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>> Global large-size TFT LCD panel shipments will increase slightly this year 10th,Oct,2018
The main problem facing the global large-size (10.4-inch or larger) TFT LCD panel industry in 2009 is that the growth of demand side is still less than the growth of supply side. Therefore, it must rely on the panel factory to limit capacity expansion, or even adjust the factory partition or shut down the factory. Capacity.
The analysts predict that the total volume of large-size TFT LCD panels in the world will be 453 million pieces in 2009, with an annual growth rate of 4.0%. Among them, monitor panels still account for the highest proportion, followed by notebook computers (NB) and TVs. Panels, the top three applications are expected to ship 176 million, 143 million and 121 million.
In terms of capacity growth, it is expected that the global large-size TFT LCD panel production capacity (calculated as glass substrate capacity area) will reach a record low in 2009. It is expected that the annual production capacity will increase by only 11%, mainly due to the 5th generation of Japanese and Taiwanese factories. Line, 7.5, 8.5 or 10 generation lines have the effect of reducing production, shutting down the plant or delaying the new production line.
In contrast, South Korean manufacturer Samsung Electronics has increased production plans for the 7th and 8.5th generation lines (L7-2, L8-1 Phase 2, L8-2), and LG Display also has 6th generation, 7.5th generation and 8.5th generation lines. New capacity plan. China's mainland has also launched 5 generations of lines and 6 generations of line capacity.
On the demand side (converted by panel shipping area) it will only increase by 6% compared to 2008. The reason is that the shipment of panels for PCs (monitor + NB) of 10.4 inches or more has declined, while the shipments of TV panels have increased by 16% compared with 2008, but the increase in demand is still relatively high in 26, 32 inches, etc. Small-size panels, so the overall output area increased in 2009 is limited.
In view of the development of global large-size panel supply and demand, it is expected that in 2009, panel manufacturers, especially Taiwanese factories, must stop production by plant division, delay the installation or start-up of new production lines (to reduce depreciation expenses), and reduce the initial mass production of new production lines. The scale, even including the closure of production lines (such as the 2008 Huaying 4.5 generation line) and other measures to reduce the growth of production capacity, Korean manufacturers due to exchange rate and brand advantage is still, plus depreciation for a shorter period of time, it is beneficial to take positive measures on the quotation .
If the analysis of the difference in capacity is analyzed by land, it is expected that the capacity of Korean manufacturers in the large-size TFT LCD panel will jump to 50% in the fourth quarter, and the capacity of Taiwan's large-size TFT LCD panel manufacturers in 2009 will be in 2009. The second half will be further narrowed.
Considering the capacity expansion plans of Korea, Japan, Taiwan and China panel makers in 2009, coupled with exchange rate factors, the cost structure of Taiwan and South Korea panel factories is different, so it is expected that the Taiwan panel factory will give priority to profit in 2009. Considering that the maintenance shipment share will not be too aggressive. In 2009, Taiwan's large-size TFT LCD panel shipments will further decline to 40.3% in global market share. This will be the first time Taiwan's manufacturer's share in 2003 is upward. After breaking through 40%, it will slide back to this level.
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