LCD Panels Fell For The Third Consecutive Month, AMOLED Continued To Remain F...

LCD panels fell for the third consecutive month, AMOLED continued to remain flat at high levels

Entering the second half of the year, LCD panels ushered in a downward price trend, mainly due to the repeated epidemics in many places around the world, which caused demand to fall short of expectations. The inventory level raised in advance in the first quarter was not completely resolved, and the impact of upstream component shortages was superimposed. The terminal began to control panel inventory. It is expected that the a-Si/LTPS panel will be the first in a row in September

Prices for three months fell by US$0.1; AMOLED panel prices will continue to remain high and sideways due to chip shortages. Some domestic brand manufacturers have begun to lock in chip production capacity with major chip suppliers in advance to ensure that chip supply is not affected.

CINNO Research predicts that the supply of OLED driver chips will continue to be in short supply in 2022, while the supply of chips from Novatek, the main driver chip supplier for domestic OLED mobile phone panels, will continue to be under pressure. In order to ensure that chip supply is not affected, some brand manufacturers have begun to lock in production capacity next year in advance

, It is reported that Xiaomi (01810) intends to lock in the production capacity of 30 million chips next year with Novatek and its foundries;

CINNO Research predicts that the price of AMOLED panels in September and October will remain flat due to the shortage of chips, and the price of a-Si/LTPS products will continue to drop slightly by US$0.1.