1. In the first quarter of 2022, according to the regions of AMOLED smartphone panel shipment, South Korea accounted for 77.4%; Chinese manufacturers accounted for 22.6% of shipments, with a year-on-year increase of 7 percentage points.
2. In the first quarter of 2022, Samsung display (SDC) AMOLED smartphone panel shipments fell 15.1% year-on-year, with a market share of 70.2%, down nearly 6 percentage points year-on-year. It is still the main force of AMOLED mobile phone panel supply. On the one hand, the market share of Samsung display (SDC) is subject to the competitive pressure from BOE and LGD to supply Apple’s iPhone AMOLED panels. On the other hand, the sales of high-end smartphones of Chinese mobile phone brand customers are not as good as expected, which also affects its panel shipments;
3. In the first quarter of 2022, BOE’s AMOLED smartphone panel shipments increased by 62.9% year-on-year, with a market share of 11.2%, breaking 10% for the first time, with a year-on-year increase of 4.9 percentage points, ranking second in the world and first in China. BOE’s AMOLED panel capacity ranks first in China. Its AMOLED production lines in Chengdu and Mianyang have basically been opened. Chongqing AMOLED production line is currently in the product testing stage and is expected to be put into production in 2023;
4. In the first quarter of 2022, LG display (LGD) AMOLED smartphone panel shipments fell 19.1% year-on-year, with a market share of 7.2%, down 1 percentage point year-on-year. LG display (LGD) has a relatively single customer structure. Its AMOLED panel is mainly provided to Apple mobile phones, which is highly dependent on Apple orders, so it is greatly affected by Apple order fluctuations;
5. In the first quarter of 2022, the shipment volume of Visionox Technology Inc(002387) (visionox) AMOLED smart phone panel increased by 0.4 percentage points year-on-year, equivalent to that of the same period last year, with a market share of 4.5% and a year-on-year increase of 0.4 percentage points, ranking fourth in the world and second in China Visionox Technology Inc(002387) has always been committed to research and development around key technologies of smart phone panel, such as high refresh rate, off screen camera, folding, low power consumption and high image quality. Its ltpo panel of Hefei 6th generation line has been mass produced and shipped. Glory magic4 series adopts Visionox Technology Inc(002387) ltpo screen and Visionox Technology Inc(002387) exclusive “Ding pixel arrangement” design. In addition to ltpo, Visionox Technology Inc(002387) also prepared a low-frequency LTPS-TFT low-power solution for the current low-end mainstream LTPS
