BOE's shipment of laptop panels in 2019 ranks first in the world, and AUO ranks second, a report released by Sigmaintell today showed.
BOE's 2019 shipments rank first in the world, with 55.1 million units shipped throughout the year. Sigmaintell said that BOE has a stable supply of the top six laptop brands.
The second place is AUO, with 42.7 million units shipped in 2019, a decline of about 2% year-on-year.
The third is Innolux, with 40.6 million units shipped, down 1.5% year-on-year. The fourth name, LG Display (LGD), shipped 29 million units, a decline of about 6% year-on-year. Then came Sharp, Longteng Optoelectronics and CLP Panda, all with less than 10% of the share.
LG Display shipped 29 million units, down about 6% year-on-year, and its customers were mainly Apple, Microsoft, and other international brands.
Sharp shipped 8.3 million units, a significant increase year-on-year. The main customers are Apple, Dell, etc. The products are mainly oxides, and it is also the main panel supplier with high refresh rates of 240Hz and 300Hz.
A total of 188 million notebook panel shipments in 2019, an increase of 2.0% year-on-year, the main growth driver comes from the replacement demand caused by Microsoft's announcement to stop supporting win7 in early 2019.
Sigmaintell said that as the borders of the laptop become narrower and narrower, the visual effects of the entire machine become “flatter”. Therefore, some brands will begin to test the aspect ratio of 16:10 in 2019 to increase the display area and achieve “full screen” display effects.
Sigmaintell predicts that more 16:10 products will be available in 2020. However, 16:10 for panel manufacturers, glass cutting utilization rate is lower, the cost will be higher.
The 16:10 market share of global notebook panel shipments in 2019 is 9.6%. Taking into account the possible decline of Apple's shrinking product line in 2020, the product lines of other camps will increase. It is expected that the market share will be 16:10 in 2020. Increased slightly to 10.1%.
Laptop computer gaming panel refresh rate is currently 144hz mainstream, high-end is 240Hz, panel suppliers are mainly AUO, LGD, BOE, CEC Panda.
Sigmaintell data shows that in 2019, the number of global notebook gaming panels (above 120Hz) shipped 5.1 million, with a global penetration rate of 2.7%, a significant increase year-on-year.