Taipei, Thursday, October 2, 2014 08:35 (GMT+8)
partly cloudy
Taipei
26°C
Development trends in the Greater China large-size TFT LCD industry
Tony Huang, DIGITIMES Research, Taipei [Friday 28 October 2011]
Registration required (free) to purchase. Please sign in if you wish to continue.
The Greater China region (Taiwan and China) is expected to account for 44.5% of global large-size TFT LCD panel shipments and 42.5% of global large-size capacity in 2011. Geographically speaking, Greater China is the second most important region after South Korea in the panel industry. This DIGITIMES special report offers a comprehensive overview of the development of the large-size TFT LCD panel industry in the Greater China region, as well as the competition and collaboration between China-based players and their peers from Taiwan and South Korea.
Abstract
Global LCD TV shipments, 2009-2013 (k units)

Taiwan has been the powerhouse in the TFT LCD industry in the Greater China region. It still is, but China is now also emerging as a big player, bolstering the region's importance in the LCD panel industry. The Greater China region (Taiwan and China) is expected to account for 44.5% of global large-size TFT LCD panel shipments and 42.5% of global large-size capacity in 2011. Geographically speaking, Greater China is the second most important region after South Korea in the panel industry.

The rise of China to becoming a major large-size LCD panel supplier is being facilitated both by its role as the world's factory and by its huge domestic demand. Even though the rising salary levels in Chinese coastal areas have been sending manufacturers looking for cheaper labor in inland regions or other countries, the supply chain in China still boasts high efficiency and cost-effectiveness. In the foreseeable future China will remain the biggest production base for end products using large-size TFT LCD panels. DIGITIMES Research predicts China's share of global production of end products with large-size TFT LCD panels will be able to remain above 73% at least until 2013. Furthermore, demand for end products from the domestic market and exporters will continue to require China to import or locally produce large amounts of TFT LCD panels in the next five years. This will enable China's development into a major large-size LCD panel production base.

The current global economic woes may be slowing down China's progress towards becoming a powerhouse in the large-size TFT LCD panel industry. Its own players are still eager to ramp up capacity, but foreign competitors have all delayed their plans to build advanced panel lines in China. But these foreign players may change their mind next year if China raises tariffs on imports of large-size panels. It remains to be seen how much the tariffs may go up. If the increase is small, these foreign players may find it less pressing to speed up their plant projects. But if the tariffs go up to 8-12% from the present 3-5%, profits for panel exports to China will take a significant blow, forcing them to be more active in building their production facilities in China.

Within the Greater China region Taiwan-based panel makers AUO and CMI will still maintain a 30% share or even more of global large-size TFT LCD shipments by 2013, and their China-based competitors have a good chance of increasing their share to more than 10% by 2013, thanks to domestic demand and the support of the Chinese government's tariffs policy.

The DIGITIMES Special Report "Development trends in the Greater China large-size TFT LCD industry" offers a comprehensive overview of the development of the large-size TFT LCD panel industry in the Greater China region, as well as the competition and collaboration between China-based players and their peers from Taiwan and South Korea.

Table of contents
Price: NT$48,000 (approx. US$1,685)
Realtime news
  • Percentage of 5.5-inch smartphone panels shipped to China increasing

    Displays | 9h 55min ago

  • Touch panel makers see shipments for thin-film touch panels increase

    Displays | 11h 45min ago

  • Mobile payment company Alliance Digital Tech to come online by year-end 2014

    Before Going to Press | 10h 7min ago

  • Leadtek unveils wearable device for healthcare

    Before Going to Press | 10h 7min ago

  • BLU makers Forhouse, BriView complete merger

    Before Going to Press | 11h 4min ago

  • Japan Patent Office to cut examination process to 5 months

    Before Going to Press | 11h 5min ago

  • Digitimes Research: Spotify to affect Japan Internet music service industry

    Before Going to Press | 11h 13min ago

  • iPhone 6 Plus to account for 60% of total iPhone 6 device shipments

    Before Going to Press | 11h 14min ago

  • Digitimes Research: ARM Mali to become mainstream GPU architecture for China APs in 2H14

    Before Going to Press | 11h 29min ago

  • Quanta Changshu plants preparing for Apple Watch mass production

    Before Going to Press | 12h 1min ago

  • Leadframe maker Jih Lin to post EPS of NT$3 in 2014

    Before Going to Press | 12h 11min ago

  • New Wintel platforms may impact 4Q14 PC demand

    Before Going to Press | 12h 17min ago

  • ARM to set up IoT business unit

    Before Going to Press | 12h 18min ago

  • Taiwan market: Chunghwa Telecom to launch NFC mobile payment services

    Before Going to Press | Oct 1, 19:59

  • Windows 10 expected to have limited effect on boosting notebook demand

    Before Going to Press | Oct 1, 19:55

  • Samsung to host Tizen developer conference in China

    Before Going to Press | Oct 1, 19:51

Pause
 | 
View more

Demand and supply trends in the global sapphire industry, 2014-2015

RESEARCH EXTRAS | Sep 23, 15:58

This Digitimes Research Special Report focuses on the 2014-2015 sapphire application market and industry outlook. Sapphire has been a key component in the LED industry in recent years, but demand is increasingly coming from lens cover applications in market segments...

Analysis of China's revised domestic semiconductor industry goals

RESEARCH EXTRAS | Jul 16, 18:09

Facing a funding shortage for local IC manufacturers, the China State Council in June 2014 published guidelines to strengthen government support for China's semiconductor industry, while stating the short-, mid-, and long-term goals for the related industry supply...

Taiwan LCD monitors – 2Q 2014

TAIWAN FPD | Aug 25, 14:48

Taiwan's monitor shipments grew 10% in the second quarter compared to a low first-quarter base. With panel makers reducing their supply of monitor applications and monitor vendors reluctant to increase their shipments, Taiwan's makers will only see a single-digit...

China smartphone market and industry – 2Q 2014

CHINA SMARTPHONE | Aug 12, 17:41

A delay in the launch schedule for low-cost 4G smartphones resulted in a mere 4.8% increase in second quarter shipments in the China market. However, with telecom operators planning on increasing their subsidies in the second half of the year, demand will be...

Taiwan small- to mid-size LCD panels – 2Q 2014

TAIWAN FPD | Aug 6, 21:18

Taiwan makers' small- to medium-size panel shipments reached 351.4 million units in the second quarter of 2014, up 16.8% sequentially but down 2.8% on year.

International Intelligent Aerotropolis and Logistics Forum
DIGITIMES Marketing Services
DIGITIMES Translation Services
  • 2014 global high brightness LED market, trends and shipment forecast

    For the global LED lighting market, the market size will reach US$25.82 billion in 2014 or a market penetration rate of 23.4%. This is attributable to exponential shipment growth for light bulbs, tubes, and directional lamps.

  • Greater China touch panel shipment forecast through 2015

    This Special Report provides forecasts through 2015 for Greater China touch panel shipments with breakdowns based on technology (glass, film, resistive), application (smartphone, NB and tablet) and by firm.

  • 2014 global tablet demand forecast

    This report analyzes the main players, their strategies and shipments forecasts for 2014, as well as other factors contributing to either growth or decline in various segments within the tablet market, with a particular focus on Apple, Google, Samsung, and Microsoft, along with whitebox vendors.