Plant more than 2009 new capacity, panel size continued to enlarge, more and new applications with end notebook computer (NB),
TV) and so increased demand for panels, panel industry in 2010 should be a good year, the course is worth noting that, Taiwan, South Korea panel plant will be significant forces of growth and decline, as more South Korean panel factory expansion trend of Taiwanese companies active in 2010 South Korean panel factory capacity in the global TFTLCD area will be almost equal to 5 percent market share, tops the proportion of the mill capacity of about 4 percent, lagging far behind the two sides.
Panel industry since 2009 successively reduced capital spending in 2010, new capacity in the global panel Factory less than 20%, which is estimated AUO panel area 2010 TFTLCD growth rate of 17 ~ 18%, Chi Mei Optoelectronics is pre- estimated about 18 ~ 20%, are closer to 2-year panel makers frequently add more than 30% capacity increase has been significantly reduced. However, demand for the 2010 panel is not weak, as demand continues to enlarge panel size, combined with touch boom, NB panel in 2010 at least 2 percent growth rate is estimated to account with Netbook, NB panel size reaches approximately 200 million.
the 2010 growth rate will be much higher than panel LCD monitor panels, the major panel makers divergent NB panel set high growth targets, including
Display all NB panel shipments in 2010 expected to exceed 5,000 million units, AUO also expected NB panel shipments in 2010 more than 4,500 million units. As for the LCD television, estimated growth rate in 2010 will be more than 20%, the annual watch 160 million units. Therefore, NB and LCD TV panels will be the large-size panel shipments in 2010 two major engine of growth.
2010 panel on the supply of plants of view, as in 2009 Taiwan Korean factory plant losses far more high production capacity in the range of relatively small, Korean Samsung and LGDisplay plant expansion moves continuously, and focus on
8 on behalf of the line
Above. Among them, a joint venture between Samsung and Sony are 8.5 Generation S-LCD plant line L8-2, in Q3 2009, glass substrate monthly capacity 25,000, Second Semester 2010, may be raised to 70,000; LGDisplay Generation 2009 8.5 line monthly production capacity has increased to 120,000 in 2010 will add a slope of 8.5 on behalf of the state line, monthly production capacity of 3,4 in the first quarter of 2010 will reach 15,000 and 60,000, large production capacity beyond the leading TFTLCD Samsung factory.
Table mill, the Friends of the up to section 2 of the 8.5 generation line will be in volume production in the second half of 2010, Chi Mei Optoelectronics estimated 8.5 generation line 3,4 in the first quarter of 2010, the monthly capacity to about 30,000 films, the group hit a 6 on behalf of the line Q3 2009 glass substrates monthly production capacity of 20,000 average in 2010 will rise to 60,000.
As the trend of Korean plant expansion
more Taiwanese companies active, DIG
IMESResearch estimates, in 2010 South Korea in the global TFTLCD production area a large market share will remain No. 1 position, 1 to 4 quarter production forecast share of 49.2%, respectively, 49.0%, 49.2%, 49.8%, the Taiwan factory production proportion 40.9%, 40.8%, 40.6%, 39.9%, Taiwan, South Korea panel makers will continue to expand the capacity gap, we can see that the two ground forces mill growth and decline in the proportion of production capacity.