Worldwide large area TFT-LCD (Thin Film Transistor-Liquid
Crystal Display) panel supply area is anticipated to reach 136.7 million square
meters in 2014, up 6% year-on-year, according to new report published on
MarketResearchReports.com. Growth momentum is expected to come mainly from the
additional production capacity of several new G8.5 lines, including the maximum
level of production capacity expansion of Chinese panel makers BOE and CSOT. As
of the second quarter of 2014, BOE had the maximum panel capacity of 110K per
month. CSOT is expected to see the maximum capacity jump to 130K per month from
the second half of 2014. Meanwhile, situated respectively at Suzhou and
Guangzhou, G8.5 lines of Korean Samsung Display and LGD have begun volume production.
LGD's G8.5 line, though slower in production, has been catching up fast and
churning out panels at a speed faster than Samsung Display. Both G8.5 lines are
forecast to reach maximum of 50K per month by the end of 2014. Whether they
will further expand their production capacity depends highly on the end-market
demand.
Owing to the increased demand for small and medium area
panels and the growing trend of bigger screen products, panel makers' panel
production schedule has been adjusting toward higher generation technologies.
Given the fixed capacity, they tend to increase production capacity of existing
lines instead. Taiwanese panel maker AUO has shifted production capacity at L5D
away to small and medium area panel applications such as smartphones and consumer
electronic devices since the second quarter of 2014. Beginning in the fourth
quarter of 2014, AUO will only reserve limited panel production capacity for
large area panel applications. Another panel maker Innolux also has allocated
the notebook PC panel production. But now panel makers are modifying their
production schedule to reduce notebook PC panel production, thereby affecting
the supply. CPT (Chunghwa Picture Tubes) and Hannstar have been placing focus
on small and medium area panel applications as well. CPT has terminated its
large area panel production in the first quarter of 2014 and Hannstar plans to
follow suit in the first quarter of 2015.
To see more about this report, please visit: WorldwideLarge Area TFT-LCD Panel Supply-and-Demand Forecast, 2Q 2014.
No comments:
Post a Comment
Note: only a member of this blog may post a comment.