Taipei, Wednesday, May 27, 2015 12:44 (GMT+8)
mostly cloudy
Taipei
30°C
2013 TFT LCD industry and market outlook
Tony Huang and Jason Yang, DIGITIMES Research, Taipei [Friday 7 December 2012]
Registration required (free) to purchase. Please sign in if you wish to continue.
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
  • LED lighting peak to come in 2018: Q&A with MLS president Lawrence Lin

    LED | 19min ago

  • BenQ unveils 6 intelligent solutions

    IT + CE | 1h 6min ago

  • Taiwan ODMs to snap up all orders for next generation iPhone, say sources

    Mobile + telecom | 1h 12min ago

  • China software industry posts January-April revenues of CNY1.215 trillion, says MIIT

    IT + CE | 1h 24min ago

  • Samsung SDI inks MOU with China Wuxi for polarizer plants

    Displays | May 26, 22:11

  • TSMC to build 10nm pilot line in June, says report

    Bits + chips - Newswatch | May 26, 22:07

  • Prices declining for 4-inch PSS

    LED | May 26, 22:05

  • Protests over Hydis factory shutdowns continue in Taiwan

    Displays | May 26, 22:02

  • Xiaomi Technology expects 2015 cloud computing revenues to hike 4-5 fold, says chairman

    Mobile + telecom | May 26, 21:54

  • Japan Display holds top spot in vehicle display shipments in 2014, says PIDA

    Displays | May 26, 21:51

  • Digitimes Research: Lenovo ranks as 3rd largest smartphone vendor in 1Q15

    Mobile + telecom | May 26, 21:49

  • Shift from information technology to digital technology, says Alibaba chairman

    Before Going to Press | May 26, 21:29

  • Taiwan market: Taiwan Star Cellular requests 3G, 4G roaming cooperation with TWM

    Before Going to Press | May 26, 21:26

  • Memoright to step into eMCP

    Before Going to Press | May 26, 21:00

  • Samsung proposes developing QLED TV panels over OLED, say reports

    Before Going to Press | May 26, 20:57

  • MediaTek expected to meet mid- to high-end of 2Q15 guidance

    Before Going to Press | May 26, 20:18

  • Second-tier motherboard makers to see drops in 2015 shipments

    Before Going to Press | May 26, 20:10

  • Sharp to launch smartphones in Indonesia, says report

    Before Going to Press | May 26, 20:07

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 LCD TVs – 1Q 2015

TAIWAN DISPLAY SYSTEM | May 22, 15:51

Taiwan's LCD TV makers saw strong seasonal impacts in the first quarter of 2015. Shipments to North America saw a particularly sharp decline as a result of reduced procurement from Mexico and major client Toshiba quitting the North America market.

Taiwan handsets – 1Q 2015

TAIWAN MOBILE DEVICE | May 15, 15:58

Most of Taiwan's handset makers felt strong seasonal effects in the first quarter. Foxconn suffered particularly as a result of drastic drops in orders from Sony Mobile and Microsoft Mobile.

China smartphone market and industry – 1Q 2015

CHINA SMARTPHONE | May 13, 10:56

According to Digitimes Research's survey of the Mainland China smartphone supply chain, as well as other relative vendors, increased demand for Apple's new device models, Mainland China's high-end smartphone models experienced lackluster sales in the first quarter...

Taiwan server shipment forecast and industry analysis, 2015
2015 China smartphone panel trend forecast
Analysis of China revised domestic semiconductor industry goals
  • 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.