Three-quarters of high resolution smartphone LCDs will ship to Apple and China vendors, says DisplaySearch
Press release, August 29; Alex Wolfgram, DIGITIMES [Friday 29 August 2014]
According to DisplaySearch, Apple and China-based vendors are expected to purchase nearly three-quarters (73%) of all high resolution LCDs using LTPS and oxide TFT technologies for smartphones. LTPS and oxide TFT LCDs will comprise 26% of all handset panel shipments in 2014, an increase of 8pp from 2013, while a-Si LCD is expected to continue losing share. Overall, 467 million LTPS and 42 million oxide LCD panels are forecast to ship in 2014.
"Apple is expected to debut the new iPhone 6 next month, which will create additional demand for LTPS LCDs," said Hiroshi Hayase, VP of DisplaySearch. "In fact, Apple's iPhone and China's emerging smartphone vendors are the most important forces driving the rise in LTPS and oxide LCD shipments."
Apple's iPhones use only LTPS LCDs, making the company the largest user of this high resolution form of TFT LCD. The company is expected to purchase 96 million iPhone 5 panels and 98 million iPhone 6 panels in 2014, accounting for 37% of all LTPS and oxide smartphone LCDs.
In addition to Apple's use of LTPS LCDs, China vendors have expanded the manufacturing of Full HD resolution smartphones, which has also helped to increase LTPS LCD volumes. Xiaomi, Huawei, Oppo, Lenovo, BBK, and other China vendors make up 36% of all LTPS and oxide LCD panel shipments.
On the supply side, Sharp has begun to ship oxide LCDs for smartphones to the China market, particularly to brands like Xiaomi. JDI, through its subsidiary Taiwan Display (TDI), has become fully operational in Taiwan and is now targeting the China market. Taiwan panel makers AU Optronics (AUO) and Innolux are also expanding LTPS LCD shipments. Furthermore, Tianma, a newcomer to LTPS LCD in China, has finally achieved a qualified LTPS LCD yield rate at its 5.5G line in Xiamen, China, added the firm.
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