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January Smartphone Panel Shipments Decline 4% Sequentially. OLEDs Outsell LTPS LCDs

Total smartphone panel shipment, which combines OLED and liquid crystal display (LCD), for January was 164 million units, a decline of 4% from the previous month but a surge of 35% from the previous year. The increase was thanks to multiple smartphone manufacturers stocking up on the panel to fill the vacuum left by Huawei, which saw its share plummet due to US sanctions. Out of LCD, amorphous silicon (a-Si) thin-film transistor (TFT) LCD shipment was at 49 million units for the month. Low temperature polycrystalline silicon (LTPS) was 52 million units.

Omdia said demand drop for LTPS TFT LCD was less than those for OLED panels. The firm also warned of instability in panel production due to the shortage in display driver IC. In total shipment ranking, Samsung Display was first, followed by runner-up BOE and Tianma which ranked third. The three companies combined supplied 65% of all smartphone panels in January. BOE recorded 44 million unit shipment, but most of its supply is LCD. Tianma moved 17 million units, which was also mostly LCD, while OLED only accounted for 2% (300,000) unit.
 
Source: THE ELEC, Korea Electronics Industry Media(http://thelec.net)