The panel industry that provides displays for televisions, computers, and mobile phones is becoming an important industry for manufacturing in China and has received extensive attention from both domestic and foreign companies. During the recent electronic information exposition held in Shenzhen, participants stated that the mainland is the largest production area for display panels. The status is getting closer and closer. The panel production capacity is expected to become the world's No. 1 in 2019. At present, there are 11 high-level production lines under planning and planning in the world, and 9 of them are from mainland China. This means that the Mainland will dominate the global oversized panels in the future. The Internet of Things, 5G, and artificial intelligence are pushing the entire display industry to a new stage of development.
The “2018 China International Display Industry Conference” recently held in Shenzhen attracted more than 400 delegates from domestic and overseas companies and investment representatives. Experts at the meeting disclosed the latest developments in the global panel market. Among them, the panel industry in the Mainland has achieved a lot. In the current Sino-U.S. trade war, the high-end technology of mainland companies is constrained by US companies. The development of the mainland's panel is indeed encouraging.
Step into high-end manufacturing echelon
In fact, the strategy of creating a strong nation after the two sessions this year has entered a new stage of development. The initiative of the country to promote detachment is now implemented in all sectors. The Internet of Things and artificial intelligence bring new opportunities to the display industry. Ministry of Industry and Information Minister Miao Wei stated that among the four-tier echelon of global manufacturing, China is in the third echelon, which is an ordinary manufacturing industry. The first is the United States. It is an original source of innovation. The second echelon is the high end of Japan and Germany. Manufacturing industry, and China's flat panel display industry has achieved the process from the third to the second.
Wu Shengwu, deputy director of the Department of Electronic Information of the Ministry of Industry and Information Technology, said that several panel lines were put into operation or started construction last year, especially the 10.5/11 generation panel line and several 6th generation AMOLED production lines were started construction, making the mainland the largest production distance from the display panel. The status of the district is getting closer and closer. The production capacity of the mainland panel is expected to become the world's number one in 2019. Flexible screens such as BOE, Huaxing Optoelectronics, Visionox, Tianma and other manufacturers, full-screen, and special-shaped screens have also come out. Domestic high-end screens Rapid progress will be made. In 2018, the mainland will also have a number of OLED panel lines put into operation or expand production, and the global influence will be further enhanced. He predicts that OLED investment in the next three to five years can reach 30 to 50 billion US dollars (about 1,886 Billion to 314.3 billion yuan).
Raw material enterprises speed up the layout
While the display panel continues to make progress, the construction of upstream material projects in the mainland is also one after another, including liquid crystal materials, mask plates, substrate glass, target materials, polarizers, etc. Various raw material companies are accelerating the pace of construction. Quantum dots backlighting , 4K/8K technology TV, full screen, AI mobile phone technology, wearable devices combined with VR / AR technology, a variety of new applications will bring new opportunities for the future terminal display market.
Xu Sheng, Executive Director of the Shenzhen Flat Panel Display Industry Association, said that China's mainland display panel industry has achieved remarkable results and gradually took over LCD's right to speak. It is expected that the proportion of LCD shipments will reach 31% in 2018. With large screens and high-end displays The demand for products has soared. The construction of high-end panels has become a major competitive area for the display industry. Currently, there are 11 high-level production lines under planning and construction in the world, including 9 in mainland China, accounting for more than 80%, which means that future large-size panels , Such as 65吋, 75吋, will be mainly produced in the Mainland.
This year's international capacity accounted for more than 40%
In the AMOLED field, with the active deployment of BOE, China Star Optoelectronics, Tianma, Visionox and other manufacturers, it is expected that the production capacity can be fully released by 2020. At that time, China Mainland will jointly lead the development of the OLED industry with South Korea. Meanwhile, the Mainland The continuous maturity of enterprise manufacturing and the synergies of upstream panel resources have driven the self-sufficiency rate of major display terminals to continue to climb. China will also gradually become a global mobile phone or TV manufacturing center and a brand powerhouse. Peng Xuhui, vice president of Tianma Microelectronics, said that in addition to occupation by mainland manufacturers, In addition to the large-size panel market, the proportion of medium and small-sized panels in the mainland will exceed 40% in the international production capacity this year, which is close to 50%, and it is estimated to be close to 60% in 2020. By then, the mainland panel industry will be able to dominate the world.