Taipei, Friday, October 31, 2014 13:53 (GMT+8)
partly cloudy
Taipei
30°C
Overview of the Greater China small- to medium-size TFT LCD industry
Jason Yang, DIGITIMES Research, Taipei [Tuesday 25 October 2011]
Registration required (free) to purchase. Please sign in if you wish to continue.
The Taiwan small- to medium-size TFT LCD industry has risen to become the world's largest in terms of shipments, while China's nascent industry shows more growth potential than any other nation. However, while players in the Greater China region focus on capacity and LCD production enhancements, rivals in Korea and Japan are focusing on AMOLED technology, which may represent the future in the higher end of the market. This DIGITIMES Research Special Report provides a comprehensive overview of the players and market direction of panel makers in the Greater China region, as well as outlining the potential market influence of OLEDs.
Abstract
China panel manufacturers small- to medium-size TFT LCD shipments by application, 2009-2013 (k units)

The Taiwan small- to medium-size TFT LCD industry has risen to become the world's largest in terms of LCD cell shipment numbers, while its production value still occupies an important position in the global industry, comparable to that of Japan. Across the strait in China, the nascent small- to medium size TFT LCD panel industry may still be in its development stage, but the country's vast market and strong growth mean the local industry has more potential than that that of any other nation. China-based manufacturers BOE and Tianma have also recently markedly expanded capacity for their respective production of small- to medium size TFT LCD panels and China's competitiveness in the global market is expected to increase dramatically over the next three years.

While players in Greater China market focus on capacity and production for TFT LCD panels, South Korea's Samsung Mobile Display has actively pursued both R&D and manufacturing processes for AMOLED, with this new display technology already posing a significant threat to the high-end small- to medium size TFT LCD sector. Japan's Sharp also plans to switch its 8.5G TFT LCD factory to the production of small- to medium size panels, while Sony Mobile Display, Toshiba Mobile Display and Hitachi Displays are not only set to merge, but are also setting their sights on AMOLED technology and applications. These firms are therefore also likely to present a major threat to small- to medium size TFT LCD manufacturers in the Greater China region. How manufacturers in the Greater China region respond to future competition from Japan and Korea, as well how they go about closing the gap between themselves and Japanese and Korean manufacturers, are topics worthy of careful investigation.

Table of contents
Price: NT$48,000 (approx. US$1,685)
Realtime news
  • Walton, Powertech to see slight drops in 4Q14 revenues

    Bits + chips | 1h 20min ago

  • Contrel invests in PSS production using soft mask photolithography

    LED | 1h 41min ago

  • Taiwan market: BenQ aims to sell 20,000 curved Full HD WCG TVs in 2015; Ultra HD TV penetration to reach 5%

    Displays | 1h 50min ago

  • LCD TV sales expected to reach 5 million during holiday period in North America

    Displays | 2h 57min ago

  • Macronix posts net losses of NT$1.1 billion for 3Q14

    Bits + chips | 3h 18min ago

  • MLS, Unity Opto expand LED lighting capacities

    LED | 3h 27min ago

  • LG Display develops 5.3-inch Full HD LCD panel for smartphones with 0.7mm bezel

    Displays | Oct 30, 21:22

  • ASE nets NT$1.98 per share for January-September

    Bits + chips | Oct 30, 21:07

  • Taiwan ODMs, component makers eye orders from China mid-range, high-end smartphone vendors

    Mobile + telecom | Oct 30, 20:04

  • Hermes Microvision posts January-September net EPS of NT$25.13

    Before Going to Press | Oct 30, 20:59

  • Standards committees and industry consortia working through number of video standards to support Ultra HD

    Before Going to Press | Oct 30, 20:55

  • TDDI may push down touch IC, LCD driver IC prices in 2015

    Before Going to Press | Oct 30, 20:00

Pause
 | 
View more

Trends and forecasts for the China FPD industry, 2014-2017

CHINA FPD | Oct 6, 12:29

With China being the world's IT production center and a country with some of the strongest consumer demand, along with benefits on custom tax, funding, loans, and subsidies provided by the government, China's FPD industry continues to show strong growth. Local...

Taiwan servers and the global server market, 2014

RESEARCH EXTRAS | Oct 3, 12:19

Taiwan makers have successfully entered the supply chain of the Internet data center (IDC) industry and may contribute over 90% of the global server shipments in 2014. Combined revenues from related product lines such as motherboards, back-end assembly, storage...

Taiwan digital cameras – 3Q 2014

TAIWAN ICT | Oct 30, 15:40

The global digital still camera (DSC) market continued to decline in the third quarter of 2014, a trend reflected by Taiwan makers' significant on-year shipment drops. Worldwide DSC shipments are expected to drop almost 30% in 2014.

Taiwan notebooks – 3Q 2014

TAIWAN ICT | Oct 23, 11:55

US notebook brand vendors' stronger-than-expected sales fueled their Taiwan-based ODM partners' shipment growth in the third quarter. In general, the enterprise segment saw better shipment momentum than the consumer segment, as Microsoft's termination of support...

Taiwan LCD monitors – 2Q 2014

TAIWAN FPD | Aug 25, 14:48

Taiwan's monitor shipments grew 10% in the second quarter compared to a low first-quarter base. With panel makers reducing their supply of monitor applications and monitor vendors reluctant to increase their shipments, Taiwan's makers will only see a single-digit...

Demand and supply trends in the global sapphire industry, 2014-2015
DIGITIMES Marketing Services
Greater China touch panel shipment forecast through 2015
  • 2014 global high brightness LED market, trends and shipment forecast

    For the global LED lighting market, the market size will reach US$25.82 billion in 2014 or a market penetration rate of 23.4%. This is attributable to exponential shipment growth for light bulbs, tubes, and directional lamps.

  • Greater China touch panel shipment forecast through 2015

    This Special Report provides forecasts through 2015 for Greater China touch panel shipments with breakdowns based on technology (glass, film, resistive), application (smartphone, NB and tablet) and by firm.

  • 2014 global tablet demand forecast

    This report analyzes the main players, their strategies and shipments forecasts for 2014, as well as other factors contributing to either growth or decline in various segments within the tablet market, with a particular focus on Apple, Google, Samsung, and Microsoft, along with whitebox vendors.