Why LTPS LCD some models price up and out of stock?

• Published on 2025-05-22 • Author: gooyeegsm • View: 29

Market background

In the field of smartphone applications, a-Si LCD benefits from the significant cost advantage brought by the release of G8.6 generation line capacity. Industry data shows that the global a-Si LCD smartphone panel shipments reached 330 million pieces in the quarter, a year-on-year increase of 13.1% compared with 289 million pieces in the same period last year, confirming the strong response of the mid- and low-end markets to the demand for "cost reduction and efficiency improvement".

In term of LTPS LCD, due to the cost-effectiveness disadvantage brought by technological iteration, major manufacturers are accelerating the transfer of production capacity to medium-sized application scenarios such as in-vehicle displays, tablets and laptops. This quarter, the shipments of LTPS LCD smartphone panels fell sharply by 63.8% year-on-year (24 million pieces vs. 66 million pieces in the same period last year), indicating that its future survival ability and competitiveness are gradually fading.

Lack of raw material may cause brand reconstruction

It is worth noting that traditional iPhone LTPS LCD of represented by JK, ZY, and RJ are expected to face periodic challenges brought about by the adjustment of the raw material supply structure because their product systems are deeply dependent on LTPS LCD,which may lead to price increases and incomplete models for series, such as 12 Pro Max,13 Pro Max,14 Pro Max. (These models are out of stock or price up in recently)

And in order to seize market share with a-Si LCD，JK cut down FHD screen resolution to save production cost. Their FHD screen are not full 1080P, only have 900P.

GOOYEE's differentiated competition strategy

Based on the prediction of market trends, Based on the prediction of market trends, GOOYEE's TFT filed will focuse on a-Si LCD technology innovation and launches the A and T series in the early stage:

GY A-series screen: 550 brightness, IPS double compensation polarizer, high-cost performance, stable quality;
GY T-series screen: 700+ brightness, no heat when installed, high color gamut, perfect display effect.

Through our compare test, GY T series is close to JK in terms of brightness and resolution. T series is more cost-effective. It is recommended that high-end models use our T series.

Summary

In the mobile phone screen market, a-Si LCD is about to usher in a vast market with large volume and high quality. The T series has a complete range of models .It is very helpful for customers to make brand customization strategies.