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Company News >> Korean media worried that large-size LCD lost its advantage: Chinese enterprises developed faster than expected 10th,May,2019
                                            "The last bastion of South Korea - the large LCD industry is also in jeopardy and is being chased by China." South Korea’s “Korean Daily”’s financial website “Korean BIZ” reported on the 7th that large liquid crystal display (LCD) has always been regarded as the last bastion for Korean companies to maintain their advantage in the LCD field, but Chinese companies are in the field. The rate of development is exceeding expectations.

According to the report, according to market research firm IHS Margit, from January to March this year, the large TV panel market of 60 inches or more, the proportion of Korean companies was 45.1%, and that of Chinese companies was 33.9%. Compared with the data of the same period last year, it can be seen how fast China's catch-up is: Korean companies accounted for 54.8% last year, while Chinese companies only 3.6%.

According to IHS Marquette analysis, BOE officially launched the world's largest 10.5-generation LCD panel production line (panel size 3370×2940mm) in March last year, and produced a total of 120,000 panels, making BOE a 29% of the large LCD market. Share, become the industry's first. In addition, China's Shenzhen Huaxing Optoelectronics Co., Ltd. 10.5 generation panel production line has also been officially put into production in the first quarter of this year, and LCD companies such as CLP Panda and Rainbow Optoelectronics have also fully launched the 8.6-generation panel production line, allowing a large number of large-scale LCD products made in China to be put on the market. .

Korea DB Investment Securities Researcher Quan Shenglu said that with the 65-inch TV panel as an example, the 10.5-generation production line can produce six panels at a time, but the 8-generation production line currently operated by Korean companies can only create three panels at a time, the former. Obviously have a competitive advantage. A South Korean expert said that Chinese and Korean LCD manufacturers are now focusing on large-scale LCD production. In the future, competition will inevitably become fierce, which will lead to a decline in product prices. At that time, Korean companies will be unable to block the “price + quantity” from Chinese companies. offensive.

In addition to the large LCD market, the Korean media "Edaily News Network" is also worried about OLED. The media said that South Korea is also being chased by Chinese companies in the OLED field. According to a Korean market research organization, Samsung accounted for 86% and 88.8% of the global flexible OLED and flat OLED market share in the first quarter of this year, respectively, compared with the market share (97% and 97.2%) in the same period last year. It fell by 11 and 8.4 percentage points. In the same period, BOE's share in the flexible OLED market jumped from 0.1% to 9.4%, becoming the industry's second; China's National Display Optoelectronics (GVO) share in the flat OLED market increased from 1.8% to 7.5%, ranking The second in the industry, both of them turned the original industry LG to the back.

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