lcd displays common made in china
In recent time, China domestic companies like BOE have overtaken LCD manufacturers from Korea and Japan. For the first three quarters of 2020, China LCD companies shipped 97.01 million square meters TFT LCD. And China"s LCD display manufacturers expect to grab 70% global LCD panel shipments very soon.
BOE started LCD manufacturing in 1994, and has grown into the largest LCD manufacturers in the world. Who has the 1st generation 10.5 TFT LCD production line. BOE"s LCD products are widely used in areas like TV, monitor, mobile phone, laptop computer etc.
TianMa Microelectronics is a professional LCD and LCM manufacturer. The company owns generation 4.5 TFT LCD production lines, mainly focuses on making medium to small size LCD product. TianMa works on consult, design and manufacturing of LCD display. Its LCDs are used in medical, instrument, telecommunication and auto industries.
TCL CSOT (TCL China Star Optoelectronics Technology Co., Ltd), established in November, 2009. TCL has six LCD panel production lines commissioned, providing panels and modules for TV and mobile products. The products range from large, small & medium display panel and touch modules.
Established in 1996, Topway is a high-tech enterprise specializing in the design and manufacturing of industrial LCD module. Topway"s TFT LCD displays are known worldwide for their flexible use, reliable quality and reliable support. More than 20 years expertise coupled with longevity of LCD modules make Topway a trustworthy partner for decades. CMRC (market research institution belonged to Statistics China before) named Topway one of the top 10 LCD manufactures in China.
The Company engages in the R&D, manufacturing, and sale of LCD panels. It offers LCD panels for notebook computers, desktop computer monitors, LCD TV sets, vehicle-mounted IPC, consumer electronics products, mobile devices, tablet PCs, desktop PCs, and industrial displays.
Founded in 2008,Yunnan OLiGHTEK Opto-Electronic Technology Co.,Ltd. dedicated themselves to developing high definition AMOLED (Active Matrix-Organic Light Emitting Diode) technology and micro-displays.
Over the years, with the wider and wider application of LCD screens, more and more brand products have been favored by the people. Together, more and more LCD manufacturers have emerged. Of course, the most popular brands in China are BOE, INNOLUX, CHIMEI, AUO, CSOT, etc. So, Which is the best brand of
It is better to say who is more professional than good or bad. In fact, the above mentioned LCD screen manufacturers are very professional, and the quality is guaranteed. But the most popular must be BOE and INNOLUX, these two panel manufacturers are also obvious to all. They all have multiple distributors, but not every distributor has the best size and price.
SZ XIANHENG TECHNOLOGY CO., LTD. is the agent of AUO, BOE, INNOLUX, SHARP, IVO and Mitsubishi, and other domestic and foreign well-known brands of small and medium-sized LCD display; specializing in customized production of touch screen display, LCD and industrial touch display and other high-tech products. According to the needs of customers, we can provide various LCD products: high-brightness LCD screen, LCD driver board, touch screen, booster board, all kinds of LCD special wires, etc. to produce industrial displays.
What brand of LCD screen is good? If you choose BOE, INNOLUX, CHIMEI, AUO or CSOT, you can buy them from us. 18.5 inch LCD screen, 21.5 inch LCD screen and other small and medium size, our price is the lowest in the industry.
