Data show that in 2017, the output of LCD panels in China's mainland has ranked first in the world, the independent core technology has grown rapidly, and the global industry's right to speak continues to increase. According to statistics from Sigmaintell, the number of global TV panel shipments reached 262 million in 2017, an increase of 1.6% year-on-year, and the shipment area was 138 million square meters, an increase of 6.1% year-on-year. This is mainly due to the increase in mainland China. In 2018, the CLP Group's Xianyang and Chengdu 8.6 generation lines will be mass-produced, and BOE's world's first 10.5 generation line will be mass-produced. In addition to the new and expanded production capacity in 2017, Qunzhi Consulting expects The global production area of ​​TV panels will increase by 10.5%, especially the supply of large-size panels such as 50-inch, 65-inch and 75-inch panels will increase significantly, and the competition will become more intense and scorching. However, the panel industry also needs to guard against overcapacity. According to predictions by international authoritative institutions, in 2021, the global demand for LCD panels will reach 215 million square meters, while the supply of LCD panels will reach 245 million square meters, showing an overcapacity situation. Over-investment in the LCD panel industry nowadays has also attracted the attention of relevant countries, and beware of repeated construction. Now, the domestic panel industry should accelerate industrial upgrading, from "improving quantity" to "improving quality", and at the same time expand the application field of emerging displays in the downstream, instead of low-level repeated construction. IDC pointed out that among MNT (display) products, the share of TN (twisted nematic panel) is decreasing year by year, and the penetration rate of IPS (planar conversion panel) is gradually increasing, which will be the future development trend. In addition, MNT-produced panels also show a trend of large size and high-definition, and curved panels have become the new favorite of the MNT market. Qunzhi Consulting believes that the R & D and application of new-generation flexible screens and 8K ultra-high-definition display technologies will become the global high ground of the future. At present, LG is vigorously expanding borderless technology, and Samsung is promoting curved surface technology, all of which are laid out in the direction of ultra-high-definition and flexible screen high-end products. With the rapid rise of Chinese manufacturers and the withdrawal of Japan in the field of large-size panels, the global display panel industry has undergone major changes in the past two or three years. In the future, there will be a "triple-legged" competition around mainland China, South Korea and Taiwan Will be more intense. In 2017, the number of TV panels shipped by Chinese mainland panel manufacturers reached 94.7 million units, accounting for 36.1% of the global total, surpassing South Korea and ranking first in the world. The new production lines in 2018 are basically concentrated in mainland China. The number of TV panel shipments of Chinese manufacturers is expected to exceed 100 million units, accounting for nearly 40%. With the mass production of the G10.5 generation line, Chinese manufacturers will enter 65. "The large-size market and above have further strengthened their competitiveness in the global TV panel market. In recent years, global panel investment has concentrated in China. Against the backdrop of more intense competition in the global panel industry landscape, China ’s display industry is skyrocketing. There are already eight 8.5-generation lines in mass production in the Mainland, and 8 high-generation lines are under construction. All projects are expected to be completed by 2019. Will become the country with the largest production capacity in the world. However, it is worth noting that the core technology of raw materials in the current hot OLED, especially AMOLED field, is still firmly controlled by Korean and Japanese companies, and the domestic panel industry cannot yet effectively respond. With the large-scale application of AMOLED, the localization rate of ultra-high-definition, flexible screen and other high-end flat-panel display fields will drop again. Therefore, domestic panel industry chain companies have a long way to go. It can be said that China's mainland LCD panel industry is ushering in a period of new opportunities for rapid development and will become a global industrial highland in the future. At present, Chinese mainland panel companies represented by BOE have entered the first rank of the global industry in the field of TFT-LCD. The research and development of new-generation AMOLED technology and 8K ultra-high-definition display technology have also continued to break through. They are at the global leading level and have huge market demand advantages. . Ultra-high-definition display technology is not only used in the television industry, but will also promote the development of medical display, digital signage, security monitoring, and Internet of Vehicles, and has a broad prospect. 10.1 Inch Laptop,win10 Laptops,win11 Laptops Jingjiang Gisen Technology Co.,Ltd , https://www.jsgisentec.com
December 02, 2023