Panel makers compete for high-end market: Spelling ratio

The recent panel area has been very lively: LG Display has aggressively promoted ultra-thin products in China, Samsung has split the display business, BOE has put on a new panel production line, and Huaxing Optoelectronics Phase 2 project has been mass-produced ahead of schedule... It is no coincidence that these panel makers are all aiming to be considered There is more space for high-end products in the market.




LCD market fight "thin" OLED targeting the next generation

Recently, LG Display, the world’s largest in the large-size panel area, launched its “thin-art” TV, the thinnest and lightest four-color 4k TV product with the thinnest 7.5mm in the Chinese market. Kim Ming-kyu, president of LG Display TV development, introduced thin-art hard-screen products using integrated module design, the backlight module and liquid crystal glass closely fit, achieve panel thickness and weight reduction, "thin hard screen in addition to ultra-thin hard In addition to the features, the use of borderless and other differentiated designs provides greater space and potential for the development and design of products for the entire machine manufacturer. It is understood that the thin art hard screen has been introduced in two sizes, 55 and 65. In the second half of the year, there will be more than 49 sizes of products.

Yu Weixing, chairman of Ove Cloud Network, stated that as the world’s largest TV market, China is expected to form a market scale of 45.35 million units in 2017, of which ultra-thin TVs will reach 7 million units, accounting for 15.4%, with an annual average of 165 The growth rate of % has developed rapidly.

LG Display, the main promoter of OLEDs, has taken the initiative to promote ultra-thin LCD products. In response, Huang Longqi, vice president of LG Display, believes that the LCD market is still promising before the OLED market is immature. He emphasized that OLED is still the next generation of display technology. , And take the analogy of the car, "Thin art combines the advantages of SUV and car, OLED is the next generation of electric vehicles, the latter to the higher end of the market."

The higher-end "next-generation display" is not only LG Display. Samsung Display, which was previously abandoned by OLEDs, has also announced that it will be split into the LCD Business Unit and OLED Business Unit from this month, even though Samsung only stated that it is Improve the competitiveness of various sectors of the industry, but outsiders generally believe that Samsung's spin-off is intended to be large-screen OLED, after the spin-off to facilitate investment and planning. According to industry sources, Samsung has in fact not given up on the OLED industry, but the product has not been released to the market.




High-end panel "large" is super light and speeds up layout

High-end panel products are not only thin, but also large. In China, production lines that mainly produce large-size panels are also gradually coming up. This Friday, China Star Optoelectronics Phase II 8.5-generation TFT-LCD production line ushered in mass production in advance, the project a total investment of 24.4 billion yuan, designed production capacity of 120,000 / month, is expected to achieve full production in September this year. The reporter learned from Huaxing Optoelectronics that the production line mainly produces large-size panels.

On Monday, two new production line investment projects announced by BOE will also be to produce high-end products with large size and ultra-high resolution. BOE Announced that it plans to build a production line project for the 10.5th generation thin film transistor liquid crystal display device in Hefei, which will be the highest generation panel insurance in China. According to the announcement, the project has a total investment of 40 billion yuan. It is planned to start construction before the first quarter of 2016 and put into production before the end of 2018. It will mainly produce high-end smart TVs and digital information displays with sizes of over 60 inches and ultra-high resolution. product. According to BOE, the 10th-generation line is the most cutting-edge production line for products with 60-inch and above. After the completion of this production line, it will effectively fill a huge capacity gap.

At the same time, BOE also announced the signing of an investment framework agreement with the Fuzhou Municipal Government and Fuzhou Urban Construction Investment Group Co., Ltd. for the 8.5th generation new semiconductor display device production line project. The total investment of 30 billion yuan will also be used for the production of large-size and ultra-large projects. High resolution high-end smart TV and digital information display. Zhang Yu, vice president of BOE, stated that the total investment in the above two projects consists of capital and bank loans, and no capital portion will be obtained through capital market financing.

Better-than-expected production capacity competition in the first quarter will be more intense

Therefore, despite the fact that there are still BOE Chongqing and China Panda's Nanjing project to be put into operation this year, the industry's old-fashioned question regarding whether the panel production capacity will oversupply indicates that it is not worried.

Huaxing Optoelectronics CEO Lian Lianming said that the situation in the first quarter of this year was better than expected and the domestic TV market was recovering. Zhong Yikang predicts a growth of 6% to 8% this year, and Ovey predicts that growth may reach 10%. At the same time, TVs are trending towards a larger size. Last year, the average size has reached 40.5 inches, which will consume more panel production capacity.

Zhang Yu believes that with the development of the new Internet era, changes in consumer attitudes, and continuous advances in TFT technology, large-size ultra-high-definition products are bullish. In addition, the demand for large screens in the commercial market is gradually increasing. With the rise of new technology applications, it will bring new development opportunities to the panel industry, and the market prospects are broad.

Li Shangxun, President of LG Display TV Marketing, also cited the data from Display Search and Ove Cloud Computing. The penetration rate of 4K TVs worldwide has soared from 3.1% in the first quarter of last year to 10% at the end of the year. 4K penetration rate is as high as 38%, "4K picture quality and design, will be the main direction of television development in the next few years." He stressed that LG Display's strategic deployment in the short term is through the continuous development of thin hard screen, Develop lighter, thinner, multi-size display panels, and provide leading technologies such as 8K and HDR to partners and consumers through newly developed products.

DisplaySearch data also proves that in the next five years, the global flat panel display market demand will show a steady growth. It is estimated that the demand for mid-size ultra-high-definition panels in 2015 will be 30.4 million square meters. By 2019, this figure will reach 77.7 million square meters, with a compound annual growth rate of 26.4%. Among them, the demand for ultra-high-definition panels over 60 inches in 2015 is expected to be 10.4 million square meters. By 2019, this figure will reach 18.9 million square meters, with a compound annual growth rate of 33.1%, and the market demand will increase substantially. However, with panel manufacturers rushing to increase this field, it can be imagined that the competition in the large-size high-end products will become increasingly fierce.


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