Huawei supplier: vicino or Chenghua are the next generation of folding screen mobile phone screen suppliers

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 Huawei supplier: vicino or Chenghua are the next generation of folding screen mobile phone screen suppliers


However, from the financial report of the first half of 2020 disclosed recently, its expected performance has not yet been realized.

The decline of vicinos net profit may be related to the decrease of the heat of the panel Market under the impact of the new crown epidemic.

According to the data of omdia (formerly IHS), the expected market size of global display panel will be 107.1 billion US dollars in 2020, a year-on-year decrease of 1%.

Global novel coronavirus outbreaks, trade frictions upgrading and geopolitical uncertainties have brought greater downward pressure on the global consumer market. Mr vicino said.

In spite of the decline in profits, vicino may be launching more actions in frontier areas such as folding screens.

The 21st century economic news reporter learned exclusively from people close to Huaweis suppliers that vicino is expected to become the screen supplier of Huaweis next generation of folding screen mobile phones. Recently, vicino has also reached an agreement with Huawei, and both sides will jointly work on the technical breakthrough and R & D of the next generation of folding screen mobile phones.

It is understood that the main partner of Huaweis folding screen mobile phone is SamSung of South Korea. Huaweis new matex2, for example, uses a panel from Samsung.

However, those close to Huaweis suppliers pointed out that with the rising demand for domestic substitutes in semiconductor and other fields, localization of new panel and other parts suppliers has also been paid more and more attention.

It is worth mentioning that the AMOLED display panel behind the folding screen of mobile phones indeed shows greater market opportunities.

According to the data of omdia (original IHS), the market size is expected to reach 29.7 billion US dollars in 2020, with a year-on-year growth of 19%; among them, the growth of flexible AMOLED in the smart phone panel market is the fastest, and the annual shipment volume is expected to reach 238 million pieces, which is more than 50% higher than that in 2019.

In fact, compared with the overall revenue fatigue, vicinos OLED product end revenue increased significantly in the first half of the year, with a year-on-year growth of 36.56%

The penetration rate of folding screen and flexible screen products may continue to increase, especially with the decrease of costs and the mass production of more manufacturers, which will be accompanied by another round of consumption upgrading in the field of mobile phones and even electronic consumption stimulated by 5g technology. Shanghai a medium-sized securities firm Electronic analysts said.

(author: Li Shuo, editor: Zhu Yimin)