Mobile phone panel continues to heat up in the fourth quarter

Mobile phone panel continues to heat up in the fourth quarter

The traditional production of small and medium-sized panel shipments in the fourth quarter was off-season. However, due to the unsatisfactory performance of the mainland smart mobile phone market, the demand in the third quarter of 2014 was not as optimistic as the mobile phone brand factory forecast. As a result, mobile phone brand factories were burned with large quantities of inventory.

On the other hand, coupled with the delay of shipments of civilian-oriented 4G handsets and other reasons, panels that were supposed to be shipped during the traditional peak season in the third quarter were suppressed, and panel supply chain companies fell into the peak season. Mobile inventory was not substantially cleared until the end of the third quarter. DIGITIMES Research believes that the original orders for mobile phone panels in the third quarter were partially deferred to the fourth quarter, resulting in a non-light season. The cargo season increased 2.6% to 338 million tablets.

In terms of touch panels, the third quarter was also the traditional peak season for touch panels, which led to a trend of upward trend in the major application shipments of land-based touch panel makers. According to the estimation of DIGITIMES Research, in the third quarter of 2014, the growth rate of touch panel shipments for mainland mobile phones, tablet PCs, and NBs was 7.1%, 3.6%, and 10.0%, respectively.

Among them, the lowest growth rate is in tablet PC applications. The main reason is that Samsung Electronics has failed to make progress in the development of tablet PCs. As a result, Samsung Electronics continues to revise the demand for touch panels for tablet PCs, and increases its use of Korean manufacturers to supply touch panels. proportion.

In addition, it is expected that mobile phone touch panel shipments will have a better turnaround in the fourth quarter. Due to the heavy deployment of 4G handsets by mainland mobile phone brand factories, a large number of shipments will be made to meet the demand at the end of the year, which will help increase the shipment volume of touch panels for mobile phones; in addition, Lenovo, Huawei, Xiaomi, TCL and other mainland brands tablet PC makers and Intel will strengthen With the mainland's Whiteboard tablet layout, the demand for panel PCs on the mainland will continue to climb. However, due to the coming season of NB, the shipment of touch panels in the fourth quarter will decline.

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