1. 2017 global large-size panel revenue reached 63.7 billion US dollars, shipments increased 3.9%;
Weixing News, market research firm IHS Markit statistics point out that in 2017 9-inch large-size panel shipments grew 4%, shipping area increased 6%, while shipments increased by up to 13% .Although the 2017 LCD TV , Monitors and laptops and other end consumer market weak demand, the panel prices, but the overall large-size panel shipments, shipping area, and shipping amount is still paying the growing transcripts.
Robin Wu, an analyst at IHS Markit, said the growth momentum for large-size panels came from the large size and high-end products in 2017. Average shipments increased for all applications and high-end specifications like high resolution, wide viewing angle, narrow bezel and more Shipments of high-specification panels have all risen, while large-size, high-end panels have larger shipments and higher unit shipments. In 2017, large-size panel shipments reached $ 63.7 billion.
Shipments from the number of view, in 2017 more than 9 inches large panel panel shipments of about 95.6 million, an increase of 15.88%, the monitor panel shipments of about 140 million pieces, and the previous year, the laptop panel Shipments of about 180 million, an increase of 7.13%, TV panel shipments of about 265 million, slightly higher than the previous year. The overall large-size panel shipments of about 706 million, an annual growth of 3.9%.
From the shipping area, the TV panel shipments grew 6% last year, accounting for the overall proportion of large-size panel shipments up to 78% .Although the television panel prices fell in the second half of last year, but worship 4K and 55 inches over the large Increased size panel shipments and double-digit growth in TV panel shipments for the full year 2017 TV panel shipments in 4K reached 92 million units in 2017 with an annual growth rate of 46%, reaching the overall TV panel market penetration rate 35%. OLED TV panel shipments reached 1.8 million, an annual growth rate of 102%.
BOE sprang up in 2017 and became the world's largest supplier of large-size panels for the first time. With a market share of 21%, the market share of LGD is about 20% and the Group is ranked third Bit, the market share of about 16% .But the TV panel view, LGD still come out on top, the market share of 19%, BOE ranked second with 17% market share.Korean panel makers locked in large-size, high-end product line To the shipping area, LGD and Samsung are still ranked in the top two markets, the market share was 23%, respectively, 17%.
2. Apple, LG and Valve plans to build VR and AR devices with military mini-panels;
Determine the Emagin OLED, which is invested by Apple, LG and Valve, may be driving deeper virtual reality and augmented reality experience through its OLED mini-panel display technology.
According to the Securities and Exchange Commission January file shows that Emagin OLED manufacturers including Apple, LG and Valve, including the sale of 10 million US dollars in new shares, but also the external note has a number of leading consumer brands signed a strategic cooperation agreement, including Valve to promote the recent virtual reality applications play the main manufacturers, and Apple also came out before this plan to enter the broader virtual reality and augmented reality application market layout, as LG is in the OLED display panel technology is long Time development, perhaps in cooperation with Emagin OLED, will provide a higher quality OLED display panel.
Prior to this, Emagin OLED's products are mainly used in military applications such as thermal imaging cameras and other applications, if the future of Emagin OLED's micro-panel display technology used in general consumer products, is expected to be as a better virtual reality and amplification Environment application.
Earlier there was a lot of news that Apple is preparing to launch a new augmented reality eyewear device, while earlier appeared in the US Patent and Trademark Office files suspected of Apple is about to create the design of augmented reality glasses, it seems possible to use similar Intel concept design Lightweight augmented reality glasses design model