Mobile phone OLED screen battles to start LCD screen = low-end goods

Although the growth rate of global smartphones has begun to slow down, China's OPPO, VIVO and other manufacturers have still achieved rapid growth. According to industry media sources quoted by the mobile phone supply chain, the mobile phone industry will face tight supply of important parts and components this year. The Taiwan Electronic Times website recently reported that this year's tight supply of mobile phone components includes display screens, memory, flash memory and optical sensing components.

Mobile phone supply chain sources said that China's mobile phone brands have developed rapidly in recent years (especially OPPO and VIVO), and Chinese manufacturers have begun to expand mid- to high-end products and expand shipments. These factors will lead to a sharp demand for mobile phone parts. increase. In 2017, Samsung Electronics and Apple are expected to remain the top two in the global smartphone market, but China's Huawei, OPPO and VIVO will compete for three to five positions. This year, Huawei's smartphone shipments will increase to 150 million units, up from 139 million last year.

Small size OLED screen shortage

VIVO will also ship more than 100 million mobile phones this year. In addition, Chinese mobile phone manufacturers have been inspired by the explosive growth of OPPO and VIVO. They have begun to pay attention to mid-range and high-end mobile phones with good cost performance, while increasing the average selling price of their mobile phones.

This year marks the 10th anniversary of Apple's entry into the smartphone market, and Apple will launch a major upgrade to the iPhone 8. Market rumors that Apple will use organic screens (OLEDs) for the first time, influenced by Apple, Chinese mobile phone manufacturers are also preparing to switch to organic screens on a large scale, they have begun to compete for the production capacity of small and medium-sized organic screens.

In 2017, there will be a shortage of supplies in the organic display panel industry. In addition, some mainstream manufacturers' mobile phone displays have transitioned from the past 5 inches to 5.5/5.7 inches, so the supply of small and medium size TFT LCD screens will remain tight. Demand for high-end cameras and optical components will also grow in 2017. For example, Samsung Electronics has begun to use a 16-megapixel camera in the mid-range A-series phones.

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