In the past, the panel was hailed as a sunset industry by the outside world. In this regard, International Data Information Corporation (IDC) said that it is still very optimistic about the development of the panel industry. This industry, whether in terms of production capacity or product technology, has continued to progress.
Chen Jianzhu, an analyst at IDC's global hardware assembly research team, pointed out that as new production capacity continues to be cast, it is not difficult to see that there is no limit to the production capacity of the panel industry.
"Currently, the capacity of the panel industry can increase by an average of 6.1 New York Central Park area a year." IDC's global hardware assembly research team analyst Chen Jianzhu pointed out that since 2016, the industry's existing capacity has continued to increase, although Samsung (Samsung) L6 With the closure of L7-1, it seems that the existing capacity of the panel has dropped, but there is still new capacity, where the production of the 8.5th and 8.6th generation of HKC (Hui Ke) in mainland China, the production line of the 8.5th generation of BOE, and The continuous opening of Huaxing Optoelectronics' 10.5 generation plants, it is not difficult to see that the production capacity of the panel industry has no limit.
Chen Jianzhu said that the expected capacity growth rate in the next three years can reach the total capacity of SDC (Samsung Display) in 2015; interestingly, due to the increase in panel production capacity, the compound annual growth rate reached 7%, and the average size of the panel must grow by 12 in the next five years Inch, that is, an increase of more than 2 inches per year increases upwards, in order to fully digest these new capacities in 2020. In other words, panel makers at this stage of the performance stage will actively make the TV screen sizes they produce, and even larger LCD panels for other applications.
In terms of industry, due to fierce competition, under the continuous casting of 8.5th generation factories such as BOE and Huaxing Optoelectronics, its shipment growth rate will gradually increase with the increase of production capacity, and there will be a growth rate of more than 30%; Chen Jianzhu It is believed that as the production capacity of these manufacturers continues to expand, it will also lead them into the industry's leading group, and then effectively drive the cost of each panel down. With the improvement of these manufacturers' competitive advantages, the competition between industries has become increasingly fierce. .
Under the fierce competition of panel makers, manufacturers with small scales and relatively insufficient funds must find another niche market and work full-time as laptops or tablet-related panels; while large manufacturers change their business strategies and shift to high quality For example, in 2016, Samsung Display gradually phased out the company’s existing capacity in LCD and developed AMOLED panels.
On the other hand, high-resolution TV panels, or large-size panels, in 2017 and even in the next 2020, will be the focus of panel manufacturers need to add more ink. The reason is that panel makers want to get higher profits, and brand makers also have a larger size demand. Chen Jianzhu believes that large-size screens will further promote the growth of 4K resolution technology. In the past two years, the annual compound growth rate of 4K UHD has risen sharply, and the annual YOY (Annual Revenue Growth Rate) has also grown by nearly 50%.