Panel manufacturers attack monitors, shipments increase against trend
Global monitor panel shipments fell sharply in 2019. According to Sigmaintell data, monitor panel shipments in 2019 were 140 million units, a 5.2% decrease from the previous year. Shipment area was flat, of which BOE ranked No. First, LGD shipments ranked first. TV panel supply will decrease in 2020, but monitor panels will continue to increase. Shipments are expected to reach 167 million units, an annual increase of 16.4%. This year, oversupply pressure is high. From the perspective of suppliers, BOE ranked first in terms of shipments and LGD ranked first in terms of shipments. BOE shipped approximately 34.5 million monitor panels last year, a decline of 8.4%. This year, it plans to increase the proportion of high-end products, strengthen narrow bezels, high-resolution ratios, gaming, and widescreen product lines. LGD shipped 31.5 million units last year, an annual decrease of 8.7%. LGD will shut down most of Korea ’s TV panel production capacity in 2020, but its IT production capacity continues, with products focused on IPS and high resolution. AUO ’s monitor panel shipments last year were 25.6 million units, down 2.3% year-on-year, because its product and customer structure is stable and less affected by market fluctuations. In 2020, AUO will continue to plan professional display and e-sports products, actively plan high-end products such as Mini LED backlight, and strengthen high-profitability product lines. Innolux shipped 23.6 million units, a year-on-year decrease of 15.8%. The shipment size was concentrated at 21.5 inches, accounting for approximately 35%, and the large size accounted for only 10%. In 2020, it will improve its competitiveness by transforming production lines and increasing the supply of IPS products. Samsung shipped 16.2 million monitor panels last year, a year-on-year decrease of 2.3%. 2020 plans to significantly increase monitor panel shipments, especially for curved product supply, while launching a new product line with a curvature of 1000R. CLP Panda's shipments are 10.2 million, an increase of 26.5% per year. Currently, TPV, the major supplier of the group, continues to expand its customer base this year. 平均 The average size of the monitor panel in 2019 is 23.7 inches, an increase of 0.5 inches, and the size is expected to continue to increase in 2020. Except for AUO and Samsung, all panel manufacturers are actively entering the gaming market. Qunzhi Consulting estimates that the global gaming gaming panel shipments (above 1000Hz) will exceed 10 million units in 2019, and from the perspective of manufacturer planning, More than 15 million units will be shipped in 2020. In addition, the resolution of the monitor panel has also continued to improve, with QHD and UHD penetration rates reaching 10.4% in 2019 and 12.3% in 2020. The price of TV panels collapsed in 2019, and panel makers have converted considerable production capacity into monitor panels this year. In addition to Samsung, CLP Panda, and Huaxing Optoelectronics ’shipment targets have increased significantly, Huike will also join the battle. According to statistics from Qunzhi Consulting, the global monitor panel shipments are expected to reach 167 million units in 2020, an increase of 16.4% annually, and the pressure of oversupply is high. The pneumonia epidemic in Wuhan has affected the monitor market. In the short term, delays in factory resumption, tight supply of upstream materials, and difficulties in transportation of goods have limited the rate of recovery of production capacity of panel module and machine manufacturing plants. Panel plant opened in February Cell and module delivery rates will be lower than expected. On the demand side, it is expected that the demand for independent displays in the mainland in the first quarter of 2020 will decline by 15.4%, and the demand for AIO will fall by 27.3%.
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