In 2015, the competition among mobile phone brands reached its peak, with a significant increase in the adoption of high-end specifications. According to CINNO Research, the penetration rate of LTPS (including AMOLED display technology) panels in domestic mobile phone brands hit 37.3%. This marked a major jump in self-sufficiency, with an increase of 20% and a 14% rise in market share compared to 2014.
The usage of LTPS panels among domestic brands reached 37.3%, according to data from the CINNO Research Quarterly Smartphone Panel Value Chain Report. In 2015, the combined penetration rate of LTPS and Oxide panels in domestic mobile phones was 41.8%, up by 16% compared to 2014. Specifically, LTPS panels without AMOLED technology had a penetration rate of 28.3%, while Oxide panels accounted for 4.4%.
Figure 1: Top Display Technologies in Chinese Mobile Phones in 2015
Source: CINNO Research Quarterly Smartphone Panel Value Chain Report
The adoption of AMOLED panels by domestic brands increased by 9% in 2015, driven by Samsung Display's active release of AMOLED panels. Brands like OPPO, vivo, Gionee, and Meizu played a key role in this shift. If we look at the top ten brands in China, their AMOLED panel usage is expected to grow by 9% in 2016.
According to the report, OPPO used 38% AMOLED panels in 2015, the highest among domestic brands. Its total LTPS usage was 57%, up from 52% in 2014, indicating that two-thirds of its LTPS products were replaced by Samsung’s AMOLED displays. OPPO’s sales growth in 2015 exceeded 55%.
Another brand, vivo, which also saw over 55% sales growth, used 24% AMOLED panels. Meizu, with a sales increase of 350%, achieved 16% AMOLED panel usage. However, Huawei’s first AMOLED phone, the MateS, did not sell well due to higher pricing, resulting in less than 2% adoption.
Figure 2: Major Domestic Brands’ Display Technology Shipments in 2015
Source: CINNO Research Quarterly Smartphone Panel Value Chain Report
(Note: The Lenovo brand does not include MOTO or ZUK shipments; Cool brand does not include Qi Cool shipments.)
The localization rate of LTPS panels among domestic brands exceeded 20% in 2015. While Japanese suppliers still dominated the high-end panel market with a 50% share, this declined by 20% compared to 2014. Sharp's market share dropped by 17%, and JDI shifted its main domestic partners from OPPO and Huawei to Huawei and Xiaomi, which together accounted for about 83% of JDI’s domestic supply.
Samsung’s AMOLED panels made a strong entry, rising from nearly zero in 2014 to become the second-largest supplier, with a 22% market share. OPPO received the most support, followed by vivo with 75% contribution.
With the full operation of Tianma Xiamen’s 5.5-generation LTPS line, Tianma became the largest high-end display supplier in China, increasing its market share to 12% in the top ten smartphone brands. Shenzhen Chao and BOE also significantly boosted their LTPS supplies, leading to more than 20% of top Chinese brands using domestically produced LTPS panels, a 15% year-on-year increase.
Figure 3: Estimated Share of LTPS/Oxide Display Suppliers in 2015
Source: CINNO Research Quarterly Smartphone Panel Value Chain Report
In 2016, several new production lines, including Xiamen Tianma’s 6th generation LTPS, Wuhan Huaxing’s 6th generation LTPS, HuiZhou Xinli’s 4.5 generation AMOLED, and AUO Kunshan’s 6th generation LTPS, were launched. Additionally, Shanghai Hehui Optoelectronics, Kunshan Visionox, and Nanjing CLP Panda also expanded their AMOLED and IGZO production lines. These developments are expected to accelerate the localization rate of high-end mobile phone panels.
In the display industry, the era of "Made in China" with both quality and quantity has officially arrived.
Source: CINNO Research Quarterly Smartphone Panel Value Chain Report
The adoption of AMOLED panels by domestic brands increased by 9% in 2015, driven by Samsung Display's active release of AMOLED panels. Brands like OPPO, vivo, Gionee, and Meizu played a key role in this shift. If we look at the top ten brands in China, their AMOLED panel usage is expected to grow by 9% in 2016.
According to the report, OPPO used 38% AMOLED panels in 2015, the highest among domestic brands. Its total LTPS usage was 57%, up from 52% in 2014, indicating that two-thirds of its LTPS products were replaced by Samsung’s AMOLED displays. OPPO’s sales growth in 2015 exceeded 55%.
Another brand, vivo, which also saw over 55% sales growth, used 24% AMOLED panels. Meizu, with a sales increase of 350%, achieved 16% AMOLED panel usage. However, Huawei’s first AMOLED phone, the MateS, did not sell well due to higher pricing, resulting in less than 2% adoption.
Figure 2: Major Domestic Brands’ Display Technology Shipments in 2015
Source: CINNO Research Quarterly Smartphone Panel Value Chain Report
(Note: The Lenovo brand does not include MOTO or ZUK shipments; Cool brand does not include Qi Cool shipments.)
The localization rate of LTPS panels among domestic brands exceeded 20% in 2015. While Japanese suppliers still dominated the high-end panel market with a 50% share, this declined by 20% compared to 2014. Sharp's market share dropped by 17%, and JDI shifted its main domestic partners from OPPO and Huawei to Huawei and Xiaomi, which together accounted for about 83% of JDI’s domestic supply.
Samsung’s AMOLED panels made a strong entry, rising from nearly zero in 2014 to become the second-largest supplier, with a 22% market share. OPPO received the most support, followed by vivo with 75% contribution.
With the full operation of Tianma Xiamen’s 5.5-generation LTPS line, Tianma became the largest high-end display supplier in China, increasing its market share to 12% in the top ten smartphone brands. Shenzhen Chao and BOE also significantly boosted their LTPS supplies, leading to more than 20% of top Chinese brands using domestically produced LTPS panels, a 15% year-on-year increase.
Figure 3: Estimated Share of LTPS/Oxide Display Suppliers in 2015
Source: CINNO Research Quarterly Smartphone Panel Value Chain Report
In 2016, several new production lines, including Xiamen Tianma’s 6th generation LTPS, Wuhan Huaxing’s 6th generation LTPS, HuiZhou Xinli’s 4.5 generation AMOLED, and AUO Kunshan’s 6th generation LTPS, were launched. Additionally, Shanghai Hehui Optoelectronics, Kunshan Visionox, and Nanjing CLP Panda also expanded their AMOLED and IGZO production lines. These developments are expected to accelerate the localization rate of high-end mobile phone panels.
In the display industry, the era of "Made in China" with both quality and quantity has officially arrived.Network Accessories,Wifi Adapter,Fiber Optic Network Components,Splitter Fiber Optic
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