Monthly Shipping Ranking of LCD TV Panels in March 2017

: March welcomes the "May Day" stocking period, and the delivery strength begins to show. According to the latest statistics of CINNO Research, the shipment volume of all-round LCD TV panels in March was 21.41 million pieces.

March to welcome the "May Day" stocking period, shipping strength began to show. According to the latest statistics of CINNO Research, the shipment volume of all-round LCD TV panels in March was 21.41 million, up 16% from February. Due to the weak demand in China's domestic TV market, the delivery scale of liquid crystal TV panels in March decreased by 4% compared with the same period last year, but the continuous large size of TV panels led to a 9% year-on-year increase in the delivery area in March.

, driven by May Day stocking, the large size of the global TV market became more obvious, with 32 shipments falling 18% year-on-year, while 55 "and 65" shipments increased 46% and 96% year-on-year respectively. The proportion of 32 "shipments dropped to 27% from 32% in the same period last year, while 55" increased from 10% to 16%, and the supply of super-large sizes was even more tight.

Ranking of Global LCD TV Panel Shipments in March 2017

In terms of resolution structure, 4K panel penetration continues to increase. In March, the global 4K resolution LCD TV panel shipped 7.41 million pieces, up 74% year-on-year, and the market penetration rate continued to increase to 35%. Among them, 55 "accounted for 38%, the largest 4K shipment size, accounting for 16% compared with February, and 65" 4K continued to grow to 11%. Among them, South Korean manufacturers accounted for 54% of 4K shipments and Taiwan manufacturers accounted for 26% of 4K shipments. Chinese mainland manufacturers still accounted for 19% of 4K products due to their large size, up 3 percentage points from the same period of last year, mainly driven by the growth of CLP Panda 55 "4K shipments.

No.5 Huaxing Optoelectronics China Star (CSOT)

CSOT's March volume of goods increased steadily by 21% year-on-year and 12% month-on-month. Driven by T2 production capacity, CSOT 32 "shipments did not decline year on year this year, but the proportion of shipments has dropped from 69% in March last year to 59% in March this year. Correspondingly, the share of 55" products shipped rose to 22%.

No.6 AUO

AUO's March shipments fell 19% year-on-year and increased 11% month-on-month. Due to the sharp price increases of 40 ", 43" and other panels, brand factories due to cost considerations, the strategy to reduce the demand for 40 "size segments, while the demand for large-size panels above 50" continued to rise, with a significant increase in shipments of 55 "and 65" in March.

No.7 Sharp Sharp

Sharp's TV panel shipments have been rising steadily. The volume of shipments in March has increased by 113% compared with the same period last year, mainly due to the contribution of 40 "and 45" shipments. In March, these two sizes accounted for half of Sharp's shipments.

No.8 CLP Panda CEC-Panda

CEC-Panda continued to increase steadily due to Nanjing G8.5 IGZO 55 "shipments, with overall shipments growing 48% year-on-year and 13% month-on-month in March.

Ranking of Global LCD TV Panel Shipment Area in March 2017

No.1 LG Display

LGD's March shipment volume ranked first with 4.5 million units. Compared with the same period last year, 32 "continued to decrease, 43" also because of the previous price rose sharply, resulting in brand factories due to low profit margin strategy to reduce demand, shipments showed a downward trend.

No.2 Group Chuang Optoelectronic Innolux

Innolux accounted for 16% of the global market in March, maintaining the second place, with shipments up 11% year-on-year. Due to the increased demand for 50 "and 65" panels and the weakening demand for 40 "panels, I nnolux transferred some 40" production to 65 "in March, resulting in a decline in 40" shipments and a significant increase in 65.

No.3 Samsung Display Samsung Display

Samsung ranked third with 3.3 million shipments slightly surpassing BOE in March. Although shipments were still down 7% year-on-year due to the factory closure effect, they increased 19% month-on-month driven by stocking during the peak season. Mainly grew in 49 ", 55", 65 ", of which 49" monthly shipments increased by 44% month-on-month.

No.4 BOE of BOE technology group

BOE 3 month liquid crystal TV panel shipments accounted for 15%, ranking fourth, shipments grew by 12% month-on-month. Due to the strategic adjustment of TV panel size structure from Q4 last year, the production capacity continued to shift from 32 "to 49" and 55 ". In March, the whole TV panel shipment fell 30% year-on-year, the highest decline, but continued to grow in 43" and 55 "shipments, up 32% compared with the same period last year. Fuqing plant 3-month production, accelerate 43 "shipment growth.