market has a positive trend, the demand for middle and low-end mobile phones is still low, while the market share of domestic brands in high-end mobile phones is limited, resulting in weak demand for other mobile phone products except Apple's iPhone mobile phone panel.

CTOnews.com learned that CINNO Research predicts that smartphone panel prices will continue to fall in the absence of obvious positive factors in demand, with a-Si / LTPS panel prices falling by $0.10 in October and November, and rigid / flexible AMOLED panel prices by another $1.

Picture source: CINNO Researcha-Si: since July 2021, a-Si panel prices have entered a downward cycle and have experienced five consecutive quarters of price decline, with a cumulative decline of 11%. Supply and demand are still loose in the future. Some panel factories take capacity transfer and expanding white market share as response strategies, while emerging forces such as HKC Mianyang G8.6 production line take mainstream brand external research products as their breakthrough direction.

In terms of LTPS: the price of LTPS mobile phone products has also experienced five consecutive quarters of price decline since July 2021, with a cumulative decline of 7%. The production level of the main LTPS production line is relatively low, and some manufacturers use capacity transfer and the production of medium-and low-end products with HD resolution as coping strategies.

Rigid AMOLED: due to the impact of the downward squeeze of flexible AMOLED smartphone panel prices and the overall panel demand downturn, Samsung (SDC), the main manufacturer of rigid AMOLED panels, began to infiltrate into the lower-end product market and promote shipments to the domestic mainstream Android brand at a more advantageous price.

Flexible AMOLED: with the continuous increase of domestic manufacturers' production capacity, flexible AMOLED panel market continues to oversupply, manufacturers have to fill capacity as the first choice, the price strategy is radical, resulting in the deterioration of flexible AMOLED panel profitability, continued to be in a state of loss.

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