According to statistics, global LCD TV shipments reached 210 million units in 2017, down 4.1% from the previous year. Samsung still occupies the No. 1 position in the global LCD TV market, reaching 42.95 million units, down 1%.
In the TV panel market, 2017 TV panel shipment survey report released by WitsView revealed that last year's TV panel shipments rose quarter by quarter, with global shipments of 206.37 million , An annual increase of 1.3%, of which LGD, BOE, a group, Samsung, China Star Optoelectronics, AUO ranked the top six.
LGD: Shipments in 2017 were 50.85 million with an annual decline of 3.9%. Despite a "setback" compared to 2016, the Group still seized the leading position in the panel with greater advantages, of which the shipments of 65-inch panels increased by 38.5% 75-inch is a substantial increase of 132.7%.
BOE: TV panel shipments in 2017 reached 43.81 million, a slight increase of 0.4% .But by the L7-1 Samsung Display (SDC) off the factory, and Fuqing 8.5 generation line capacity in the second quarter of last year, heavy volume, led 43-inch shipments Annual rate of increase of 247.6%, so BOE shipping rankings climbed again for the first time standing on the second highest.
Group record: Shipments in 2017 reached 41.8 million units.Although the 8.6-generation line in the first half of the rate of increase is not as good as expected, the output can not be delayed, in addition to facing the face of sluggish demand caused by the panel price is too high, stocks continue to rise, but benefit Driven by sharp hurricane sharp rise and second half of the panel market price correction, the final difficulty to solve groups, with an annual increase of 0.2%, ranking third.
Samsung monitor: Overall TV panel shipments in 2017 were 39.6 million units, with shipments declining 15.4% last year after the L7-1 plant was shut down. While the shipments dropped by the top three, Samsung monitors, on the one hand, To increase the effective capacity, on the other hand the new investment UHD and large-scale production equipment to improve the gold content of the product.
From the product structure point of view, Samsung monitors UHD is not only the leader, its product penetration rate reached 54.6%, but also large-size representatives of 55, 65 and 75 inches, of which 65-inch market share as high as 36.3% Clearly opened the distance with competitors.
Huaxing Optical: Total TV panel shipments in 2017 reached 38.64 million, a year-on-year increase of 16.8%. Shipments soared as the second phase of the second-generation 8.5-generation expansion capacity expanded to 140K. Due to the capacity expansion 55-inch-based, single-size shipments increased by 19.4%, while helping to increase the shipping area of 19.6%, the area for the six panel makers in the crown.
AUO: In 2017, the shipment of TV panels reached 27.21 million pieces, down 0.1% year-on-year. Although there was no new production capacity last year, it continued to increase the proportion of large size through the product mix adjustment, making AUO still have 5.1% Growth.In addition, to increase the proportion of UHD products is also one of last year's development priorities, the overall penetration rate has reached 44%, second only to two Korean factories.
Looking to 2018, WJV's research manager, Hu Ka-rong, pointed out that in 2018, panel makers continued to increase their revenue and profit by increasing the size and proportion of UHDs. It is estimated that UHD penetration will increase by 7.4% over the previous year to reach 42%.
In addition, it is estimated that the average size will increase by 1.3 inches and reach 45.8 inches by 2018. The overall TV panel shipments will have the opportunity to set the record second highest in 2018, reaching 269.49 million pieces, an increase of 2.2%.
