In the ultra-high-definition panel market, mainland China was a follower, but with the rise of the 8K panel, China is expected to become a leader. The director of Nikkei BP Agency, Asada Kan, pointed out that China was previously a catcher of the LCD panel industry, and now To become a leader, if China is to lead the LCD panel industry, it needs to use its own hands to open up a new world.
Mainland China is a 4K chaser
Over the past five years, 4K panels have become increasingly popular, and shipments have continued to climb. IHS DisplaySearch data shows that only 4 million KTV panel shipments were shipped in 2013. However, as TV brand makers continue to launch new 4K TVs, consumers are educated on television. With the increase in demand for image quality and the substantial growth in the mainland market, 4K panel shipments continue to increase. According to IHS DisplaySearch data, global 4K in 2014, 2K panel shipments have grown nearly seven-fold compared to 2013, reaching 2,000 The scale of 10,000 tablets. In 2017, 4K TV panel shipments reached 92 million. There is also data showing that in 2018, 4K TV panel shipments will exceed 100 million. Among the noteworthy is that Korean panel makers from 2014 Since the beginning of the year, it has been leading the 4K TV panel market, followed by Taiwanese panel makers in China. Mainland China panel makers have been catching up.
At the same time, the penetration rate of 4K panel market is also increasing. Quzhi Consulting data shows that in 2016, 4K panel penetration rate will reach 24.7%. In 2018, 4K LCD TV panel penetration will increase to 44.5%. This speeds up 4K. The popularity of television. According to data from the China Electronics Industry Association, the market penetration rate of 4K TVs in China has increased from 2% in 2013 to 58.8% in 2017. This five-year period is the fastest growing 4K TV 5 year.
Qu Zhi Consulting Li Yaqin pointed out that the 4K panel development speed is too fast, and it has been fully popular in a short period of four or five years. The speed behind this speed is the profit of the industrial chain. The price of a 55-inch 4K panel is nearly 300 US dollars in 2014. However, it dropped to $175 by the second quarter of 2016.
The panel maker's price reduction competition has reduced the price of the whole machine and accelerated the maturity of the 4K TV market. This has slowed the growth of the 4K panel market. Qunzhi Consulting survey data shows that the global 4K LCD TV panel shipments were substantially higher than in 2016. Growth of 70%. By 2017, 4K panel shipment growth was below 50% for the first time. IHS data showed that in 2017, 4K TV panel shipments increased by 46% year-on-year.
However, in order to seek higher profits, panel makers are increasing the output of large-size high-resolution panels. The proportion of 4K in the large-size panel market has been increasing year by year, becoming the main force in the large-size market. According to the IHS Markit report, 2015, UHD products have a 60% share of the 60-inch or larger TV panel market, increased to 85% in 2016, and increased to 96% in 2017. This year, the UHD product share is expected to jump to 99%, and UHD products will Overwhelming share replaces Full HD products.
Liao Wei-lun, head of AUO's product business, pointed out that the global 4K TV penetration rate will increase from 30% in the same period of last year to over 40% in 2018, and the demand for 4K TV panels will also maintain strong momentum in 2018. 4K TV The panel will become the standard for 50-inch and larger TV products.
Positive layout 8K is expected to lead
Unlike 4K panels, Chinese mainland panel makers are expected to become leaders in the 8K industry.
Mainland Chinese panel makers began to actively deploy 8Ks. It is understood that as early as 2013, BOE began the world's first 98-inch 8K ultra-high-definition display; in 2014, it shipped one after another, and together with NHK Multimedia Co., Ltd. in 30 locations throughout Japan. More than 8K photography and broadcast demo tour events became a founding member of Japan's 8K Industry Alliance. In 2015, BOE developed another 110-inch 8K display and 82-inch 8K display. These products have won many international awards; 2016 , BOE has developed the world's thinnest 65-inch 8K display, and in 2017 it has launched 27-inch and 75-inch 8K products. In 2018, BOE will also achieve mass production of 75-inch, 120-Hz 8K products. Huaxing Optoelectronics and Zhongdian Panda Showcasing 8K products on various occasions. In 2017, China Star Optoelectronics exhibited a 65-inch 8K extremely high color gamut surface module and a 65-inch 8K ultra-thin curved surface TV. 2017, CEC Panda launched the world's first 98-inch 8K ultra-high-definition IGZO panel TV.
