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中国显示面板制造商攻势猛烈 韩企将举步维艰

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  【环球网科技综合报道】据《韩国商报》11月8日报道,中国在显示器领域的领先地位可能会扩大,因为到2022年,12家中国显示器制造商将设立38家新工厂,其中包括19家大型面板和19家中小型面板。LG显示器和三星显示器是韩国仅有的两家显示器制造商,预计同期新工厂不足20家。


中国显示面板制造商攻势猛烈 韩企将举步维艰


  IHS Markit公司的DavidHsieh在11月6日在首尔的Yangjae-dong El Tower举行的2018年韩国显示器大会上表示,中国的显示器市场份额预计将在2023年达到58%,市场份额将是韩国的两倍多。中国显示器制造商正在开发OLED等最新技术,并迅速渗透市场。在显示器行业中,母玻璃尺寸决定了更新换代的速度和技术水平的高低。因此,中国显示器行业将拥有许多技术先进的大型面板工厂,这些工厂是第八代或更晚的中小型面板,是第5.5代或更晚的,而与此同时,预计LG显示器和三星显示器将拥有不到20家此类工厂。


  IHSMarkit预测,中国大陆和中国台湾显示器制造商的积极投资将导致显示器行业的长期供过于求。一些专家表示,显示器市场呈现出一个更难以预测的周期。面板价格周期从年度单位逐渐缩小至季度单位。特别是,价格上涨期缩短,价格下降期延长。面对中国制造商的竞争,韩国公司将面临诸多困难。IHS Markit的Chung Yoon-sik表示,韩国公司应该继续果断地投资于量子点OLED和微型LED等新技术,同时努力扩大大型OLED市场。


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