WitsView TrendForce its photoelectric business place, new research shows low temperature polycrystalline silicon (LTPS) panel new capacity in 2016 by several new production line to mass production after the fourth quarter, the overall productivity growth will slow, for the whole year deferred, in turn, will enable the production of 2017 LTPS capacity growth rate as high as 31.6%, plus the high-end smartphones gradually impact AMOLED panel, LTPS glut pressures will emerge.

Fan Bo WitsView, a senior research manager yu, said the recent boom AMOLED demand rise, serious erosion of LTPS panel in the top position of the mobile phone market. With investment boom is over, LTPS technology part panel factory planning will be the next few years even LTPS reserve capacity directly transferred to the development of AMOLED, LTPS capacity forecast 2018 growth will slow. 20160831 WitsView NT21P1 Fan Bo yu said that Samsung (Samsung Display) that those who actively monitor the Chinese mobile phone brand customers, lift AMOLED market visibility, make good at production of high order of LTPS panel Display Japan (JDI), Sharp (Sharp) and LGD (LG Display) threatening. Coupled with the global LTPS panel's main customer ─ ─ Apple (Apple) using AMOLED panel is expected to begin next year, LTPS excess capacity will gradually increase; Once the new LTPS started mass production capacity, for LTPS capacity glut is undoubtedly worse.

Fan Bo yu, said earlier this year the market LTPS capacity is expected to jump, in the first half of 2016 FHD model panel prices continue to slide. As the capacity to pass the unbroken, in the second half of the new model, demand in the short term supply and demand into balance, LTPS FHD model panel prices fell 31 subsequently. However, due to new capacity in the fourth quarter in succession after the formal production, WitsView estimates, 2017 as the global LTPS capacity exceeds the demand pressure, are likely to form a new wave of FHD panel price war.

In addition, the low order phone panel prices continue to rise in 2016, the third quarter of this year 5 inches HD Cell offer has exceeded USD $3, to narrow the gap with FHD model gradually, until the stock up momentum and kinetic energy will slow HD panel prices continue to rise. WitsView forecast, LTPS after the official release of new capacity, FHD model panel will once again facing price pressure, possible joint extends to the HD model, make order panel face in reverse the risk of price, means that mobile phone panel demand growing prosperity throughout the year, will probably started to revised in 2017.