LCD panel prices stop falling in 2012 market rebound

In 2012, there are major sports events, such as the European Cup and the London Olympics. Consumer demand for large-size TV products will increase significantly. Some survey agencies predict that the liquid crystal display industry will recover and recover in the second quarter of the next year at the earliest, and at the latest in the second half of next year. The price and demand will both rise significantly.

The financial crisis in Europe and the economic downturn in North America caused global flat-panel display manufacturers to fall into a dilemma of low demand and rapid decline in prices and profits in 2011. In particular, in the LCD TV panel, prices have been falling for 17 consecutive months, and some flat panel display manufacturers are even The production capacity of large-size LCD TV screens shifts to the production of screens for small-sized mobile terminals.

According to the latest report released by research firm IHSiSuppli, LG Display (LGD) has become the world's largest supplier of flat panel display panels for its major supply orders for iPad, KindleFire and Nook. Recently, Li Bangbiao, senior vice president of LGD Business Support Center, was interviewed by reporters. He was optimistic about the trend of the LCD panel industry in 2012.

Not flashing 3D has accounted for 60% since LGD launched a non-flash 3D TV last year for 1 year. Li Bangju recalled: “We held a 3D new conference in Beijing a year ago. At the time, we did not flash 3D products. The sales volume is only 100,000 units. After 4 months, the market share of non-flash 3D TVs has accounted for 50%, and the current market share is expected to exceed 60% to 70%.

In January 2012, CCTV will open 3D channels, which will inevitably accelerate the popularization of 3D TVs and improve the current shortage of 3D sources. Li Banghao told reporters that in 2012, consumers can watch major sports events such as the London Olympics and the European Cup through 3D channels. According to historical rules, whenever a major broadcast event is broadcast by a television station, consumers can easily accept a new product, such as a 3D TV. . He predicted that the demand for 3D TV products will increase significantly next year.

According to Li Bangjun, in 2011, the annual sales of 3D TVs in the Chinese market reached about 4.5 million units. In 2012, sales will double, reaching 9 million units to 10 million units. Among them, sales of non-flash 3D TVs in 2011 ranged from 2.5 million units to 3 million units, and it is expected to reach about 6 million units in 2012.

Li Bangxi told reporters: "No flash 3D TV products have achieved market share of 50% to 60%, mainly in the primary and secondary urban markets. However, currently no flash 3D products have entered the third and fourth class cities. ."

In 2012, the industry picked up In 2011, the LCD panel industry was not optimistic. The global LCD panel prices have been declining for 17 consecutive months. In 2012, the trend of the LCD panel market became the focus of attention of the entire industry. In response, Li Bangxi said: "According to our understanding, the downward trend of LCD panel prices has stabilized in the past three months. The current prices have fallen to the lowest point, and some products have even picked up. In 2011, Europe faced a financial crisis. The North American economy has entered a low ebb, and the demand for 3D TVs has been significantly reduced by this effect. However, the current inventory of companies has returned to normal levels with no excess inventory."

Looking forward to 2012, Li Bangfu is optimistic. He said: “With large sports events such as the European Cup and London Olympics, consumer demand for large-size TV products will increase significantly. Some survey agencies predict that the second quarter will be the fastest next year and the latest. In the second half of next year, the liquid crystal display industry will show signs of recovery and recovery, and both prices and demand will increase significantly."

At the end of August this year, LGD's 8.5-generation LCD panel project in Guangzhou was postponed again, causing a lot of speculation in the industry. Li Bangbiao told reporters: "On this project, our principle has not changed, is to 'make a successful project' This project will be launched and eventually succeeded.” He explained that in the past one and a half years, the panel industry has faced great challenges. The oversupply of the entire industry is likely to result in an industry rush to implement the project. Due to the adverse impact, we have been looking for suitable start-up and mass production periods. We are currently coordinating and negotiating with the Guangdong Provincial Government and we will finalize the schedule for project implementation as soon as possible.

"OLED is not the main character"

At the moment, many LCD panel manufacturers have carried out capacity shifts, such as the shifting of large-size LCD TV screens to small screens of mobile terminals. In the downturn of the liquid crystal panel industry, some display manufacturers are pursuing higher resolution and larger size technology innovations, while others are pursuing innovations in operations and applications.

In Li Bangshen's view, TV products have been pursuing large sizes. Despite the advent of iPads and smart phones, some companies have turned some of their LCD TV screen production capacity into small smart terminal screens, but this does not represent the majority of manufacturers. He said: "LGD has introduced 84-inch, 72-inch large-size LCD products, we have also been trying to do such a product. At present, the market has emerged some new needs, such as the application of display products in public places, classroom applications Electronic blackboard, etc. We will continue to pursue large-scale products."

At present, many display manufacturers are actively deploying OLED emerging industries, and LGD is one of them. In Li Bangxi's view, when OLED products were first introduced, they were greatly concerned by the industry and consumers. However, these years have passed and OLED has not become the real protagonist of display products.

Li Banghao told reporters that some companies have used OLED technology on small display products, but we understand that the AH-IPS technology owned by LGD is obviously superior to OLED technology in many aspects such as color reproduction rate, power consumption, design, and price. He said: "We will still focus on the introduction of AH-IPS technology in small products. We will continue to develop OLED products in large-scale products."

According to Li Bangjun, OLEDs still have difficulties in terms of technology, cost, and expansion of production equipment. It will take at least two to three years to become the protagonist of display products. He said: "We expect that by the second half of next year, some manufacturers will launch high-end OLED products, but it will not be a mass production of products, but for high-end products and OLED TV."