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2013 TFT LCD industry and market outlook
Tony Huang and Jason Yang, DIGITIMES Research, Taipei [Friday 7 December 2012]
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Global production capacity for large-size TFT LCD panels (9-inch and above) is expected to grow only 3.4% in 2013, which represents the lowest growth rate ever for the industry, while Taiwan-based makers' production capacity for large-size panels is expected to rise by 3.2% on year in 2013.
Abstract
Global annual large-size LCD panel production capacity, 2009-2013 (K square meters)

Global production capacity for large-size TFT LCD panels (9-inch and above) is expected to grow only 3.4% in 2013, which represents the lowest growth rate ever for the industry, while Taiwan-based makers' production capacity for large-size panels is expected to rise by 3.2% on year in 2013.

China-based panel makers are expected to bump up their overall global proportion of large-size TFT LCD panel production capacity to 12.4% 2013, which may jump up even higher to 13.7% in 2014 due to an additional 8.5G line BOE has invested in Hefei, China. That plant is expected to start mass production by the first quarter of 2014.

On the demand side, Digitimes Research expects the average size of LCD TV panels to see a significant increase in 2013, with the average size at 38.8-inch, up from 36.6-inch in 2012. The 2.2-inch increase in 2013 contrasts the approximate 1-inch growth seen annually from 2007-2011.

Global large-size TFT LCD panel demand is expected to increase by 11.2%, which will cause demand for LCD TV panels in particular to be tight during the hot selling seasons. Also, because PC demand is decreasing, panel makers are taking a conservative stance on their notebook and monitor panel development strategy in 2013 and are focusing more on tablet panel production.

Digitimes Research estimates that in 2013 China-based panel makers will continue to have an upper hand in the 32-inch LCD TV panel market in China, and they will expand their product offerings by providing new panel sizes such as 28- and 46-inch.

Samsung Display's revenues from AMOLED panels will increase by 25% on year in 2013 and its AMOLED panel profit margin will be stable at approximately 18-20%. The company will also continue developing 5-inch and above AMOELD panels that have Full HD resolution.

AUO has surpassed Samsung in notebook panel shipments to become the number two notebook panel supplier in the world. However, Digitimes Research expects demand for PC-use panels to be flat in 2013, which will cause AUO to pay more attention to tablet panels and increase its related shipments by 260% in 2013.

Innolux will most likely focus on Ultra HD TV panels in 2013, and the maker is expected to hold over 50% of the market.

Table of contents
Price: NT$48,000 (approx. US$1,685)
Realtime news
  • China aims at production value of CNY500 billion for smart hardware in 2018, says MIIT

    Before Going to Press | 1min ago

  • Taiwan 2Q16 TFT-LCD production value up on quarter, down on year, says PIDA

    Before Going to Press | 2min ago

  • Nearly eight million embedded eMemory silicon IP wafers employed in TSMC processes

    Before Going to Press | 2min ago

  • BeiDou Navigation Satellite System to provide global positioning services in 2020

    Before Going to Press | 3min ago

  • Epistar, Epileds Technologies see booming orders for IR LED chips

    Before Going to Press | 4min ago

  • Micron CEO visits Taiwan to meet Formosa executives

    Before Going to Press | 4min ago

  • Notebook components seeing shortages

    Before Going to Press | 5min ago

  • Chunghwa Telecom in close cooperation with Ericsson, says president

    Before Going to Press | 6min ago

  • National Cheng Kung University, AIDC to cooperate to make condenser for use in AMS-02 detector

    Before Going to Press | 6min ago

  • Lithium battery makers demand price rise due to shortages

    Before Going to Press | 10min ago

  • Taiwan market: Xiaomi Technology to launch Hong-Mi Note 4

    Before Going to Press | 11min ago

  • Chilisin signs NT$3.5 billion syndicated loan

    Before Going to Press | 12min ago

  • Kenmec secures more than NT$3 billion worth of automation equipment orders, says report

    Before Going to Press | 13min ago

  • Digitimes Research: Global average LTE-based data transfer speed barely rising

    Before Going to Press | 14min ago

  • GE exiting Asia and Latin America angering distributors of local lighting products

    Before Going to Press | 16min ago

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