In recent years, although Japanese panel makers have mastered a large number of key technologies, they have gradually lost their competitive advantage in price competitiveness and continuously reduced panel production capacity. The panel production capacity has been concentrated in South Korea, China Taiwan, and the mainland. The rapid expansion of panel production capacity in Mainland China will soon become the largest LCD panel production base in the world.
At present, after many years of hard work, China's mainland has ranked second in terms of output of LCD panels, and its own core technology has grown rapidly, and global industrial discourse power has continued to increase. On the LCD TV panel, shipments of Chinese panel makers have already accounted for 30% of global shipments, reaching 0.77 million units. For the first time, they surpassed 25.5% market share in Taiwan, ranking second only to South Korea. In 2015, the production capacity of LCD monitors in mainland China was approximately 49.48 million square meters.
In addition, in the still lagging environment of the domestic industrial production chain, product technology level, and innovation mechanism, the industry may experience excess capacity, and the potential for excess capacity remains.
Future trend analysis of panel industry: First of all, consumer upgrades drive large-scale panels to boom. Since 2016, the price of the bottom panel has rebounded, indicating that the demand for large-size TVs has maintained its momentum, which has led to higher prices for large-size panels. From the perspective of the supply and demand of large-size LCD panels, in the first quarter of 2017, as the traditional off-season, the demand for LCD panels below 48 inches decreased, while the demand for large-size panels such as 50-inch, 55-inch, and 65-inch panels continued to heat up. It can be seen that although the overall growth rate of the panel industry is limited, the growth rate of demand for large-size panels has remained relatively high.
Smart TV/box information can focus on smart TV information network sofa butler (http://), China's influential TV box and smart TV website, providing information, communication, TV boxes, smart TVs, smart TV software, etc. Answering questions.
At present, after many years of hard work, China's mainland has ranked second in terms of output of LCD panels, and its own core technology has grown rapidly, and global industrial discourse power has continued to increase. On the LCD TV panel, shipments of Chinese panel makers have already accounted for 30% of global shipments, reaching 0.77 million units. For the first time, they surpassed 25.5% market share in Taiwan, ranking second only to South Korea. In 2015, the production capacity of LCD monitors in mainland China was approximately 49.48 million square meters.
The scale of development of China's LCD industry in 2010-2017 (Unit: 10,000 square meters)
Thanks to the government's support, the domestic panel manufacturers have developed rapidly and many strong companies have emerged, such as BOE. As of the fourth quarter of 2016, BOE’s global market share continued to increase: smartphone LCD screens, tablet PC screens, and notebook PC screens accounted for the largest market share in the world, and monitor displays increased to second in the world. TV LCD screens remained Third in the world. Global Panel Manufacturers Market Share Change (Unit: %)
Although China's panel industry has made major breakthroughs, the technology of local manufacturers is still weak, especially in the high-end product areas, which have imported liquid crystal panels from South Korea, Japan and Taiwan. Especially in the development of new technologies, the technology gap between Japan, South Korea, and Taiwan is still relatively large, and the technology is still catching up on the whole. Moreover, the self-sufficiency rate of LCD panels is still low, and the self-sufficiency rate is only 30%. The external dependence of products is relatively large, which affects the long-term development of the domestic LCD panel industry to a certain extent. In addition, in the still lagging environment of the domestic industrial production chain, product technology level, and innovation mechanism, the industry may experience excess capacity, and the potential for excess capacity remains.
Future trend analysis of panel industry: First of all, consumer upgrades drive large-scale panels to boom. Since 2016, the price of the bottom panel has rebounded, indicating that the demand for large-size TVs has maintained its momentum, which has led to higher prices for large-size panels. From the perspective of the supply and demand of large-size LCD panels, in the first quarter of 2017, as the traditional off-season, the demand for LCD panels below 48 inches decreased, while the demand for large-size panels such as 50-inch, 55-inch, and 65-inch panels continued to heat up. It can be seen that although the overall growth rate of the panel industry is limited, the growth rate of demand for large-size panels has remained relatively high.
The average size change trend of LCD TVs in 2012-2017 (unit: inch)
Second, as the number of consumer electronics products held by global households continues to increase, the downstream demand for display panels will maintain a sustained boom, while diversified demand for panel applications will drive continuous upgrading of panel technology. Smart TV/box information can focus on smart TV information network sofa butler (http://), China's influential TV box and smart TV website, providing information, communication, TV boxes, smart TVs, smart TV software, etc. Answering questions.
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