Institution: The differentiated trend in May mobile phone panel prices continues.

date
15/05/2025
CINNO Research released a report stating that as we enter May, the trend of price differentiation in mobile panels continues. In terms of a-Si panels, brand demand continues to grow, coupled with strong demand for flat panel and laptop products, with main production lines maintaining full capacity. The market is showing a trend of both volume and price increase. LTPS production lines are maintaining high operating rates due to the continuous growth in demand for automotive displays. However, in terms of AMOLED, due to adjustments in domestic smartphone brand product strategies this year, and the accelerated shift of smartphone manufacturers towards flexible AMOLED, demand for rigid AMOLED continues to shrink. The operating rates of some domestic flexible AMOLED production lines have slightly declined from full capacity levels previously. In order to maintain operating rates and secure more orders, some average prices of flexible AMOLED products have seen slight decreases.