中国公司在低成本的AMOLED板块上提升市场份额,而韩国生产商则在全球供应链不断变化中注重高价OLED。 Chinese firms boost market share with low-cost AMOLED panels, while South Korean makers focus on premium OLEDs amid shifting global supply chains.

2025年,由于假日需求强劲,智能电话板利用率在Q4仍然很高,但价格趋势各不相同,因为中国制造商在低成本AMOLED板块上扩大市场份额,而韩国公司侧重于高额OLED,以提高利润。 Smartphone panel utilization remains high in Q4 2025 due to strong holiday demand, but price trends are diverging as Chinese manufacturers expand market share with low-cost AMOLED panels, while South Korean firms focus on premium OLEDs for higher profitability. 尽管出货量不断增加,但手机面板需求在2024年底正在减弱,液晶显示屏供应链正在逐渐从中国转移到越南,尽管在全球供应链不断调整的情况下,先进制造业仍集中在中国和台湾. Despite rising shipment volumes, handset panel demand is weakening in late 2024, and the LCD supply chain is gradually shifting from China to Vietnam, though advanced manufacturing remains concentrated in China and Taiwan amid ongoing global supply chain adjustments.