The trend of large-scale display is remarkable. 55-inch has become the mainstream size of China's color TV market. With the cost reduction, sharpness improvement and new technology application, the next large-size TVs such as 65 and 75 inches will also enter the homes of ordinary people. The research institute predicts that the global TV size will grow at a rate of 2 inches per year. It is estimated that the average size of the global TV will reach 50 inches by 2021, and the size of the oversized TV market of 60 inches or more will reach 44 million units, accounting for 2017. The annual growth rate of 6.9% was 15.4% in 2021.
2017 is the first year of super-large size display. Major panel manufacturers are rushing to invest more resources to produce panels of 60 inches or more. However, the production capacity of super-sized panels has increased significantly, and it is necessary to wait until the number of 10.5~11 generations from 2019 to 2020. The supply can be expanded after the birth. In December last year, the BOE Hefei 10.5 line was put into production. This year, BOE announced that it will build another 10.5 generation line in Wuhan. Foxconn’s 10.5-generation line in Guangzhou is also under construction. TCL also announced an investment of 42.7 billion yuan for Huaxing Optoelectronics in Shenzhen. The last 11th generation line.
Last year, Huaxing Optoelectronics' LCD TV panel shipments ranked fifth in the world, and its market share in 32- and 55-inch panels was relatively leading. With the mass production of two 11-generation lines of Huaxing Optoelectronics in Shenzhen in 2019 and 2021 respectively, Huaxing Optoelectronics will increase its market share in large-size panels to the top four in the world, and its production area will reach 14%. Next to LGD, BOE and Samsung.
The 8K display is another commanding height. In addition to the 110-, 75-, and 65-inch 8K naked-eye 3D display on the SID 2018, BOE also brought a 13.3-inch 8K display. Japan has announced that it will achieve 8K video broadcasts in the 2020 Olympic Games, which will accelerate the process of 8K popularization. Research institutions predict that 8K panel shipments will reach 7.6 million units by 2021, accounting for 2.7% of total panel shipments, accounting for 17.4% of panel shipments above 60 inches.
Therefore, all major panel manufacturers are actively deploying 8K display: In 2015, Sharp took the lead in launching 8K products. BOE, LGD, Innolux and AUO actively followed up. Samsung and CLP Panda also joined the 8K camp. In 2018, Huaxing Optoelectronics also introduced the 85-inch 8K IGZO GOA liquid crystal display, which is the world's first ultra-large 8K liquid crystal display that successfully applied back-channel etching (BCE) IGZO process technology to GOA circuits.
China is the largest sales market for 8K TVs. It is estimated that by the year 2021, domestic shipments will reach 4.68 million units, accounting for 77% of the total 8K TV shipments worldwide, while in the 65-inch and above TV shipments, the proportion of 8K will be 8K. Will rise to 21%. Huaxing Optoelectronics invested in the second 11th generation line, which is intended to pre-empt the large-size ultra-high-definition panel market to meet the market demand of the growing 8K products in the next few years.
OLED is the third keyword. In addition to the oversized, 8K LCD panel, this time, in the second 11th generation line, Huaxing Optoelectronics also planned a part of the printing OLED production capacity to achieve a breakthrough in domestic large-size OLED panels. In terms of technical reserves, Guangdong Juhua, led by Huaxing Optoelectronics, is accelerating the development and application of printing technology. This year, it has developed a 31-inch printed OLED display and a 5-inch printed quantum dot (QLED) display.
LGD and Samsung are in a monopoly position in the global large-size OLED panel and small and medium-sized OLED panel market. With the investment and construction of several 6-generation flexible OLED panel lines such as BOE, Huaxing Optoelectronics and Tianma, the pattern of monopoly of small and medium-sized OLEDs by Korean companies has begun to be gradually broken. For example, BOE has demonstrated a variety of flexible OLED products on SID 2018, but large-size OLEDs still need to break through. The printing process is one of the ways to solve the problem of low yield and high cost of large-size OLED panels. Huaxing hopes to follow this path.
Wu Rongbing, an analyst at IHS, believes that the largest size of global TV sales is now 32 inches. Perhaps in a few years, 55 or 43 inches will become the largest single size in the TV market, consuming more new capacity. TCL's large-size OLED printing process is a bright spot, but there are still three years of mass production, and it is necessary to continue to pay attention to the process of technological maturity. Huaxing Optoelectronics has just exhibited 31-inch OLED panel products at the CITE show in Shenzhen. At that time, even if it can't reach a high yield and maintain a certain trial production capacity, there should be no major problems after three years.
LGD and Samsung did not wait for the Chinese opponents to "upper". At SID 2018, LGD demonstrated a range of differentiated OLED products. For example, the world's first 77-inch transparent flexible OLED panel, which debuted outside Korea, has a 40% transmittance and UHD (Ultra High Definition) resolution, which can be used in various scenes such as architectural glass windows and even front windshields. Use, quite sci-fi color.
Samsung also has a new layout, which is the large display TV of Micro LED. In February this year, Samsung has signed a strategic cooperation agreement with Sanan Optoelectronics. However, analysts believe that Micro LED TVs will take a long time from commercial to civilian use, and Taiwan's AUO's new Micro LED panel released on SID 2018 is mainly used for in-vehicle display.
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