Shift to large modules drives TFT-LCD panel sector

摘要

Mainland China is taking a huge leap in the production of TFT-LCD panels as manufacturers boost output of large modules. In 2Q11, the country's monthly capacity jumped to 4.2 million units from 3.3 million in the previous quarter, surpassing Japan's 2.3 million units.This makes the mainland the world's third-largest supplier of high-generation units for the period, constituting 7 percent of the global share, according to DisplaySearch. South Korea and Taiwan account for 49 and 38 percent, respectively. Beijing BOE Display Technology Co. Ltd's 8.5G plant started mass production in June and is anticipated to go full steam in 3Q11. With a monthly capacity of 90,000 units and an annual production value of $3.1 billion, the line is dedicated to 26 to 55in screens. It is anticipated that the $3.5 billion project will establish a complete industry chain with a yearly output value surpassing $15 billion in the next few years. Beijing BOE now ranks as the sixth-largest TFT-LCD panel maker with an 8 percent share of worldwide supply.