In 2016, China's smartphone panel capacity is expected to increase steadily, with BOE and Tianma expanding 6G capacity and GVO and Truly Optoelectronics increasing their share of handset panel production. This Digitimes Research Special Report analyzes the key trends affecting China's smartphone panel industry including LTPS and AMOLED technology developments, the role of smartphone makers in the supply chain, capacity expansion plans and panel pricing for each market segment.
Table 1: China handset panel makers' plans to expand LTPS TFT LCD/AMOLED production lines, 2015-2016
Table 2: Mid-range and high-end smartphone panel specifications in the China market, 2H15
Table 3: Entry-level smartphone panel specifications in the China market, 2H15
Chart 1: High-end panel pricing in China, Jan 15-Dec 16 (US$)
Chart 2: Mid-range panel pricing in China, Jan 15-Dec 16 (US$)
Chart 3: Entry-level panel pricing in China, Jan 15-Dec 16 (US$)
Chart 4: BOE smartphone panel shipment share by customer, 2015-2016 (Total in k panels)
Chart 5: BOE panel shipments by market segment, 1Q15-4Q16 (k units)
Chart 6: Tianma smartphone panel shipment share by customer, 2015-2016 (Total in k panels)
Chart 7: Tianma panel shipments by market segment, 1Q15-4Q16 (k units)
Chart 8: IVO s smartphone panel shipment share by customer, 2015-2016 (Total in k panels)
Chart 9: IVO panel shipments by market segment, 1Q15-4Q16 (k units)
Chart 10: China panel maker AMOLED shipments, by segment, 1Q15, 4Q16 (k units)
Chart 11: Huawei smartphone panel shipment share by supplier, 2015-2016 (Total in k panels)
Chart 12: Lenovo smartphone panel shipment share by supplier, 2015-2016 (Total in k panels)
Chart 13: ZTE smartphone panel shipment share by supplier, 2015-2016 (Total in k panels)
Chart 14: Coolpad smartphone panel shipment share by supplier, 2015-2016 (Total in k panels)
Chart 15: TCL smartphone panel shipment share by supplier, 2015-2016 (Total in k panels)
Chart 16: Xiaomi smartphone panel shipment share by supplier, 2015-2016 (Total in k panels)
Chart 17: Meizu smartphone panel shipment share by supplier, 2015-2016 (Total in k panels)
Chart 18: Oppo/BBK smartphone panel shipment share by supplier, 2015-2016 (Total in k panels)
