August 2, according to the Taiwan media “Economic Daily News” reported that the latest report of the research agency RUNTO (RUNTO) shows that the first half of 2022 Chinese mainland panel manufacturers to 84 million shipments as well as 67% market share claimed the title, a record high. Taiwan panel makers Guntron, AUO shipments have declined, a combined market share of 18%, slightly better than Japan and South Korea’s combined 15%. Market expectations, with the mainland domination of the LCD panel market, the next three years, the panel factory is afraid of a merger tide.
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According to the “Global LCD TV panel market monthly tracking” released by LOTUS, the first half of this year, the world shipped 125 million LCD TV panels above 32 inches, an increase of 1.9% year-on-year, with mainland manufacturers BOE, Huaxing Optoelectronics and Huike firmly in the top three.
To strengthen the core position of the industry chain, the Chinese mainland TV panel factory to maintain a high crop rate, shipments in the first half of 84 million pieces, the global market share of 67%, an increase of 6.2 percentage points, compared with the second half of last year, an increase of 3.4 percentage points.
The top ten panel manufacturers in the analysis of the Luotu technology, land-based panel factory shipments are showing year-on-year growth, Huaxing photoelectric, rainbow photoelectric shipments were up 12% and 16%. Most of the non-China panel factory decline, Taiwan panel factory Grouptron decline by about 10%, AUO reduced by 14%, the two combined market share of 18% in the first half.
Samsung Display (SDC) began to gradually reduce production at the beginning of the year to a complete shutdown in June, resulting in a year-on-year reduction of 50%. Sharp because of the active adjustment of production capacity, production decreased by 28% year-on-year, Japan and South Korea panel factories in the first half of the combined market share fell to a low of 15%.
Source: Economic Daily News
Accordingly, the top ten panel makers are divided into four camps, with BOE, which shipped more than 30 million pieces in the first half of the year, firmly taking the lead in the large-size LCD panel industry. Next, 20 million pieces of Huaxing photoelectric, Huike. 10 million pieces of camp for the grouptron and Lejin display (LGD). Million-chip rank AUO and Sharp, with 8 million and 6 million pieces shipped, fell to the tail camp with Rainbow Photoelectric, CEC Panda and Samsung Display SDC.
Looking ahead to the second half of the year, Luotu Technology expects that, as the TV panel each main size has fallen below the cash cost, the panel factory strives to stop bleeding, start large-scale production reduction operations, the panel market is expected to usher in a turnaround. It is expected that before September this year, the major panel factory crop rate will be less than 75%, as to whether the price can stabilize the key observation point also falls in September.