TV panel market to see bounce | 4K/UltraHD | News | Rapid TV News
By continuing to use this site you consent to the use of cookies on your device as described in our privacy policy unless you have disabled them. You can change your cookie settings at any time but parts of our site will not function correctly without them. [Close]
Research from display technology specialist WitsView has found that football fever in 2018 was the driver of TV panel demand among Asian fabs that was not shared by other vertical industries throughout the year.
Samsung TV Airplay 7Jan2019
The study looked at the supply and demand situation for large-sized panels, production capacity expansions by three of China's production lines and the 8.5 Gen production line belonging to Taiwan's AU Optronics. These had a 202.4 million square-meter supply area in 2018, presenting a year-on-year growth of 7.9%, the largest since 2013. TV panel demand was driven up by the World Cup in Russia and profit cuts in the first half-year.

Yet for the first quarter of 2019, all four major applications have dropped in demand in the traditional off-season that is 1Q, with total demand area declining by 6.1% compared with Q4 2018. Growth for TV product sizes in demand rose as prices for large products 55 inches and above hit a sweet spot said WitsView. Panel manufacturers focused production capacities old and new on products 50 inches and above, causing mid- and small-sized product supply to tighten up, further motivating panel manufacturers to raise prices.

Looking forward to the prospects for 2019, WitsView believes that TV panels may face a COF film undersupply crisis but may also cause the upward price trend to spread from small- and mid-size panels towards large size panels. Overall, due to a predicted shortage in the 32 inch and 43-inch TV panel market for 2Q, customers will likely be stocking up pre-emptively, consequently bringing panel supply area in 2Q up to 6.3%.

WitsView research manager Iris Hu also predicted that the CSOT Gen 11, Chuzhou HKC's Gen 8.6 and SIO's Gen 10.5 production lines will contribute to supply in 2019 as the three new production lines from last year ramp up production and go full throttle. The study noted that even if SDC converts its Gen 8.5 LCD production capacity to QD-OLED in May and September this year, total supply area would still experience growth, projected to reach 9.6% on an annual basis.