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

CTOnews.com March 3 news, affected by the epidemic situation and the global economic downturn, the global smartphone market demand is still weak, superimposed smartphone products enter the mature period of development, market growth slows down, consumer replacement kinetic energy is insufficient, mobile phone panel market oversupply is serious, AMOLED smartphone panel demand growth slows down, according to CINNO Research survey data shows, the global market AMOLED smartphone panel shipments in 2022 About 600 million pieces, Year-on-year decline of 10.3%, quarterly perspective, Q1~Q4 quarterly shipments showed a year-on-year negative growth, a decrease of 5%~14% range;2022 global market AMOLED smart phone panel penetration rate of 33%, a year-on-year decrease of 1 percentage point.

CINNO Quarterly Mobile Phone Panel Value Chain Report

In 2022, according to the global AMOLED smartphone panel shipments by region, South Korea accounted for 70.7%, domestic manufacturers accounted for 29.3%, domestic manufacturers accounted for 9 percentage points higher than 20.3% last year, and the share rose rapidly;

Samsung Display (SDC) AMOLED smartphone panel shipments of about 380 million pieces, down 21.6% year-on-year, market share narrowed from 72.3% in the same period last year to 63.1%, mainly due to price squeeze from the mainland of China flexible AMOLED panel factory, its shipments and market share showed a downward trend;

BOE shipped about 80 million AMOLED smartphone panels, up 31.1% year-on-year and 13% market share, up 4.1 percentage points year-on-year, ranking second in the world and first in China. Driven by Apple's new orders, BOE's market share grew rapidly.

Lejin Display (LGD) AMOLED smartphone panel shipments were about 50 million pieces, down 10.0% year-on-year, with a market share of 7.5%, flat year-on-year. Lejin Display (LGD) AMOLED panel customer structure is single and highly dependent on Apple mobile phone orders, so its shipments fluctuate significantly with Apple mobile phone listing cycle;

Visionox AMOLED smartphone panel shipments of about 0.4 billion pieces, an increase of 20.8%, market share of 6.8%, an increase of 1.8 percentage points, ranking fourth in the world, second in China. Thanks to the stable source of orders from key customers, Visionox AMOLED production line maintained a stable and high activation rate. (CTOnews.com Note: "activation rate" in English is called activation or utilization, which refers to the proportion of time spent by equipment in order to create value within the time it can provide.)

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