At present, the popularity of Huawei Mate50 series is still unabated. Based on the strong performance of Huawei's mate50 series, the shipment of Huawei's Mate50 series may reach 10 million units by the end of the year, according to multiple institutions. Some foreign media also gave high praise to Huawei mobile phones, and even said that Huawei mobile phones have created a "miracle". As shipments continue to increase, suppliers including BOE and Visionox will benefit directly.
It is worth mentioning that Huawei Mate50 series is the flagship machine with the highest localization rate at present. The localization rate of various components exceeds 60%, among which the core configurations such as screen, RF chip and image system are all developed by Huawei or from domestic manufacturers. Especially in terms of the screen, it has been well received by many users, and the screen is provided by BOE and Visionox, two major OLED panel manufacturers in China, and all the screens are made in China.
With the iteration of domestic display technology and the decrease of related research and development costs, domestic screen has become one of the best choices for many mobile phone manufacturers, especially in the aspect of OLED screen. Besides Huawei Mate 50 series, Xiaomi 12S, Xiaomi Civi 2, vivo X90 and other mobile phones all use screens developed by domestic manufacturers.
In terms of data, shipments of AMOLED mobile phone panels in the global market fell 4.8% year-on-year in the third quarter of this year, with total shipments reaching about 140 million pieces, according to CINNO Research. Interestingly, in terms of shipment region, the share of South Korea accounted for 69.6%, and the share of domestic manufacturers reached 30.4%, an increase of 10.1% compared to the same period last year, which was the first time that the share of domestic manufacturers exceeded 30%.
Meanwhile, in the third quarter, the average PLF of OLED panel production lines in mainland China was 49%, among which, the G6 production line had an average PLF of 46%, up 10 percentage points from the previous quarter, while the OLED production line of Vicinosa had an average PLF of 64%, up 21 percentage points year-on-year and 16 percentage points higher than the overall domestic average PLF level.
As mobile phone manufacturers speed up the introduction of domestic OLED screens, the entire industry landscape is also changing. Currently, the number of new domestic OLED production line investment has exceeded that of South Korea. Looking at the announced projects alone, by 2026, China's OLED panel production capacity is expected to account for 49.04% of the global market, equal with that of South Korean OLED panel manufacturers. The rise of domestic screen has been the general trend, especially with the help of the high-end strategy of domestic mobile phones, domestic screen is also ushering in the best development era, will benefit significantly in the future.
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