Affected by the weak terminal demand during the Spring Festival holiday and the traditional off-season, the price of a-Si / LTPS smartphone panel decreased by US $0.1 in February compared with January; AMOLED panel prices are affected by the shortage of chips and the continued rise of chip prices, which continue to rise at a high level, with some rigid AMOLED panel prices rising.
\u3000\u Qingdao Tgood Electric Co.Ltd(300001)
Affected by the weak terminal demand during the Spring Festival holiday and the traditional off-season, the price of a-Si / LTPS smartphone panel decreased by US $0.1 in February compared with January. With the increase in demand for new projects of manufacturers after the festival and the impact of reduced supply caused by the reduction of production rate of LCD mobile phone panel factory in February, it is expected that the price of LCD mobile phone panel is expected to stop falling after March;
\u3000\u Beijing Ultrapower Software Co.Ltd(300002)
After a three-month stable period, the price of LTPS mobile phone panel fell slightly by US $0.1 in February due to the relatively conservative purchasing strategy of manufacturers in the off-season. Thanks to the relatively healthy supply and demand structure of LTPS mobile phone panel, the price is expected to stop falling and stabilize again in March;
\u3000\u Lepu Medical Technology (Beijing) Co.Ltd(300003)
As the supply of AMOLED mobile phone chips is still in short supply and the chip price continues to rise, Samsung display (SDC), which is dominated by rigid AMOLED panels, raised the price of rigid AMOLED panels in the lower part of the price, while the price of flexible AMOLED panels remained high. Affected by the shortage of chips, although the production capacity of China’s AMOLED panel factory increases, the production rate cannot be greatly improved in the short term, and the strategy will seize new projects at radical prices;
\u3000\u Nanfang Ventilator Co.Ltd(300004)
Cinno research predicts that AMOLED panel prices will remain high in March and April 2022 due to the shortage of chip supply; The price of LTPS products will remain stable at US $0.0-3 in January, and the price of LTPS products will continue to decline slightly.
