Panel key town encounters crisis, LCD will increase prices this year
The epidemic crisis in Wuhan, Hubei will not have any obvious impact on domestic and global flash memory and memory production capacity, but the impact of another important product-LCD panel is hard to say, because Wuhan is a major domestic LCD panel production center, BOE , China Star Optoelectronics, Tianma Micro and other companies have production lines here. Due to the delay in resuming work, Korean media reported that research company IHS Markit expects LCD panel prices to increase.
China is currently the world’s largest LCD panel production base, accounting for 50% of the global market’s production capacity. Among them, BOE is the world’s largest LCD panel manufacturer and is also expanding its LCD for Samsung production capacity. Wuhan is theirs The most important place of production.
According to reports, BOE has built a second Gen 10.5 LCD panel in Wuhan, as well as the company's first Gen 6 AMOLED production line.
China Star Optoelectronics, the second largest LCD panel manufacturer in China, also has two production lines in Wuhan, the 6th generation line LTPS-LCD and the 6th generation line LTPS-AMOLED.
In addition, Tianma Microelectronics also has a production base in Wuhan. Last year, the first-phase production line of the 6th generation LTPS-AMOLED in Wuhan was transformed from a rigid screen to a flexible screen production line, and the second-phase production line is also under construction.
BOE, China Star Optoelectronics and other companies have issued announcements a few days ago that production is normal, but a third-party research company said that because the resumption time is 1-2 weeks later than normal, the production capacity of major manufacturers in February will be affected. This will also lead to an increase in the LCD panel market-the global share of domestic LCD for Samsung production capacity is not high, and the overall impact is not large.
As Chinese manufacturers have increased their production capacity, global LCD panel prices have fallen sharply in the past two years. However, as Samsung, LG and other companies withdrew or adjusted production capacity at the end of the year, LCD panel prices have bottomed out. This year’s surprise Circumstances may cause LCD panels to increase more than previously expected, and terminal products such as large-size TVs and LCD monitors may also rise this year. (Quick Technology)
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