The LCD panel makers and the Mini LED chip manufacturer strategy jointly, the AM Mini LED BLU solution will be mass-produced in 2020, and it is expected to be widely used in high-end models of 65“ and above large-sized TV products. It is expected that AM Mini LED BLU in 2022 TV shipments will reach 500,000 units, with a penetration rate of 0.2% in the global flat-panel TV market, and it will show multiple growth in the next two years.
32”; The price remains stable during December and expects to rise by USD 1.0 in January since second-tier manufacturers’ active panel preparing
According to Sigmaintell’s survey data, for the first three quarters, the total shipment in China market was 34.60 million over a 2.8% YoY decline. In Q3, especially, the shipment was 12.20 million, which indicated a sharper YoY reduction of 7.4% than Q1 and Q2.
1. The global value of sales of smartphone camera sensors in 2019 is around USD 11.6 billion, up a 42% YoY growth.
2. The smartphone camera sensor shipment in Q3 2019 is about 1.3 billion, up a 14% YoY growth. 。
3. The market share of multi-camera sets increases rapidly; rear, multi-camera smartphone occupies 79% in Q3 2019.
4. Upgrade of 48M pixel and above accelerates; High-pixel camera sensors are on tight supply.
Sigmaintell’s statistics indicates that the capacity of IT applications begins to show an upward trend from the second quarter of 2019 and the capacity of large-size LCD panel account for up to 15.2% of the total capacity of IT applications in Q3.
According to our data, among the shipping products of the global panel enterprises, we can find mainstream TV and mobile phones are mainstream. However, their revenue of the first half year this year falls obviously compared with the same period last year, especially, its application in TV decreases by over 30%.
According to statistical data of Sigmaintell’s research report on promotion market of standalone monitor during 2019 Chinese shopping festival ”11.11”, total online sales volume of standalone monitor reaches 538 thousand sets (JD’s own stores + Tmall ), increasing by 14% YOY.
In order to fold frequently, it is needed to make thickness reduction for the folding structure to reduce the strain among
films during folding.
The current cost of "Book shape" folding terminal material is around USD700-800, and foldable display module accounts for 30% of total cost.
According to the conservative forecast of Sigmaintell, it estimates that the global sales volume is around four million smart foldable terminals in 2020.
The statistics by Sigmaintell indicate that in Q3’ 2019 the LCD TV panel shipment worldwide is 71.76 million units, a 2.7 increase over the last quarter and decreasing by 4.1% YoY; the shipment area is 41.06 million square meters, a 6.8% QoQ and 2.4% YoY growth. It can be seen that the overall structure of TV panel in the third quarter undergoes great changes and TV brands stock large size panels as the primary products in promotions, especially the proportion of extra-large panels increases the most prominently.
The demand was sluggish; however, thanks to the low cost, the price declines of Open cell and module have reduced significantly and remained stabilized, respectively. It's expected that the average price of themodules would drop by USD 0.4 in September and continue to drop by another USD 0.4 in October. For Open cell, the average price would drop by USD 0.2 in September and October, respectively.
The Chinese brand began to launch the National Day and the Double Eleven stockingin the fourth quarter, and the demand has recovered; while the overseas brand stocking is nearing completion.
In terms of large size, supply and demand surplus continues, but due to the expected adjustment of supply side, coupled with cost pressure, it is expected that the 65" decline is expected to narrow to 2~3 dollars in September to October.
In terms of large size, the oversupply situation continues, but supported by cost pressure, the price decline of 65" is expected to narrow to 4 dollars in September.
21.5". The demand of China B2B market has improved gradually, and panel manufacturers were active in shipment; however, the demand from overseas brands still stayed sluggish. It’s precited that the average module price would drop by USD 0.4 in August and another USD 0.4 in September. For Open cell, the average price is expected to drop by USD 0.6 in August and USD 0.5 in September.
32", in August, it will maintain a decline of 2 US dollars, and the price decline in September may narrow.
Under a background of the sluggish TV markets around the world in 191H, the global OEM market showed a more depressed performance. According to Sigmaintell’s statistical data, the total shipment of the top 16 TV OEM manufacturers was 39.24 million globally in 191H, by the YoY and QoQ declines of 8.9% and 24.3% respectively. From the perspective of various areas’ shipment performance, the market demand was sluggish in China market but active in overseas markets, especially Europe, Middle East, Africa, and North America.
The Global Smartphone Panel Market Remained Sluggish in 1H 2019, with a 5.2% YoY Shipment Decline
Under a background of intensified inter-regional trade frictions in the world and political instability, the global economic recovery weakens further. According to the latest prediction of IMF on the global economic growth, after times of reductions of global economic growth expectation in 2019, it's expected that the growth would only be increased by 3.2%, which shows a significant slowing.
As for the monitor panel shipment, after a moderate decline in Q2, it was still on the declining trend in Q2. According to Sigmaintell's statistical data, on a YoY basis, the shipment dropped by 2.5% in Q1 and 6.4% in Q2. Overall, for the first half of 2019, the total shipment of global monitor panel market was 69.383 million, with a 4.4% YoY decline; the shipment area decreased by 0.7%.
Date:2019-08-01 Source:SigmaintellEarly in 2012, based on measurement and calculation, Sigmaintell proposed a theory of “if the average panel size increases one inch per year, the sales volume shall be equal to the production capacity of an 8.5G line on the premise of the product number remain unchanged”. This rule of “large-size strategy can absorb production capacity and maintain the industry’s virtuous development” continues to this day. According to Sigmaintell’s data, in those years when the average panel size was on a significant increasing, the supply and demand ratio slid, the panel prices and panel manufacturers’ profit margin increased. As Sigmaintell’s prediction, TV panel’s average size would have the possibility to increase 1.4 inches in 2019, globally.
Generally, the third quarter is considered as the peak season of a year. However, considering suppliers’ inventory pressure, Sigmaintell predicts that, in Q3 2019, the prices of Notebook panels would drop slightly or be stable. In July, the average price has reduced for no more than USD 0.1, and it’s expected to decrease for still less than USD 0.1.
