Korean media BusinessKorea reported on the 8th, IHS Markit reported that the BOE 10th generation line plant opened in the first half of next year, after Huaxing photoelectric; CLP Panda, Hon Hai's 10-generation line will also be on-line, it is estimated from 2018 to 2020 will be more A seven generation 10 line factory.
IHS Markit estimates that global LCD panel supply will grow by an average of 59% annually over the next five years. The proportion of 10-generation panels will rise from 4% this year to 26% by 2020. LCD panel over-production tides from the end of 2015 at least Lasts five years and will not improve by 2020.
According to WitsView data, the price of 55-inch LCD panels in 2015 surpassed US $ 228 and dropped to US $ 200 in 2016, continuing to plunge to US $ 180 in December 2017. The TV market was headed toward 65-inch mainstream and panel makers competed for 10 and 10.5 On behalf of the factory, such factories are more suitable for the production of 65-inch and 75-inch panels. The current mainstream 8 generations of plants and 8.6 generations of plants for the production of 55-inch, 58-inch panels, the benefits of manufacturing larger panels less.
BOE has kicked off LG Display, grabbed the world's large-size panel overlord.
According to figures released by IHS Markit, BOEQ beat South Korea's Leader in Q3 2017 (July-September) in 2017 for the 9-inch and above large-size panels for TVs, monitors, PCs and tablets. Out of 40.12 million panels, the market share of 21.7%, better than 19.3% of LGD (sales of 35.68 million).
Since 2004, large-size panel market has been vying for the leading position by Samsung and LGD. After defeating Samsung in Q4 2009, LGD has been the first place for 8 years in a row, and this time it is the first time in South Korean panel factory in 13 years Lost the leading throne.