Large generation of new production line yield and capacity to be upgraded | Next year, supply and demand of TV panels tend to be balanced

LCD panel market 2018 will usher in a number of big-generation new product line, in addition to the BOE world's first 10.5-generation line, as well as the 8.6-generation Xiangyang Rainbow Optoelectronics and Chengdu Panda 8.6+ generation line of new production lines put into operation one after another. WitsView said that TV panel prices have been revised by 20-40% in 2017. Although the decline in the first half of 2018 has converged, the slowdown in the first quarter at least remains the pattern of panel decline The demand for TV panels will be hotter than that in 2017. The overall supply and demand situation will also be in balance. The risk of over-supply will mainly fall on 2019.

Wang Jingyi, senior research manager at WitsView, pointed out that the three new production lines will initially only have a small investment and will take time to improve yield and production capacity, contributing only 3% of panel investment in 2018 and 2019 Increase to 6-8%.

And already put into operation on December 20, 2017 BOE Hefei 10.5 on behalf of the line, is expected to mass production in March 2018, the first product will lock the 65-inch UHD 60Hz TV panel, the second is a 75-inch UHD 60Hz TV panel, All large-size TV panels, which will lead to more than 65-inch large-size TV panel war into the white-hot stage.

To 65-inch, for example, the current production line in the 6th generation of glass is a single cut of the number of two cut in the 8.5 on behalf of the production line of each glass mixed cut or single cut number is three cut in the 10.5 generation of single cut number Is eight cut, 65 inch supply will rapidly increase.

WitsView estimates BOE plans to produce more than 2 million 65-inch panels by 2018, but it still needs to see the rate of yield improvement as of 2018. It is expected that the overall supply situation will be less affected by 2018. However, Volume is expected to be raised to 3 million to 4 million, will have a real impact on the market in 2020 BOE is more likely to surpass the Korean factory, a 65-inch panel shipments champion, accounting for 37% market share. In contrast, Taiwan Due to no new plant capacity, 65-inch market share in 2020 will fall to 18%.