AMOLED智能手机面板

Search documents
CINNO Research:上半年全球市场AMOLED智能手机面板出货量约4.2亿片 同比微增0.2%
智通财经网· 2025-08-12 23:45
Core Insights - The global AMOLED smartphone panel shipment is projected to reach approximately 420 million units in the first half of 2025, reflecting a slight year-on-year increase of 0.2%, indicating a resilient growth trend despite economic and geopolitical challenges [1] - Chinese manufacturers accounted for 51.7% of the global AMOLED smartphone panel market share in the first half of 2025, marking a 1 percentage point increase year-on-year, while South Korea's share decreased to 48.3%, down 1 percentage point [1] Market Dynamics - Samsung Display's (SDC) AMOLED panel shipments declined by 6.3% year-on-year, with its market share dropping from 43.8% to 40.9%, indicating a loss of competitiveness in the mid-to-low-end flexible screen market due to cost advantages from Chinese manufacturers [3] - BOE's shipments increased by 6.7% year-on-year, securing a 17.1% market share, up 1 percentage point, supported by a dual strategy of "high-end breakthroughs and mid-range expansion" [3] - Tianma's shipments grew by 16.6% year-on-year, achieving a market share of 10.8%, the largest increase among domestic manufacturers [3] - CSOT's shipments rose by 4.9% year-on-year, with a market share of 10.2%, benefiting from deep collaborations with domestic brands like Xiaomi [3] Quarterly Performance - In Q2 2025, global AMOLED smartphone panel shipments were approximately 210 million units, reflecting a year-on-year decline of 6.3% and a quarter-on-quarter decline of 1.4%, primarily due to adjustments in brand procurement schedules [5] - South Korea's market share in Q2 2025 was 47.4%, down 4.3 percentage points year-on-year, while domestic manufacturers' share rose to 52.6%, continuing to show strong growth [6] - SDC's shipments in Q2 2025 fell by 17.4% year-on-year, with a market share of 40.8%, down 5.4 percentage points, facing significant challenges to its leading position [6] - BOE achieved a year-on-year growth of 9.6% in Q2 2025, with a market share of 17.3%, up 2.5 percentage points [6] - Tianma's shipments increased by 13.3% year-on-year, with a market share of 11.1%, driven by capacity release from its Xiamen G6 production line [6]
2025年上半年全球AMOLED手机面板出货量同比微增0.2%
CINNO Research· 2025-08-12 23:34
Core Viewpoint - The global AMOLED smartphone panel shipment is projected to reach approximately 420 million units in the first half of 2025, showing a slight year-on-year increase of 0.2%, despite a decline in the second quarter [2][5]. Market Overview - The AMOLED technology is demonstrating an irreversible trend of replacement due to its advantages such as high contrast, low power consumption, and lightweight design, which are key drivers for market resilience [2]. - In the first half of 2025, Chinese manufacturers accounted for 51.7% of the global AMOLED smartphone panel market share, an increase of 1 percentage point year-on-year, while South Korea's share decreased to 48.3%, down 1 percentage point [5]. Company Performance - Samsung Display (SDC) experienced a year-on-year shipment decline of 6.3%, with its market share dropping from 43.8% to 40.9%, indicating a 2.8 percentage point decrease [6]. - BOE's shipments grew by 6.7%, maintaining a 17.1% market share, which is an increase of 1 percentage point year-on-year, supported by a dual strategy of high-end breakthroughs and mid-range volume [6]. - Tianma's shipments rose by 16.6%, achieving a market share of 10.8%, up 1.5 percentage points year-on-year, marking the largest increase among domestic manufacturers [6]. - CSOT's shipments increased by 4.9%, with a market share of 10.2%, up 0.5 percentage points, benefiting from deep collaborations with domestic brands like Xiaomi [6]. Quarterly Analysis - In the second quarter of 2025, global AMOLED smartphone panel shipments were approximately 210 million units, reflecting a year-on-year decline of 6.3% and a quarter-on-quarter decline of 1.4% [9]. - The decline in shipments was attributed to adjustments in terminal brand procurement rhythms, with major brands postponing some orders to the third quarter to control inventory [9]. - In the second quarter, South Korean manufacturers held a 47.4% market share, down 4.3 percentage points year-on-year, while domestic manufacturers' share rose to 52.6%, continuing to show strong growth [9]. Competitive Landscape - In Q2 2025, SDC's AMOLED smartphone panel shipments fell by 17.4% year-on-year, with a market share of 40.8%, down 5.4 percentage points [10]. - BOE achieved a year-on-year growth of 9.6% and a market share of 17.3%, up 2.5 percentage points [10]. - Visionox, despite a 4.9% year-on-year decline, saw a 28.9% quarter-on-quarter growth, with a market share of 11.2%, up 0.2 percentage points [10]. - Tianma's shipments increased by 13.3% year-on-year and 4.5% quarter-on-quarter, with a market share of 11.1%, up 1.9 percentage points, driven by capacity release from its Xiamen G6 production line [10].