China is the leader in producing LCD display panels, with a forecast capacity share of 56 percent in 2020. China"s share is expected to increase in the coming years, stabilizing at 69 percent from 2023 onwards.Read moreLCD panel production capacity share from 2016 to 2025, by countryCharacteristicChinaJapanSouth KoreaTaiwan-----
DSCC. (June 8, 2020). LCD panel production capacity share from 2016 to 2025, by country [Graph]. In Statista. Retrieved January 05, 2023, from https://www.statista.com/statistics/1056470/lcd-panel-production-capacity-country/
DSCC. "LCD panel production capacity share from 2016 to 2025, by country." Chart. June 8, 2020. Statista. Accessed January 05, 2023. https://www.statista.com/statistics/1056470/lcd-panel-production-capacity-country/
DSCC. (2020). LCD panel production capacity share from 2016 to 2025, by country. Statista. Statista Inc.. Accessed: January 05, 2023. https://www.statista.com/statistics/1056470/lcd-panel-production-capacity-country/
DSCC. "Lcd Panel Production Capacity Share from 2016 to 2025, by Country." Statista, Statista Inc., 8 Jun 2020, https://www.statista.com/statistics/1056470/lcd-panel-production-capacity-country/
DSCC, LCD panel production capacity share from 2016 to 2025, by country Statista, https://www.statista.com/statistics/1056470/lcd-panel-production-capacity-country/ (last visited January 05, 2023)
The byeongpung (Korean: 병풍; "Folding screen") became significant during the period of Unified Silla (668–935).byeongpung were as decoration, as room dividers, or to block wind caused by draft from the Ondol heated floors which were common across Korea.byeongpung screens known as throne room of some Joseon kings, placed immediately behind the throne. Several examples of irworobongdo can be seen across palaces in Korea such as at Gyeongbok Palace, Changdeok Palace and Changgyeonggung.
They filed a Swiss patent for the idea on Dec. 4, 1970. Though it attracted scant attention at the time, the milestone now stands as the birthdate of the liquid crystal display (LCD) – the technological platform which has transformed consumer electronics and presented a brilliant new way to view the world.
Early LCD developers took a few years to figure out that specialty glass, not plastic, was the best stable substrate for the delicate LCD circuitry and the color backplane component. Once they did, they turned increasingly to Corning to supply them with extraordinarily stable, flat, fusion-formed glass, able to preserve the critical properties of the liquid crystal and withstand high processing temperatures.
And LCDs rapidly transformed from “passive matrix” models, mostly used in pocket calculators and digital watches, to “active matrix” LCDs in which each sub-pixel was controlled with an isolated thin-film transistor. AMLCDs enabled wide viewing angles; brilliant, fast-moving images; and high-resolution images that had never been possible before.
Corning Incorporated was a critical player in this development, and eventually became the world’s leading supplier of LCD glass substrates. And Corning® EAGLE XG® Glass, the world’s first LCD substrate with no arsenic or other heavy metals, went on to exceed sales of 25 billion square feet, making it one of the most successful products in Corning’s history.
► When the leading Korean players Samsung Display and LG Display exit LCD production, BOE will be the most significant player in the LCD market. Though OLED can replace the LCD, it will take years for it to be fully replaced.
When mainstream consumer electronics brands choose their device panels, the top three choices are Samsung Display, LG Display (LGD) and BOE (000725:SZ) – the first two from Korea and the third from China. From liquid-crystal displays (LCD) to active-matrix organic light-emitting diode (AMOLED), display panel technology has been upgrading with bigger screen products.
From the early 1990s, LCDs appeared and replaced cathode-ray tube (CRT) screens, which enabled lighter and thinner display devices. Japanese electronics companies like JDI pioneered the panel technology upgrade while Samsung Display and LGD were nobodies in the field. Every technology upgrade or revolution is a chance for new players to disrupt the old paradigm.
LCD panel makers have been striving to realize bigger-size products in the past four decades. The technology breakthrough of Gen 5 in 2002 made big-screen LCD TV available and it sent Samsung Display and LGD to the front row, squeezing the market share of Japanese panel makers.
The throne chair of LCD passed from Japanese companies to Korean enterprises – and now Chinese players are clinching it, replacing the Koreans. After twenty years of development, Chinese panel makers have mastered LCD panel technology and actively engage in large panel R&D projects. Mass production created a supply surplus that led to drops in LCD price. In May 2020, Samsung Display announced that it would shut down all LCD fabs in China and Korea but concentrate on quantum dot LCD (Samsung calls it QLED) production; LGD stated that it would close LCD TV panel fabs in Korea and focus on organic LED (OLED). Their retreats left BOE and China Stars to digest the LCD market share.
Consumer preference has been changing during the Korean fab"s recession: Bigger-or-not is fine but better image quality ranks first. While LCD needs the backlight to show colors and substrates for the liquid crystal layer, OLED enables lighter and flexible screens (curvy or foldable), higher resolution and improved color display. It itself can emit lights – no backlight or liquid layer is needed. With the above advantages, OLED has been replacing the less-profitable LCD screens.
