The hottest Samsung LGD and others will increase t

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Samsung, LGD, etc. will increase the purchase of panels from mainland China and Taiwan

in order to increase the production capacity of high-end panels such as curved surface TVs and 4k2k TVs, Samsung will change the glass from generation 7.5 and generation 8.5 factories to 0.4t glass from May, which is estimated to affect 25000 to 30000 pieces. Because pp/epdm-t20 has good toughness and a certain rigid capacity scale. As for LGD, in addition to increasing the output of large-size TV panels, on the other hand, it plans to convert more 8.5-generation production capacity to AMOLED panels, which also reduces the actual output

the South Korean panel factory will carry out production line adjustment in this quarter. Due to the possible capacity loss, the shipment in the second half of the year may not be as good as that in the first half of the year, pushing up the proportion of external procurement of Korean TV panels of the two major brands to more than 50%. The differentiation strategy of Taiwan panel factory to promote 39.5-inch, 43 inch, 50 inch and 4k2k panels has worked, and is expected to become the first choice for the release of double Korean brands

the supply chain estimates that the shipments of the two panel factories in South Korea were strong in the first half of the year, but the shipments of TV panels may not increase but decrease in the second half of the year due to the impact of capacity adjustment

Samsung and LG Electronics have a high proportion of the panel purchased within the group. According to the statistics of the first quarter of the market, the proportion of the panel purchased within the group is as high as 57%, and the proportion of the panel purchased from Taiwan is about 19%. With the expansion of production capacity, the supply proportion of continental panel plants is as high as 17%, while that of Japanese panel plants is 7%. However, the production capacity of the two panel factories in South Korea was limited and shipments decreased in the second half of the year, and the number of internal panel purchases by the two brands also decreased. The market estimated that the proportion of internal panel purchases would fall below 50% in the second half of the year, resulting in an increase in the external procurement ratio, and Taiwan panel factories became the biggest beneficiaries

the two brand factories in South Korea mainly purchase differentiated sizes from Taiwan, including 39.5-inch, 43 inch, 50 inch and 4k2k high-resolution panels; This year, the average size of the market has increased to more than 40 inches. These differentiated sizes are the focus of the layout, and the number of purchases is considerable. According to the market survey, the overall 39.5-inch LCD TV shipment this year is estimated to be about 13 million units, the 40 inch TV shipment is estimated to be 14-15 million units, and the 42 inch/43 inch TV shipment is about 20 million units, with a total 39.5-43 inch market shipment of 48 million units

although the continental panel plant has increased the production capacity of 8.5 generation plants this year, the production capacity planning this year is still based on 32 inch panels to check whether the first cutting work is carried out smoothly, and the products purchased by shuanghan brands are also mostly 32 inch panels. This year, BOE's TV panel shipment target is 30million pieces, of which 20million pieces are 32 inches. As for the shipment target of csot this year is about 27million pieces, and the 32 inch panel is estimated to be about 19million pieces

global glass () Department

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