Jibang Consulting: In the first half of the year, the global TV panel shipments were 654.38+0.35 billion pieces, and organic light-emitting diodes accounted for 2.6%.

IT House August 7th TrendForce Jibang Consulting released the global TV panel market report for the first half of 20021this month. Driven by the strong stocking momentum of TV manufacturers, global TV panel shipments reached 654.38+35.2 million in the first half of the year, up 3.5% year-on-year, but slightly lower than the previous month. In terms of high-end TV panels, the production capacity of LGD (LG Display), the main supplier of organic light-emitting diodes, increased, with a market share of 2.6% in the first half of the year; However, due to poor production yield and low willingness of panel manufacturers, the market share of 8K resolution LCD panels in the first half of the year was only 0.2%.

According to the statistics of Jibang Consulting, the production capacity of panel manufacturers in Chinese mainland continues to grow, and its share in the global TV panel market is as high as 58.3%, an increase of nearly 5% compared with the same period last year. The market share of panel manufacturers in Taiwan Province, China is 2 1. 1%. As for Korean manufacturers, Samsung Display Company closed the LCD factories L7-2 and L8- 1-2 in Korea, and the Samsung Suzhou 8.5-generation production line was sold to CSOT, resulting in the market share falling to 14.3%. Japanese manufacturers benefited from the increase of SDPC 10.5 generation capacity, and their market share increased to 6.5%.

IT House learned that in terms of high-end TV, LG almost monopolized the OLED panel market at present, and the shipment of OLED TV panels reached 3.556 million pieces in the first half of the year. It is estimated that in 20021year, the shipment volume is expected to reach 8 million pieces, and the penetration rate is over 3%.

According to the statistics of Jibang Consulting, CSOT accounts for 54.4% and AUO accounts for 22.6% of the 8K resolution LCD panel market. It is estimated that the penetration rate of LCD 8K panel will remain at 0.2% this year.