IHS: Large-size panel production center of gravity shift to 10 generations

Set micro-grid news, as BOE, Huaxing, LG Display and Hon Hai are planning to build several 10.5-generation panel production line by 2020, IHS Markit estimated that the next 10-generation / 10.5 generation line will be large-size panel Production is playing a more important role.It is estimated that the production capacity of panels above the 10th generation will rapidly grow at a CAGR of 59% by area in 2017 ~ 2022.

IHS Markit analysis, the current generation 8 and 8.6 generation line is the main production line of large-size panels, but due to the size of the substrate limit, this type of line is most suitable for the production of 55-inch and 58-inch panels, to be used to produce larger Size panel, will encounter the problem of poor efficiency.However, with the high-end TV models continue to enlarge the panel size, the price more and more approachable, panel makers are now competing to build suitable for the production of 65-inch and 75 Inch panel of the 10.5 generation line to meet the future market demand 10.5 generation line substrate size of 2,940x3,370 mm.

However, the 10.5 generation line cost is not expensive, depending on the different technologies used by manufacturers, a monthly output of 60,000 substrate line 10.5 generation line, the construction cost of about 3.4 billion to 6 billion US dollars.This makes the government subsidies support Become an important factor in the development of 10.5 on behalf of the line.