○ In February, large-size panel shipments fell 14% month-on-month to reach 48.04 million units;
○ In terms of shipments, BOE, AUO and LG Display ranked among the top three;
○ In terms of shipment area, BOE, TCL Huaxing and LG Display ranked in the top three.
According to Omdia's "Large-size Panel Monthly Shipment Tracking Report", large-scale panel shipments reached 48.04 million units in February, a 14% decrease from the previous month and a 10% decrease from February 2019. Due to the Spring Festival holiday and the small number of calendar days in February, there has always been a decline in shipments in February. However, due to the impact of the new crown epidemic this year, the monthly and year-on-year declines were larger than in February 2019 (February 2019 , Large-size panel shipments fell 10% month-on-month, and only 3% year-on-year). The impact of the new crown epidemic is expected to continue. Therefore, although the outlook for subsequent large-size panel shipments is bullish, the decline in global demand due to the impact of the epidemic may have a considerable negative impact on large-size panel shipments.
With the global epidemic, supply chain concerns about falling demand are growing. It is reported that the Korean factory may accelerate the disposal of its TFT LCD production capacity, while other regional manufacturers have begun to consider whether it is necessary to adjust the production rate in the second quarter in order to maintain the difficult price trend of the panel. In view of this, subsequent large-size panel shipments still face a lot of uncertainty.
Shipment of each application, and details of the month-on-month and year-on-year increase
Shipment ranking: BOE and Huaxing Optoelectronics occupy the top two in the global large-size panel shipment area
With the large amount of capacity investment in mainland China in recent years, the market share of mainland Chinese panel manufacturers in the shipment area has continued to increase steadily.
With the Korean and Taiwanese manufacturers starting to lower their production rates or shutting down some production capacity in the fourth quarter of 2019, mainland Chinese manufacturers ’share of shipments has further increased. In February, BOE and Huaxing Optoelectronics accounted for the top two large-scale shipment areas of global panel manufacturers with 20.8% and 16.1% of the shipment area respectively; CLP Panda, Huike and Rainbow Optoelectronics ranked seventh, eighth and 9th place.
In terms of shipments, BOE occupies the first place with 27.7% share, AUO, LG Display, Innolux ranks 3 ~ 4 with 15.7%, 14.1% and 13.7%, while Huaxing Optoelectronics and Samsung Display have 8.4%, 7.0% ranked 6th and 7th.
In terms of shipment area, BOE occupied the first place with a share of 21.3%, while Huaxing Optoelectronics, LG Display, Innolux, Samsung and AUO ranked 2 ~ 6 with 14.5%, 13.7%, 11.3%, 11.1%, and 8.5%. Bit.
Due to the fact that the supply chain of overseas manufacturers is concentrated in mainland China, they cannot deliver products to module factories and complete machine assembly factories in time. In February and foreseeable March, the market share of shipments of mainland manufacturers will increase significantly. For example, in February, Huaxing Optoelectronics TV panel shipments occupied the first place with 19.3% for the first time, and also occupied the first place with 19.7% share in the shipment area, while other mainland manufacturers have better market shares.