Shenzhen Enrich Electronics Co., Ltd

Favorite  |  Set Home
skype: cassie_1191
QQ: 2850818618
FACEBOOK: Cassie Huang
E-mail: 黄露
E-mail: cassie@rxxdisplay.com
Company News >> OLED LCD LCD market share a good day yet? 12th,Dec,2017
                                               LCD panel market in the second quarter of this year, the trend reversed, continued for six months, finally let some of the product structure more cater to the market panel companies began to improve performance. According to the mobile newspaper online observation, in the past six months, one of the products in the high-end and low-end products, the price rebounded more rapidly, while in the mid-range products, the price rise is not ideal, and some even still on the profit and loss line hovering.
In recent years, Taiwan panel makers and LGD in South Korea have taken the strategy of avoiding the mold specifications of mainland enterprises in the field of television panels in recent years. The product avoids the common products of 32 inches and 55 inches, concentrates the products of 39 inches to 43 inches and utilizes the limited Production capacity to produce some multi-mask and high-specification products, such as 55-inch 4K specifications of the product. To achieve a better price advantage. And Samsung, Matsushita, which produce the same specification category, actually shut down these capacities in the near future, allowing the Taiwan-based companies in the same product camp and the LGD capacity value in South Korea to be quickly repaired.
However, in OLED TV, as the whole industry is still LGD alone, the market growth is not satisfactory shipments, but now become the drag on the LGD.
On the other hand, the panel makers in mainland China, which have 32-inch and 55-inch general-purpose products with relatively high production capacity, are still in a phase of upward expansion and expansion. Although the market prices have risen, the prices have been raised by 39 to 43 inches The product is slightly lower. However, due to the higher efficiency and lower cost of mainland panel companies, the turnaround is faster than the panel makers in Taiwan and LGD.
In the field of mobile phone panel, also appeared a similar phenomenon. Another Taiwanese panel company, Caijing, which mainly produces mobile phone panels, benefited from the reduction of the output of its products and the escalation of product specifications, resulting in the relative shortage of production capacity of low-end mobile phone panels in the market. As a result, the production capacity of Caijing was affected by the market Favor. Since the second quarter, Caineng not only quickly digested the accumulated inventory accumulated in previous years, but also shipped its highest shipping price in the past year to the highest quotation level in October. Its performance is very dazzling.
In addition, AUO, a group focused on production capacity in-cell products and ultra-thin high-definition mobile phone panel products, sales prices have rebounded to the breakeven line. LGD is limited by the local service capabilities, to stop the expansion of the phone LCD panel, began to try to supply OLED mobile phone panel to the Chinese brand manufacturers. Samsung's exclusive supply of OLED mobile phone panel prices continue to maintain a slow price cuts, the profit level remained stable.
However, the panel makers in mainland China and Japan JDI, Sharp, LGD and other manufacturers relatively concentrated production capacity of conventional LTPS FHD prices, the market price improvement and unhappy. Instead, the Japanese JDI, Sharp, LGD produced with the current market Samsung OLED specifications similar products, the market price is more like.
According to the latest information released by various industries, AUO announced its self-combined revenue in October from NT $ 30.44 billion, an increase of 0.7% from the previous quarter and an increase of 4.3% from the same period of previous year. According to AUO's statistics, in October the overall large-size panel shipments, including LCD TVs, desktop monitors and notebook panels, exceeded 9.4 million units, a decrease of 4.8% from September. October small and medium size panel shipments of about 11590000, 10.9% less than in September. Unit shipments and overall revenue both increased as shipments decreased.
LCD price fixes, but also to LGD in the previous quarter operating profit reached 323 billion won (about 1.92 billion yuan), down 3%. However, in terms of segmenting business, the industry expects its OLED business to have a loss of about 60 billion won (about 356 million yuan) and about 380 billion won (about 2.26 billion yuan) in its LCD business.
The color crystal self-ending revenue in October for the NT 3,192,660,000 yuan, an increase of 11.32%, an increase of 140.70%; cumulative January-October revenue of NT $ 17,774,223,000, an increase of 20.62 over the same period last year %.
Although the entire LCD market prices are in repair, but the market is not very optimistic, in addition to LGD's LCD business profits, the panel makers in China began to turn losses, the main operating panel company in Taiwan is still the annual operating performance turnaround .
Compared to other panel makers, production capacity is steady or reduced, almost all of the panel makers in mainland China are trying their best to expand production capacity of the original production line. TCL just announced the contents of the announcement shows that Huaxing Power LCD glass substrate this month, the amount of 277,000 units (t1 line and t2 line total investment volume), an increase of 36.8%; cumulative January to October the film The amount of 228.7 million, an increase of 49.58%. Compared to the earnings of the previous quarter can be found, the price of the product did not return to the level of a year ago, the TV panel.
From the end of this year to the beginning of next year, not only will new TV panel lines in Mainland China begin shipping volumes to the outside world, but new LTPS mobile panel lines in mainland China and Taiwan, such as AUO's Kunshan, Taiwan, China Star Wuhan, and Tianma Xiamen will also be active Capacity climbing, the supply of large quantities of products will be concentrated in the first and second quarter of next year. Industry analysis, if these capacity can not be digested by the terminal brand in time, then the LCD market price gains next year, will soon end, even unfortunate encounter China's mobile phone and television market, the small business, the panel business next year may not be good Days have passed.
 

Online service

Skype: cassie_1191 2850818618 cassie@rxxdisplay.com