Presently, Chinese panel fabs are investing heavily in OLED production while betting on QLED. BOE has four Gen 6 OLED product lines, four Gen 8.5 and one Gen 10.5 LCD lines; China Star, controlled by the major appliance titan TCL, has invested two Gen 6 OLED fabs and four large-size LCD product lines.
Remembering the last "regime change" that occurred in 2005 when Korean fabs overtook Japanese" place in the LCD market, the new phase of panel technology changed the outlook of the industry. Now, OLED or QLED could mark the perfect time for us to expect landscape change.
After Samsung Display and LGD ceding from LCD TV productions, the vacant market share will be digested by BOE, China Star and other LCD makers. Indeed, OLED and QLED have the potential to take over the LCD market in the future, but the process may take more than a decade. Korean companies took ten years from panel fab"s research on OLED to mass production of small- and medium-size OLED electronics. Yet, LCD screen cell phones are still available in the market.
LCD will not disappear until OLED/QLED"s cost control can compete with it. The low- to middle-end panel market still prefers cheap LCD devices and consumers are satisfied with LCD products – thicker but cheaper. BOE has been the largest TV panel maker since 2019. As estimated by Informa, BOE and China Star will hold a duopoly on the flat panel display market.
BOE"s performance seems to have ridden on a roller coaster ride in the past several years. Large-size panel mass production like Gen 8.5 and Gen 10.5 fabs helped BOE recognize the first place in production volume. On the other side, expanded large-size panel factories and expenses of OLED product lines are costly: BOE planned to spend CNY 176.24 billion (USD 25.92 billion) – more than Tibet"s 2019 GDP CNY 169.78 billion – on Chengdu and Mianyang"s Gen 6 AMOLED lines and Hefei and Wuhan"s Gen 10.5 LCD lines.
The change in TV sales responded to a lifestyle change since the 4G era: people are getting more and more used to enjoy streaming services on portable devices like tablets and smartphones. The ‘disappearing living room" is a phenomenon common for the young generation in Chinese tier-1 cities.
According to China business and technology reporter Chang Che, China has 14 “crackdowns” simultaneously underway on business sectors and individuals at the time of this writing. Many — though not all — of the crackdowns fall under the umbrella of the concept of “common prosperity.” President Xi Jinping highlighted this concept during his comments to the Chinese Communist Party Central Committee for Financial and Economic Affairs on August 17, suggesting that “common prosperity” is a fundamental requirement of socialism and is necessary to balance growth and financial stability. Following its meeting, the committee called for “reasonably adjusting excess incomes” and encouraging high-income individuals and businesses to “give back more to society.”
The concept of “common prosperity” has deep roots in the Chinese Communist Party. Party mouthpiece People’s Daily first used the term in a headline on December 12, 1953, as part of an effort to bolster the case for socialism over capitalism. Capitalism, the newspaper warned, would allow a few to get rich while the vast majority of people remained poor.
As China Media Project Director David Bandurski has chronicled, under former paramount leader Deng Xiaoping, China’s propagandists turned the argument on its head, suggesting instead that “allowing some peasants to get rich first is a practical policy to achieve common prosperity.” They suggested it would be better to allow some to get rich first and then pull others up behind them.
Perhaps recognizing this dynamic, senior Chinese officials have sought in recent days to reframe the narrative around China’s regulatory tightening and “common prosperity.” The state-run Economic Daily published an op-ed on August 20 suggesting that recent regulatory actions and the ensuing market sell-off were a short-term cost for healthy long-term growth. A senior economic official, Han Wenxiu, built on this theme at a briefing in Beijing on August 26, when he explained, “Common prosperity means doing a proper job of expanding the pie and dividing the pie… We will not ‘kill the rich to help the poor.’”
In case Han’s message did not come through clearly for Western observers, Chinese state media outlet Xinhua published an English-language explainer article on “common prosperity” the same day. In the piece, Xinhua explained, “Common prosperity is an essential requirement of socialism… Common prosperity is not egalitarianism. It is by no means robbing the rich to help the poor as misinterpreted by some Western media.”