In the last two to three years, Taiwanese panel makers in China, Japanese panel makers and South Korean panel makers are also accelerating the layout of 8K panel products. It is understood that Innolux launched the first 8K LCD TV display (60Hz, 65 inches) in the fourth quarter of last year. Will supply Sharp TV and mainland China TV brands. In the meantime, Sharp will also mass-produce the first 70-inch 8K LCD TV in the fourth quarter of 2017 to support the Sharp TV brand. This year, Samsung and Sony will consume almost all of them. From Innolux, AUO and Samsung Display's 120Hz 8K panels. As a differentiated layout, LG Display will likely focus on the development of 8K OLED panels.
8K became a hot word in 2018. Many of them considered 2018 as the first year of the 8K television industry. Ricky Park, director of IHS Markit, pointed out: 'Panel makers are willing to provide higher resolution differentiated products and use high-end products. Products improve profitability. 2018 will be the first year of 8K television.
According to IHS Markit's long-term demand forecast tracking report, it is expected that 8K will occupy 1% of the 60-inch and above panel market by 2018, and will reach 9% by 2020. Quzhi Consulting expects to start 8K TV in the first year of development in 2018. And it is expected to accelerate penetration after 2019. It is estimated that the shipment of 8K panels will reach 9 million units in 2022, and the penetration rate will increase to 3.5%. Chen Rengui, senior vice president of BOE, estimates that by 2022, at 65 inches and above In size TV, 8K penetration rate will exceed 20%.
The 8K and 65 inches above the size of the segment panel is closely linked. Ya-Qin Li pointed out that the 8K main application is in the 65-inch size segment, 65-inch is 8K entry-level products, 10.5 generation line economic cutting 65-inch panel has an advantage. Chinese mainland panel makers are not only synchronizing with the world in 8K technology, but are also the first to lay out 10.5-generation LCD panel production lines, which will gain initiative in the 8K market. Liang Qingxin, executive vice chairman and secretary-general of the Liquid Crystal Branch of China Opto-Electronics Industry Association pointed out that at 10.5 Prior to the launch, the Chinese mainland panel makers had been following, but since BOE made the decisive first investment in the 10.5 generation line, Huaxing Optoelectronics has also followed the 11th generation line, and China has occupied a major position in the global large-size panel pattern.
Liang Qingxin suggested that the Chinese mainland panel makers must do something and do something wrong. For example, Chinese mainland panel makers will form advantages on large-size panels. Samsung did not invest in ultra-high-generation LCD panel production lines. Chinese mainland panel makers want to use Its strengths compete with Samsung's weaknesses, and it has made it difficult for Samsung to regain this size in the large-size market. Prior to this, Sharp suddenly stopped supplying TV panels to Samsung and caused Samsung to stalemate. LG Display seeks help.
However, the 8K industry chain is very long, including chips, display panels, video production equipment, storage equipment, network transmission equipment, terminal equipment, etc. If any part of the 8K industry chain is not fully developed, it will limit the growth of the 8K market. 2018 The gestation period of the 8K market from year to year 2020 is full of uncertainties. For example, the 8K panel yield is still climbing, the production capacity is not large, and T-Con and driver ICs are not yet in mass production. With the development of 8K. If mainland China is to lead the industry in the 8K era, it is necessary to open up the 8K industrial ecosystem as soon as possible.
Ouyang Zhongcan, academician of the Chinese Academy of Sciences, believes that the Chinese panel industry is facing new opportunities for development. The mainland panel industry needs to develop along the path of 4K, 8K, and 12K. In 2020, Japan is preparing to use the 8K radio to meet the Olympic Games. In 2022, China also hopes to borrow The Winter Olympics will promote 4K and 8K broadcasting. This is a great opportunity for panel makers. Ouyang Zhongcan said that he has proposed in the two conference proposals that the State Administration of Press, Publication, Radio, Film and Television should open 4K as soon as possible by 2020, 8K. With the popularization of 4K and 8K TVs, we will usher in a large-scale wave of replacements, possibly digesting the production capacity released by the mainland's ultra-high generation line.
It is understood that the Department of Electronic Information of the Ministry of Industry and Information Technology plans to set up the China Ultra-High-Definition Video Industry Alliance to set up an industrial collaborative development service platform and formulate the “Ultra HD Video Industry Development Action Plan (2018-2022).” Guangdong, Beijing will be the first demonstration to take the lead in realizing related The project was launched. BOE joined the Ministry of Industry and Information Technology, the State Administration of Press, Publication, Radio, Film and Television, the Beijing Economic and Information Commission, and advocated the establishment of the Beijing 8K Industry Alliance. The purpose was to open up the whole industry chain of shooting, production, content operation, coding and transmission, and display.