Phone panel prices soared in late July, the highest surged 10%, mainly is crystalline silicon (a - Si) mobile phone panel supply cuts, and samsung plans to close the L6 and about the two plant, the supply gap to expand, caijing (6116) and chunghwa picture tubes, medium and small size panel factory benefit maximum, season 3 challenge to turn into profit.

IHS yesterday (20) released in late July mobile phone panel prices, among them, 4 inch (800 x480) rose by 4% to 4%, 5 inch low-order (854 x480) rose 3% to 3%, five inches in order (HD 720), up 3% to 3%, continuing rise since the second quarter, and gains began to expand.

IHS display research general manager David hsieh, said in late July a - Si comprehensive mobile phone panel prices, especially the function with the HD 720 mobile phone screen the most out of stock, in the next few months, a - Si phone panel is out of stock is no solution, because many companies out of the panel to produce a - Si.

David hsieh said, such as samsung plans to close the L6 and about the two factory, samsung fade out a - Si phone panel, turn into the mobile phone with active organic light-emitting diodes (AMOLED) screen is very clear, in addition, many mainland eight generation plant a - Si capacity, have deferred investment, is turning into investment AMOLED, made a - Si panel cell phone out of stock in severe cases.

Hot caijing, said the current market demand, the recent low mobile phone panel prices did rise, the current carrying capacity, in short supply, especially the gross profit margin on feature phones better instead, internal adjust according to the market capacity, the high margin products.

From the supply side, samsung in South Korea original eight a - Si production line, with plans to close about, samsung has closed one of the six. Samsung five generation plants, for example, sold for $50.88 million mainland optoelec letter. In 2014, the letter also took over four generations of samsung factory production line. As for samsung L6 production line will be shut down.

From the demand side, said analyst model exercise TrendForce smartphones season 2 Chinese brand smart phone whole shipment is strong, the overall production amounted to 139 million, quarter growth of 13.8%, for two consecutive seasons beyond samsung and apple, the sum of two brands forecasts for the third quarter growth of China's mobile phone brand, will continue to go beyond the global average level, caijing and CPT third quarter panel demand of push.