Broken screen replacement service is provided from thousands of repairs stores and phone parts wholesalers worldwide, iPhone of which are mostly engaged in. So how to purchase reliable LCD screens among so many quality grades from China suppliers? Let me firstly elaborate on the quality grades of the iPhone LCD digitizer assembly that most repair stores and traders used to replace the broken ones.
According to the investigation, 90% of the Chinese iPhone LCD screen suppliers are found selling third-party manufactured screens and seldom sell genuine original LCD screens. Therefore, if your phone screen is broken, there would be a high chance for your screen to be replaced with a non-original one. Why? Maybe the cost and quality are relatively competitive, so why not?
As known, Foxconn is authorized to assemble iPhone, so there are some original iPhone LCD screens leaked from the assemble factory. And there are brought out from the factory for replacement. However the price is definitely high and still, some people care more about the quality of the screen than how much they cost, so for this group of customers, the Original Quality of LCD digitizer assemblies are preferred.
For some LCD digitizers, the LCDs are still working while the front glasses are broken, which can be recycled. Some factories recycled these broken screens by removing the broken front glass and attach a new one, then the LCD digitizer assembly would be new again, which is what called refurbished. Brand new original LCD screens are limited, and the refurbished ones can replenish the shortage of the new original LCD digitizer assemblies, for their quality would be more stable than the third-party manufactured.
Some Chinese factories purchase the original single LCD display, not compete LCD screen from the original factory, and then attach high copy front glass, backlight, etc, materials into a complete LCD screen, which quality is not stable and the display color is slightly different from the ones with high copy backlight. Well, their price would be cheaper and loved by many repair shops and wholesalers.
Under the shortage of original LCD screens, many Chinese factories begin to produce the high copy LCD screen. The stock and supply are getting less and less since about 2015, which leads the price goes higher and higher. Therefore the Chinese manufacturer starts to produce LCD screens with high copy raw materials. With competitive prices and good quality that meet most iPhone users’ needs, they are also popular among many wholesalers and repair shops.
With the premium quality of LCD and OLED screens tested strictly, we’ve helped many clients enlarge their markets worldwide. If you wholesale the LCD digitizer assembly or retail them in your repair shop, more information and sample are supported for your reference, please do not hesitate to contact us or leave your comment to discuss more.
Planar® CarbonLight™ VX Series is comprised of carbon fiber-framed indoor LED video wall and floor displays with exceptional on-camera visual properties and deployment versatility, available in 1.9 and 2.6mm pixel pitch (wall) and 2.6mm (floor).
From cinema content to motion-based digital art, Planar® Luxe MicroLED Displays offer a way to enrich distinctive spaces. HDR support and superior dynamic range create vibrant, high-resolution canvases for creative expression and entertainment. Leading-edge MicroLED technology, design adaptability and the slimmest profiles ensure they seamlessly integrate with architectural elements and complement interior décor.
From cinema content to motion-based digital art, Planar® Luxe Displays offer a way to enrich distinctive spaces. These professional-grade displays provide vibrant, high-resolution canvases for creative expression and entertainment. Leading-edge technology, design adaptability and the slimmest profiles ensure they seamlessly integrate with architectural elements and complement interior decor.
From cinema content to motion-based digital art, Planar® Luxe MicroLED Displays offer a way to enrich distinctive spaces. HDR support and superior dynamic range create vibrant, high-resolution canvases for creative expression and entertainment. Leading-edge MicroLED technology, design adaptability and the slimmest profiles ensure they seamlessly integrate with architectural elements and complement interior décor.
Planar® CarbonLight™ VX Series is comprised of carbon fiber-framed indoor LED video wall and floor displays with exceptional on-camera visual properties and deployment versatility, available in 1.9 and 2.6mm pixel pitch (wall) and 2.6mm (floor).
