三星狂佔99% 陸企力爭擴大AMOLED市佔率
Date: 2016-12-29
News Type:
三星狂佔99% 陸企力爭擴大AMOLED市佔率
2015年開始至2016年第三季度,智能手機採用AMOLED面板的比例不斷升高,也使得AMOLED面板出貨量不斷提升。根據有關行業內部的統計,2016年第3季,AMOLED面板出貨量達到1.01億片,創下單季新高紀錄。其中,韓國三星顯示器出貨量高達9970萬片,睥睨群雄,以接近99%的佔有率雄踞第一。
除了三星依舊維持全球AMOLED出貨量的龍頭,而且幾乎橫掃市場之外,包括魅族、聯想、華為、小米等大陸智能手機品牌廠,已經開始積極導入AMOLED面板,加上和輝光電、天馬微電子以及國顯光電等3家大陸面板廠技術成熟化,中國AMOLED單季度出貨量達也到140萬片。雖然相較第2季59萬片呈現倍數增長,但是離龍頭三星的出貨量,卻還僅是零頭數字。
2016年包括OPPO、Vivo等中國品牌智能手機廠強力拉升AMOLED需求,魅族、金立、聯想、華為、小米計劃跟進,使得大陸AMOLED廠商在2017年有望有打入其供應鏈中。 AMOLED面板在大陸智能手機品牌中的滲透率,將從2015年的8%,提升到13.6%的水準。
當前,由於三星顯示器的AMOLED面板供應吃緊,大陸智能手機廠開始逐漸轉向與大陸的AMOLED面板供應商合作。其中,和輝光電上海的4.5代線AMOLED工廠於2014年量產,AMOLED出貨量由單季20萬片,成長到2016年第3季的100萬片。
因此,若以第3季全球1.01億片AMOLED出貨量來計算,大陸製造商僅佔AMOLED智能手機面板市場滲透率不到2%,單季出貨量逾百萬片,顯示出其製造技術的提升。而隨著三星顯示器把投資重心轉移到可撓式OLED面板領域,大陸面板廠有機會將繼續擴大玻璃基板OLED面板市場市佔率。 (新聞來源:中關村在線)
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