IDC expects China monitor overall market shipments in 2018 will drop 4.8%, of which independent monitor shipments decreased 8.2%, bundled monitors fell 1.2% .Two major factors continue to affect the independent display market, one is the consumer to buy independent display The demand for Internet access decreased and the Internet cafe market continued to shrink, while the independent monitor shipments in Internet cafes will be reduced by 13.2%, while the bundled monitor market will continue to benefit from the 2018 commercial switchboard demand with a slowdown.
In terms of size, IDC expects the display market in 2018 will account for 44.6% of 23-24 inches and 10.5-27% of 25-27 inches, and the proportion of large to medium size displays will substantially increase, for two main reasons , The first is the home market to large size transfer; the second is the Korean panel factory does not cut 21.5-inch and below the small size, the size of the IPS panel to reduce a large number of display manufacturers can only transfer to 23-27 inches IDC expects, Surface, 2K and eDisplay monitors will grow year by year in 2018, and shipments of 144Ghz and 144x eGrams are projected to increase by 145.6% in 2016 compared to 2016 and 42.6% in 2018. Development Promotes product replacement in the home market and cybercafe market, but the growth rate will still be hindered due to the high price of the goggles display. The 2K display market is expected to increase by 18% in 2017 and is expected to grow by 11.5% in 2018; 4K Market 2017 An increase of 18.1%. It is estimated that the annual growth will be 7% in 2018. The main driving force for growth will come from the upgrading of consumption, and the online pipeline will become the main force of purchase.
In addition, IDC expects monitor panel prices will slightly back month by month in 2018, driving display prices slightly lower, but the panel prices are still expected to be at a historically high position to limit manufacturers price war space.In addition, South Korean panel makers no longer supply 21.5-inch and below the impact of small size panels, small-size display prices will be particularly limited.
IDC also forecasts that the domestic market monitor market will show a trend of "one drop and one increase" in 2018, that is, the shipments will decrease by 8.6% annually, but the preference for high-end products will rise. In 2018, Will slow down, is expected to shipments decreased by 13.2%, while in the cybercafe restructuring reshuffle, more cybercafé owners will take the occasion of the development of e-sports, to seek transformation and upgrading, resulting in curved screen and other products new demand.
IDC pointed out that the commercial market will become the focus of competition in the display market in 2018; mainly due to the slump in the online coffee market, shipments of commercial displays in China will decrease by 2.6% annually in 2017; excluding the online coffee part, the commercial market will increase by 4.2 %. IDC also estimates that e-commerce stand alone monitor shipments are expected to increase 9% YoY in 2017, accounting for 35% market share in the independent monitor market. It is estimated that the e-pipe pipeline shipments in the Chinese monitor market will increase by 6.7% in 2018.
Wang Yinling, a senior analyst at IDC in China, suggests that there will be a tendency toward homogeneity in the Chinese display market by 2018, and that competitive differentiation will be imperative. The commercial market will be the focus of China's display market in 2018, with the government, education, transportation and service industries Will support the development of the commercial market, the key.And in the home market, manufacturers should put medium and large size, focusing on high-resolution and gaming products.