Shulou(Shulou.com)11/24 Report--

CTOnews.com March 11 news, according to RUNTO's "monthly tracking of global TV panel market shipments", in January 2023, global large-size LCD TV panels shipped 16.7m (16.7 million) pieces, down 23.4% from the same period last year and 22.2% from the previous month.

Monthly shipments of the global LCD TV panel market for 13 consecutive months, unit: thousand pieces of January 2023 global LCD TV panel market characteristics:

-- Ten TV panel manufacturers around the world have changed into eight. SDC (Samsung) cleared its last inventory in December last year, while the CEC G6 stopped production. In addition, the LGD (LG display) P7 plant in Paju, South Korea has stopped production, the Guangzhou plant has greatly reduced production, and the capacity utilization of GP1 and GP2 is less than 50%. Coupled with the reduction in the number of production days caused by the Chinese Spring Festival, the overall production rate of the global LCD TV panel factory in January is only about 65%. (CTOnews.com Note: "farming rate" is called activation or utilization in English, which refers to the proportion of time taken by the equipment to create value in the time that can be provided. )

-- Chinese mainland TV panel factory shipments exceeded 70% of the global market for the first time, reaching 72.2%, up 11% from the previous month and 5% from the same period last year.

-- BOE (JD.com) shipped more than 4 million pieces that month, ranking first, but showed double-digit declines compared with the same month. BOE continues to take the lead in the three main products of 32 inches, 43 inches and 65 inches. Shipments of 8585 86-inch products are stable, but on 75-inch products, the BOE begins to weaken, and the gap with CSOT has gradually widened in the past two months, from 100K to 160K.

-- CSOT shipped nearly 3.6 million pieces that month, down 8.9% from the same period last year and 3.5% from the previous month. CSOT has a clear lead in the 55-inch and 75-inch main products, with a market share of more than 40% and 50%, respectively. On the oversized 85-inch products, there was double-digit growth in the same month compared with the previous month, and it was the only panel factory that increased compared with the previous month. At the same time, the market share of 98-inch products remains at about 70%.

-- HKC shipped more than 3.1 million pieces this month, down slightly from the same period last month. Shipments of HKC's three main sizes, 32 inches, 43 inches and 50 inches, are relatively stable, with both 43 inches and 50 inches growing compared with the same period of last month. Since mass production of oversized 100-inch products began in September last year, monthly shipments have been stable at 1-2K.

-- the combined market of Taiwan panel factory Innolux and AUO accounts for 19.4%. Innolux is the only panel factory that achieved year-on-year growth this month. The 85-inch advantage of Taiwan products has been squeezed by mainland panel manufacturers, and the market share has dropped from 55.6% last year to 42.4% this month.

-- Japanese and Korean panel factories accounted for 8.4% of the combined market this month, a sudden drop of 10.3 percentage points from the previous month. Sharp's market share is relatively stable at around 4%, with significant growth in 60-inch and 70-inch shipments of differentiated products.

January 2023 global LCD TV panel factory shipping ranking, unit: thousands of pieces-in mid-February, LCD TV panel prices suddenly increased, from the beginning of the month, the whole machine brand began to add panel purchase orders, after the price increase was established, the additional order became more and more obvious. In fact, the current increase order is more of a demand front, the terminal market is still depressed.

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