1. Industry LCD monitor/Panel PC overall trend forecast
With the continuous production of high-generation lines in China, it will have a major impact on the global panel industry, and the panel industry will be reshuffled. Especially with the transfer of high-generation line capacity to small and medium-sized LCD panel, it will have a major impact on the entire industry.
Due to the large number of customers and the increasing product differentiation, small and medium-sized panels have put forward higher requirements for enterprises. Domestic terminal and panel companies have also strengthened mutual cooperation, which will have a greater impact on domestic and foreign enterprises, and the speed of eliminating backward production capacity globally. Will be further accelerated.
2. Product development trend forecast
(1) LCD market growth slows down
(2) Ultra low power drive technology
(3) Higher refresh rate
3. Market competition trend forecast
Recently, under the fierce attack of enterprises in China mainland and Taiwan, the LG Display and Samsung Display “big two” in the global large LCD panel market collapsed. The domestic market share of local panel manufacturers continues to rise.
In the future, Korean companies will shrink their market position in LCD, and China will seize more market share in the LCD market. As Samsung Electronics accelerated its exit from the LCD business and turned to a more profitable OLED business, the LCD production line was gradually closed. On the other hand, some LCD manufacturers are investing their production capacity in the production of notebook screens with higher profit margins in an effort to seize the market share left by Samsung.