The report states that global AMOLED mobile phone panel shipments in the first half of 2024 will be approximately 420 million pieces, a year-on-year increase of 50.1%

News from this site on July 25, according to CINNO Research statistics, in the first half of 2024, the global market AMOLED smartphone panel shipments will be approximately 420 million pieces, a year-on-year increase of 50.1%; in the second quarter, a year-on-year increase of 55.3%, A month-on-month increase of 13.1%. According to the report, global demand for AMOLED smartphone panels will continue to be strong in the first half of 2024, thanks on the one hand to the recovery of the global smartphone market, and on the other hand to the continued release of domestic AMOLED production capacity and continued penetration into the low-end product market. Statistics show that in the first half of 2024, the global market AMOLED smartphone panel shipments will be approximately 420 million pieces, an increase of 50.1% compared with the same period last year. Among them, flexible AMOLED smartphone panels accounted for 71.0%, a year-on-year decrease of 8.8 percentage points.

In terms of regions, in the first half of 2024, South Korea’s share of the global AMOLED smartphone panel market accounted for 49.3%, falling below 50%; Domestic manufacturers’ shipment share accounted for 50.7%, a year-on-year increase of 10.1 percentage points, exceeding 50%. Become .

From the perspective of the market structure, as domestic mainstream brands continue to increase the purchase of domestic flexible AMOLED, the share of Korean manufacturers continues to shrink. The rankings attached to this site are as follows:

1. Global AMOLED smartphone panels in the first half of 2024 Market Samsung Display (SDC) shipments increased by 27.3% year-on-year, and its market share dropped from 51.6% in the same period last year to 43.8%, a year-on-year decrease of 7.8 percentage points;
2. BOE’s shipments increased by 31.4% year-on-year, with With a market share of 16.1%, it ranked second in the world and first in China, with its share declining by 2.3 percentage points year-on-year;
3. Visionox’s shipments increased by 129.3% year-on-year, and its market share was 11.3%, a year-on-year increase of 3.9 percentage points;
4. China Star (CSOT) shipments increased by 179.3% year-on-year, with a market share of 9.7%, a year-on-year increase of 4.5 percentage points. Both shipments and share increased the largest year-on-year.

   

   On a quarterly basis, global AMOLED smartphone panel shipments showed positive growth to varying degrees in the first and second quarters of this year. In particular, shipments grew significantly in the second quarter, and the overall trend continued to improve. In the second quarter of 2024, approximately 220 million AMOLED smartphone panels were shipped in the global market, a year-on-year increase of 55.3% and a month-on-month increase of 13.1%, with both year-on-year and month-on-month growth.
   In terms of regions, South Korea accounted for 51.6% of the global AMOLED smartphone panel market in the second quarter of 2024. The share has rebounded to a certain extent from Q1, mainly driven by the increase in Apple orders; domestic manufacturers’ shipment share accounted for 48.4% , a year-on-year increase of 5.0 percentage points and a month-on-month decrease of 5.0 percentage points.
   From the perspective of market structure, in the second quarter of 2024:
   Samsung Display (SDC) AMOLED smartphone panel shipments increased by 43.7% year-on-year and 27.5% month-on-month, with a market share of 46.2%, down 3.7 percentage points year-on-year. declined, but rebounded by 5.2 percentage points from Q1, mainly driven by the increase in Apple orders; BOE's AMOLED smartphone panel shipments increased by 48.0% year-on-year, down 4.4% from the same period last year, and its market share was 14.8%, down by 0.7 percentage points year-on-year. , shipments were lower than expected, mainly due to the downward revision of orders from major customers;
   Visionox AMOLED smartphone panel shipments increased by 78.1% year-on-year, a month-on-month increase of 10.9%, and the market share was 11.1%, a year-on-year increase of 1.4 points percentage points, thanks to the continuous optimization of its customer structure, Visionox's order volume is stable;
   CSOT's AMOLED smartphone panel shipments increased significantly by 118.9% year-on-year, an increase of 5.6% month-on-month, and its market share was 9.4%, an increase of 2.7 points year-on-year. percentage points, both shipments and market share increased the most, mainly due to the continued growth in orders from its main customers.
   

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