Smartphone display panel shipments fell 9%, market outlook unclear

News on July 7, according to the latest data, the actual shipment volume of smartphone display panels in the first quarter of 2023 was 332.3 million pieces, a decrease of 9% compared with 355.4 million pieces in the same period last year. According to forecasts, total shipments of smartphone display panels are expected to reach 354.2 million units in the second quarter of 2023, an increase of 4% compared with the second quarter of 2022. As time goes by, smartphone display panel shipments are expected to continue to rise in the third quarter of 2023, reaching 385.6 million units, a year-on-year increase of 22%.

According to the editor’s understanding, this downward trend is mainly due to the continued decline in shipments of hard-screen AMOLED and LTPS-TFT LCD panels. However, contrary to the overall decline, flexible screen AMOLED and a-Si The shipment volume of TFT LCD panels has shown a growth trend compared with 2022.

Data shows that due to the hot sales of Apple’s iPhone 14 series, flexible screen AMOLED shipments increased to 104.2 million pieces in the first quarter of 2023, a year-on-year increase 28%. Meanwhile, a-Si Shipments of TFT LCD panels (mainly used in low-end smartphones) reached 127.4 million units, a year-on-year increase of 4%. Therefore, whether it is high-end or low-end smartphones, inventory digestion has made progress.

In addition, Omdia pointed out that due to the weakness of the macro economy, the economic situation in the second half of 2023 and in the future is difficult to predict. Although the display panel market is showing signs of recovery in the second half of 2023, overall smartphone shipments are still slowing down. Predicting a full recovery beyond 2023 still faces many uncertainties.

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