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1, 2020 BOE is expected to surpass the Korean factory, a 65-inch panel shipments champion;
Set micro-grid news, 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 6.4 generations of Xiangyang Rainbow Optoelectronics, and 8.6.6 on behalf of CEC Panda Chengdu Xianxin WitsView said that TV panel prices have been revised by 20-40% in 2017. The decline in the first half of 2018 has been at least slowed down until the first quarter, though WitsView said, The decline in panel prices is bound to drive the promotion of end products. Therefore, the demand for television panels will be hotter than that in 2017, and the overall supply and demand conditions 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%.
2, pass LGD will be available 2016 6.5 inch iPhone OLED orders;
According to foreign media reports, LG Display (LGD) this year will officially become the second supplier of new iPhone OLED panel, although the initial supply is small, but it will end Samsung dominating Apple OLED panel orders situation.
According to ETnews, a Korean technology media, according to the shipment size of the current iPhone X, Apple's LG Display orders will be between 1,500-1,600 million, according to legend, LG Display is actively seeking to increase orders for Apple, showing its own products Quite confident that Samsung feel threatened, the two companies expected the future competition will only increase unabated.
LG Display production capacity is less, Samsung and Display will pass the 6.5-inch version of the iPhone OLED screen orders, the main supplier Samsung Display is also responsible for meeting the 5.8-inch or 6-inch love crazy OLED panel needs.
LG Display's E6 plant will be mass-produced in the second quarter of the first batch of OLED panels, the plant monthly production capacity of OLED panels up to 30,000 units, if the yield and output are 100% estimated monthly production of 5,940,000 6 "OLED panel.
LG Display is already the iPhone's LCD panel supplier As the world's second-largest monitor maker, LG Display is investing in smaller-size OLED screens recently, hoping to catch up with Samsung in this lucrative market.
Samsung currently dominates the small-size OLED panel market and is the exclusive OLED panel supplier to Apple's high-end iPhone.
However, as early as LG Display is expected to become the second supplier of Apple iPhone OLED panels this year, the company is building a production line of small-size flexible OLED screens and will begin volume production later this year.