Products Category
Graphic LCD
Contact Us
Name: Cassie.Huang
Tel: +86-755-27864416
Mobile: +86-15989366182
E-mail: cassie@rxxdisplay.com
Skype: cassie_1191
QQ:
2850818618
Link
Company News
>> Analysis of supply and demand of large-size LCD panels and AMOLED panels 6th,Sep,2018
The continued decline in the price of LCD panels has driven panel makers to shift their production strategies. In recent years, due to the gradual production of panel production lines in various countries, in the second half of 2015, many panel makers' profits have fallen sharply, and some panel makers have even lost money. As a result, some vendors have chosen to focus on the next generation of display technology; some vendors are focusing on building high-generation lines to meet the growing demand for panels.
In the future, the supply and demand of large-size LCD panels and AMOLED panels will be the deciding factor in determining the operation of panel makers.
Small size AMOLED panel supply and demand increase
After the LCD enters the mature stage, the new generation display technology AMOLED is beginning to be used in smartphones. At the same time, the penetration rate of the comprehensive screen that takes into account the large screen and the feel of the smartphone is also increasing. Based on this, we expect that the demand for AMOLED panels from global smartphones will increase significantly from 2018 to 2020. With the rapid development of smart wear, industrial medical, intelligent assumptions, etc., display products used in various fields will gradually converge with consumer electronics products, and AMOLEDs will be used.
In this context, global panel makers are rushing to build a low-generation AMOLED production line. In the case of limited demand for smartphone AMOLEDs, the supply and demand comparison of global small-size AMOLEDs will depend more on the promotion of this next-generation display technology in industrial control, medical display, smart wear and other fields and panels from 2018 to 2020. The construction progress and yield of the manufacturer's AMOLED production line.
Large-size LCD panel supply will be concentrated in 2020
With the decline in LCD production costs and the rise in per capita disposable income, people's consumer demand has been upgraded in an all-round way, and the demand for TV picture quality has been continuously improved. LCD screens are moving toward large size and high definition. The LCD panel industry originated in the United States, matured in Japan, and developed in South Korea and Taiwan in the late 20th century. In recent years, the Chinese government has increased its support for the liquid crystal display industry. China has become the region with the largest number of panels.
From 2018 to 2020, there will be seven more 10.5-generation lines in the world. According to the current progress, the supply of ultra-large-size LCD panels will be concentrated in 2020. The comparison between supply and demand of large-size panels in the future depends on the oversized size of 65 inches or more, the market penetration of 8K TVs, and the progress of the production line of 10.5 generations and above that will be put into operation in the next three years, as well as the production rate and yield of the production line.
Be wary of oversupply risks, pay attention to enterprises with early layout and high added value
Overall, from 2018 to 2020, in the case of a small increase in shipments of smartphones and LCD TVs, benefiting from the demand for comprehensive screen and higher display effects, the market demand for AMOLEDs and large-size LCD panels. There will be a significant increase. However, due to the large number of AMOLEDs and LCD production lines of more than 10.5 generations under construction worldwide, there is a high risk of oversupply in the entire panel industry. In view of the certain demand for AMOLED in the field of smart wear, the demand growth rate of TVs above 65 inches may also be higher than 20%; the commissioning time and yield rate of each manufacturer are highly uncertain.
Therefore, in the case of high risks, we still recommend a certain focus on the entire industry. Among them, we recommend focusing on companies that have early layout in related fields, early production lines, stable relationships with customers, and extended industrial chains to the upstream and downstream, and can provide high value-added services to customers. Among them, we mainly recommend BOE.
Chinese
Deutsch
Espanol
Francais
Italiano
Portugues
Japanese
Korean
Arabic
Russian
