In 2015, the domestic mobile phone brand LTPS panel adoption rate reached 37%, the self-sufficiency rate exceeded 20%.

In 2015, the competition for mobile phone brand specifications reached its peak, and the penetration rate of high-end mobile phones was greatly improved. According to CINNO Research, in 2015, the penetration rate of LTPS (including AMOLED display technology) panels in domestic mobile phone brands reached 37.3%. The self-sufficiency rate of this type of panel has jumped 20%, and the market share has increased by 14% compared with 2014.
The domestic mobile phone brand LTPS panel adopts a proportion of 37.3%
According to the data in CINNOResearch Quarterly Smartphone Panel Value Chain Report, the penetration rate of LTPS (including AMOLED display technology) and Oxide panel in domestic mobile phone brands reached 41.8% in 2015, and the proportion of usage increased by 16.0% compared with 2014. Among them, the LTPS panel without AMOLED display technology has a penetration rate of 28.3%, and the Oxide panel uses 4.4%, which is 5.9% and 1.0%, respectively.
Figure 1. 2015 top mobile phone brand display technology in China

Source: CINNO Research Quarterly Smartphone Panel Value ChainReport
â–ŽThe domestic mobile phone brand AMOLED panel adoption has increased by 9%
Due to the active release of AMOLED panels from Samsung Display in 2015, the proportion of AMOLED panels in high-end models has increased significantly with the support of domestic brands such as OPPO, vivo, Gionee Gionee and Meizu MEIZU. If the proportion of AMOLED panels used in the top ten brands in China is calculated separately in 2016, the market penetration rate will increase by 9.0%.
According to the CINNO Research Quarterly Smartphone Panel Value Chain Report, the OPPO's AMOLED panel usage in 2015 was 38%, which was the highest among domestic brands. The total LTPS product usage was 57%, while the OPPO in 2014 was 52%, the difference is that two-thirds of the LTPS products have been replaced by Samsung's AMOLED display panels. OPPO's sales growth in 2015 exceeded 55%.
Another brand, vivo, which has an annual sales growth of more than 55%, has an AMOLED panel usage of 24%. The Meizu AMOLED panel with a sales volume of 350% has also reached 16%. Due to the higher pricing, Huawei MateS has not sold well on this first AMOLED mobile phone, and its annual proportion is less than 2%.
Figure 2. In 2015, major domestic mobile phone brands display technology shipments

Source: CINNO Research Quarterly Smartphone Panel Value ChainReport
(Note: Lenovo brand does not contain MOTO, ZUK shipments; Cool brand does not contain Qi Cool shipments)
国产 Domestic mobile phone brand LTPS panel localization rate exceeded 20%
According to the CINNO Research Quarterly Smartphone Panel Value Chain Report, the source of high-end panels (LTPS/Oxide) used by domestic mobile phone brands, the total share of Japanese panel suppliers is 50%, although it is still the absolute dominant force in the market, but the share is compared to 2014. The annual decline was 20%, especially the Sharp market share fell by 17%. Among them, JDI's main domestic cooperative brands were transformed from last year's OPPO and Huawei to Huawei and Xiaomi, which together accounted for about 83% of JDI's domestic supply. Sharp's domestic main cooperation brand is still Xiaomi and Meizu, which account for 89% of Sharp's domestic brand supply.
Samsung's AMOLED panel has the strongest force, jumping from the almost zero market share in 2014 to the second-highest screen supplier, accounting for 22%, and giving the most supportive OPPO among the top ten brands. And vivo reached 75% contribution.
With the full production of Tianma Xiamen's 5.5-generation LTPS production line, Tianma has become the largest high-end mobile phone display supplier in China, and its market share has increased by 7% in the top ten smartphone brands to 12% in 2015. . As Shenzhen Chao and BOE also significantly increased the supply of LTPS panels this year, according to the CINNO Research Quarterly Smartphone Panel Value Chain Report, the proportion of domestic panel companies using LTPS panels in the top ten mobile phone brands in China exceeded 20% in 2015. The market share increased by approximately 15% year-on-year.
Figure 3. Estimated share of LTPS/Oxide display supplier in domestic mobile phone brand in 2015

Source: CINNO Research Quarterly Smartphone Panel Value ChainReport
In 2016, Xiamen Tianma 6th generation LTPS production line, Huaxing Wuhan 6th generation LTPS production line, Xinli Huizhou 4.5 generation AMOLED, AUO Kunshan 6th generation LTPS production line will be put into mass production, accompanied by Shanghai Hehui Optoelectronics, Kunshan Visionox (Guo Xian) 5.5 generation AMOLED production line, Nanjing CLP Panda 8.5 generation IGZO production line climb rate, it can be expected that the localization rate of high-end mobile phone panels will further increase rapidly.
In the field of display, the era of Made in China's quality and quantity has come.