According to statistics from Qunzhi Consulting, the number of global TV panel shipments reached 71.76 million in the third quarter of 2019, a 2.7% increase in the quarter and a 4.1% decrease in the year. The shipment area is about 41.06 million square meters, with a quarterly increase of 6.8% and an annual increase of 2.4%. Among them, BOE's shipments and shipping areas both topped the list, and South Korea's LGD ranked second.
The data shows that the market share of panel makers in mainland China has increased. The shipments in the first three quarters accounted for about 48%, and the shipments accounted for 45%. BOE's third-quarter TV panel shipments reached 13.3 million units, an increase of 8.9% year-on-year, and the shipment area increased by 21.4%. Both the first three quarters of shipments and area were dominated.
However, the Korean panel maker LG Display has reduced the amount of 8.5-generation factory shots due to the huge loss pressure. In the third quarter, TV panel shipments were 12.29 million units, and the shipment area was 6.46 million square meters, down 18% and 15% respectively. The overall shipment area and quantity in the first three quarters ranked second.
The third largest shipment was the Taiwanese panel makers. The Group’s shipments and area in the third quarter were 11.97 million and 4.73 million square meters respectively, down 11% and 18% respectively. Fourth place. In addition, Huaxing Optoelectronics also surpassed Samsung to squeeze into the top five in the world due to the cumulative shipments in the first three quarters, but the shipment area remained at fifth.
Samsung's shipment area and quantity are down more than 20% year-on-year. The overall shipments in the first three quarters fell to fifth, but the area still ranked third.
It is estimated that in 2020, China's panel makers will account for more than 50%, and Taiwan will maintain a level of more than 20%. However, South Korea's panel makers will reduce LCD panel production capacity in the second half of the year, and the market share will fall to 20%.