Carbon fiber-framed indoor LED video wall and floor displays with exceptional on-camera visual properties and deployment versatility for various installations including virtual production and extended reality.
a line of extreme and ultra-narrow bezel LCD displays that provides a video wall solution for demanding requirements of 24x7 mission-critical applications and high ambient light environments
Since 1983, Planar display solutions have benefitted countless organizations in every application. Planar displays are usually front and center, dutifully delivering the visual experiences and critical information customers need, with proven technology that is built to withstand the rigors of constant use.
They filed a Swiss patent for the idea on Dec. 4, 1970. Though it attracted scant attention at the time, the milestone now stands as the birthdate of the liquid crystal display (LCD) – the technological platform which has transformed consumer electronics and presented a brilliant new way to view the world.
Early LCD developers took a few years to figure out that specialty glass, not plastic, was the best stable substrate for the delicate LCD circuitry and the color backplane component. Once they did, they turned increasingly to Corning to supply them with extraordinarily stable, flat, fusion-formed glass, able to preserve the critical properties of the liquid crystal and withstand high processing temperatures.
And LCDs rapidly transformed from “passive matrix” models, mostly used in pocket calculators and digital watches, to “active matrix” LCDs in which each sub-pixel was controlled with an isolated thin-film transistor. AMLCDs enabled wide viewing angles; brilliant, fast-moving images; and high-resolution images that had never been possible before.
Corning Incorporated was a critical player in this development, and eventually became the world’s leading supplier of LCD glass substrates. And Corning® EAGLE XG® Glass, the world’s first LCD substrate with no arsenic or other heavy metals, went on to exceed sales of 25 billion square feet, making it one of the most successful products in Corning’s history.
Broken screen replacement service is provided from thousands of repairs stores and phone parts wholesalers worldwide, iPhone of which are mostly engaged in. So how to purchase reliable LCD screens among so many quality grades from China suppliers? Let me firstly elaborate on the quality grades of the iPhone LCD digitizer assembly that most repair stores and traders used to replace the broken ones.
According to the investigation, 90% of the Chinese iPhone LCD screen suppliers are found selling third-party manufactured screens and seldom sell genuine original LCD screens. Therefore, if your phone screen is broken, there would be a high chance for your screen to be replaced with a non-original one. Why? Maybe the cost and quality are relatively competitive, so why not?
As known, Foxconn is authorized to assemble iPhone, so there are some original iPhone LCD screens leaked from the assemble factory. And there are brought out from the factory for replacement. However the price is definitely high and still, some people care more about the quality of the screen than how much they cost, so for this group of customers, the Original Quality of LCD digitizer assemblies are preferred.
For some LCD digitizers, the LCDs are still working while the front glasses are broken, which can be recycled. Some factories recycled these broken screens by removing the broken front glass and attach a new one, then the LCD digitizer assembly would be new again, which is what called refurbished. Brand new original LCD screens are limited, and the refurbished ones can replenish the shortage of the new original LCD digitizer assemblies, for their quality would be more stable than the third-party manufactured.
Some Chinese factories purchase the original single LCD display, not compete LCD screen from the original factory, and then attach high copy front glass, backlight, etc, materials into a complete LCD screen, which quality is not stable and the display color is slightly different from the ones with high copy backlight. Well, their price would be cheaper and loved by many repair shops and wholesalers.
Under the shortage of original LCD screens, many Chinese factories begin to produce the high copy LCD screen. The stock and supply are getting less and less since about 2015, which leads the price goes higher and higher. Therefore the Chinese manufacturer starts to produce LCD screens with high copy raw materials. With competitive prices and good quality that meet most iPhone users’ needs, they are also popular among many wholesalers and repair shops.
With the premium quality of LCD and OLED screens tested strictly, we’ve helped many clients enlarge their markets worldwide. If you wholesale the LCD digitizer assembly or retail them in your repair shop, more information and sample are supported for your reference, please do not hesitate to contact us or leave your comment to discuss more.
Samsung Display will stop producing LCD panels by the end of the year. The display maker currently runs two LCD production lines in South Korea and two in China, according to Reuters. Samsung tells The Verge that the decision will accelerate the company’s move towards quantum dot displays, while ZDNetreports that its future quantum dot TVs will use OLED rather than LCD panels.
