The upstream materials or components of the LCD panel industry mainly include liquid crystal materials, glass substrates, polarizing lenses, and backlight LEDs (or CCFL, which accounts for less than 5% of the market).
The middle reaches is the main panel factory processing and manufacturing, through the glass substrate TFT arrays and CF substrate, CF as upper and TFT self-built perfusion liquid crystal and the lower joint, and then put a polaroid, connection driver IC and control circuit board, and a backlight module assembling, eventually forming the whole piece of LCD module. The downstream is a variety of fields of application terminal-based brand, assembly manufacturers. At present, the United States, Japan, and Germany mainly focus on upstream raw materials, while South Korea, Taiwan, and the mainland mainly seek development in mid-stream panel manufacturing.
With the successive production of the high generation line in mainland China, the panel production capacity and technology level have been steadily improved, and the industrial competitiveness has been gradually enhanced. Nowadays, the panel industry is divided into three parts: South Korea, mainland China, and Taiwan, and mainland China is expected to become the no.1 in the world in 2019.
In the past decade, China’s panel display industry has achieved leapfrog development, and the overall size of the industry has ranked among the top three in the world. Chinese mainland panel production capacity is expanding rapidly, although Japanese panel manufacturers master a large number of key technologies, gradually lose the price competitive advantage, compression panel production capacity. Panel production is concentrated in South Korea, Taiwan, and China, which is poised to become the world’s largest producer of LCD panels.
Up to 2016, BOE‘s global market share continued to increase: smartphone LCD, tablet PC display, and laptop display accounted for the world’s first market share, and display screen increased to the world’s second, while TV LCD remained the world’s third. In LCD TV panels, Chinese panel makers have accounted for 30 percent of global shipments to 77 million units, surpassing Taiwan’s 25.5 percent market share for the first time and ranking second only to South Korea.
Changes in the market share of panel manufacturers worldwide
In terms of the area of shipment, the area of board shipment of JD accounted for only 8.3% in 2015, which has been greatly increased to 13.6% in the first half of 2016, while the area of shipment of hu xing optoelectronics in the first half of 2015 was only 5.1%, which has reached 7.8% in the first half of 2016. The panel factories in mainland China are expanding their capacity at an average rate of double-digit growth and transforming it into actual shipments and areas of shipment. On the other hand, although the market share of South Korea, Japan, and Taiwan is gradually decreasing, some South Korean and Japanese manufacturers have been inclined to the large-size HD panel and AMOLED market, and the production capacity of the high-end LCD panel is further concentrated in mainland China.
Domestic LCD panel production line capacity gradually released, overlay the decline in global economic growth, lead to panel makers from 15 in the second half began, in a low profit or loss, especially small and medium-sized production line, the South Korean manufacturers take the lead in transformation strategy, closed in medium and small size panel production line, South Korea’s 19-panel production line has shut down nine, and part of the production line is to research and development purposes. Some production lines are converted to LTPS production lines through process conversion. Korean manufacturers are turning to OLED panels in a comprehensive way, while Japanese manufacturers are basically giving up the LCD panel manufacturing business and turning to the core equipment and materials side. In addition to the technical direction of the research and judgment, more is the LCD panel business orders and profits have been severely compressed, Korean and Japanese manufacturers have no desire to fight. Since many OLED technologies are still in their infancy in mainland China, it is a priority to move to high-end panels such as OLED as soon as possible. Taiwanese manufacturers have not shut down factories on a large scale, but their advantages in LCD technology and OLED technology have been slowly eroded by the mainland.
Overall, LCD Panel Manufacturers Market Share is still in a period of volatility
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