Xie Qinyi, vice president of market research organization DisplaySearch Greater China, pointed out that although the panel industry has already reached a mature stage, there are still many major changes in the panel industry in recent years. The panel industry still has new developments and is still very mature. far. For example, this year is the three-in-one of Innolux, Chi Mei, Tongbao, or panel price cycle, LED backlight application, LCDTV LCD TV demand, glass substrate shortage, 3D display and touch technology, vertical integration of supply chain manufacturers, Sharp's capacity adjustment, TV panel technology booming, etc., are still refreshing.
Xie Qinyi reviewed the major events in the global panel industry in 2009 and summarized the top 10 changes. The first is the merger of Innolux, Chimei Electric and Tongbao, which will make the layout of the panel industry redefinable. The second is that the panel price has experienced two wave ups and downs in this year: the first quarter of this year, the second quarter to the third quarter, and then the fourth quarter began to fall, but it began to rise again near the end of the year. .
The third is the LED backlight application successfully introduced into the LCD panel to reshape the entire LED supply chain. The original market expects global LED backlight NB panel penetration rate of about 20% this year, but according to DisplaySearch survey, LEDNB panel penetration rate has exceeded 40% this year, mini pen panel LED backlight penetration rate is 98%. Now LED backlight is accelerating Large-size LCD monitors, including LCDMonitor LCD monitors and LCDTV LCD TVs, have become one of the keys to the next year's success.
The fourth is that the plan for the construction of the high-generation panel factory in the mainland has sprung up. In the second half of this year, panel makers are competing to announce that they will go to the mainland to build the 7/7.5-generation line and the 8/8.5-generation line panel factory. The market expects that this will make China's future panel production capacity one of the important variables affecting the supply and demand of the global panel industry.
The fifth is that glass substrates continue to be in short supply, and some accidents (such as the earthquake in Japan, the power outage in Taiwan's Corning Taiwan factory, the earthquake in eastern Taiwan, etc.) have made the supply of glass substrates even tighter.
The sixth is the rapid rise of 3D display and touch technology, mainly due to the launch of Microsoft's new system Windows7, and the increase in 3D movie supply, stimulating panel manufacturers to strengthen the development of touch technology and 3D display technology.
The seventh is that the global demand for LCD TV LCD panels in 2009 exceeded the expectations, mainly driven by the surge in demand for LCD TVs in mainland China and other regions.
The eighth is the panel industry. In 2009, supply chain vendors accelerated vertical integration and were ubiquitous. Including panel makers, TV brand manufacturers, component manufacturers, raw material manufacturers, and TV TV or PC computer system manufacturers, etc., this year is actively engaged in vertical integration.
The ninth is that the manufacturer's capacity planning has also undergone major changes. In particular, Sharp sold its 6th generation line to Nanjing Panda in China this year, but Japan's 10th generation line panel factory is still officially put into production as expected.
The tenth is the progress of TV panel technology, and the high contrast and high transmittance technology flourished in 2009. The latest technologies in the market for TV panels include Samsung's next-generation Super-PVA technology, AUO's next-generation AMVA5 technology, LGD's E-IPS technology, and Sharp's UV-A technology.
Xie Qinyi said that in fact, as early as many years ago, some people analyzed that the panel industry has approached maturity. But as of this year, there are still many changes in the panel industry every year. Even people in the industry admit that even every 1 or 2 months, there are great industrial changes. From these signs, perhaps the development of the panel industry is still Did not reach true maturity. It means that there will be many changes and developments in the future panel industry, which is worth looking forward to.
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