According to IDC's global hardware assembly research team, the global LCD panel industry continues to grow in capacity and the competition between panel makers is fiercer, prompting panel makers to further promote LCD panel size, re-find industry positioning and orientation. Value-added progress.
According to Chen Jianci, market analyst at IDC Global Hardware Assembly Research Group, Samsung's L6 and L7-1 plants are shut down in view of the overall market. Although the existing production capacity has slightly decreased, new production capacity will continue to emerge, such as the mainland. The continuous production of the 8.5-generation and 8.6-generation plant of Huike, the production line of the 8.5-generation BOE plant, and the 10.5-generation plant of Huaxing Optoelectronics, etc., show that the capacity of the panel industry continues to grow.
Chen Jianzhe said that from 2015 to 2020, the global compound annual growth rate of LCD panel production capacity will reach approximately 7%. In other words, the average annual increase of 6.1 New York City Central Park will reach 370 square kilometers by 2020. The size of the 110 New York City Central Parks; projected three-year capacity growth to reach the total capacity of Samsung Display (SDC) in 2015. To fully consume these new capacities, the average size of large-size panels will be required by 2020. A substantial increase of 12 points. In other words, the large-scale LCD panel will become more apparent in the future.
On the other hand, with the increasingly fierce competition in the panel market, its industry competition is even more polarized. Large-scale panel makers can provide large-size panel product lines with competitive prices due to their capacity advantages, enabling panel makers with smaller capacity to focus on producing one or two large-size LCD application panels. In the future, with continuous production capacity of panel makers and increasingly fierce competition in the industry, panel makers will change their operating strategies to seek development.
Chen Jiansu further explained that some leading manufacturers, such as BOE, have good production capacity, which in turn will effectively reduce the cost of each panel, increase the competitive advantage, and lead to increasingly fierce competition among industries, making smaller scale and insufficient funds. The panel maker gradually shifted to producing one or two large panels such as notebook computers (NBs) or tablet computer panels. Therefore, there may be two polar competitions in the future. One is that the production capacity is high and there is a diversified product line; the other is that the production capacity is low and there is no price competition advantage, and it will shift to the development of one or two kinds of LCD panels, or It is a high-quality product.
On the other hand, under the guidance of profit orientation and brand demand of panel makers, LCD TV Panels still focus on larger size and high resolution. The average TV panel size will grow for two consecutive years. The average TV size will exceed 44 inches; at the same time, the trend of large-sized TV panels will also drive the rapid growth of high-resolution panel shipments.
Chen Jian disclosed that the larger the TV panel size, the higher the resolution will be, and the 4K resolution technology development. Therefore, in the future, 4K UHD will also accelerate growth. In the future, there will be a very high compound annual growth rate. For example, the annual revenue growth rate (YOY) in the two years will also have nearly 50%. It is expected that there will be a 4K UHD resolution for every three TV panels in 2017 and a growth rate of 47% in 2017.
Compared with TV panels, LCD monitor panels have continued to grow in average panel size and resolution, but shipments have continued to decline. This has led panel makers to introduce more new technologies and pursue the pursuit of monitor screen panels. Added value and profit growth, among which Curve, 21:9 Ultrawide, High Frame Rate, High Dynamic Range, etc. And application.