【太平洋科技-每日观点&资讯】(2025-05-06)
远峰电子· 2025-05-05 11:37
Market Overview - The main board saw significant gains with notable stocks such as Hubei Broadcasting (+10.04%), Tongding Internet (+10.02%), and Shanghai Film (+10.01%) leading the charge [1] - The ChiNext board also performed well, highlighted by Everbright Tongchuang (+20.01%) and Creative Information (+19.93%) [1] - The Sci-Tech Innovation board was led by Dekeli (+15.41%) and Lingzhi Software (+14.46%) [1] - Active sub-industries included SW Communication Application Value-Added Services (+3.09%) and SW Horizontal General Software (+3.01%) [1] Domestic News - Tianyue Advanced is expanding its production capacity for silicon carbide single crystal with a project to produce 500 tons annually, aiming for equipment installation by May 2025 and trial production by June [1] - Saizhuo Electronics has officially launched a vehicle-grade semiconductor packaging project with a total investment of 500 million, enhancing its strategic positioning in the vehicle-grade integrated circuit sector [1] - TSMC has commenced construction of its third semiconductor factory in Phoenix, Arizona, with completion expected between 2028 and 2030, utilizing advanced 2nm and 1.6nm process technologies [1] - Jinghe Integrated reported an increase in revenue from 55nm products, driven by higher shipments of DDIC/CIS products, with automotive chip development progressing smoothly [1] Company Announcements - Shen Si Electronics announced receipt of government subsidies amounting to 1.821 million yuan, representing 11.17% of its latest audited net profit attributable to shareholders [3] - Jiangbolong disclosed a plan for a major shareholder to reduce holdings by up to 4.16 million shares, accounting for 1.00% of total share capital, between May and August 2025 [3] - Tongguan Copper Foil reported a share buyback of 3,800 shares, representing 0.00046% of total share capital, with a total transaction amount of 37,976 yuan [3] - Huada Jiutian is progressing with a major asset restructuring, with ongoing audits and due diligence [3] Overseas News - Current global tariff rates, if unchanged, are expected to increase Apple's costs by $900 million for the quarter ending June [4] - Samsung Electronics is in discussions with Nvidia, Broadcom, and Google to develop custom 6th generation high bandwidth memory (HBM4), with deliveries anticipated as early as next year [4] - Samsung has confirmed plans to introduce vertical channel transistor (VCT) technology after the 7th generation 10nm DRAM process, with products expected in 2 to 3 years [4] - In Q1 2025, the global AMOLED smartphone panel market in South Korea accounted for 49.2%, while domestic manufacturers held a 50.8% share, showing resilience despite a year-on-year decline [4]
Q1’25全球AMOLED手机面板出货量同比增长7.5%中国厂商出货份额再次超越五成
CINNO Research· 2025-04-30 05:54
2025年第一季度,尽管面临春节假期影响和传统淡季的双重挑战,但在"国补"政策和各大品牌 促销活动的共同推动下,智能手机终端市场仍呈现上扬态势,AMOLED智能手机面板需求持续 旺盛。根据CINNO Research统计数据显示,2025年第一季度全球市场AMOLED智能手机面 板出货量约2.1亿片,同比增长7.5%,但受季节性因素影响,环比出现14.2%的正常性下滑。 CINNO Re s e a rch 简评 01 分地区来看,2025年第一季度全球AMOLED智能手机面板市场韩国地区占据了49.2%的份额; 而国内厂商出货量份额50.8%,超越五成,虽同比下降2.6个百分点,但环比上升2.6个百分点, 继2024年第一季度首次突破50%后再次突破五成大关,显示出国内厂商持续向上的发展韧性; " 根据CINNO Re s e a r c h统计数据显示,2025年第一季度全球市场AMOLE D智能手机面板出货 量约2.1亿片,同比增长7.5%。" 02 数 据 来 源 : C I N N O Q u a rt e rly M o b i l e P h o n e P a n e l V a l u e ...
全球新型显示龙头,再签约50亿项目,涉及钙钛矿
DT新材料· 2025-04-23 16:01
论坛将聚焦于 柔性钙钛矿光伏 、 钙钛矿叠层 ,以及由 柔性钙钛矿所衍生出的前沿消费电子领域 ( 如智能物联、可穿戴设备等室内弱光环境应用) , 针对实际落地过程中面临的诸多问题及 技术难点 展开深入探讨。 大会邀请了 叶继春、陈炜、周欢萍、易陈谊、 徐雪青、 王睿、胡笑添、钟宇飞 等长期致力于产学研 一体的教授专家,以及 协鑫、通威、正泰 等叠层领域龙头代表企业, 脉络、尚柔、大正微纳、柔烁 光电 等一众柔性领域新兴领先企业也将会发表主题报告。 由 中国科学院宁波材料技术与工程研究所光电信息材料与器件实验室 、 华中科技大学武汉光电国家 研究中心 联合 DT新材料主办 , 第三届钙钛矿材料与器件产业发展论坛 即将于5月23-24日在苏州 召开。 欢迎报名交流,加速钙钛矿迈向未来 【DT新材料】 获悉,4月24日, 维信诺科技股份有限公司 (以下简称"维信诺")与 昆山经济技 术开发区管理委员会 就 在 昆山开发区 投资设立 昆山全球新型显示产业创新中心项目 ,拟签署 《昆山全球新型显示产业创新中心项目合作协议》 (以下简称"《项目合作协议》"),项目投资 总额预计约人民币 50亿元 ,并协调相关主体共同成立 ...