Taipei, Friday, July 25, 2014 02:53 (GMT+8)
partly cloudy
Taipei
28°C
Development trends in the Greater China large-size TFT LCD industry
Tony Huang, DIGITIMES Research, Taipei [Friday 28 October 2011]
Registration required (free) to purchase. Please sign in if you wish to continue.
The Greater China region (Taiwan and China) is expected to account for 44.5% of global large-size TFT LCD panel shipments and 42.5% of global large-size capacity in 2011. Geographically speaking, Greater China is the second most important region after South Korea in the panel industry. This DIGITIMES special report offers a comprehensive overview of the development of the large-size TFT LCD panel industry in the Greater China region, as well as the competition and collaboration between China-based players and their peers from Taiwan and South Korea.
Abstract
Global LCD TV shipments, 2009-2013 (k units)

Taiwan has been the powerhouse in the TFT LCD industry in the Greater China region. It still is, but China is now also emerging as a big player, bolstering the region's importance in the LCD panel industry. The Greater China region (Taiwan and China) is expected to account for 44.5% of global large-size TFT LCD panel shipments and 42.5% of global large-size capacity in 2011. Geographically speaking, Greater China is the second most important region after South Korea in the panel industry.

The rise of China to becoming a major large-size LCD panel supplier is being facilitated both by its role as the world's factory and by its huge domestic demand. Even though the rising salary levels in Chinese coastal areas have been sending manufacturers looking for cheaper labor in inland regions or other countries, the supply chain in China still boasts high efficiency and cost-effectiveness. In the foreseeable future China will remain the biggest production base for end products using large-size TFT LCD panels. DIGITIMES Research predicts China's share of global production of end products with large-size TFT LCD panels will be able to remain above 73% at least until 2013. Furthermore, demand for end products from the domestic market and exporters will continue to require China to import or locally produce large amounts of TFT LCD panels in the next five years. This will enable China's development into a major large-size LCD panel production base.

The current global economic woes may be slowing down China's progress towards becoming a powerhouse in the large-size TFT LCD panel industry. Its own players are still eager to ramp up capacity, but foreign competitors have all delayed their plans to build advanced panel lines in China. But these foreign players may change their mind next year if China raises tariffs on imports of large-size panels. It remains to be seen how much the tariffs may go up. If the increase is small, these foreign players may find it less pressing to speed up their plant projects. But if the tariffs go up to 8-12% from the present 3-5%, profits for panel exports to China will take a significant blow, forcing them to be more active in building their production facilities in China.

Within the Greater China region Taiwan-based panel makers AUO and CMI will still maintain a 30% share or even more of global large-size TFT LCD shipments by 2013, and their China-based competitors have a good chance of increasing their share to more than 10% by 2013, thanks to domestic demand and the support of the Chinese government's tariffs policy.

The DIGITIMES Special Report "Development trends in the Greater China large-size TFT LCD industry" offers a comprehensive overview of the development of the large-size TFT LCD panel industry in the Greater China region, as well as the competition and collaboration between China-based players and their peers from Taiwan and South Korea.

Table of contents
Price: NT$48,000 (approx. US$1,685)
Realtime news
  • Google to incorporate NFC functionality into Android

    Mobile + telecom | 5h 15min ago

  • TPCA urges Taiwan government to upgrade PCB industry

    Bits + chips | 5h 27min ago

  • TSMC to offer more wafer starts to MediaTek in 3Q14

    Bits + chips | 7h 23min ago

  • TPK sees 2Q14 gross margin drop sequentially

    Before Going to Press | 6h 3min ago

  • O-film Tech to acquire Shenzhen Temobi Science & Tech

    Before Going to Press | 6h 5min ago

  • PCB maker Apex completes capital expansion

    Before Going to Press | 6h 18min ago

  • Handset solution vendors may roll out 10-core CPUs in 2015

    Before Going to Press | 6h 29min ago

  • TPK posts 1H14 net EPS of NT$1.37

    Before Going to Press | 6h 29min ago

  • China market: Mainstream pricing for smart wireless routers stands at CNY100-200

    Before Going to Press | 6h 30min ago

  • More IC vendors to engage in merger or acquisition deals

    Before Going to Press | 6h 32min ago

  • Intel to launch Core M for use in notebook/tablet 2-in-1 models in 4Q14

    Before Going to Press | 6h 32min ago

  • Notebook thermal module makers eye business opportunities from electric vehicles

    Before Going to Press | 7h 41min ago

  • Career expects sales to peak in 4Q14

    Before Going to Press | 7h 42min ago

  • Acer sees booming sales of Chromebooks, says CEO

    Before Going to Press | 7h 50min ago

  • China PV module makers expected to ask Taiwan solar cell makers to offer incentives

    Before Going to Press | 8h 3min ago

  • LG launches cloud-based monitors

    Before Going to Press | 8h 4min ago

  • AUO able to produce 42- to 75-inch WCG curved Ultra HD TV panels

    Before Going to Press | 8h 6min ago

  • Touch Taiwan 2014 to take place in late August

    Before Going to Press | 8h 7min ago

  • Global Ultra HD TV penetration to reach at least 6-8% in 2014

    Before Going to Press | 8h 7min ago

  • Digitimes Research: Japan promoting service robots

    Before Going to Press | 8h 8min ago

  • Small- to medium-size China smartphone component makers under pressure of being forced out in 2H14

    Before Going to Press | 8h 9min ago

Pause
 | 
View more

Analysis of China's revised domestic semiconductor industry goals

RESEARCH EXTRAS | Jul 16, 18:09

Facing a funding shortage for local IC manufacturers, the China State Council in June 2014 published guidelines to strengthen government support for China's semiconductor industry, while stating the short-, mid-, and long-term goals for the related industry supply...

The transition to 4k TV - UHD TV market forecast, 2014-2017

RESEARCH EXTRAS | Jun 26, 13:59

Ultra HD TV vendors are facing challenges due to an overall slowdown in the TV industry and are concerned whether relative supply chains can provide compatible Ultra HD content and services. However, trends show that content makers as well as panel and chip makers...

Taiwan notebooks – 2Q 2014

TAIWAN ICT | Jul 23, 12:53

Taiwan's notebook makers saw an unexpected sequential rise in shipments in the second quarter after the end of Microsoft's support for Windows XP generated a wave of replacement demand. Compared to the same period of last year, their shipments still dropped....

China smartphone market and industry – 1Q 2014

CHINA SMARTPHONE | May 15, 15:08

This report is divided into two sections; the first covers the China smartphone market, including shipments from international players and China-based players. The second section covers the China smartphone industry and covers shipments from local makers in the...

Taiwan LCD monitors – 1Q 2014

TAIWAN FPD | May 13, 15:41

Monitor shipments from Taiwan makers declined in the first quarter of 2014 mainly due to seasonality. And both upstream LCD panel suppliers and downstream system vendors remain conservative about the monitor market in the second quarter.

UHD TV market forecast, 2014-2017
DIGITIMES Marketing Services
2014 global notebook demand forecast