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Company News
>> BOE Overtakes LGD Large-Scale Panels to Leap in LCD Faucet 20th,March,2018
BOE’s fourth quarter of 2016 jumped to become the world’s largest panel maker in terms of shipment volume. It surpassed the leading panel maker LGD, Innolux and AUO to be the third and fourth respectively, and Taiwan and South Korea were unable to match the output. Land-plants have all changed their strategies to increase their value, so as to maintain their long-term competitiveness.
BOE Large-size Panel Leaps LCD Beyond LGD
Mainland continued to expand its LCD capacity effect. IDC announced the fourth quarter of 2016, large-size panel shipments rankings, the top five plants in order for BOE, LGD, Innolux, AUO, Samsung monitors, the top five manufacturers occupy the world More than 80% of panel shipments.
Among them, Samsung Display ranked 5th in terms of shutting down two five-generation and one 7th-generation LCD production lines (10.4% market share, 28.5% year-on-year decrease). BOE’s 8.5 generation production capacity was sufficient to meet low to mid-level LCD panels. The demand for transfer orders increased BOE's large-size panel shipments and jumped to the top in the world (22% market share and 27.4% annual growth).
As for the second-placed LGD, the market share of large-size panel shipments in the fourth quarter of last year was 19.1%, a year-on-year decrease of 14.7%; Innocence’s market share was 16.2%, a year-on-year decrease of 1.8%; AUO’s market share was 13.6%. Decrease by 0.9%. It can be seen that Taiwan and South Korea's panel plant shipments are declining. BOE alone is outshining itself, mainly because of the expansion of the LCD panel plant in the mainland.
After LCD, storm OLED
Chinese companies have begun to focus on large-scale investments in the OLED panel area used by smartphones. Six major Chinese companies, including the BOE Technology Group (BOE), have successively established new factories. It is expected that by 2020, total investment will exceed 2 trillion yen (approximately NT$577.9 billion).
The report pointed out that Chinese companies have used large amounts of funds from local governments and other aids to implement large-scale investment in OLED panels against Korean manufacturers. With Chinese companies launching aggressive offensives, OLED panels for smartphones may grow to be comparable to TFT-LCD panels in the future.
The report further analyzed that in the field of display devices used in smartphones and televisions, whether it is the mainstream TFT-LCD or the new generation of organic OLEDs, Japanese companies have taken the lead in the accumulation of basic technologies. However, after the 2000s, Korean manufacturers have mastered the dominance of liquid crystal production, and the global market for smart phone OLEDs is now almost monopolized by Korean Samsung Electronics.
However, on the one hand, Chinese companies continue to increase production investment in the area of LCD panels. It is expected that by 2018, they will surpass South Korea in the capacity rankings of all countries and take the world's first throne. Not only that, Chinese companies are also extending their business to the OLED panel area, which makes the layout of advanced electronic components for Chinese companies more and more clear.
At this stage, BOE Technology, China's largest panel maker, is building an OLED panel factory in Chengdu, Sichuan, which will have the capacity to supply 10 million smart phone panels per month. The investment will exceed 500 billion yen (approximately NT$144.465 billion). The factory will be put into operation in stages and volume production will start as early as 2019. As for CSOT, it is also building a factory of the same scale in Wuhan, Hubei Province.
Because Apple has revealed to customers that some of the new iPhones in 2017 are planned to adopt OLED. Therefore, BOE Technology and China Star Optoelectronics decided to implement the investment in bulk, which is believed to have also been affected by this news. The two companies studied and judged that Chinese smartphone manufacturers such as Huawei Technologies will also start adopting OLEDs, which will increase demand.
Compared with TFT-LCDs, OLEDs can exhibit vivid colors and can be bent. Therefore, it provides greater freedom for design. Smartphone manufacturers believe that this is beneficial to the development of a new generation of products, and gradually adopt OLED, and panel manufacturers are also stepping up their supply.
In addition, in the layout of China Tianma Microelectronics Group, the TFT-LCD plant built in Wuhan City was changed to a dedicated OLED factory. Companies such as Hefei Optoelectronics and Visionox Display Technologies also plan to build new factories. As for new start-up companies such as Rouyu Technology, it was with the help of local government funds that it also made investment decisions of more than 300 billion yen (about NT$ 86,679 million).
In the future, if Chinese companies start production as planned, global shipments of smartphones will be converted to meet the market's demand of more than 30%. However, OLED production technology is difficult. Even Samsung, which produces about 300 million smartphones a year, is worrying about improving yields. Therefore, a substantial increase in production may lead to a drop in market prices, coupled with difficulty in improving yields, and will also cause higher costs. This will also cause Chinese related companies to face the risk of deterioration in their operating conditions.
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