According to related news, with the number of players in the global flat panel display industry decreasing to less than five, industry consolidation is imperative. BOE Chairman Wang Dongsheng revealed that due to continuous growth in production capacity in recent years, BOE has now become the top panel supplier for smartphones, tablet computers, notebook computers and display applications worldwide.
In the first quarter of 2018, BOE has surpassed LG Display and Samsung Display as the world's largest TV panel supplier, with 12.5 million TV panel shipments. In March 2018, BOE launched the commercial production of the world's first 10.5G production line, ushering in the 10.5G era of the global FPD industry. Wang Dongsheng said that from 2018 to 2020, more 10.5G product lines will be introduced each year. It is expected that after the second round of integration, the product line below 7.5G will be eliminated.
While recognizing that tablet makers, especially those still using a-Si technology, will face the risk of being shut down, sources from Taiwan's flat-panel display industry say that production lines below 7.5G may not be completely over the next five years. Eliminated. For example, Taiwan’s Sunny Crystal has only one 5.3G line. Although the company's 2017 revenue was only 23.7 billion Taiwan dollars (equivalent to 793.95 million US dollars), and BOE was 93.8 billion yuan (14.62 billion US dollars), its annual gross profit margin reached 36.4%, far higher than its Some competitors. In 2017, Kunshan Longteng Optoelectronics was still in a profitable state and launched a small and medium-sized panel dedicated to notebook applications through its single 5G panel factory.
Sources said that with the advent of new technology eras in the 5G, AI and IoT industries, it is recommended that small panel manufacturers use their expertise, technologies and capabilities to develop niche market products, as display products will become the main ergonomics of the new era. Interface products.