Shenzhen Enrich Electronics Co.,Ltd

The continuous decline in the price of LCD panels prompted the panel makers to change their production strategies. In recent years, due to the gradual production of panel production lines in various countries, in the second half of 2015, the profits of many panel makers declined sharply, and some panel makers even suffered losses. Therefore, some manufacturers have chosen to focus on the development of next-generation display technologies; some manufacturers will focus on building high-generation lines to meet the increasing demand for panels. In the future, the supply and demand of large-size LCD panels and AMOLED panels will become the deciding factor in determining the operating conditions of panel makers.

The supply and demand of small-sized AMOLED panels have increased. After LCD entered the mature stage, a new generation of display technology AMOLED began to be used in smart phones. At the same time, the penetration rate of the full screen that takes into account the large screen and touch is also increasing. Based on this, we expect that the demand for AMOLED panels from global smartphones from 2018 to 2020 will increase significantly. With the rapid development of smart wear, industrial medical care, and intelligent assumptions, display products used in various fields will gradually converge to consumer electronics products and begin to use AMOLED. In this context, global panel manufacturers are striving to build low-generation AMOLED production lines. Given the limited demand for smartphone AMOLEDs, from 2018 to 2020, the supply and demand comparison of global small-size AMOLEDs will rely to a greater extent on the promotion of such next-generation display technologies in industrial control, medical display, smart wear, and other areas and panels. The construction progress and yield of the manufacturer's AMOLED production line.

The supply of oversized LCD panels will focus on 2020 generation. With the drop in LCD production costs and the rise in per capita disposable income, people’s consumer demand has been fully upgraded. The demand for TV picture quality has been continuously improved, and LCD screens are moving in the direction of large size and high-definition. The LCD panel industry originated in the United States and matured in Japan. At the end of the 20th century, it grew up in Korea and China's Taiwan region. In recent years, the Chinese government has increased its support for the liquid crystal display industry, and China has become the region with the most panel production. From 2018 to 2020, there will be seven more 10.5 generation lines worldwide. According to the current progress, the supply of oversized LCD panels will be concentrated in 2020. The comparison of supply and demand for large-size panels in the future will depend on the oversized size of 65 inches or more, the market penetration rate of 8K TVs, and the progress of the production line of 10.5-odd-plus production lines that will be put into operation in the next three years, as well as the production line utilization rate and yield rate.

Be wary of oversupply risks and focus on companies with early deployment and high added value. On the whole, from 2018 to 2020, the demand for AMOLED and large-size LCD panels will be benefited from people’s demand for a full-screen and higher-level display effect when the increase in smartphone and LCD TV shipments is not significant. There will be a substantial increase. However, due to the large number of AMOLEDs and LCD line productions of more than 10.5 generation under construction all over the world, there is a high risk of oversupply in the entire panel industry. Given that smart wear and other areas have a certain demand for AMOLEDs, the demand for TVs with 65-inch or higher TVs may also increase by more than 20%. The uncertainty in the production time and yield of each manufacturer is high. Therefore, in the high risk situation, we still recommend to pay attention to the entire industry. Among them, we recommend focusing on companies with early deployment in the relevant areas, early production line production, and the ability to establish a stable relationship with customers earlier and extend the industrial chain to the upstream and downstream, and provide customers with high value-added services.

LCD TV panel prices continue to decline

In recent years, due to the gradual production of panel production lines in various countries, in the second half of 2015, the profits of many panel makers declined sharply, and some panel makers even suffered losses. Therefore, many panel makers have gradually changed their production strategies. Samsung, the world's leading panel maker, has chosen to focus on the development of next-generation display technologies, shutting down 9 of the original 19 panel plants, and actively building AMOLED production lines; while panel makers in China will focus on building high-generation lines to meet size requirements. Increasing panel demand. In 2016, when Samsung was discontinued and China's production capacity was not yet released, panel prices of all sizes have risen to varying degrees. After China’s high-generation line is gradually put into production, panel prices have begun to decline again. In the future, the supply and demand of large-size LCD panels and AMOLED panels will become the deciding factor in determining the operating conditions of panel makers.

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