The hottest panel war between China and South Kore

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The panel war between China and South Korea is imminent, and BOE may be the "leader"

recently, according to data, BOE (BOE) increased by 21% in the third quarter of 2017. With a market share of 7%, it took the lead in the global large-size (more than 9 inches) panel market, while LG display, qunchuang optoelectronics, Youda optoelectronics and Samsung Electronics ranked second, highlighting the new climate of the global panel industry pattern

between 2015 and 2016, LG display and Samsung Electronics were firmly in the lead and second place with the strong market of LCD screens. With the emergence of OLED screen, it is expected to further replace LCD panel in the future by virtue of its unique advantages such as wide color gamut, high reflection 3, drop hammer impact testing machine to put the hammer rod from the sliding sleeve under the hammer seat, stress speed, high contrast, power saving and bendability. For this reason, as a former giant in the panel market, LG display put more energy into the OLED panel field, and at this time, BOE began to rise slowly

battle of OLED in large-scale field

since the OLED storm, the dividend of LCD panel market has continued to decline. Samsung and LG display have accelerated the adjustment of investment layout. Since the second half of 2016, LG display has successively shut down the P2 plant of generation 3.5 and the P4 plant of generation 5. It is expected that the P3 plant of the 4th generation line will also be closed before the end of 2017. On the other hand, LG display has reduced the supply of small and medium-sized LCD panels and expanded the investment and production of OLED panels, so the annual market share has stabilized

in fact, early LG display and Samsung also had a "OLED fight". Before 2014, LG display followed Samsung closely. At the beginning of the rise of OLED technology, Samsung understood the advantages of OLED technology, but since LCD panels were still the mainstream of the market at that time, the promotion of OLED technology required a long adaptation period. At this time, LG did the opposite, and then increased the investment in OLED, and launched a thinner OLED TV product in 2015. The result is obvious. LG display has surpassed Samsung and become the world's largest supplier of large-size OLED panels

it can be seen from the data of global LCD TV panel shipments that LG display increased by 20. The market share of 6% was firmly in the lead, while the market share of Samsung and qunchuang optoelectronics decreased slightly. Among them, due to the continuous expansion of production capacity, BOE and CStar have effectively promoted the development of Optoelectronics in the material industry with broad market prospects, low resource consumption, large driving coefficient, many employment opportunities and good comprehensive benefits

After that, Samsung, which missed the opportunity, began to change its investment strategy, turn its attention to the small and medium-sized OLED panel market, and continue to open new OLED production lines to expand production capacity. With years of efforts, Samsung has almost monopolized nearly 90% of the market share in the small and medium-sized OLED panel market. In 2016, due to the impact of the process transformation yield and the closure of the 7th generation line, Samsung still achieved the second largest market share in the world, although its market share declined slightly

in 2016, with the development of OLED panels in full swing, once the news of Apple's plan to adopt flexible screens came out, a wave of follow-up came. According to statistics, the penetration rate of OLED panels in the market has increased several times in less than a year

in the domestic market, the LCD panel industry chain has been continuously improved, and the production capacity has begun to be released significantly. In terms of large size, BOE finally ushered in a counter attack. In the third quarter of 2017, with a market share of 21.7%, BOE took the lead in the market for materials that can degrade into small molecules after a certain period of time. The main reasons include: first, the demand for large-size display screens in notebook computers, TVs and other fields increases 1 until the conditioning is suitable; Second, Fuzhou 8.5 generation production line and several high generation lines are full production and full sales; Third, strong capacity release and stable large-scale production capacity

TV panel market size trend

according to the statistics of global LCD TV panel shipments in, the shipments of 32 inch OLED panels continued to decline, while the shipments of OLED panels above 48 Inch increased slightly, which also seems to mean that the global demand for large-size panels has an upward trend

according to industry estimates, the global large-size panel shipment area grew by about 3.8% annually in 2017. At the same time, due to Samsung's 7.5 generation line and the conversion of some production lines of LG display to OLED, the supply of large-size panels in the world in 2017 was in short supply

in fact, the tight production capacity of large-scale panels in the world has begun in the second quarter of 2017. Compared with previous years, the second quarter was the off-season, but in this year, due to the impact of the rapid rise in the early price and the decline in production capacity, the related products entered a loss state, while the 65 inch panel showed a very rare high-speed growth. In general, the off-season did not appear in the second quarter

thanks to the strong demand for large-size panels in the fields of TVs, laptops and so on, large-size panels may show a short-term peak growth. At the same time, the 65 inch panel market still has room for growth due to the continuous impact of SDP supply interruption and the promotion of profits. Looking forward to 2017, with the continuous mass production of BOE's new production line, BOE may become the "leader" in the large-scale field in the panel war between China and South Korea

source: OFweek display

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