Samsung BoE for first: to become the world's largest mobile phone-Samsung display panel suppliers, BOE-IT information
The first quarter of 2016, and Samsung display (SDC) in recent years surpassed BoE (BOE) as the world's biggest supplier of mobile phone Panel. Appears by Samsung cell phone faceplates of all OLED shipments, so it is important for small and medium size panel industry technology steering signal.
The funny thing is, the first quarter of this year, Samsung display due to the shift to high-end, large size panel shipments slid to fifth in the world, Beijing East, rising to second in the world Korea another big Panel LGDisplay (LGD) continues to top.
Mobile phone screen OLED start "now"
According to the consulting group, 2016 total global Smartphone panel shipments in the first quarter of about 440 million, an increase of 7%.
Samsung AMOLED displayed (organic light-emitting diode) panels the momentum of rapid development, shipping scale of 80 million in the first quarter, ranked first in the world, rose 50%, mainly due to the flexible surface edge product and successful marketing in China. Global publishing more than 50 types of smartphones in the first quarter in the new machine, close to one-third using AMO LED screen, along with flexible OLED Panel release of resources, more and more mobile phone brand OLED panels will be imported.
County BoE Panel factory also grew rapidly, in second place. The Ordos (8.220,-0.05,-0.6%), 5.5-generation LTPS (low temperature poly silicon) production lines in the first quarter of 2016, capacity utilisation remained at relatively high levels. As a rising star, the incell (embedded touch panel) Panel factories in the Mainland, the first mass production of products, favored by the mobile phone brands. Smart phone panels shipped in the first quarter of about 76 million, LTPS panel shipments increased significantly.
Japan showed companies (JDI) successfully into Huawei, millet 2016 high-end phone models. Driven by demand, Apple (Apple), falling demand, JDI still presents a slight growth year, shipped the Smartphones panel about 41 million in the first quarter, ahead of third place.
Tianma, LGD ranked third and fifth place, respectively. Pegasus in Xiamen's 5.5-generation LTPS line from 2015 at full capacity in the fourth quarter with sales, product structure transition to high-end, first quarter of 2016 it shipped the Smartphones panel about 38 million, an increase of over 40%. LGD under the influence of Apple falling demand, shipped the Smartphones panel about 34 million in the first quarter of this year.
"The BoE 2014, 2015 for two consecutive years as the world's biggest supplier of mobile phone shipments, Samsung displayed when Ji Shouchao BoE in the first quarter of this year, and Samsung display all shipments of mobile phone Panel is OLED, which means that in the field of mobile phone screen, OLED started LCD Panel ' comeback '. "Group Deputy General Manager Li Yaqin consulting to business reporters.
Li Yaqin cautioned that even though the LCD (liquid crystal) are still major share in mobile phone market, but this replacement LCD OLED small display areas at a faster rate than expected. For this mobile phone Panel technology transition of the wind, China's main mobile phone Panel factory to pay enough attention.
Consulting Group expects second quarter of 2016, Smartphone competition will become more intense, demand gradually pick up, and LTPS capacity prior to the release of the new, relatively tight supply and demand. Meanwhile, the tianma, Kazuteru, Boe, represented the County Panel factory will achieve more OLED products production, narrowing the gap with the Japanese and Korean manufacturers.
Areas of large size Han factory shift to high-end
Korea enterprise in the field of small and medium size display status soar, but leadership in large-size displays, begins to waver.
Market research firm IHS's latest data show that the first quarter of 2016, large size (9 inches) LCD panel market, LGD rate remains steady market share first, but Samsung showed market share fell to fifth place. Samsung display says, because on the PC monitor, cheap televisions and other areas difficult with China's Mainland and Taiwan enterprises, accelerate the transition to higher added-value markets.
According to data from IHS, large size LCD panel market in the first quarter, LGD to 37.49 million shipments, 24.3% market share for 26 quarter topped. Immediately after the BoE, their shipments up to 26.66 million units, the market share of 17.3%. Third Taiwan AU Optronics (AUO), shipments of 24.44 million pieces, the market share of 15.8%. Taiwan group to 22.91 million shipments, 14.8% ranks fourth in market share. Samsung shows to 22.43 million shipments, 14.5% market share ranked fifth.
The first quarter of this year, Korea enterprise's overall market share of 38.8%, significantly lag behind mainland China and Taiwan enterprises total 47.9% of large-size panels on the market, "Korea made" position was challenged.
Samsung display large size LCD panel shipments fell in the first quarter of this year, one reason is that large PC monitor and laptop market in decline, Samsung Electronics in this market began to withdraw. Samsung shows late last year closed its Korea Cheonan South Chungcheong road 5th generation of factory production lines, to sell equipment to Chinese manufacturers, all 8 of its LCD production lines have been shut down 5.
"From China's Mainland and Taiwan manufacturers ' shipments increased, on the PC monitor and laptop low price competition in the market. Compared to ensure that shipments and more importantly develop high value-added end of the market, guaranteed profit profitability strategy. "Samsung show said.
In fact, if quarterly sales, LGD with Samsung displays is still in the first quarter of this year in the world's large size panel industry ranked first and second.
