Analysis of Product Trends of Major Panel Manufacturers in 2013

Due to the limited growth of TFT LCD panel market in 2012 and the rise of mainland manufacturers will erode the follow-up development of Taiwanese and South Korean manufacturers in the mainland market, all major panel makers must adopt a more focused approach in product strategy and technology. Compete and master new business opportunities.

DIGITIMES Research estimates that the world's leading panel makers will enter a new turning point in product strategy in 2013. Mainland manufacturers have successfully repelled Taiwan and South Korean panel makers in the domestic market for 32-inch LCD TV panels, and will further expand the product line in 2013. , The development of new product sizes, such as 28-inch and 46-inch, is no longer limited to 32-inch products. In 2013, mainland manufacturers TV panel shipments are expected to grow 42.7% over 2012.

In terms of South Korean manufacturers, the strategic focus of Samsung and LG Display is different. Samsung's display panel business profit in 2012 mainly came from the AMOLED panel, which was integrated into the Samsung Mobile Display company which mainly produces AMOLED and Samsung Electronics’ large-size TFT LCD business. After the current Samsung Display company, the strategic direction is toward AMOLED. It is expected that the focus of Samsung Display's business development in 2013 will still be AMOLED panels, and its AMOLED business revenue forecast is expected to grow by 25% from 2012, and the interest rate will remain 18 to 20%, and it will grow 5. X-inch Full HD resolution high-end mobile phone AMOLED panel, in response to the development trend of high-end mobile phone screen Full HD. In contrast, LGD will continue to focus on TFT LCD products and strengthen its strategic partnership with Apple. It is estimated that panel orders from Apple in 2013 will account for more than 25% of LGD’s revenue, which is higher than that of LGD. From 2010 to 2012, 10, 15% and 20%.

Since Samsung Electronics deliberately reduced PC TFT LCD shipments in the second half of 2012 to increase the overall profitability of the business, AUO Taiwan Co., Ltd. surpassed Samsung Electronics in 2012 to become the world’s second-largest panel supplier for NB, but it is expected to see 2013. Demand for PC panels is still bleak. In 2013, AUO will invest more efforts in panel PC panels. It is expected that its panel PC shipments in 2013 will grow by 260%.

Chimei Electric (renamed to Innolux in January 2013) is leading the development of special-size panels such as 29, 39, 50, and 58-inch panels to other panel makers. It also received a good market response, but also attracted AUO and LGD to join. 39-inch and 50-inch panel production lines, while the 58-inch panel will face strong competition from Sharp's 10th-generation mainline 60-inch panel due to increased capacity utilization, reduced costs, and possible depreciation of the yen in 2013. Therefore, it is also necessary to develop new competitive advantages. DIGITIMES Research estimates that CMO's most important product development in 2013 will be 4K TV panels, and that in 2013, the market share of CMO's global 4K LCD TV panels will also reach over 50%. .

In 2012, mainland panel makers forecasted shipments of LCD TV panels to reach 23.22 million units, a growth of 552% from 2011. In 2013, shipments of LCD TV panels to mainland panel makers are expected to grow by 43%, mainly due to the expansion of Huaxing Optoelectronics' production capacity in the second phase. In the fourth quarter of 2013, the company’s 8.5-generation line could reach 130,000 glasses. Substrate monthly production capacity.

The growth of shipments of LCD TV panels from mainland panel makers in 2014 will be mainly driven by Hefei Xinsheng Optoelectronics Co., Ltd., which provides technical support from BOE. The company's 8.5-generation production line in Hefei is expected to begin operation and production in the first quarter of 2014. .

Compared to 2011, mainland panel makers shipped 9.3 times more LCD TV panels in 2013, successfully capturing domestic market growth opportunities.

The key points for the development of TV panels for BOE and China Star Optoelectronics in 2013 will be 46-inch panels and 28-inch panels.