It is reported that despite the fierce competition from mainland Chinese manufacturers, Chinese Taiwanese manufacturers (except Sharp) large-size (9-inch and above) LCD panel shipments will achieve a 4.9% increase in the second quarter of 2019.
Affected by the annual maintenance of some manufacturers in the off-season and the decline in CPT shipments, Taiwanese manufacturers' large-size panel shipments fell 12.8% in the first quarter to 54.4 million; in addition, including BOE, China The increase in shipments of TV panels from Chinese manufacturers, including Panda LCD and Rainbow New Energy, has also put tremendous pressure on Taiwanese panel makers in the first quarter.
Looking ahead, some equipment brands may purchase panels in advance because of concerns that the shortage of COF substrates currently used to produce 4K TVs and high-end smartphones may worsen in the second half of the year, and will also promote Taiwan's large-size panels in the second quarter. The increase in the volume of goods.
At the same time, analysts believe that in the long run, the increase in shipments of large-size panel panels from mainland Chinese manufacturers will not only affect Taiwan's TV panel shipments, but also bring shipments of Taiwan's monitors and notebook panels. Negative Effects.