Taipei, Wednesday, March 29, 2017 03:50 (GMT+8)
mostly 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
  • ECS suffers net loss per share of NT$1.70 for 2016

    Before Going to Press | 4h 49min ago

  • HTC teams up with Qingdao Publishing to tap educational VR market in China

    Before Going to Press | 4h 50min ago

  • Compal expects to ship 40 million PCs in 2017

    Before Going to Press | 4h 51min ago

  • Digitimes Research: Sony launches Bravia OLED TVs, Samsung beefs up marketing of QLED TVs in March

    Before Going to Press | 4h 51min ago

  • MediaTek to merge with affiliate Airoha

    Before Going to Press | 4h 52min ago

  • Lenovo talking with Fujitsu about buying PC business, says Nikkei

    Before Going to Press | 5h 2min ago

  • Mitac Holdings to deal out 2016 dividend of NT$2.50

    Before Going to Press | 5h 35min ago

  • Quanta to deal out 2016 dividend of NT$3.50

    Before Going to Press | 5h 41min ago

  • PChome Online to deal out 2016 dividend of NT$5.583

    Before Going to Press | 5h 46min ago

  • Clevo to hand out 2016 dividend of NT$0.70

    Before Going to Press | 5h 52min ago

  • Competition in AI platform market intensifying

    Before Going to Press | 5h 57min ago

  • Inventec expects 10% growth in 2017 revenue from servers

    Before Going to Press | 6h 14min ago

  • Hua Hong seeing robust smart card chip demand

    Before Going to Press | 6h 15min ago

  • Invetec net profits stay flat in 2016

    Before Going to Press | 6h 15min ago

  • Twinhead International to not hand out 2016 dividend

    Before Going to Press | 6h 16min ago

  • Unitech Computer to deal out 2016 dividend of NT$1.30

    Before Going to Press | 6h 16min ago

Pause
 | 
View more

Global notebook shipment forecast, 2017 and beyond

RESEARCH EXTRAS | Jan 25, 14:34

Digitimes Research estimates that 2016 was another down year for the global notebook market, with shipments dipping below 150 million. While the market will continue shrinking in 2017, the drop will be much less dramatic, as Windows 10 adoption in the enterprise...

Global AP demand forecast, 2017-2020

RESEARCH EXTRAS | Jan 16, 12:01

Digitimes Research expects global application processor (AP) shipments to increase more than 8% in 2017 and surpass the 1.9 billion mark, with smartphones remaining the main application. After slumping in 2015, Qualcomm returned to form in 2016 and will continue...

Global tablet market – 4Q 2016

GLOBAL TABLET | Mar 9, 14:10

In the fourth quarter of 2016, global tablet shipments reached 52.25 million units, showing on-quarter growth of 14.3%.

Taiwan handsets – 4Q 2016

TAIWAN MOBILE DEVICE | Mar 3, 14:43

Taiwan's presence in the global handset market continues to shrink. Its share of global shipments is expected to drop below 2% in the first quarter of 2017.

China smartphone AP shipments – 4Q 2016

CHINA SMARTPHONE AP | Feb 24, 14:04

Digitimes Research forecasts smartphone AP shipments to China in first-quarter 2017 will show an on-quarter drop of 15.9%.

UMC
Wireless broadband developments in Southeast Asia markets
Analysis of China revised domestic semiconductor industry goals
  • Wireless broadband developments in Southeast Asia markets

    As of 2013, the 10 ASEAN nations had a total of over 700 million mobile subscriptions, with the CAGR from 2003-2013 reaching 24%. This Digitimes Research Special Report analyzes the various mobile broadband markets in ASEAN and looks at the respective trends in 4G LTE development for those markets.

  • 2015 global tablet demand forecast

    This Digitimes Research Special Report provides a 2015 forecast for the global tablet market and analyzes the strategies of key market players such as Google, Apple, Intel, and Microsoft.

  • 2015 China smartphone panel trend forecast

    This Digitimes Research Special Report analyzes the strategies of key China-based major panel makers BOE, Tianma and IVO for attacking the different market segments through technology and pricing, and their relationship to local vendors Huawei, Lenovo, ZTE, Xiaomi and Coolpad.