The decision comes as LCD panel prices are said to be falling worldwide. Last year, Nikkei reported that Chinese competitors are ramping up production of LCD screens, even as demand for TVs weakens globally. Samsung Display isn’t the only manufacturer to have closed down LCD production lines. LG Display announced it would be ending LCD production in South Korea by the end of the 2020 as well.
Last October Samsung Display announced a five-year 13.1 trillion won (around $10.7 billion) investment in quantum dot technology for its upcoming TVs, as it shifts production away from LCDs. However, Samsung’s existing quantum dot or QLED TVs still use LCD panels behind their quantum dot layer. Samsung is also working on developing self-emissive quantum-dot diodes, which would remove the need for a separate layer.
Although Samsung Display says that it will be able to continue supplying its existing LCD orders through the end of the year, there are questions about what Samsung Electronics, the largest TV manufacturer in the world, will use in its LCD TVs going forward. Samsung told The Vergethat it does not expect the shutdown to affect its LCD-based QLED TV lineup. So for the near-term, nothing changes.
One alternative is that Samsung buys its LCD panels from suppliers like TCL-owned CSOT and AUO, which already supply panels for Samsung TVs. Last year The Elec reported that Samsung could close all its South Korean LCD production lines, and make up the difference with panels bought from Chinese manufacturers like CSOT, which Samsung Display has invested in.
Liquid Crystal Display (LCD) screens are a staple in the digital display marketplace and are used in display applications across every industry. With every display application presenting a unique set of requirements, the selection of specialized LCDs has grown to meet these demands.
LCD screens can be grouped into three categories: TN (twisted nematic), IPS (in-plane switching), and VA (Vertical Alignment). Each of these screen types has its own unique qualities, almost all of them having to do with how images appear across the various screen types.
This technology consists of nematic liquid crystal sandwiched between two plates of glass. When power is applied to the electrodes, the liquid crystals twist 90°. TN (Twisted Nematic) LCDs are the most common LCD screen type. They offer full-color images, and moderate viewing angles.
TN LCDs maintain a dedicated user base despite other screen types growing in popularity due to some unique key features that TN display offer. For one,
VA, also known as Multi-Domain Vertical Alignment (MVA) dislays offer features found in both TN and IPS screens. The Pixels in VA displays align vertically to the glass substrate when voltage is applied, allowing light to pass through.
Displays with VA screens deliver wide viewing angles, high contrast, and good color reproduction. They maintain high response rates similar to TN TFTs but may not reach the same sunlight readable brightness levels as comparable TN or IPS LCDs. VA displays are generally best for applications that need to be viewed from multiple angles, like digital signage in a commercial setting.
IPS displays offer a slightly lower refresh rate than TN displays. Remember that the time for pixels to go from inactive to active is measured in milliseconds. So for most users, the difference in refresh rates will go unnoticed.
Based on current trends, IPS and TN screen types will be expected to remain the dominant formats for some time. As human interface display technology advances and new product designs are developed, customers will likely choose IPS LCDs to replace the similarly priced TN LCDs for their new projects.
► When the leading Korean players Samsung Display and LG Display exit LCD production, BOE will be the most significant player in the LCD market. Though OLED can replace the LCD, it will take years for it to be fully replaced.
When mainstream consumer electronics brands choose their device panels, the top three choices are Samsung Display, LG Display (LGD) and BOE (000725:SZ) – the first two from Korea and the third from China. From liquid-crystal displays (LCD) to active-matrix organic light-emitting diode (AMOLED), display panel technology has been upgrading with bigger screen products.
From the early 1990s, LCDs appeared and replaced cathode-ray tube (CRT) screens, which enabled lighter and thinner display devices. Japanese electronics companies like JDI pioneered the panel technology upgrade while Samsung Display and LGD were nobodies in the field. Every technology upgrade or revolution is a chance for new players to disrupt the old paradigm.
LCD panel makers have been striving to realize bigger-size products in the past four decades. The technology breakthrough of Gen 5 in 2002 made big-screen LCD TV available and it sent Samsung Display and LGD to the front row, squeezing the market share of Japanese panel makers.
