From the second half of 2017 to this year, the glo

2022-10-02
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From the second half of 2017 to this year, the global LCD panel price continued to decline. Is there really a surplus of LCD panels

after experiencing the global panel price surge in 2016, the global LCD panel price has continued to decline since the second half of 2017, and has even decreased by about 50% from the peak. The main experimental parameter is set once because the global LCD panel capacity continues to expand, resulting in excess, so is the LCD panel really surplus

various factors led to oversupply

therefore, the global TV shipment no longer increased. In 2017, the total global TV shipment was 211 million units, a year-on-year decline of 4.1%, which is the low point since 2014, indicating that the global TV market is depressed, and the demand for LCD panels naturally fell

LCD panel capacity continues to expand. BOE, the two major panel manufacturers in China, has put into operation 10.5 generation panel production lines, and csot will also put into operation 11 generation lines next year. The continuous expansion of LCD panel production capacity by Chinese panel enterprises is the reason for the continuous growth of global LCD panel production capacity. At present, China has become the second largest LCD panel production place in the world, only second to South Korea

the TV industry should be upgraded. At present, LCD TV is still the main TV in the world, accounting for more than 90%. However, the high-end TV market has begun to change to OLED, qled, laser TV, etc. especially with the 8.5 generation OLED panel production line built by LGD in Guangzhou to be put into operation next year, it will further promote the popularity of OLED TV, which makes the industry more worried about the future of LCD TV

under the influence of these factors, it naturally led to the problem of overcapacity of global LCD panels, which has led to the decline of global LCD panel prices since the second half of last year. However, if we carefully analyze the global TV market, we can find that there is still great potential to tap, and the problem of LCD panel overcapacity may no longer be a problem

the global LCD TV market still has potential to tap

at present, the developed economies in Europe and the United States have a high penetration rate of LCD TV in the world, followed by China, which is the world's largest TV market. In 2017, the TV shipments in the Chinese market reached 47.52 million units, accounting for 22.5% of the global TV sales. However, in 2017, the sales of TV sets in the Chinese market fell significantly, with a year-on-year decline of 6.6%, exceeding the decline in global TV shipments, which shows that the Chinese market is one of the reasons for the decline in global TV shipments

however, if we focus on India, Africa and other markets, we can find that the global TV market still has great potential to tap. In 2015, the proportion of CRT TV and LCD TV in the Indian market only reached 1:1. Now it is in the stage of popularization of LCD TV, and there is a great demand for LCD TV. The African economy is slightly behind the Indian market, and the popularity of LCD TVs in the region is lower. This just reflects that India and Africa have great potential. We should know that India and Africa have a population of more than 1billion, which is expected to develop into a large market second only to China, and there is a huge demand for LCD and data curve reanalysis panels

in fact, some small and medium-sized TV brands in China have done well in the Indian and African markets, such as Akai and Sansui. They have reduced the price of LCD TVs by making smaller LCD TVs, meeting the consumption level of local users, and thus achieved good shipments. With the decline of LCD panel prices, it is expected to accelerate the popularity of LCD TVs in India and Africa, This will help digest a large amount of LCD panel capacity

for the European and American markets and China, which have popularized LCD TVs, there is also a need to replace one part of the machine with a file along the axis of the damping pin. Especially in the Chinese market, with the improvement of people's living standards, they are pursuing larger TVs. At present, TVs of 60 inches and above are increasingly popular with consumers, Because these sizes of TV sets are now reduced to about 3000 yuan, reaching the psychological price of consumers; Technology upgrading is also promoting the popularity of large-size TVs. BOE has developed 8K resolution LCD TVs, which will also help digest some of the new LCD panel capacity

oled TV popularization still needs time. At present, OLED TVs are expensive, but they are popular in the high-end TV market, and their production capacity is limited. In 2017, the proportion of OLED TV stations' global TV shipments was less than 1%. It is expected that LCD TVs will still account for about 90% of the global TV market in the next few years, and LCD TVs will exist for a long time

therefore, although the global LCD panel production capacity continues to expand and the panel price has declined, as long as we are good at exploring the market, such as the good cooperation between Chinese panel enterprises and TV enterprises to explore markets such as India and Africa, the global market will still be able to absorb the current LCD panel production capacity

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