The price of a-Si panel continues to maintain a high level, and the demand for terminal manufacturers' controlled inventory has decreased slightly at the end of the year, but the overall demand is still in short supply; the demand for LTPS LCD mobile phone products is at a low level, and the notebook / vehicle / HD resolution LTPS smart phone products may become the breakthrough direction of panel manufacturers.
A brief review of cinno research
2. In 2021, the capacity expansion of wafer foundry mainly depends on the expansion of Hefei Jinghe production line. Some chip suppliers who have close cooperation with Jinghe have certain advantages in capacity assurance. But on the whole, the shortage of driver chips may continue until the end of 2021, and the continuous shortage of driver chips will greatly affect the demand of subsequent panels;
5. The Nanjing G8.5 production line of CLP panda was officially delivered to BOE in December. At the present stage, it is mainly aimed at stabilizing the customer base. In the future, BOE will increase the proportion of giant panda's smartphone products, and gradually increase the shipment of solution companies and brand customers;
6. Cinno research predicts that the price of a-Si smart phone panel will remain flat in January and February, the price of LTPS LCD smart phone panel will still drop by about $0.1, and the price of flexible AMOLED smart phone panel will drop by about $1.