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. Nikkei BP Director Akihiro Asami pointed out that China was previously a catcher of the LCD panel industry, and now To be 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 show that in 2013, global shipments of 4K panels were only 3.1 million. However, with the continued launch of 4K TV new products by TV brand factories, consumers are educated. The increase in demand for picture quality in TV size enlargement and the significant growth in the Chinese mainland market have driven up shipments of 4K panels. According to IHS DisplaySearch data, global 4K in 2014, 2K panel shipments have grown by nearly seven times compared to 2013. Achieve a scale of 20 million pieces.
In 2017, shipments of 4K TV panels reached 92 million. There are also data showing that in 2018, shipments of 4K TV panels will exceed 100 million. Among them, it is worth noting that Korean panel makers have been leading since 2014. In the 4K TV panel market, Taiwanese panel makers in China followed, and Chinese panel makers continued to catch 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 the China Electronics Video Industry Association, the market penetration rate of 4K TVs in China has increased from 2% in 2013 to 58.8% in 2017. This 5 years is the fastest growth rate of 4K TVs. 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 in 2016 were substantially higher than the same period last year. 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, increasing to 85% in 2016 and 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 in 2018 the global 4K TV penetration rate will increase from 30% in the same period last year to more than 40%, 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 be leaders in the 8K industry.
Mainland Chinese panel companies started to actively deploy 8K. It is understood that as early as 2013, BOE made the world's first 98-inch 8K ultra-high-definition display; in 2014, it shipped one after another, and jointly NHK Multimedia Co., Ltd. launched 30 locations across Japan. More than 8K photography and broadcast demonstration tour activities became a founding member of Japan's 8K Industry Alliance; in 2015, BOE developed a 110-inch 8K display and an 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 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 China 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 past two to three years, Taiwanese panel makers in China, Japanese panel makers and South Korean panel makers have also accelerated 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. The company will supply Sharp TV and mainland China TV brands. At the same time, 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 developing 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 in 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 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 take the 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 Mainland China has occupied a major position in the global large-size panel layout.
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-sized 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, making it difficult for Samsung to regain this size in the large-size market. Before, abruptly stopping Sharp from supplying TV panels to Samsung has 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 faces 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 before 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 first demonstrate and 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, Beijing Economic and Information Commission, and advocated the establishment of the Beijing 8K Industrial Alliance. The purpose was to open up the whole industry chain of shooting, production, content operation, coding and transmission, and display.