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Analysis of the current situation and future prospects of China's LCD industry
- Time：2021/4/9Source：Shenzhen Kaixian Technology Co., Ltd.
- The LCD panel industry originated from the United States, and then developed by Japan. Then Korea and Taiwan rose and surpassed one after another. In recent years, the mainland panel industry has gradually developed, and its global market share has gradually increased. At present, the United States, Japan and Germany are mainly engaged in the upstream raw materials of the industry, while South Korea, Taiwan and the mainland are mainly engaged in the mid stream panel manufacturing. Chinese mainland China's high generation line has been put into operation, the panel production capacity and technology level have been steadily improved, and the industrial competitiveness has been gradually enhanced. Nowadays, the panel industry is three parts of the world, namely Korea, mainland China and Taiwan, China. In 2019, the Chinese mainland became the number one in the world.
There are many high generation lines already in Chinese mainland. From the area, the Chinese mainland's high generation line accounted for only 1% of the world's total capacity in 2011, far behind Korea, Japan and Taiwan. By 2016, it had risen to 32%, and only second of the total number of Korean players was behind Korea. In the trend of large-scale television, China has many high generation lines under construction, so it is inevitable for the panel industry to transfer to the mainland.
Samsung, LGD, etc. shut down LCD production line or switch to OLED. With the rise of OLED and the decline of LCD price, many companies in South Korea and Japan began to close LCD production lines or switch to OLED. Since 2017, LGD has closed three LCD production lines and abandoned a new one. The company currently has two LCD factories in South Korea and one in China. At present, LCD production lines are mainly concentrated in the mainland and Taiwan.
In 2018, Samsung plans to convert l8-1, one of its 8.5 generation LCD factories, into a production base for qd-oled panel development. The conversion process is expected to start from Q2 in 2019. Currently, l8-1 factory focuses on producing 49 inch and 55 inch LCD TV panels. After the conversion, the three-star TV panel shipment will be reduced to less than 30 million in 2019.
Proportion of global large panel (7g-11g) in 2010-2018
Flat panel display panel is widely used in many fields, including TV, monitor, notebook computer, tablet computer and smart phone. Among them, LCD TV panel accounts for more than 70% of the demand according to the demand area because its size is much larger than other products; the demand for smart phone panel is gradually declining due to the rapid penetration of OLED technology in recent years.
With the rapid development of AI and Internet of things, the application fields of display screen are constantly enriched, and the application of TFT-LCD in emerging fields such as vehicle, medical, home appliances and so on will also grow rapidly. In order to make up for the gap of panel business such as TV and laptop, some panel manufacturers have shifted their production from TV panel to display panel.
In 2018, the demand for other applications, including public display, automobile and industrial display, grew by 17.5% and 28.6% respectively in terms of panel area and quantity. Regardless of the emerging application fields such as medical treatment and industrial control, the global LCD demand area is expected to reach 216.5 million square meters in 2019 and 227.5 million square meters in 2020. Data show: in 2018, the capacity of LCD in China was 72.2 million square meters, an increase of 3.86% compared with 2017.
