According to the International Data Assembly (IDC) global hardware assembly research team research, the global LCD panel industry capacity continues to grow, and the competition among panel makers is more intense, prompting panel manufacturers to actively promote the larger size of LCD panels, re-finding industry positioning and orientation. Value-added is moving forward.
According to Chen Jianzhu, market analyst of IDC's global hardware assembly research team, Samsung's L6 and L7-1 plants are closed from the overall market. Although the existing capacity is slightly reduced, new capacity continues to emerge, such as the mainland. The production of Huike's 8.5 and 8.6-generation plants, the production line of the BOE 8.5-generation plant, and the 10.5-generation plant of Huaxing Optoelectronics continued to open. It is not difficult to see that the panel industry's production capacity continues to grow.
Chen Jianzhu said that from 2015 to 2020, the annual compound growth rate of global LCD panel production capacity will reach 7%. In other words, the average annual increase of 6.1 New York Central Park will reach 370 square kilometers by 2020. The size of the 110 New York Central Parks; the estimated three-year capacity growth can reach the total capacity of Samsung Display (SDC) in 2015. To fully consume these new capacity, the average size of large-size panels will be required before 2020. Significantly increased by 12吋. In other words, the large size of LCD panels will become more apparent in the future.
On the other hand, as the competition in the panel market becomes more intense, its industrial competition is increasingly polarized. Large panel makers offer a competitively priced large-size panel product line with a capacity advantage, enabling smaller panel manufacturers to focus on producing one or two large LCD panel panels. In the future, the panel factory's production capacity will continue to open, and the industry competition will become more intense. The panel factory will change its operational strategy to find a development orientation.
Chen Jianzhu further explained that some leading manufacturers, such as BOE, have good production capacity, which effectively drives down the cost of each panel, increases the competitive advantage, and causes the competitive advantage between industries to become increasingly fierce, making the scale smaller and less capital. The panel factory has gradually turned to producing one or two large panels, such as laptops (NB) or tablet panels. Therefore, there may be competition between the two poles in the future. One is high-capacity and has multiple product lines. The other is low-capacity and no price competitive advantage. It will turn to developing one or two LCD panels, or It is a high quality product.
On the other hand, under the profit-oriented orientation of the panel factory and the brand demand, the LCD TV panel still focuses on the development of larger size and high resolution. The average size of the TV panel will grow two consecutive years, 2017. The average TV size will exceed 44 inches; at the same time, the trend of large-size TV panels will also drive the rapid growth of high-resolution panel shipments.
Chen Jianzhuo revealed that the larger the size of the TV panel, the higher the resolution will be, which will lead to the development of 4K resolution technology. Therefore, the future 4K UHD will also accelerate growth, and there will be a high annual compound growth rate in the future. For example, the annual revenue growth rate (YOY) of the two years will also be nearly 50%. It is expected that one out of every three TV panels in 2017 will be 4K UHD resolution, with a growth rate of 47% in 2017.
Compared with the TV panel, although the average panel size and resolution of the LCD monitor panel continue to grow, the total shipment volume continues to decline, which makes the panel factory introduce more new technologies and pursue the monitor screen panel. The growth of added value and profit, which is the most popular with four technologies, such as Curve, 21:9 Ultrawide, High Frame Rate, and High Dynamic Range. And application.