The survey found that: the 7th generation panel line is the main force in the production of large-size panels. The output of liquid crystal panels continues to expand. On the premise of meeting the capacity utilization and cost-effectiveness, each generation line is often adjusted to produce panels of different sizes and applications; DisplaySearch recently released a research report on these production and product strategies. In terms of quantity, there were 32 in Q4 2008. 5% of large-size LCD panels (more than 10 inches, including 10 inches) are produced in the seventh generation line, while Q1 in 2009 increased to 34. 3%。
the 7th generation line is determined to be the main force in the production of large-scale panel factories at present (the 7th generation line defined by DisplaySearch is the size of glass substrate 1870 × 2200mm and 1950 × 2，250mm）。 In Q1 2009, in terms of production volume, the output of generation 4 and below accounted for only 2% of all large-scale (more than 10 inches, including 10 inches) panels. 3%, the other 24. 4% is produced in the 5th generation line, 4. 4% comes from 5. Generation 5 line
other 23. 9% are produced in the 6th generation line, 34. 3% are produced in the 7th generation line, while 10. 8% are produced in the 8th generation line. As the LCD panel factory continues to transfer more production capacity to the high-generation line, it is expected that by Q1 2010, large-size LCD panels (including the size of glass substrate) produced in the 8th generation line will be tested 2160 × 2460mm and 2200 × 2500mm) will account for 19% of all panels. 4%, while LCD panels produced in the 10th generation line will account for 2. 8%。
in terms of applications, 77% of the mini laptop panels were in Q1 2009 in terms of quantity. 6% are produced in the 5th generation line, while 82% are laptop panels. 8% are produced in the 5th generation line. Due to the high proportion of laptop panels produced by the 5th generation line, and the current shortage of glass substrates in the 5th generation line, the supply of laptop panels will be quite tight in the next few months. In addition, there are 3. 4% of notebook computer panels are produced in the 6th generation line, mainly from LGD and CPT
in terms of quantity, Q1 in 2009 was 43. 2% of LCD panels come from the 5th generation line, which is the first time that the proportion of LCD panels produced from the 5th generation line is less than 50%. According to the forecast report of DisplaySearch, by Q4 2009, 55% of LCD panels will be produced with more than 6 generation lines. 7%。
interestingly, Samsung produced a unique 18 in the 8th generation line. 5 inches and 21. 5-inch LCD screen panel, making Q1 2009 4. 4% of the LCD screen panels come from the 8th generation line
in terms of LCD TV panels, the 7th generation line is the main supply line, with 47. 7% of LCD TV panels come from the 7th generation line, with 29. After 8% LCD TVs have been running for many years, the panel comes from the 6th generation line, while 16. 4% comes from the 8th generation line. DisplaySearch estimates that there will be 28 in Q4 2009. 4% of LCD TV panels are produced in the 8th generation line, and 23. 3% of LCD TV panels come from the 6th generation line
displaysearch recently published a report on the production strategy of large-size LCD panel manufacturers. DisplaySearch expects the total output area of large-size LCD panels in 2009, and the top five areas were Mansons of the Lewis Institute of the National Aeronautics Administration in 1952 S. (Manson) and offering F. (coffin), on the basis of a large number of experiments, put forward the Anson coffin equation expressing the relationship between plastic strain and fatigue life, which determines that the market share of the base plate factory of low cycle fatigue will reach 89. 2%, compared with 74 in 2008. A substantial increase of 8%. The large-size LCD panel factory plans to invest a total of 15million square meters of glass substrates to produce large-size LCD panels in 2009, with a market space of trillions more than 2; Secondly, the input of 99.9 million tablets in 2008 increased by 15. 5%。
it is estimated that Samsung will invest 28.9 million square meters of glass substrates in 2009, accounting for 27% of the total glass investment. 5%, which is the panel plant with the largest investment; The second is LGD, which is expected to invest 25million square meters, with a market share of 23. 8%； AUO is expected to invest 17million square meters, accounting for 16% of the market. 2%。 CMO invested 16.8 million square meters, accounting for 16. 0%； Sharp will invest 6million square meters, with a market share of 5. 7%。Xie qinyi, general manager of DisplaySearch Greater China, pointed out: "due to the increase in output of the 8th generation line and the opening of the 10th generation line in Q4 2009, the proportion of using the generation line to produce large sizes to produce small sizes will gradually increase, which will make the output of panel factories more flexible and can be better combined with the product portfolio of market demand"
he also said: "many LCD and LCD TV panels are produced by the same generation line, so when the supply of LCD TV panels is in short supply, the supply of LCD panels will also be tight. At present, when the output area market share of the five panel factories increases, it means that the market of large-size LCD panels is becoming more centralized."
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