Mobile phone panel Market in April: the impact of macro environment continues, and the price of LCD panel is under great downward pressure

1. Affected by the situation in Russia and Ukraine and the repeated epidemic and other macro factors, the market demand is low and consumers are not willing to change planes;

2. A-Si panel production line is a production line with guaranteed production rate, and there is great downward pressure on the price. The supply and demand structure of LTPS panel is relatively healthy, slightly better than that of a-Si panel; In March, the price of a-Si / LTPS smartphone panel maintained a downward trend and continued to decline by US $0.1;

3. With the improvement of the supply-demand relationship of flexible OLED driver chips, the supply tension has been eased. China flexible OLED panel factory actively strives for new project orders at a price more advantageous than Samsung display (SDC) panel;

4. Cinno research estimates that the price probability of AMOLED panel will remain high in April and may 2022; Affected by weak terminal demand, the price of a-Si / LTPS panel will still decline.

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