Hardware equipment industry

In the third quarter of 2021, the shipment volume of large-size TFT LCD reached 237 million pieces and 56.8 million square meters From Omdia

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main points

The preliminary survey results in the third quarter of 2021 show that despite the strong seasonal demand, the shipment volume of large-size TFT LCD is the same as that in the previous quarter, and there is a year-on-year decrease. The shipments of tablet computers and LCD TV panels with 9 inches and above have decreased significantly in unit and area.

With the decline of LCD TV panel prices and the decline of large-size TFT LCD shipments, the revenue of large-size TFT LCD shipments decreased by 1% quarter on quarter in the third quarter of 2021, but increased by 24% year-on-year.

In the third quarter of 2021, Chinese mainland panel makers accounted for 49% of the largest TFT LCD unit shipments. Followed by Taiwan, accounting for 31%.

Large OLED shipments continued to grow, with double-digit growth in the third quarter of 2021. In the third quarter of 2021, Korean panel manufacturers accounted for 78% of the total shipments of large-size OLEDs, followed by Chinese panel manufacturers, accounting for 22%. However, in the third quarter of 2021, Chinese panel manufacturers and Edo accounted for the largest share of OLED tablet panel unit shipments, accounting for 59%, followed by Samsung display.

Preliminary survey results of large TFT LCD shipments in the third quarter of 2021

According to omdia’s large-size display panel market tracking – September 2021 database, the preliminary survey results in the third quarter of 2021 show that the shipment volume of large-size TFT LCD reaches 237 million pieces and 56.8 million square meters, as shown in Table 1 and table 2. This indicates that despite strong seasonal demand, shipments were flat quarter on quarter and decreased year-on-year. The shipments of tablet computers and LCD TV panels with 9 inches and above decreased significantly in this quarter.

Tablet PC display panel shipments of 9 inches and above decreased by 13% month on month and 19% year-on-year, while the shipment area also decreased by 12% month on month and 18% year-on-year. In terms of LCD TV display panel, the shipment volume decreased by 6% month on month and 13% year-on-year, while the shipment area decreased by 3% month on month and 8% year-on-year. On the contrary, there is still strong demand for notebook LCD panels, with quarterly shipment growth of 9%, annual growth of 16%, quarterly shipment area growth of 12% and annual growth of 16%. The shipment of LCD desktop display panel is not as good as that of notebook computer; Although its unit shipment and shipment area increased by 8% and 12% month on month respectively, these two shipment indicators still decreased year-on-year.

Table 1:   Preliminary survey results of large-size TFT LCD shipments in the third quarter of 2021 (thousands)

Table 2:   Preliminary survey results of large TFT LCD shipment area in the third quarter of 2021 (thousand square meters)

The decline in tablet display panel shipments was mainly due to the slowdown in consumer demand. During the epidemic period, consumer demand for tablets continued to be strong for entertainment and educational purposes. However, at present, demand is weakening because most consumers have bought tablets. Although the commercial demand for tablets is rising, it is still lower than the demand for laptops.

On the contrary, because many enterprises want to replace desktops with laptops, the commercial demand for laptops is very high, so the demand for laptop display panels is still strong. However, consumer demand for laptop terminals decreased slightly. In the third quarter of 2021, the shipment area of notebook display panel also had double-digit quarterly and annual growth. This is due to the increased commercial demand for laptops, which are mainly 14 inches and above. Business demand has offset the decline in consumer demand (especially children’s home education), which is mainly concentrated on small screens, such as the 11.6-inch chromebook.

The shipment volume and area of LCD desktop display panel continued to grow month on month, but decreased year-on-year. Like laptop display panels, LCD desktop display panels have reduced consumer demand and increased business demand. Generally, business demand is stronger than consumers’ demand for desktop displays, although during the epidemic, consumers’ demand for desktop displays is strong for the purposes of family entertainment, work at home and study at home.

However, notebook computers are increasingly replacing desktop computers and desktop monitors. Unlike laptop display panels, business needs limit the size migration of desktop displays. The consumer market of desktop displays has promoted the increase of shipments of large-size displays (more than 27 inches) and high-end game displays. However, the commercial market needs cheap, low-end displays with screen sizes between 19 and 24 inches.

The shipments of LCD TV panels decreased month on month and year-on-year in unit and area. During the epidemic, the price of LCD TV display panel rose sharply, and then raised the price of LCD TV. Nevertheless, due to the suppressed and driven demand, consumers continue to buy LCD TVs, especially in developed areas. In view of the shortage of key components of televisions and display panels and global logistics delays, retailers and brands are looking for inventory. However, with the gradual weakening of the demand for LCD TV in the terminal market, LCD TV panel buyers reduced their procurement of display panels in the third quarter of 2021, exerting price pressure on display panel manufacturers. Therefore, display panel manufacturers began to reduce the utilization of their LCD TV factories in the middle of the third quarter. LCD TV panel prices began to fall freely in the third quarter and will continue to fall in the fourth quarter.

