According to the research of the International Data Information (IDC) Global Hardware Assembly Research Team, the global LCD panel industry ’s production capacity continues to grow, and competition among panel makers has become more intense, prompting panel makers to more aggressively push the size of LCD panels, re-industry positioning and direction. Value-added progress.
According to Chen Jianzhu, market analyst of IDC's global hardware assembly research team, in terms of the overall market, the closure of Samsung ’s L6 and L7-1 plants has slightly reduced the existing capacity, but continued to have new capacity, such as China The production of the 8.5 and 8.6 generation plants of Huike, the production line of the 8.5 generation plant of BOE, and the 10.5 generation plant of Huaxing Optoelectronics continued to open the plant. It is not difficult to see that the production capacity of the panel industry continues to increase.
Chen Jianzhu said that from 2015 to 2020, the global LCD panel production capacity will grow at a compound annual growth rate of about 7%. In other words, an average annual increase of 6.1 Central Park in New York. By 2020, the total production area will exceed 370 square kilometers, which is quite The size of the area in 110 Central Park in New York; it is estimated that the growth rate of production capacity in three years can reach the total production capacity of Samsung Display (SDC) in 2015. To fully consume these new production capacity, the average size of large-size panels will need A substantial increase of 12 inches. In other words, the size of LCD panels will become more and more obvious in the future.
On the other hand, as the competition in the panel market becomes more intense, its industry competition has become more polarized. Large-scale panel makers, due to their capacity advantages, can provide price-competitive large-size panel product lines, making smaller-capacity panel makers focus on the production of one or two large-size LCD application panels. In the future, the capacity of panel factories will continue to increase, and the industry will become more fierce. Panel factories will change their operating strategies and seek development positions.
Chen Jianzhu further explained that some leading manufacturers, such as BOE, have good production capacity, which effectively drives down the cost of each panel and increases the competitive advantage, resulting in increasingly fierce competitive advantages among industries, making them smaller and less capital-efficient. Panel manufacturers have gradually shifted to producing one to two large-scale panels, such as notebook computer (NB) or tablet computer panels. Therefore, in the future, there may be competition between the two poles, one is high production capacity, with multiple product lines; the other is lower production capacity, and there is no price competitive advantage, they will switch to the development of one or two LCD panels, or Is a high-quality product.
On the other hand, under the guidance of panel manufacturers' profit and brand demand, LCD TV Panels will continue to focus on larger sizes and high resolution. The average size of TV panels will grow by two inches for two consecutive years. The average TV size will exceed 44 inches; meanwhile, the trend of large-size TV panels will also drive the rapid growth of high-resolution panel shipments.
Chen Jianzhu revealed that the larger the size of the TV panel, the higher the resolution will be, which will drive the technology development of 4K resolution. Therefore, the growth of 4K UHD will also accelerate in the future, and there will be a high annual compound growth rate in the future. For example, the annual revenue growth rate (YOY) in these two years will also be nearly 50%. It is expected that one of every three TV panels will have 4K UHD resolution in 2017, with a growth rate of 47% in 2017.
Compared with TV panels, although LCD monitor panels continue to grow in average panel size and resolution, the total shipments continue to decline, which has led panel manufacturers to introduce more new technologies and pursue monitor screen panels. The growth of added value and profit, among which four major technologies, such as Curve, Super Wide Screen (21: 9 Ultrawide), High Frame Rate, and High Dynamic Range, have received the most attention. And application.