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Musing on Production
Changing of the Guard
Global LCD TV panel shipments are forecast to decline by 8.2% to 265 million units, according to IHS Markit, the first time in 10 years there will be a decline. LG Display will drop from second, to fifth while Samsung Display will not be among the top five manufacturers. In 2016, LG Display and Samsung Display had been at No.1 and No.2 in the market. In 2019, BOE was No.1 for the first time, should retain that position in 2020 with a 21% market share, with CSOT #2 with a 16% share, up #4, this year.
BOE and CSoT are mass producing Gen-10.5 and Gen-11 LCD panels. CSOT will also be ramping up production from its first Gen-11 LCD production line, the T6, by the end of this year. The T7, which is the firms second Gen-11 line, will begin mass production by 2021. Innolux is expected to maintain its No.3 status, while HKC will rise to the fourth-largest supplier. HKC had earlier been cited as likely to acquire the Gen-8 LCD production lines at Samsung Display’s suspended panel plant, but Samsung has chosen a different Chinese manufacturer that had no display production lines. China will ship 58% of total LCD TV panels up Y/Y from 47%. South Korea shipment should fall Y/Y to 17% from 27% dropping to #3 as Taiwanese firms, are expected have a 22% share of total global volume. From: THE ELEC, Korea Electronics Industry Media(http://en.thelec.kr)
Changing of the Guard
Global LCD TV panel shipments are forecast to decline by 8.2% to 265 million units, according to IHS Markit, the first time in 10 years there will be a decline. LG Display will drop from second, to fifth while Samsung Display will not be among the top five manufacturers. In 2016, LG Display and Samsung Display had been at No.1 and No.2 in the market. In 2019, BOE was No.1 for the first time, should retain that position in 2020 with a 21% market share, with CSOT #2 with a 16% share, up #4, this year.
BOE and CSoT are mass producing Gen-10.5 and Gen-11 LCD panels. CSOT will also be ramping up production from its first Gen-11 LCD production line, the T6, by the end of this year. The T7, which is the firms second Gen-11 line, will begin mass production by 2021. Innolux is expected to maintain its No.3 status, while HKC will rise to the fourth-largest supplier. HKC had earlier been cited as likely to acquire the Gen-8 LCD production lines at Samsung Display’s suspended panel plant, but Samsung has chosen a different Chinese manufacturer that had no display production lines. China will ship 58% of total LCD TV panels up Y/Y from 47%. South Korea shipment should fall Y/Y to 17% from 27% dropping to #3 as Taiwanese firms, are expected have a 22% share of total global volume. From: THE ELEC, Korea Electronics Industry Media(http://en.thelec.kr)
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