Samsung, Xiaomi and other mobile phone factories replenish stocks, and the operating rate of OLED suppliers goes up.

Science and technology innovation board Journal, April 18th. While the global shipment of iPhone plummeted by nearly 10% in the first quarter, smart phone brands such as Samsung and Xiaomi began to increase the inventory of smart phones and OLEDs, which led to an increase in the operating rate of OLED production lines of panel suppliers such as BOE and Huaxing Optoelectronics.

According to South Korea’s The Elec today, citing industry sources,Smartphone companies such as Samsung Electronics, Xiaomi, OPPO, vivo and Huawei are all increasing the inventory of finished smartphones and OLED panels..

On the one hand, Samsung just replaced Apple in the first quarter and took the throne of "the world’s first mobile phone shipment". In the first quarter, it produced a total of 64.5 million smartphones and tablets, 22% more than the original planned 53 million; Among them, the sales volume of Galaxy S24 series in the first quarter was about 10% higher than that of the previous model, and the sales volume of ultra-low-priced model Galaxy A16 exceeded expectations.

On the other hand, because the sales of iPhone in China market are particularly low, China smart phone companies such as Xiaomi, OPPO, vivo and Huawei are looking for opportunities to occupy the iPhone market. An industry insider said, "Smartphone companies in China are oversubscribed.. "

The downstream mobile phone brand factory increased its inventory, and the orders of upstream OLED suppliers naturally rose.

Samsung shows that it has obtained a rigid OLED order for medium and low-priced mobile phones from Samsung Electronics, and the operating rate of related production lines has increased accordingly.. Samsung shows that it has sent a request to the equipment supplier, hoping to introduce relevant equipment to improve the panel performance.

China panel companies such as BOE, Huaxing Optoelectronics, Tianma, Visionox, etc. have also increased the operating rate of the sixth-generation flexible OLED production line. According to the news, some companies expect to fully put into production the 6th generation flexible OLED production line before the end of this year, and there is expected to be a large demand..

However, some insiders reminded that if the actual sales volume of related smartphones does not meet expectations in the future, the operating rate of OLED suppliers may decline.