IDC: Q4 large-size panel industry will still face the oversupply challenge

IDC global hardware assembly research team released on the 12th the latest global large-size LCD panel Qview (IDC Worldwide Large Sized LCD Panel Qview) pointed out that the large generation capacity continued to increase, the third quarter of 2017 compared to the global large-size LCD industry Up 5.7% from the previous quarter to 202 million units, while in the fourth quarter, IDC expects the large-format LCD industry to continue to face the oversupply challenge.

IDC global hardware assembly research team market analyst Chen Jian-aid said that although the third quarter is the traditional peak season, but in different applications of the LCD panel is facing a completely different shipping performance.First, the flat-panel LCD panel (Tablet Panel) and TV LCD LCD TV Panel is the main source of quarterly growth, up 16.6% and 7.6% respectively over the previous quarter. Second, the IT liquid crystal display panel is facing the impact of sluggish demand in the peak season. Compared with the second quarter of 2017, the monitor The LCD Monitor Panel declined slightly by 0.1% and the Portable PC Panel declined by 3.5%.

He also pointed out that although LCD TV panels, which accounted for most of the profit sources from panel makers, grew in the third quarter, the production capacity of the LCD panel continued to rise this year, resulting in an oversupply of the overall industry. The price of LCD TV panels continued to drop in the price of IT LCD panels, It started to decline in the beginning of the third quarter, and it is expected that the liquid crystal display (LCD) panel will still face the pressure of price dropping in the future due to the newly opened production line of 8.5 substituting production lines, enhancement of yield and generation of 10.5 generation capacity.

IDC also said that in the third quarter of this year, the proportion of large-size LCD panel shipments, BOE 8.5 generation capacity continued to expand, the large-size LCD panel shipments among the top panel makers, shipments accounted for the overall industry out Volume of 23.5%; LG Display continued to lead the trend of large-size LCD TV panels, TV LCD panel shipments won the No. 1. Taiwan's two panel makers Innolux and AU Optronics (AUO ) Stable shipments, shipments accounted for the proportion of the overall industry are small shipments grew slightly.

The fourth quarter, IDC global hardware assembly research team is expected by the slowdown in market demand, the global large-size liquid crystal display industry may continue the peak season growth momentum, liquid crystal display panel shipments will tend to be conservative, plus the annual television LCD panel average size increase slowed down to 1.2 inches, unable to fill new capacity this year, the fourth quarter of large-size LCD industry will continue to face the challenge of oversupply.