CINNO Research: Global AMOLED mobile phone panel shipments will increase by 16.1% year-on-year in 2023

According to CINNO Research statistics, the global market AMOLED smartphone panel shipments in 2023 will be approximately 690 million pieces, a year-on-year increase of 16.1%. It is particularly worth mentioning that shipments in the fourth quarter increased by 30.9% year-on-year and 35.1% month-on-month. This shows that the AMOLED panel market is growing steadily. In the global AMOLED smartphone panel market, flexible AMOLED panels occupy an important position, accounting for 77.8%. Compared with last year, the proportion of flexible AMOLED panels increased by 9.2 percentage points. This means that consumer demand for flexible AMOLED panels is increasing. The success of AMOLED panels is mainly due to their excellent display effects and flexibility. They provide higher contrast, more vivid colors and wider viewing angles, allowing users to enjoy a better visual experience when watching videos, playing games and browsing the web. This

## This site noticed that in terms of region, 2023 Global AMOLED smartphone panel market in South Korea accounted for 56.8% Domestic manufacturers' shipment share accounted for 43.2%, a year-on-year increase of 13.9 percentage points, exceeding 40%.

From the perspective of the market structure, Samsung Display (SDC) shipments in the global AMOLED smartphone panel market in 2023 fell by 8.2% year-on-year, and its market share fell below 50% to 49.9%, down 13.2 percentage points year-on-year. Its domestic brand orders continue to shift to domestic manufacturers; BOE's shipments increased by 44.7% year-on-year, ranking second in the world with a market share of 16.2%, ranking first in the country, and its share increased by 3.2 percentage points year-on-year; Visionox (Visionox) shipments increased by 68.4% year-on-year, with a market share of 9.9%, a year-on-year increase of 3.1 percentage points, ranking third globally and second domestically; Tianma (Tianma) shipments increased by 259.4% year-on-year, with a market share of 6.9%, a year-on-year increase of 3.1 percentage points. It increased by 4.7 percentage points, with the largest growth in both shipment volume and market share, surpassing LGD to rank fourth in the world and third in the country.

According to statistics from CINNO Research, the global market AMOLED smartphone panel shipments in the fourth quarter of 2023 were approximately 240 million pieces, year-on-year. An increase of 30.9% and a month-on-month increase of 35.1%. This growth was mainly driven by the hot sales of new generation flagship models of mainstream brands and the year-end promotion season. The continued strong demand in the AMOLED panel market has caused this industry to show a trend of both year-on-year and month-on-month growth.

In terms of regions, South Korea accounted for 55.1% of the global AMOLED smartphone panel market in the fourth quarter of 2023; Domestic manufacturers’ shipment share accounted for 44.9%, and the domestic share increased significantly by 7.5% year-on-year. percentage point , with total shipments of approximately 110 million pieces, and quarterly shipments exceeded 100 million pieces for the first time.

From the perspective of the market structure, in the fourth quarter of 2023, Samsung Display (SDC) AMOLED smartphone panel shipments increased by 16.5% year-on-year and 35.4% month-on-month. The market share was 48.9%, down 6.0 percentage points year-on-year. Due to competitive pressure from domestic AMOLED panel manufacturers, Samsung's display share continued to decline; BOE's AMOLED smartphone panel shipments increased by 2.1% year-on-year, down 10.7% month-on-month, and its market share was 13.6%, down 3.8 percentage points year-on-year. As a domestic panel leader, its shipment volume ranks first in the country; Visionox's AMOLED smartphone panel shipments increased by 100.0% year-on-year, a significant month-on-month increase of 73.9%, and its market share was 12.7%, a year-on-year increase of 4.4 percentage points. , ranking third in the world and second in China. Thanks to its in-depth cooperation with Honor’s leading brand customers and the adjustment of its customer structure, Visionox’s order volume is stable; CSOT’s AMOLED smartphone panel shipments have increased significantly year-on-year. An increase of 183.9%, a month-on-month increase of 35.4%, a market share of 7.3%, a year-on-year increase of 3.9 percentage points, the largest year-on-year increase in shipments, surpassing LGD to rank fourth in the world and third in the country, mainly due to its main force Driven by customer order volume.

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