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Company News >> TV display market "three legs" OLED and QLED difficult LCD mainstream pattern 19th,July,2018
                                        Looking back at 2017, the growth of the traditional flat-panel TV market is weak. According to the research report of WitsView, the total shipment of LCD TVs in the world in 2017 was 210 million units, a decrease of 4.1% compared with 2016. However, with the continuous improvement of the global economic situation in 2018, coupled with the international events such as the Russian "World Cup" and the PyeongChang Winter Olympics, global TV demand and shipments are expected to pick up, and the growth of shipments and panels Stimulated by factors such as falling prices, the demand for LCD TV panels worldwide will increase slightly by 0.3% in 2018. Among them, the TV display market of 55 and above is continuing to lead the trend of TV big screen, and the market share has jumped from 18% in 2015 to 30% in 2017. In 2018, 55-65-inch TV panels will remain the largest market share in the TV display market, accounting for more than 38%.

To this end, major panel manufacturers have begun to expand the large-size TV panel production line. Overall, the expansion of large-size panel capacity in 2017 is very positive. In addition to BOC's 10.5-generation line, which will be mass-produced in Q18 in 2018, and 8.6-generation and 8.6+ three production lines of CLP Group, Huaxing Optoelectronics, Hon Hai and LGD are also actively deploying 10.5 generation lines, which are expected to be in 2019. Formal mass production, the production capacity and production efficiency of large-screen TV display panels are rising. Affected by this, the global TV panel shipments in 2018 are expected to exceed 261 million units, of which 55-inch, 58-inch and 65-inch panel market share will be increased again to meet the growing demand for large-size TV market.

TV display market "three legs" OLED and QLED difficult LCD mainstream pattern

Jiang Ruifeng, Product Manager, Huaxing Optoelectronic TV Display Division

Jiang Ruifeng, product manager of Huaxing Optoelectronic TV Display Division, told the reporter: "It can be said that there is no shortage of large-size panels in 2017, and there is no shortage of production capacity. Among them, the production capacity of production lines of more than 10 generations is very small, only 3%, so currently The main capacity contribution of the TV panel market is still from 8.x, mainly 8.5 generations, and its production capacity accounts for 58%. In 2015, Taiwanese manufacturers occupied the entire 65-inch process market due to the advantages of the 6-generation line. However, Korean manufacturers later regained the leading position of the 65-inch panel from the Taiwanese manufacturers with the 8.5-generation hybrid cutting method (65-inch + 32-inch). However, with the support of many Chinese companies such as BOE and Huaxing after 2018, The 10.5 generation line will join this battlefield one after another, which will break the current rule of the Korean 8.x generation line. The 10.5 generation line mainly has two key products, one is 65 inches on 8 sides and the other is 6 sides. 75-inch, 95% efficiency in panel efficiency, 63% higher than the current 8.x generation line and even 80% of Sharp's 10th generation line, which will further drive TV LCD panels from 2016 and 2017. The mainstream 55-inch transition to 65-inch.

In the high-end TV display market, OLED and QLED are in full swing. According to statistics, in 2017, the global OLED TV shipments reached 1.5 million units, an increase of 72% compared with 2016. It is expected that the shipments are expected to exceed 2.4 million units in 2018 under the premise of continuous expansion of LGD, and the penetration rate will be the first breakthrough. 1% of the global TV market. In the QLED market dominated by Samsung, although it has formed a certain market size, the total shipments in 2017 will only reach 1.25 million units, which is still inferior to OLED. Although both have already achieved small-scale applications in the TV market, the market share of the two is still relatively small compared to the LCD liquid crystal technology that is both in the high-end and low-end markets.

TV display market "three legs" OLED and QLED difficult LCD mainstream pattern

Li Jun, Marketing Director of Deyuan Innovation Technology Co., Ltd.

From the perspective of market and commercialization, Li Jun, Marketing Director of Deyuan Innovation Technology Co., Ltd. told reporters: "In the short term, especially in 2018, large-size OLEDs are still scarce, so they can still maintain certain competition in the high-end TV market. However, the challenges faced by OLEDs in the TV market are also enormous. First, OLED TV panels are currently only available to LGD suppliers worldwide. Although BOE’s 10.5 generation line is about to enter mass production, it is still difficult to achieve additive effects in the short term. Therefore, many TV brand customers dare not start the OLED panel TV products and market plans. Secondly, the LCD TV price reduction is closely related to the cost of the panel. Therefore, if OLED wants to maintain 240-2.5 million units next year, it must Sacrifice the price of the terminal, but such pressure will be directly fed back to LGD, because customers will ask them to make a price cut on the OLED panel; the third challenge is also the biggest problem, 1.5 million units a year The proportion of shipments in the world is only 0.7%, compared with LCD LCD panel TV, it is still a small profit. The market, therefore, is also likely to be excluded from the entire industry. As another quantum technology QLED TV, the current situation is also the same as OLED, and the second generation of quantum dot TV developed by Samsung ( QDCF), the QD quantum dot material combined with the color film on the current LCD screen, although claiming to reduce the application cost of the entire quantum dot technology, can only be released at the panel end in the second half of 2018. Then the actual mass production of the product may need to wait until the second half of 2019 or around 2020."

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