Gen 10.5 Fabs to Change the Landscape of Large Area Displays
October 17, 2017
With competition in the TV panel market gradually mounting in the 55-inch and greater segment, some makers have been aggressively investing in new 10.5G production lines, including: China's BOE, HKC and CSOT; Japan's Sakai Display Products (SDP); U.S. Foxconn and Korea's LG Display. For their 10.5 production, panel makers are mostly eyeing 65-inch and above 4K-8K applications that will facilitate their competition in the high-end TV panel market.
Table 1: Gen 10.5 Fabs by Location
Source: Digitimes Research, OLED-A
Chinese display makers have caught up with Korean companies in terms of the number of large LCD panels. China's No. 1 display maker, BOE is now the leading supplier worldwide. According to market researcher IHS Markit on October 1, BOE was #1 in August with 13.32 million LCD panel (over 9 inches. BOE was followed by LG Display (11,910,000 units), Taiwan’s Innolux (11,022,000 units), Taiwan’s AOU (11,030,000 units) and Samsung Display (5,461,000 units). Overall shipments totaled 62.3 million units, up 6.6 percent from July. LG Display was #1 in the February to June period but was second to BOE for two consecutive months in July and August. BOE recently started MP at its Gen 8.5 fab. As additional production lines are ready for MP, BOE's #1 position will be further cemented. China rose to the top of the world by outclassing Taiwan for the first time in shipments of large LCD TVs in July. China's share is still expanding mainly in the LCD sector.
China is also expected to add OLED capacity and BOE hopes to ship flexible OLED products for smartphones at its Chengdu plant this month. This is the first time that a Chinese company produces OLED products for smartphones on a full scale.