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According to the latest TrendForce research report, the proportion of OLED in the mobile phone market is expected to exceed 50% in 2023, up from 42% in 2021. As the penetration of OLED in the mobile phone market gradually expands, IT products will be the next battlefield for key OLED developments. In order to further expand the IT market, panel manufacturers have increased capital expenditures for the construction of IT panel production lines and shifted planning to higher generational fabs to achieve more effective and economical sectioning but also taking on increasingly technical challenges.
On the evening of September 17, an earthquake with a magnitude of 6.4 on the Richter scale occurred in Guanshan Township, Taitung. Yesterday (9/18) afternoon, an earthquake with a magnitude of 6.8 on the Richter scale occurred in Chishang Township, Taitung. Following up on these recent powerful earthquakes, TrendForce’s investigation into their impact on Taiwan's semiconductor and panel industries is as follows:
The global electronic paper (e-paper) industry is on the rise due to digitization trends and ESG sustainable development. Based on e-paper’s power conservation and low carbon advantages, products such as e-paper tablets, electronic shelf labels, and electronic notebooks have quickly penetrated into the consumer and commercial markets. According to TrendForce estimates, the size of the global e-paper market will be approximately US$4.65 billion in 2022, growing 48.1% YoY, and is expected to reach US$20.34 billion by 2026.
Driven by the global net zero emission target, the transformation of road transportation towards electrification is accelerating and the global new energy vehicle (NEV) industry is in a period of rapid growth, driving a surge in power battery demand. By 2024, the installed capacity of the global power battery market is expected to increase from a GWh-scale to TWh, exceeding 3TWh by 2030, of which China's installed capacity of power batteries is expected to account for approximately 45% of the world total.
According to TrendForce, although the 1Q22 is a traditional off-season, thanks to the backstop of deferred order shipments and demand for commercial models, notebook panel shipments grew by 5.5% compared with the same period in 2021. However, the sudden outbreak of the Russian-Ukrainian war at the end of February poured oil on the inflation fire. The impact of China's lockdowns in 2Q22 led to a decline in the assembly capacity of ODMs and a rise in in-plant inventories. Terminal demand was arrested by the overall harsh economic environment. Rising inventory levels made it necessary for brands to further reduce panel purchases. Moving into 3Q22, the market continued to suffer from rising inflation and interest rate hikes, resulting in weak terminal demand and in high whole device inventory at the channel end, as well as high in-transit whole device and panel inventory. As distribution channels and brands actively reduce inventory, orders for notebook panels face sharp downward revisions. Shipments of notebook panels in 3Q22 is estimated to decrease by 13.4% QoQ to 45.1 million units, even lower than the 49.9 million units in the same 2019 period before the pandemic.
