Some people predict, although the LCD TV to occupy TV market share exceeded 80%, but disappointing sales apparently has dragged down the entire panel industry output value, from 2012 to 2017, the panel industry output value of the compound annual growth rate may be only 5%. Panel manufacturers continue to repair the annual capital expenditure, season third of global TFT-LCD display panel supply and demand greater than about 105%, estimates fourth season will drop to 104%, but the first half of 2012 will be increased to 105%-106%, but the situation is still excess supply.
Europe and the United States economic problems, this year's global LCD LCD panel industry is continuously depressed for several quarters, it was about to go 2011, in order to survive the" winter", a lot of panel production plant began falling costs, reducing energy production, or actively seek opportunities to change the line of production transformation. Chi Mei optoelectronics capital expenditure also by the beginning of the year when a predetermined billion yuan, one after another fall to about 50000000000 yuan, color crystal and Hua Ying because the operating scale, sustained reduction in capital expenditure already conservative attitude. Friends from the beginning of the year when a predetermined 100000000000 yuan capital expenditure scale, even time down to 60000000000 yuan, and is expected to 2012 capital expenditure may be only 40000000000 yuan.
In 2011, South Korea OLED capital spending is expected to reach US $5200000000; in 2012, this number is expected to increase to $7100000000. The single will display AMOLED, Samsung plans to invest US $44-62, and LGDisplay plans to invest $900000000. Taiwan AUO has plans to invest OLED display, but relative to the South Korean counterparts, the company invests amount to be of little.
Media puts forward, if Samsung, LG, CMO, AU Optronics in China plan to build the 4 generation ( the 7.5 generation and 8.5 generation ) panel production line until 2012 were not put into production, and the terminal demand recovery, is the fastest in the second half of 2012, TFT-LCD LCD panel market have the opportunity to gradually restore to supply and demand balance, but the year 2012 should not see the situation that demand exceeds supply. At present, there are a lot of production of TFT-LCD LCD panel manufacturers began to put the monolithic type touch panel technology, including in-cell and on-cell and so on, maybe by 2012 will become a new trend. If the brand manufacturers such as expected into monolithic touch technology, in-cell or on-cell technology is getting mature, which specializes in attachment process of the traditional touch panel manufacturers, the performance will be a great impact on. But TFT-LCD LCD screen can arise when the balance of supply and demand situation?
Industry sources have suggested, because the 7 generation line depreciation is not amortized completed, the depreciation expenses before completion, panel factory must try to improve capacity utilization, so that each piece of average amortization cost reduction. Produce more, will only cause inventory, supply again appears superfluous situation. The small size IPAD multimedia tablet device supply perspective, the LCD panel shipments of up to 15%, but if use area calculations, but only the proportion of area 2.6%. So the panel factory, is very headaching thing, because the growth potential of the largest project, the proportion of area accounts for only so small, but relative to total shipment of face plate of revenue and area to amount to 7 of LCD TV, growth is slowing down, so shipping area, this large size panel delivery area is obviously recession.
The information above is from Shenzhen LCM, LCD, LCD screen, LCD display module, backlight manufacturers -- Xingyuhe electronic collection