Chinese polarizer manufacturers monopolize the market of large-scale LCD TV panel polarizer From Omdia

The following is the Chinese polarizer manufacturers monopolize the market of large-scale LCD TV panel polarizer From Omdia recommended by recordtrend.com. And this article belongs to the classification: Hardware equipment industry.

main points

Panel manufacturers have shown positive market growth in LCD TV panels of 80 inches and larger.

Chinese polarizer manufacturers have monopolized the market of large-scale LCD TV panel polarizers.

Since the polarizer is produced on a limited width production line, the efficiency of production according to the panel size is very important.

Panel manufacturers have shown positive market growth in LCD TV panels of 80 inches and larger

Worried about the oversupply of the panel Market in 2022, panel manufacturers are considering expanding the production of oversized LCD TV panels to reduce the risk of the decline cycle of panel supply and demand.

Figure 1 shows the demand conversion of polarizer for oversized TV panel based on the tracking results of long-term demand forecast. The demand area of polarizers for 80 inch and above LCD panels is expected to increase by more than 20% over the previous year. In addition, according to the business plan of panel manufacturers, omdia expects the production of oversized panels in 2022 to increase by 69% compared with 2021. Although the number is still small, the annual growth rate is as high as double digits. Since oversized panels are considered high-end products, polarizer manufacturers are paying attention.

Figure 1: demand forecast for polarizer area of 80 inches and above

Source: Omdia

Production efficiency of different width production lines

Table 1 shows the efficiency of cutting oversized panel polarizers. Because the lower polarizer is placed in the horizontal direction of the panel, and the length of the horizontal direction is very long, it directly affects the production efficiency of the polarizer, because the efficiency of each production line is calculated according to the lower polarizer. As shown in Table 1, 90 inch and larger polarizers can be produced on production lines with a width of more than 2300mm, while 98 inch polarizers can only be produced on production lines with a width of 2500 mm.

With the increase of size, the available polarizer production line becomes more and more limited. In addition, when producing polarizers, there is an effective width for actual production. For oversized panels of 90 inches and above, the possibility of production can be determined even if the length is as small as a few millimeters. Since the effective width of each manufacturer is different, the management of effective width may be one of the important factors in the production of oversized products.

Table 1: production line efficiency of ultra large LCD TV panel polarizer (lower polarizer)

Supply chain status and market share of polarizer

The trend of 80-90 inch polarizers is similar to that of large-size TV panel polarizers, which can be produced on a 2300mm wide production line. However, as shown in Table 1, the production lines that can produce polarizers above 90 inches are limited, and only three manufacturers can provide polarizers above 90 inches: Shanjin optoelectronics, HMO and Samsung SDI.

For polarizers of 98 inches and above, Shanjin optoelectronics, which has a 2500 mm wide production line, has a monopoly in the market.

Therefore, omdia expects that Chinese polarizer manufacturers will occupy 93% of the market share of 90 inch and above LCD TV panel polarizers in the fourth quarter of 2021, and dominate the production of 98 inch and above polarizers.

Table 2: polarizer supply chain status of LCD TV panels of 90 inches and above

More reading: omdia: LCD TV panel price, Omdia: average selling price of LCD TV panel (ASP) in the fourth quarter of 2020 Omdia: the average size of LCD TV panel is expected to increase by two inches in 2021. Cinno research: in the first half of 2021, the global LCD TV panel shipment was 130 million, with a year-on-year increase of 2.5%. In 2020, the global LCD TV panel shipment in Q1 was 63.03 million, with a sharp year-on-year decrease of 10.6% IHS Markit: it is expected that the LCD TV panel shipment in 2020 will decrease by 8% year-on-year Q: in the first half of 2019, the total volume of LCD TV panels shipped to the world was about 140 million mainland manufacturers. The share of the mainland’s manufacturers reached 45.8%NPD DisplaySearch:2014. In March, the shipment volume of LCD TV panels in Chinese mainland reached 7 million 100 thousand IHS DisplaySearch:2015, and shipped to Chinese mainland manufacturers in January. The LCD TV panel dropped 19%Omdia: it is estimated that the shortage of VA compensation membrane will continue to be large in the second quarter of Omdia:2021 year. LCD panel shipments reached 236 million, down 1% month on month. Omdia: 28nm will become a long node manufacturing process for semiconductor applications in the next five years. Omdia: it is expected that Apple will buy 169 screens in 2021, surpassing Samsung to become the largest buyer of AMOLED screens. Omdia: in 2021, the global sales volume of consumer VR helmets was 12.5 million, and the content expenditure exceeded US $2 billion. Omdia: it is expected that 4K large-size display panels will be available in 2020 The volume of goods reached 148 million pieces

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