Liquid crystal panels are materials that determine the brightness, contrast, color, and viewing angle of liquid crystal displays. The price trend of liquid crystal panels directly affects the price of liquid crystal displays. The quality of liquid crystal panels and the quality of technology are related to the overall performance of liquid crystal displays.
Whether the LCD panel can achieve the true color display of 16.7M color means that the three color channels of R.G.B (red, green and blue) have the ability to physically display 256 gray levels. A number of factors such as output, pros and cons, and market environment are related to the quality, price, and market trend of the LCD display itself, because about 80% of the cost of an LCD display is concentrated on the panel.
The proportion of Chinese domestic LCD panels in the global market is expected to exceed 50% by the end of this year. Against the background of global LCD panel overcapacity, the pressure of oversupply in the future will probably remain. With the further development of new display technologies, the home appliance display industry will rapidly iterate in the direction of ultra high definition, large size and flexibility in the future.
After experiencing the strongest "cold wave" in history, many panel manufacturers have recently ushered in a "little flower". On December 16th, the panel industry concept segment began to strengthen, and BOE and other panel concept stocks rose sharply. On December 17, BOE increased sharply again. Benefiting from the recent favorableness of the panel industry, some upstream suppliers have also achieved popularity.
This time the panel industry has been washed down, as long as the experts expected. At the BOE Global Innovation Partners Conference held not long ago, the chairman of BOE judged that the LCD (Liquid Crystal Display) industry is expected to pick up at the end of the first quarter of 2020 and the beginning of the second quarter at the latest. The reason is: With the advent of the Internet of Things era, in addition to the five traditional markets of mobile phones, tablets, laptops, monitors, and televisions, new application markets such as in-vehicle displays are gradually opening up, which provides more application space for display screens. At the same time, with the rising demand for large-size TVs, every inch of TV screen growth will digest the capacity of a 8.5 generation LCD panel production line. Therefore, after a year or so, the liquid crystal display market will gradually stabilize.
Although the signs of recovery seem obvious, they should not be blindly optimistic. Affected by the previous related policies, in recent years, some places have launched high-generation LCD panel production lines. The results are obvious: when low-level repeated construction meets the structural excess of the display panel, and multiple factors are superimposed, China's LCD display is also inevitable. Industry "cold winter". In the face of the ever-changing liquid crystal display panel market situation, some manufacturers have experienced large operating losses this year.
Relevant data show that the proportion of Chinese domestic LCD panels in the global market is expected to exceed 50% by the end of this year. In the context of global LCD panel overcapacity, the pressure of oversupply in the future will probably remain. In fact, due to related considerations, some panel giants have already withdrawn or reduced the production of LCD panels. For example, Panasonic announced that it will officially withdraw from the LCD panel business and will cease production of LCD panels in 2021. Chinese panel maker representative BOE also recently stated that it will no longer invest in LCD panels in the future.
Where does the display industry go in the future? The layout of new display technologies such as OLED (organic light-emitting semiconductor) has become the consensus of the panel industry. Specifically, in terms of small size, OLED is gradually replacing LCDs in the current trend; in terms of large size, MiniLED technology is expected to usher in an explosion period in the next two or three years, and MicroLED technology is yet to be further breakthrough. In short, with the further development of new display technologies, the display industry will rapidly iterate in the direction of ultra high definition, large size and flexibility in the future.
For many years, "lack of cores and fewer screens" became an unspeakable pain in the hearts of Chinese people. In order to break this embarrassing situation, a group of Chinese panel companies have risen after years of fierce fighting and successfully rewritten the global semiconductor display pattern. Now, when a new round of display technology revolution is ready to take off, we look forward to more Chinese enterprises to stand out and lead a new direction of development.
Source: Economic Daily