Date: 06/11/2020

Market share of AMOLED phones for 2020 is expected to reach 33%

TrendForce has reported the market share of AMOLED phones in year 2020 is expected to reach 33%, a 2% increase YoY. One of the reason for growth is launch of Apple’s new iPhone 12 models in 2020.

LTPS LCD smartphones to see weak demand in year 2020, where its market share is predicted by TrendForce to reach 38%, a drop of 2% Year-over-Year. In the smartphone market, the demand for the entry-level and mid-range is up again which in turn creating demand for a-Si LCD smartphones, some of which are now in short supply. The market share of smartphones with a-Si displays is estimated by TrendForce to reach 29% in 2020, much the same as 2019. The other findings by TrendForce includes:

The demand for smartphones is gradually returning to stable levels as well causing a rise in panel procurement activities. Huawei and other smartphone brands are stocking up in preparation for the upcoming smartphone demand in 2021 with shortage of TDDI remaining. TrendForce projects the market share of a-Si smartphone displays to undergo only a slight decline in 2021, reaching 28%.

Due to the increased use of AMOLED panels, the market share of AMOLED smartphone displays to reach 38% in 2021 resulting in
squeezing the share of LTPS displays in the smartphone market.

LTPS is also used as notebook panels or tablet panels, both of which are trending towards mid-sized dimensions, which are expected to expand due to Taiwanese panel makers’ developmental efforts in the past few years. LTPS panels is also expanding into automotive panel market, which is more niche compared to the notebook and tablet markets. Japanese and Korean panel makers currently maintain a competitive advantage in automotive panel manufacturing, followed closely by Taiwanese and Chinese companies.

LTPS technology is also finds opportunity in Mini LED and Micro LED displays, while also serving as an avenue for expending panel makers’ excess capacities.