With the decline of LCD TV panel prices and the decline of large-size TFT LCD shipments, its revenue decreased by 1% in the third quarter of 2021, although it still increased by 24% year-on-year. It is obvious that display panel manufacturers have been enjoying the rise in display panel prices until the second quarter of 2021, more than a year since the beginning of the epidemic. However, since the third quarter, when retailers and brands have completed their inventory, they are facing strong price pressure with the slowdown of demand in the end market. Once the price of LCD TV display panel begins to erode, the price of LCD desktop display panel will soon follow this trend.

In the third quarter of 2021, Chinese mainland manufacturers accounted for the largest share of unit shipment and shipping area, 49% and 57% respectively.

As shown in Figure 1, Chinese mainland manufacturers accounted for the largest share of TFT LCD shipments in the third quarter. BOE led with 32%, followed by 16% of qunchuang optoelectronics and 13% of Youda optoelectronics. The Chinese Mainland shows that panel manufacturers occupy 49% of the TFT LCD shipments, followed by 31% of the Taiwan area. Korean display panel manufacturers expanded their TFT LCD production, but maintained a 14% share in the third quarter. In terms of large-size TFT LCD shipment area, BOE also occupied the largest share in the third quarter, accounting for 27%, followed by 16% of Huaxing optoelectronics and 11% of LG display. The Chinese Mainland shows that panel manufacturers occupy 57% of the total shipment volume of large-size TFT LCD, followed by 22% in Taiwan and 13% in Korea.

Figure 1: share of large TFT shipments by manufacturers in the third quarter of 2021 (preliminary statistics)

Source: Omdia

Shipments of large OLED display panels continued to maintain double-digit growth

According to the preliminary survey results of omdia in the third quarter of 2021, the shipment of large-size OLEDs increased by double digits year-on-year and month on month. Samsung display led the growth of OLED laptop display panel shipments, while LG display led the growth of OLED TV display panels. This is because people are keen to spend more money on high-end products during the epidemic. In the third quarter of 2021, Korean display panel manufacturers accounted for 78% of the total shipments of large-size OLEDs, followed by 22% of Chinese display panel manufacturers. In the third quarter of 2021, LG display continued to win 100% of OLED TV display panel shipments, while Samsung display won 100% of notebook OLED display panel shipments. In the second quarter of 2021, Korean display panel manufacturers accounted for 88% of the total shipments of large-size OLEDs, and Chinese display panel manufacturers accounted for 12%. However, in the third quarter of 2021, Chinese display panel manufacturers and Hui optoelectronics accounted for the largest share of OLED tablet display panel shipments, reaching 59%, followed by Samsung display. In the same quarter, Tianma also accounted for 34% of OLED display panel shipments in other applications. In short, Chinese display panel manufacturers are constantly improving their penetration in large-size OLED display panel shipments.

Table 3: preliminary survey results of unit shipments of large-size OLEDs in the third quarter of 2021 (1000 pieces)

More reading: display panel industry 2021 summary and 2022 Outlook (Part I) : large size display panel omdia: OLED capacity will lead new investment in flat panel display. Omdia: 62.1 million LTPS LCDs will be shipped to China’s major smartphone manufacturers in the first quarter of 2021. Omdia: analysis of changes in liquid crystal cycle and demand elasticity between 2008 and 2022. Omdia: it is expected that the shipment of 4K large size display panels will reach 148 million in 2020. Omdia: 28nm will become the largest supplier of semiconductor applications in the next five years Node manufacturing process omdia: in May 2020, the shipment of large-size panels increased by 16% month on month, reaching a record high of 74.93 million pieces in recent years. Omdia: in March 2020, the shipment of large-size panels reached 64.16 million pieces, up 28% month on month. Omdia: in April 2020, the shipment of large-size panels reached 63.44 million pieces, down 2% month on month. Omdia: Samsung VD (visual display) 2022 TV panel procurement plan and strategy omdia: it is predicted that the shipment of large-size LCD panels in various application categories in 2021 omdia: the shipment of large-size LCD panels in the second quarter of 2021 will be 236 million, down 1% month on month omdia: development trend of folding touch and cover omdia: it is estimated that the shipment of mini led TVs will reach 25 million by 2025 omdia: Apple iPhone OLED from 2020 to 2022 Board blueprint

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