The throne chair of LCD passed from Japanese companies to Korean enterprises – and now Chinese players are clinching it, replacing the Koreans. After twenty years of development, Chinese panel makers have mastered LCD panel technology and actively engage in large panel R&D projects. Mass production created a supply surplus that led to drops in LCD price. In May 2020, Samsung Display announced that it would shut down all LCD fabs in China and Korea but concentrate on quantum dot LCD (Samsung calls it QLED) production; LGD stated that it would close LCD TV panel fabs in Korea and focus on organic LED (OLED). Their retreats left BOE and China Stars to digest the LCD market share.
Consumer preference has been changing during the Korean fab"s recession: Bigger-or-not is fine but better image quality ranks first. While LCD needs the backlight to show colors and substrates for the liquid crystal layer, OLED enables lighter and flexible screens (curvy or foldable), higher resolution and improved color display. It itself can emit lights – no backlight or liquid layer is needed. With the above advantages, OLED has been replacing the less-profitable LCD screens.
Presently, Chinese panel fabs are investing heavily in OLED production while betting on QLED. BOE has four Gen 6 OLED product lines, four Gen 8.5 and one Gen 10.5 LCD lines; China Star, controlled by the major appliance titan TCL, has invested two Gen 6 OLED fabs and four large-size LCD product lines.
Remembering the last "regime change" that occurred in 2005 when Korean fabs overtook Japanese" place in the LCD market, the new phase of panel technology changed the outlook of the industry. Now, OLED or QLED could mark the perfect time for us to expect landscape change.
After Samsung Display and LGD ceding from LCD TV productions, the vacant market share will be digested by BOE, China Star and other LCD makers. Indeed, OLED and QLED have the potential to take over the LCD market in the future, but the process may take more than a decade. Korean companies took ten years from panel fab"s research on OLED to mass production of small- and medium-size OLED electronics. Yet, LCD screen cell phones are still available in the market.
LCD will not disappear until OLED/QLED"s cost control can compete with it. The low- to middle-end panel market still prefers cheap LCD devices and consumers are satisfied with LCD products – thicker but cheaper. BOE has been the largest TV panel maker since 2019. As estimated by Informa, BOE and China Star will hold a duopoly on the flat panel display market.
BOE"s performance seems to have ridden on a roller coaster ride in the past several years. Large-size panel mass production like Gen 8.5 and Gen 10.5 fabs helped BOE recognize the first place in production volume. On the other side, expanded large-size panel factories and expenses of OLED product lines are costly: BOE planned to spend CNY 176.24 billion (USD 25.92 billion) – more than Tibet"s 2019 GDP CNY 169.78 billion – on Chengdu and Mianyang"s Gen 6 AMOLED lines and Hefei and Wuhan"s Gen 10.5 LCD lines.
The change in TV sales responded to a lifestyle change since the 4G era: people are getting more and more used to enjoy streaming services on portable devices like tablets and smartphones. The ‘disappearing living room" is a phenomenon common for the young generation in Chinese tier-1 cities.
According to a report on the 2017 shipment strategies of Chinese TV panel makers by IHS Markit, Chinese LCD panel suppliers are forecast to ship out a total of 320,000 large-size panels larger than 32 inches by the end of this year, a 33 percent surge from last year.
“By the end of 2018, China will be the largest region for TFT LCD capacity, and larger-sized products may make their factories more efficient and profitable than they have been when producing 32-inch panels,” he said.
“The strategies of Chinese panel makers will significantly influence global supply and demand,” Wu said. “In 2015 and 2016, the Chinese companies shipped 33.2 percent of worldwide LCD TV panel, trailing only Korean panel makers at 36.4 percent.”
The competition structure has been advantageous for the Korean players, since their Chinese rivals had been focusing on small LCD panels until last year. But now the Korean firms are facing fiercer competition in prices.
Although demand for organic-light emitting diode panels in the TV market is gradually rising, dominance of LCD panels is projected to continue for the foreseeable future.
“While OLEDs are expected to post sharp growth, they will not be able to usurp LCD as the panels of choice for upper-end TVs,” another report by IHS Markit said.