Taipei, Tuesday, April 21, 2015 09:46 (GMT+8)
mostly cloudy
Taipei
19°C
China TFT LCD panel industry overview
Tony Huang, DIGITIMES Research, Taipei [Thursday 9 December 2010]
Registration required (free) to purchase. Please sign in if you wish to continue.
China's development of the TFT LCD sector began later than in Japan, South Korea and Taiwan. However, the enormous growth of domestic demand, coupled with many years accumulated technical knowledge, have China on pace to overtake Japan in fourth-quarter 2011 and be a market challenger that global display panel manufacturers cannot afford to ignore over the next 2-3 years. This DIGITIMES Research Special Report details the related advanced LCD production line plans and supply chain developments in the region, while outlining the policy guidelines and subsidies China is issuing to show its commitment to its homegrown panel makers.
Abstract
Global large-size TFT LCD production capacity accounted for by China, 4Q09-4Q12

One of the most important considerations in China's industrial and technical development has always been the principle of not allowing important strategic goods or materials to fall under the control of other nations. Although China currently relies on imports for the vast majority of 32-inch or larger LCD TV panels, with the country's role largely limited to LCM assembly, China's policy guidelines for the development of the flat panel display industry signal that the country intends to fill in the gaps in its existing supply chains.

This includes upstream components and materials, as well as LCD panels, and the scale of state subsidies to homegrown panel manufacturers such as BOE and China Star Optoelectronics demonstrates the government's commitment to this endeavor. TFT LCDs also have enormous output value, making them of considerable use in efforts to boost local economies and GDP figures. For this reason, a wave of enthusiasm for building advanced production lines has swept through China over the last year or two.

In addition, China's low labor costs and abundant workforce, combined with the continuing improvements in its production supply chain efficiency, have led almost 95% of Taiwan-based electronics manufacturers to locate their overseas production sites principally in China. Driven by the two key factors of production and local demand, China is fast becoming the location of choice for manufacturers wishing to set up new TFT LCD production lines.

The combination of sustained growth in China's domestic demand and its growing exports of LCD products in downstream applications, means China is set to become a new challenge that global display panel manufacturers cannot afford to ignore over the next 2-3 years.

The DIGITIMES Research Special Report, "China TFT LCD panel industry overview," provides and in-depth examination of China's TFT LCD sector, including analysis of the proactive policies China uses to support its flat panel display industry, forecasts of local and global large-size LCD demand and the expected development of the local TFT LCD supply chain, as well as providing multiple large-size TFT LCD production line capacity scenarios for the Greater China region over the next few years.

Table of contents
Price: NT$48,000 (approx. US$1,685)
Realtime news
  • Novatek 1Q15 sales disappoint

    Bits + chips | 11h 44min ago

  • Taiwan attracts foreign direct investment of US$1.236 billion in January-March, says MOEA

    Bits + chips | 11h 46min ago

  • Taiwan sees increased March export order value, says MOEA

    Bits + chips | 11h 47min ago

  • Samsung Display considers moving LCM business to China or Vietnam, says report

    Displays | 11h 49min ago

  • China vendors see TV shipments to markets abroad increase 16% in 1Q15

    Displays | 11h 50min ago

  • Baidu quits Japan online search market

    Before Going to Press | 12h 8min ago

  • Taiwan NFC supply chain makers faced with unfavorable environment

    Before Going to Press | 12h 8min ago

  • Acer founder to pass down shareholding to eldest son, hoping to bring added value to company

    Before Going to Press | 12h 10min ago

  • Over 71 million handsets shipped in China market in January-February, says CAICT

    Before Going to Press | 12h 11min ago

  • 32-inch TV panel pricing expected to drop US$2-3 during late April

    Before Going to Press | 12h 12min ago

  • Motech Industries suffers net loss for 1Q15

    Before Going to Press | 12h 16min ago

  • HTC to reportedly launch in-car wireless device

    Before Going to Press | 12h 17min ago

  • Novatek 1Q15 sales disappoint

    Before Going to Press | 12h 17min ago

  • 4K display revenues to grow 94% in 2015

    Before Going to Press | 12h 18min ago

  • Taiwan chipmakers unaffected by earthquake

    Before Going to Press | 12h 18min ago

  • Inotera buys equipment from Canon

    Before Going to Press | 12h 20min ago

Pause
 | 
View more

Taiwan server shipment forecast and industry analysis, 2015

RESEARCH EXTRAS | Apr 10, 15:57

The server market did not perform well in 2014 though rising demand from Internet data centers (IDCs) and China brands helped global shipments (measured by motherboards) grow 7.1% to 10.4 million. Using this as the base for growth, in 2015 the market is expected...

How China is shaping the LTE/TD-LTE market in 2015

CHINA SMARTPHONE | Apr 9, 15:42

Digitimes Research estimates that the global LTE market doubled in size to 445 million users in 2014 and we further forecast that annual growth in the number of LTE users will remain above 70% between 2015-2016, with the overall market reaching 1.466 billion...

Taiwan large-size LCD panels – 4Q 2014

TAIWAN LCD PANEL | Feb 17, 11:23

Taiwan-based makers saw their large-size TFT LCD panel shipments increase on year in fourth-quarter 2014, driven largely by demand for TV applications. But they are facing growing competition from China-based and Korea-based makers who are ramping up new production...

Taiwan LCD TVs – 4Q 2014

TAIWAN DISPLAY SYSTEM | Feb 17, 11:07

Taiwan's LCD TV makers saw significant increases in shipments in the fourth quarter of 2014 thanks to strong seasonal demand, as well as Foxconn's shipments to Mexico to fulfill government procurement orders.

Taiwan small- to mid-size LCD panels – 4Q 2014

TAIWAN LCD PANEL | Feb 16, 15:11

Major Taiwan-based suppliers of small- to medium-size LCD panels changed their production strategies in fourth-quarter 2014 as the industry entered the slow season amid sluggish demand for smartphone applications and rising competition from China-based rivals...

How China is shaping the LTE/TD-LTE market in 2015
Trends and forecasts for the China FPD industry, 2014-2017
Demand and supply trends in the global sapphire industry, 2014-2015
  • Wireless broadband developments in Southeast Asia markets

    As of 2013, the 10 ASEAN nations had a total of over 700 million mobile subscriptions, with the CAGR from 2003-2013 reaching 24%. This Digitimes Research Special Report analyzes the various mobile broadband markets in ASEAN and looks at the respective trends in 4G LTE development for those markets.

  • 2015 global tablet demand forecast

    This Digitimes Research Special Report provides a 2015 forecast for the global tablet market and analyzes the strategies of key market players such as Google, Apple, Intel, and Microsoft.

  • 2015 China smartphone panel trend forecast

    This Digitimes Research Special Report analyzes the strategies of key China-based major panel makers BOE, Tianma and IVO for attacking the different market segments through technology and pricing, and their relationship to local vendors Huawei, Lenovo, ZTE, Xiaomi and Coolpad.