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

CTOnews.com Sept. 5, according to the latest data from international data company IDC, global shipments of large panels (CTOnews.com note: including LCD and OLED) decreased by 11.3% month-on-month in July 2023, of which display panel shipments increased by 1.5%.

Judging from the global large-size panel shipment data given by IDC, BOE is currently the world's largest manufacturer in this field, with 2078.7 large-size panels shipped in July, with a market share of 32.8%, while Qunchuang Optoelectronics, Huaxing Optoelectronics, HKC Huike, Youda and LG ranked second to sixth respectively.

IDC analysts said that the decline in large panel shipments in July was mainly due to the previous strategy of panel buyers buying in advance from May to June, as well as the release of urgent orders, so demand slowed in the third quarter. Shipments of TV panels increased by 9.3% in the second quarter, display panels rose 19.4% in the second quarter, and notebook panels grew by 32.7%, so buyers need to adjust their inventory in July.

In fact, Loto Technology released similar data a few days ago. In July 2023, the average size of the global LCD TV panel reached 49.1 inches, an increase of 0.4 inches from the previous month and 3.4 inches from the same period last year.

TV panel manufacturers from Chinese mainland have long held steady in the global market share of about 70%, with the market share in July rising 1.3% from June to 69.9%, according to the report.

With the exception of Chinese manufacturers, the investment of other large manufacturers in the field of LCD has decreased. The combined market share of panel factories in Japan and South Korea is 10.4%, and the total amount has declined compared with the previous month.

Data show that BOE shipped 5.1 million LCD panels in July, an increase of 3% over the same period last year, and continues to take the lead in the 32 -, 43-and 65-inch main size markets.

Huaxing Optoelectronics (CSOT) shipped 4.4 million pieces, ranking second, with a year-on-year increase of 25.8% and 1.2% month-on-month growth of 1.2%. Shipments of products with two key sizes, 55 inches and 75 inches, remained the first in the world. In addition, the 98-inch oversized panel has a 76% market share.

HKC shipped more than 3.5 million pieces, and the internal share of products with 55 inches or more has increased month by month this year.

AUO (AUO) has a cumulative market share of 32.4% this year, with an advantage of 85-inch panels, and competes with HKC in a "glued" state.

SHARP had a market share of only 7% that month.

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