There is a risk of overcapacity in China's panel industry. In recent years, the rapid development of China's LCD panel industry has changed the global flat panel display industry. Academician Ouyang Zhongcan of the Chinese Academy of Sciences predicted at the China Electronics Fair in April this year: "The mainland China display industry will indisputably become the world's number one by 2020."
However, in the critical period of China's move to the world's first, the high generation line investment fever launched by global panel makers has once again become the focus of the industry. How do you view the overcapacity problem of LCD panels? In the face of the new market structure and competitive environment, how can China layout to truly lead the global industry development?
The liquid crystal display pattern has changed steadily
After years of development, China's flat panel display industry has grown steadily and the international voice has grown stronger. According to the data provided by Academician Ouyang Zhongcan, the global market share of self-produced panels in mainland China in 2013 was 11.4%, the self-sufficiency rate of TV panels exceeded 35%, and nearly doubled in 2016, with a shipment area of about 57 million square meters. The market share of the volume is over 30%, ranking second in the world.
Such achievements are inseparable from the rapid layout of panel makers in China. In recent years, China's BOE, Huaxing Optoelectronics, CLP Panda and other panel manufacturers have invested in a number of 8.5 generation LCD panel production lines. From the perspective of industrial layout, at present, there are already eight 8.5-generation LCD panel production lines in China, and 12 G8.5/G8.6 generation lines will be laid out by 2018.
Not only that, China has also invested in the construction of the G10.5/G11 generation LCD panel production line, becoming the largest flat-panel display industry producing country with the widest coverage area and the largest production line.