According to the latest data from TrendForce Optoelectronics Research (WitsView), from the perspective of the area of ​​panel production capacity supply, China will officially overtake South Korea in 2017 to become the largest area for large-size panel supply. It is estimated that the supply rate in mainland China will increase towards 50 by 2020. % step forward.
Wang Jingyi, senior research manager of WitsView, pointed out that under the advantage of government funds injection and having a large domestic demand market, China has attracted panel makers to actively invest in the expansion of new panel plants in China. In addition, Samsung Display reduced its 7th-generation line capacity in South Korea this year, plus the 5th-generation line capacity that has continued to converge in South Korea with Lekki Display over the past few years, bringing the global large-size panel supply rate to the mainland in 2017 35.7% ranked first, followed by 29.8% in Taiwan, and South Korea fell to 28.8%. Compared with 2016, 34.1% in Korea, 30.1% in mainland China, and 28.9% in Taiwan, China, and 2017, the global ranking of large-size panel supply areas shuffled again.
BOE actively put into production, the 10.5 generation line will be the main pusher of increase in panel production capacity
Affected by the convergence capacity of Korean factories, the global large-size panel production area in 2017 was estimated to reach 247 million square meters, an annual increase of only 1.3%, which is the lowest growth rate in the past 2 to 3 years. However, with the release of six 10.5 line capacity from 2018 to 2020, which will drive the rapid growth of production area, it is expected that the growth rate of large-size panel production area from 2018 to 2020 will be 8% to 9% annually. Increased to 2020, the total area will reach 318 million square meters.
According to Wang Jingyi, after BOE entered the mass production line at Hefei's 105th generation in 2018, it will replace the world's highest generation line of Sharpe's 10th generation line, which means that the competition for investment in production capacity will enter a new phase, including Huaxing Optoelectronics Shenzhen, Lejin Display South Korea Paju, BOE Wuhan, Guangzhou Display Products Co., Ltd. and Foxconn Wisconsin Plant and other 10.5 production lines, are planning to enter the mass production phase in the next few years.
However, due to the fact that the area of ​​10.5 line subduct glass is approximately 1.8 times that of the 8.5 generation line, when the new production capacity of line 10.5 is in place, the risk of oversupply of panel production is expected to increase again. WitsView observed that in the past few years, the trajectory of the production of large-scale panels in the past few years still relied on stimulating demand for more large-size TVs. Therefore, after a large number of 10.5-generation capacity production, panel makers also needed to oversize the size of 65-inch or larger. Size panels are the main product sales and guide consumers to shift demand to TVs over 65 inches. Under the pressure of capacity reduction, panel makers with 10.5-generation lines are bound to face price competition. With the fierce competition of the 10.5 generation line, the development of some of the smaller generation lines may also be affected. For example, the current production of the 65-inch 6th generation line or the 75-inch generation of the 7.5-generation line may face direct competition and reduce profits. .
WitsView pointed out that in order to avoid huge financial pressure, some panel makers have not yet invested in the 10.5 generation line and are facing competition between the next generations in the future. The rapid adjustment of product mix is ​​still the key to whether the panel makers can safely weather the oversupply.
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