Supply chain
Digitimes Research: China panel maker operating margins continue to increase; BOE to expand AMOLED panel capacity by over 225%
Tony Huang, DIGITIMES Research, Taipei

China's panel makers have reported increased operating margins in the first half of 2014 largely due to their efforts in promoting smartphone, tablet and low-priced LCD TV panel products, with Tianma Optoelectronics reaching 5.4%, BOE 4.8% and China Star Optoelectronics 3.7%, according to Digitimes Research.

BOE's performance in particular will be worth further attention as it will increase its production capacity of large-size TFT LCD panels by 99.5% from 2013-2017, while small- to medium-size AMOLED applications will increase 225.4%.

The company continues to maintain good relations with Samsung Electronics and Lenovo, which has helped it improve revenues and shipments as a result of the two vendors' increased sales growth.

However, Digitimes Research noted that BOE is expected to see less than 10% on-year growth in revenues during 2014 – a first since 2010 – due to customer order adjustments.

Content from this article was part of a complete Digitimes Research Chinese-language report that has not yet been translated into English. If you are interested in an English version of the report or wish to receive more information about the report, click here to contact us and we will get back to you as soon as possible. Digitimes Research also provides quarterly tracking services for market sectors such as China Smartphone, China Smartphone AP, Taiwan ICT and Taiwan FPD. Click here for more information about Digitimes Research Tracking services.

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