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

CTOnews.com Sept. 28, CTOnews.com learned from TrendForce Jibang Consulting official account that smartphone panel shipments are estimated to be about 1.85 billion pieces in 2023, an annual increase of 8.7%, mainly driven by the maintenance market and second-hand phone boom. In 2024, the smartphone market is expected to return to a normal supply and demand cycle, and relative maintenance and second-hand phone demand may become less. Smartphone panel shipments are estimated to be about 1.82 billion pieces, an annual decrease of 9%.

TrendForce Jibang Consulting said that from the shipments of panel factories, the decline in demand for LCD is a common problem faced by some manufacturers. BOE is now the leader in smartphone panel shipments in the world, with shipments expected to be about 560 million in 2023 and an estimated 520 million in 2024, an annual decline of 7.2 per cent, due to the LCD recession. Samsung's SDC, which ranks second in shipments, is expected to be flat in 2024 on the back of a shrinking market for rigid AMOLED panels, with about 350 million units shipped this year, supported by demand from Apple and its own phones. In third place is Tianma, which shipped about 175 million tablets in 2023. With expanded cooperation with brands, shipments have the opportunity to grow slightly to 190 million in 2024, an annual increase of 5.2 per cent.

In fourth place is Innolux, which shipped about 140 million pieces in 2023. The shrinking market demand for LCD will affect shipments in 2024, which is expected to be about 125 million pieces, an annual decrease of 11.2%. No. 5 HKC, relying on the cost advantage of the G8.6 generation line, expects to ship 170 million tablets in 2023 and grow to 180 million in 2024, an annual increase of 4.2%. TrendForce Jibang Consulting said that from the point of view of the previous five major manufacturers, only SDC shipments declined due to the weakening demand for rigid AMOLED panels in 2023, representing Korean rigid AMOLED panels in continental flexible AMOLED panels after entering mass production, cost competitiveness is insufficient and is gradually declining.

In terms of the proportion of shipments of panel factories in various regions, Taiwan panel factories can maintain the proportion with the support of a-Si LCD; Japanese panel manufacturers have substantially and rapidly withdrew from the mobile phone market, resulting in a decline in the proportion; Korean panel manufacturers still rely on flexible AMOLED panel technology and can maintain 2325% under the use of high-end mobile phones. The proportion of mainland panel manufacturers in total smartphone panel shipments increased rapidly from 54.8% in 2022 to 63.7% in 2023, indicating that continental panel factories continue to play a key role in the overall smartphone supply chain.

Welcome to subscribe "Shulou Technology Information " to get latest news, interesting things and hot topics in the IT industry, and controls the hottest and latest Internet news, technology news and IT industry trends.