According to Qunzhi Consulting, global TV panel shipments are expected to reach 261 million units by 2018, but the rapid growth in market demand for large-size panels will lead to an average size increase of 1.7 inches, resulting in a 7.6% increase in demand area. Diversified development, 4K accelerated popularity, 8K usher in the first year, quantum dots, borderless and large-size products usher in rapid growth.
Shipments of 4K TV panels worldwide reached 92 million in 2017 and penetration increased to 35.3% in 2017. Shipment volume of 4K TV panels will reach 116 million in 2018 with a penetration rate of 44.5%. Panels larger than 55 inches The market penetration of 4K panel will more than 90%, the future in 43 inches to 50 inches and other mid-size section of 4K panel penetration rate there is room for improvement. 8K panel makers will compete for the next battlefield, subject to the human eye can recognize, 8K Products are mainly concentrated in 65-inch large size market.
Group consulting is expected to 2018 will launch the first year of 8K television and will accelerate the infiltration after 2019, 822 panel is expected to be shipped in 2022 scale will reach 9 million units, the penetration rate increased to 3.5%. 整机 plant also Active layout, Sharp has released 8K products, Samsung will also promote the 8K TV in 2018. 8K content to increase by 2020 Tokyo Olympic Games will use 8K live content, 2022 Beijing Winter Games also plans to use 8K live broadcast content, international events Adoption will accelerate the distribution of 8K contents in all regions of the world.
The new QD film price will drop about 20% in 2018, with the cost reduction, is expected to stimulate demand for quantum dot TV.In addition to Samsung, the mainland brands TCL and Hisense also actively layout the quantum dot TV .2017 global quantum dot TV The shipments reached 7.3 million units, almost double the number of 2016. In 2018, the brand actively promoted the growth with shipments expected to reach 14.3 million units and the penetration rate to 6%.
Brand companies headed by Samsung in the year 2017 turned conservative for the curved TV strategy, with some brand-new products being the continuation of some of the old product lines and less new product lines by 2018. Estimated shipments of the curved TV panels in 2018 The amount of 900 million units, 9.7% annual reduction, the penetration rate of 3.4%.
Taiwan and South Korea, as well as the mainland panel plant to increase 65-inch and above large-size panel production capacity, 10.5 generation of production line also enhance the supply capacity.Group consulting, 2018 65-inch panel demand will reach 13.6 million units, an annual growth of 22% , Accounting for more than 5% of the market. The demand for oversize panels above 65 inches will reach 4.3 million units, up 14% year-on-year and increasing market share to 1.6%.