BOE Takes First Spot in Large Display Unit Shipment
February 27, 2017 | IHS MarkitEstimated reading time: 2 minutes
BOE, a Chinese display maker, takes top position in terms of large TFT-LCD display unit shipments in January 2017, according to IHS Markit (Nasdaq: INFO), a world leader in critical information, analytics and solutions. For the first time ever, a Chinese display maker, taking a total share of 22.3% in unit shipments, is displacing South Korea’s display makers, the historical leaders in shipment volumes.
“BOE has been aggressively attacking the IT display market in shipment volumes at a time when top-tier panel makers started to turn focus away from this segment,” said Robin Wu, principal analyst of large display at IHS Markit.
BOE now takes number one position in larger-than-9-inch displays for tablets, notebook PCs and monitors in terms of unit shipment. In particular, notebook PC displays showed BOE taking a 29% share further widening the gap with the number two supplier Innolux, which took a 20% share. Meanwhile, the number one supplier for TV application is still LG Display with 21.4% followed by Innolux with 16.3% and BOE with 15.9%.
However, the South Korean panel makers are still holding their lead in terms of area shipment with LG display taking top position with 24.8% share followed by Samsung Display and Innolux, according to the latest Large Area Display Market Tracker by IHS Markit.
“South Korean panel makers still retain their advantage in large-sized TVs, a higher-demand segment that has benefited from increasing UHD TV penetration and consumer migration to TVs with larger screens. IHS Markit expects South Korean panel makers, known for their operational and technical strengths in large-size TV display manufacturing, will stay ahead of their Chinese competitors in terms of area shipments for the time being,” Wu said.
“That said, 2017 could be the year the Chinese display makers begin focusing on enriching their product portfolio, and make a play into the Korea’s strong hold for large-size TV displays,” he said.
According to latest IHS Markit Large Area Display Market Tracker, shipments of large-area TV panels decreased by 11% month-on-month (m/m), but increased by 4% year-on-year (y/y) to 51.7 million units in January 2017.
Unit shipments for applications in January 2017 were as follows:
- For larger-than-9-inch tablet panels, shipments decreased by 20% m/m and 9% y/y.
- For notebook PC panels, shipments declined 8% m/m but increased by 20% y/y.
- For monitor panels, shipments dropped 6% m/m and kept flat y/y.
- For TV panels, shipments were down 6% m/m and 3% y/y.
On an area basis, large panel shipments decreased by 8% m/m, but increased by 11% y/y in January 2017. Shipment area for LCD TV panels declined 7% m/m, due to seasonality but rose 11% y/y.
The IHS Markit Large Area Display Market Tracker provides information about the entire range of large area display panels shipped worldwide and regionally, including monthly and quarterly revenues and shipments by display area, application, size and aspect ratio for each supplier.
About IHS Markit
IHS Markit (Nasdaq: INFO) is a world leader in critical information, analytics and expertise to forge solutions for the major industries and markets that drive economies worldwide. The company delivers next-generation information, analytics and solutions to customers in business, finance and government, improving their operational efficiency and providing deep insights that lead to well-informed, confident decisions. IHS Markit has more than 50,000 key business and government customers, including 85 percent of the Fortune Global 500 and the world’s leading financial institutions. Headquartered in London, IHS Markit is committed to sustainable, profitable growth.
Suggested Items
Demand from AMD and NVIDIA Drives FOPLP Development, Mass Production Expected in 2027–2028
07/05/2024 | TrendForceIn 2016, TSMC developed and named its InFO FOWLP technology, and applied it to the A10 processor used in the iPhone 7. TrendForce points out that since then, OSAT providers have been striving to develop FOWLP and FOPLP technologies to offer more cost-effective packaging solutions.
Mustaches and Automation in Flexible PCB Fabrication
06/24/2024 | Chris Clark, Flexible Circuit TechnologiesIn any manufactured product, whether a house or a flexible circuit, there is always a raw material component in the overall cost. In the flexible circuit, flexible heater, and rigid-flex industry, sheet materials can account for 20–60% of the overall price. Admittedly, this is a very broad range, but factors, such as how common the materials are in the region where they are made, can cause this to swing one way or the other. Your actions as an engineer or sourcing agent have an impact on overall cost, which I’ll illustrate through the example of building a house.
GPV's Strong Focus to Reduce Greenhouse Gas Emissions
06/05/2024 | GPVWe have a target of a 70% reduction in greenhouse gas intensity in our scope 1 and 2 emissions by 2028 from a 2020 baseline, and we proactively work to implement initiatives that support us in reaching this target.
Connect the Dots: Designing for Reality—The Physical Manufacturing Phases
05/30/2024 | Matt Stevenson -- Column: Connect the DotsDesigning for reality is focused on the art and science of PCB design and production. If you’re trying to make a PCB that stands out for being reliable, easy to manufacture, and meets all design goals, then you’re in the perfect spot. We’re here to break down the PCB manufacturing process while sharing essential tips for smooth design and production.
Networking Opportunities and Technical Learning at SMTA Wisconsin
05/22/2024 | Barry Matties, I-Connect007SMTA’s Wisconsin Expo & Tech Forum wrapped up another well-attended event on May 7 in Milwaukee, with more than 50 exhibitors. Visitors had plenty of time on the exhibit floor between sessions to meet with key industry suppliers and look at everything from tools to tests. The event also included tech sessions, a keynote panel discussion, a lunch sponsored by Ellsworth Adhesives, and lively discussions on unlocking success in SMT manufacturing.