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中国面板业崛起,5年后市占率将达58%

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  韩国财经媒体Business Korea报导,中国面板业不断扩产以抢夺市占,调研机构IHS Markit估计到2023年,中国将拿下面板市占率超过一半的江山;因中国、韩国等面板厂竞相扩张,恐造成面板业长期供给过剩的杀价红海困境。


中国面板业崛起,5年后市占率将达58%


  IHS Markit显示器研究部门资深经理谢大卫(David Hsieh)在首尔韩国显示器研讨会上预言,到2023年,中国面板厂的市占将高达58%,约是韩厂市占的两倍多。


  一些分析师认为中国面板厂只锁定中低端面板市场,但这并非事实,中厂还在开发如OLED的先进面板技术、且“市场渗透快速”。


  报导指出,现在中国面板产能虽只略多过于韩厂,但两者差距将会拉大;十二家中国面板厂商不断扩产,到2022年将设立38座新厂,包括十九座大型面板厂及十九座中小型面板厂。


  而韩国面板商的乐金显示器(LG Display)和三星显示器(Samsung Display)预期届时仅有不到20座新厂。


  IHS Markit分析,包括京东方、华星光电等厂,通过急速扩张新技术和产能,到2022年将设立十九座8至10.5代线的大型面板厂,还要设立十九座5.5至6代线的中小型面板厂。


  在OLED先进面板领域有技术领先优势的韩厂也无法幸免,中国面板厂商预期设立十二座中小型OLED面板厂。



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