In the first half of 2018, there was no small change in the panel industry. First, panel prices began to become more popular in the first quarter of this year, attracting brands to increase purchases. After the second season, panel makers effectively reduced production capacity and inventory through project methods. According to TrendForce Optoelectronics Research (WitsView), the latest 2018 TV panel shipment survey report showed that the total shipment volume was 136.89 million, an increase of 11%, not only for two consecutive years. The recession has hit a new high in the same period.
WisView research manager Hu Jiaxuan pointed out that with the addition of three new production lines to the market this year, the total production capacity of TV panels will increase by 8.7%. In order to effectively reduce production capacity, product specifications or size upgrades are inevitable.
32吋 China has a special liking
However, it can be seen from the shipment situation in the first half of this year that the Chinese panel factory is still difficult to give up for 32 baht in a short period of time, which not only accounts for 32.4% of the total TV panel shipments, but also increases shipments by 26.2% compared with the same period of last year. Driven by the shipments, although it will help boost the annual TV panel shipments by 5% year-on-year to a record high of 277.1 million, it will also inhibit the average size of this year to grow by only 0.6吋 to 45.2. Inches.
Observing the TV panel shipment ranking in the first half of 2018, BOE officially launched the world's first 10.5 generation line in March this year. The shipment volume of 65吋 in the second quarter increased by 381.8%, and the main 32-inch market in the first quarter. Under the support of the game ahead of the game, the demand was maintained, but after the second season, due to the demand has been advanced, coupled with the new production capacity of the Fuqing 8.5-generation line that was just mass-produced last year, BOE finally found the project model to 32. The 43-inch capacity has helped boost shipments in the first half of the year to 25.26 million, an annual growth of 31.4%. Not only did it squeeze out the first-half shipments of the LG Display station in the first half of the year, but also the best performance among the six TV panel manufacturers. Manufacturer.
LG faces size conversion
It has always been the LG monitor of the TV panel shipments. In order to compete with the large new capacity of the Chinese panel factory, it is necessary to obtain higher turnover and profit from limited capacity, so it is reduced in addition to the 7.5 generation line. 43吋 and increased production by 75吋, while the 8.5th generation line actively expanded 55吋 and 65吋 and reduced the proportion of 49吋, although the size conversion affects LGD shipments in the first half of this year, the annual decline of 4.3% to 24.91 million pieces, but 55吋, 65吋 and 75吋 combined shipments increased by 10.1% annually, and the strategy of displaying size conversion still works.
Group creation shipments hit a month high
Innolux (3481) In the first half of this year, due to weak demand for main sizes of 39.5吋 and 50吋, the inventory level of the panel continued to rise, resulting in a constant monthly shipment performance. Therefore, in May and June, the inventory was also reduced through the project. It drove sales of 5.11 million pieces in June, setting a new monthly high. It also boosted the shipment of TV panels in the first half of the year to 20.83 million, an increase of 2.9%, ranking third.
Huaxing Samsung shipped stable
Huaxing Optoelectronics (CSOT) in March this year due to the first 8.5 generation line (T1) annual maintenance, indirectly affect the production and shipments of the month, but the second 8.5 generation line (T2) second phase of expanded capacity has been last year In the third quarter, it reached full production, driving 55吋 shipments in the first half of this year to grow 12.6% year-on-year. At the same time, the overall shipments reached 12.9292 million, an increase of 6.2%.
Samsung Display (SDC) After the L7-1 shut down, the TV panel shipment strategy has changed from impulse to Poly. SDC simplifies production lines in the past year to increase effective capacity and maximize production, so even In the second quarter of this year, the brand demand weakened, and the L7-2 and L8 were repaired annually. However, the shipments of 55吋 and 65吋 in the first half of the year still grew by 28.9% and 30.3% respectively, and the total shipments reached 19,928,100. Annual increase of 4.7%.
AUO has the most decline
Although AUO has expanded the capacity of 25K glass slabs in the post-8.5 generation line this year, the new capacity will not be available until the second half of this year, and AUO continues to expand the layout of 65-inch and 75-inch high-end large-size products. Erosion of other small and medium-sized production capacity, resulting in a year-on-year decrease of 5.9% in the first half of this year to 12.492 million pieces, the most decline in the six major plants.