Apple and Chinese brands BBK, Huawei, Lenovo, Oppo and...
Apple and Chinese brands BBK, Huawei, Lenovo, Oppo and Xiaomi are forecast to account for 73 percent of all high-resolution LCDs using low temperature polysilicon (LTPS) and oxide TFT technologies for smartphones, a DisplaySearch report said. Among display types, LTPS and oxide TFT LCDs will be 26 percent of all mobile phone panel shipments this year, up 8 percentage points from 2013, while amorphous silicon (a-Si) LCD share will continue to fall, DisplaySearch said. Overall, 467 million LTPS and 42 million oxide LCD panels are forecast to ship this year, it said. Apple uses LTPS LCD exclusively in iPhones and is the largest user of the high-res form of TFT LCD, with expected purchases of 96 million iPhone 5 panels and 98 million iPhone 6 panels this year, DisplaySearch said. Apple will account for 37 percent of all LTPS and oxide smartphone LCDs, it said, while Chinese brands have expanded manufacturing of full HD-resolution smartphones, which has also boosted LTPS LCD volumes, it said. Chinese brands are 36 percent of all LTPS and oxide LCD panel shipments, according to data. Among suppliers looking to meet rising demand, Sharp has begun shipping oxide LCDs for smartphones to Chinese brands including Xiaomi, while JDI, through its Taiwanese subsidiary, is now targeting the Chinese market, DisplaySearch said. Taiwanese panel makers AU Optronics and Innolux are expanding LTPS LCD shipments as well, it said.