Screen is an important component of terminal equipment, we daily contact with mobile phones, computers, TVs and other products need screens, the rise of smart cars, will also make the demand for screens further enhanced, so the future of the global screen market will continue to expand.
So which screen manufacturer is the real industry leader in the global market? From the perspective of the development ring, the Korean screen has monopolized the industry for many years, and it is still the leader in the entire industry today.
According to a data released by international research firm SA, Samsung Display accounts for nearly half of the global smartphone panel market revenue share, reaching 49%, and LGD also occupies 8% of the share, which means that the two South Korean companies have taken 57% of the global smartphone screen revenue share.
However, with the rise of domestic screens, Samsung has completely bid farewell to "one big one", because the share of mobile phone panel revenue of domestic screen manufacturer BOE has increased to 16%, and the gap with Korean screens has been further narrowed.
The 2021 annual report released by BOE also proves that this company is rising strongly. The report shows that Jingdong achieved operating income of 219.310 billion yuan, an increase of 61.79% year-on-year, and net profit of 25.831 billion yuan, an increase of 412.96% year-on-year, and its performance hit a record high.
It is worth mentioning that BOE has become the world's largest LCD panel factory, and the main reason behind Samsung is the OLED screen, so this is also the main reason why BOE's mobile phone screen revenue share lags behind South Korea's Samsung.
However, with the continuous efforts of BOE, the shipment of its OLED screen will increase steadily, according to the Nikkei news report, BOE OLED screen shipments this year will soar by 70%, which will further narrow the gap with Samsung.
The delivery volume of BOE OLED screens this year can increase by 70% mainly for three reasons.
The first is two production lines in Chengdu and Mianyang, Sichuan, which are expected to run at full capacity this year, and the third production line in Chongqing is also in full mass production, which will increase JD.com's OLED production from 60 million units in 2021 to 100 million units this year.
It is reported that boules Chongqing production line is testing the panel quality of top smartphone and tablet manufacturers, in addition to BOE is also considering building a new OLED factory in Chengdu, planned to be put into operation by the end of 2024.
The second is to become an Apple supplier, is providing screens for Apple's iPhone 12, iPhone 13 and other models, according to media reports, BOE currently occupies about 2% of the screen share of Apple's iPhone phones.
Next, BOE's OLED screen will also be installed in more Apple devices, Korean media have previously reported that BOE is about to supply OLED screens for the new iPad and MacBook Air, which means that BOE's share will continue to increase.
Prior to this, iPad and MacBook Air have always used LCD screens, and as BOE breaks into Apple's supply chain, it can provide Apple with relatively cheap OLED screens, so it is only a matter of time before Apple switches all products to OLED screens.
Finally, the use of domestic mobile phones has steadily increased, before the vast majority of domestic mobile phone manufacturers are the choice of Samsung OLED screens, and now BOE's screen has been applied in many flagship products, including Huawei, OPPO, vivo and other manufacturers.
There is also news that BOE may want to develop a panel for Samsung's entry model, involving a variety of models of the Samsung A series, if the news is true, then it will definitely increase BOE's screen shipments.
In general, the strong rise of domestic screen manufacturers has become an indisputable fact, in addition to BOE, TCL Huaxing Optoelectronics, Visionox and other manufacturers of OLED screens have also achieved a certain market share.
It is believed that with the continuous upgrading of the technical strength of domestic manufacturers, their market share will be further improved, and the gap with Samsung will be further narrowed. What do you think about this, welcome to comment, like, share.