Shenzhen Enrich Electronics Co., Ltd

Favorite | Set Home

Products Category

TFT LCD

COB

COG

News

The iPad Pro will be equipped

Dissect! JDI and Huike "break

LGD strategy shift, next year

Summary and outlook of global

Accelerate the AMOLED market T

Name: Cassie.Huang
Tel: +86-755-27864416
Mobile: +86-15989366182
E-mail: cassie@rxxdisplay.com
Skype: cassie_1191
QQ: 2850818618

Link

Company News >> Samsung out of the LCD after BOE and other manufacturers doubled shipments? 28th,Oct,2017

As China's LCD display capacity continues to increase, and the resulting price competition, South Korea's LCD (LCD) panel manufacturers quickly realized that the profitability of its liquid crystal products will eventually be lost, so they will hope for the future Organic light emitting diode (OLED) display panel. IHS Markit (Nasdaq: INFO), a global leader in global technical information, analytics and solutions, said IT display panel category was the first product line for LCD display manufacturers to be low due to low margins and slower market growth.

Samsung Display took the lead in selling a five-generation wire factory (Gen 5) last year to a Chinese touchscreen and module manufacturer. It is expected that Samsung will also carry out more plant restructuring, especially for factories specializing in the production of IT display panels.

IHS Markit senior chief analyst Jason Hsu said: "HP and Lenovo brands such as notebook computers will show the excess panel, so the panel inventory to maintain a very low level. Samsung shows this change may lead to some brands in 2016 The third quarter of the year showed a shortage of panel status.

BOE (BOE) this year show panel shipments may double

According to IHS Markit "tablet and notebook display market tracking" the latest information, Samsung shows 2015 output of 30 million notebook display panel. According to the company's latest plant restructuring plan, notebook LCD panel shipments may fall to 12 million in 2016, 2017 fell to 4 million. Shipments this year, 18 million more than last year, which means that some brands of notebook computer manufacturers may not find other sources to meet their production needs.

Looking back at the supply chain structure in the first quarter of 2016, it was clear that HP was most affected by these changes compared to other companies - Samsung showed 1.1 million deliveries to HP in the first quarter and 35 million in the second quarter sheet. However, HP has transferred orders to other panel makers, such as Innolux, to get enough panels to meet their production needs.

BOE is another company that has benefited from Samsung's initiative to exit the LCD display. BOE LCD panel shipments in the first quarter of 490 million, the second quarter increased to 7.2 million. Is expected in 2017 BOE notebook display panel output will reach 36 million. BOE began production of notebook display panels in 2009 and is now among the world's largest suppliers of IT display panels. Moreover, BOE has a eight-generation line factory in Genominseng, which is adjacent to the world's largest notebook production base. Driven by more efficient logistics, BOE Chongqing factory factory notebook display panel shipments are expected to grow rapidly next year.

Mainland China and Taiwan manufacturers will increase the high-end panel shipments

LG, and Samsung show that the notebook panel has been supplied to Apple in the past; however, Samsung's reorganization of the plant (especially the migration of Oxide panels) has attracted more attention from Apple, which is concerned that there may be a shortage of supply in the future. For this reason, Apple is expected to add a panel supplier to its new MacBook Pro to reduce the risk of Samsung's business changes. For its original MacBook Air series of notebooks, Apple is considering the use of Chinese suppliers, which will be Apple's first use of Chinese manufacturers LCD panel.

Samsung has withdrawn from the LCD display business and has also affected the supply of wide viewing angle panel (IPS) and face line conversion (PLS) display panels. Samsung has been one of the world's leading suppliers of wide viewing angle panels, and its shipments are second only to the show. In order to ensure that IPS and PLS panel supply, the brand manufacturers must show that after the Samsung cut, looking for alternative suppliers. AUO (AUO) is one of the qualified candidate suppliers, its orders from the brand notebook computer manufacturers are rapidly increasing. AUO, Innolux and BOE and other Chinese panel suppliers are expanding IPS panel capacity to meet the ever-increasing demand for display panels.