Korea display industry said: "because of the Government support, large investments of Chinese companies not only to small and medium size market break, now in the large market also began to threaten Korea manufacturer. Number of competition, Korea firms have encountered some difficulties now ought to be dominated by Panel of high added value, promoting the differentiation strategy of the time. ”
三星首超京东方：成全球最大
手机显示面板供应商 -
三星,京东方 - IT资讯
2016年第一季度，三星显示（SDC）近年首次超越京东方(BOE)成为全球手机面板最大的供应商。由于三星显示出货的手机面板全部都是OLED，所以这是中小尺寸面板行业技术转向的重要信号。
有意思的是，今年首季，三星显示由于转向高端，在大尺寸面板行业的出货量下滑至全球第五，而京东方则上升至全球第二，韩国另一显示面板巨头LGDisplay(LGD)继续位居榜首。
手机屏领域OLED开始“翻盘”
群智咨询的数据显示，2016年第一季度全球智能手机面板合计出货约4.4亿片，同比增长7%。
其中，三星显示的AMOLED(有机发光二极管)面板发展势头迅猛，第一季度出货规模超8000万片，全球排名第一，同比增长超50%，主要得益于edge柔性曲面产品以及在华市场的成功。在第一季度全球发布的50多款智能手机新机中，接近三分之一采用了AMO LED屏，伴随柔性OLED面板资源的释放，越来越多的手机品牌将导入OLED面板。
中国大陆面板厂京东方也成长迅速，位居第二。其鄂尔多斯(8.220, -0.05, -0.60%)的5.5代LTPS(低温多晶硅)生产线在2016年第一季度产能利用率维持在比较高的水位。作为后起之秀，其incell(内嵌式触控屏)产品在大陆面板厂中最先实现量产，受到一线手机品牌厂商的青睐。第一季度其智能手机面板出货规模约7600万片，其中LTPS面板出货大幅增长。
日本显示公司(JDI)成功打入华为、小米2016年的高端手机型号。在此需求带动下，虽然苹果公司(Apple)需求下滑，JDI仍呈现了同比微幅的成长，第一季度智能手机面板出货约4100万片，排第三位。
天马、LGD分别排第四和第五位。天马在厦门的5.5代LTPS线从2015年第四季起满产满销，实现产品结构向中高端的转型，其2016年第一季智能手机面板出货约3800万片，同比增长超40%。LGD受Apple需求下滑等影响，今年首季智能手机面板出货约3400万片。
“京东方2014、2015连续两年成为全球手机面板出货量最大的供应商，今年一季度三星显示当季首超京东方，而且三星显示出货的手机面板全部都是OLED，这意味着在手机屏领域，OLED开始对液晶面板‘翻盘’了。”群智咨询副总经理李亚琴向第一财经记者表示。
李亚琴提醒说，尽管目前LCD(液晶)仍在手机面板市场占据主要的份额，但是今年OLED在中小显示领域替代LCD的速度超过预期。对于这一手机面板技术转型的风向，中国主要的手机面板厂要给予足够的重视。
群智咨询预计，2016年第二季，智能手机的竞争将更加激烈，市场需求逐渐回暖，而在新的LTPS产能释放之前，供需将相对偏紧。同时，以天马、和辉、京东方为代表的中国大陆面板厂将实现更多OLED产品的量产，逐步拉近与日韩厂商的差距。
大尺寸领域韩厂转向高端
韩国企业在中小尺寸显示领域地位飚升，但在大尺寸显示的领导地位，则开始动摇。
市场调研公司IHS的最新数据显示，2016年第一季度，在大尺寸(9英寸以上)液晶面板市场，LGD市占率仍稳守第一，但三星显示的市占率降至第五位。三星显示表示，由于在PC显示器、低价电视等领域很难与中国大陆及台湾企业竞争，因此加速向高附加值的市场转型。
据IHS的数据，在第一季度大尺寸液晶面板市场，LGD以3749万片的出货量、24.3%的市场占有率，持续26季度稳居榜首。紧接其后的京东方，其出货量达到2666万片，市场占有率为17.3%。第三为台湾地区的友达(AUO)，其出货量为2444万片，市场占有率15.8%。台湾地区的群创以2291万片的出货量、14.8%的市场占有率排名第四。三星显示以2243万片的出货量、14.5%的市占率排名第五。
今年第一季度，韩国企业的总体市场占有率为38.8%，大幅落后于中国大陆及台湾企业总和的47.9%，大尺寸面板市场上的“韩国制造”的地位开始遭到挑战。
三星显示今年第一季度大尺寸液晶面板出货的下滑，其中一个原因是大尺寸PC显示器及笔记本电脑的市场需求在减少，三星电子在这一市场渐渐抽身。三星显示去年年底关闭了位于韩国忠清南道天安工厂的第5代生产线，将设备出售给中国厂商，其全部8条LCD生产线已关闭5条。
“因中国大陆及台湾厂商的出货量剧增，在PC显示器及笔记本电脑市场出现低价竞争。比起确保出货量，更重要的是开拓高附加价值的高端市场，保证利润的收益性战略。”三星显示相关人士表示。
事实上，如果按季度销售额计算，LGD与三星显示今年一季度依旧在全球大尺寸面板业排名第一、第二。
韩国显示业界相关人士表示：“因政府背后的大力支援，大规模投资的中国厂商不仅在中小尺寸市场步步紧逼，现在在大尺寸市场上也开始威胁到韩国厂商。数量竞争上，韩国厂商已经遭遇到一定困难，现在应该到了以高附加价值面板为主，推进差别化战略的时候了。”