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Company News >> There is no limit to the production capacity of the panel. 14th,Jan,2019
                                          In the past, the panel was hailed as the sunset industry. In this regard, the International Data Information Corporation (IDC) said that it is still quite optimistic about the development of the panel industry. This industry continues to improve both in terms of production capacity and product technology.

Chen Jianzhu, an analyst with IDC's global hardware assembly research team, pointed out that as new capacity continues to be cast, it is not difficult to see that there is no limit to the panel industry's production capacity.

“The current capacity of the panel industry can increase by 6. New York's Central Park area on average.” 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) The closure of the L6 and L7-1 plants seems to have reduced the capacity of the panels, but there are still new production capacity. The production lines of the 8.5-generation and 8.6-generation plants of the mainland HKC (Huike) and the production lines of the BOE 8.5-generation plant are As well as the 10.5-generation plant of Huaxing Optoelectronics, etc., it is not difficult to see that there is no limit to the production capacity of the panel industry.

Chen Jianzhuo said that it is expected that the capacity growth rate in the next three years will reach the total capacity of SDC (Samsung Display) in 2015. Interestingly, due to the increase in panel production capacity, the annual compound growth rate will reach 7%, and the average panel size will grow by 12 in the next five years. Alas, that is, an increase of more than 2% per year will increase to fully digest these new capacity by 2020. In other words, this panel factory in the performance stage will actively increase the size of the TV screens they produce, and even the LCD panels of other applications.

In terms of industry, due to fierce competition, the 8.5-generation plants of BOE and Huaxing Optoelectronics have successively opened, and their shipment growth rate will gradually increase with the increase of production capacity, which will have a growth rate of more than 30%; Chen Jianzhu It is believed that as the capacity of these manufacturers continues to expand, they will also lead them into the industry leading group, which will effectively drive down the cost of each panel. Under the competitive advantage of these manufacturers, the competitive advantage between industries will become increasingly fierce. .

In the fierce competition of panel factories, smaller and less capital-intensive manufacturers must find another niche market, specializing in laptops or tablet-related panels; while big companies change their business strategies and turn to high quality. For example, in 2016, Samsung Display gradually eliminated the company's existing capacity in LCD and turned to AMOLED panels.

On the other hand, high-definition TV panels, or large-sized panels, will be the focus of the panel makers in 2017, even in the future, in 2020. The reason is that the panel factory wants to get higher profits, and the brand factory also has a larger size. Chen Jianzhu believes that large-size screens will further drive the growth of 4K resolution technology. In the past two years, the annual compound growth rate of 4K UHD has risen sharply, and YOY (annual revenue growth rate) has grown by nearly 50% every year.

Chen Jianzhu also predicted that in 2017, every three TV panels will have a 4K UHD resolution specification.

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