boe tft lcd panel 10.1 specification pricelist

NMLCD-101C1024600is a colour active matrix LCD module incorporating amorphous silicon TFT (Thin Film Transistor). It is composed of a colour TFT-LCD panel, driver IC, FPC and a back light unit and with/without a Resistive/Capacitive Touch Panel (RTP or CTP), and with/without a Cover Lens Bezel (CLB). The module display area contains 1024 x 600 pixels. This product accords with RoHS environmental criterion.

We"re one of the leading 10.1 inch boe 1024x600 industrial application tft display module suppliers in China. With advanced technology, we can assure you the high resolution and good performance of our products. Welcome to get the free sample and the price list from our factory.

BOE DV212FBB-N10 is a color active matrix TFT LCD Open Cell using amorphous silicon TFT’s (Thin Film Transistors) as an active switching device. This Open Cell has a 21.2 inch diagonally measured active area with FHD resolutions (1920 horizontal by 360 vertical pixel array). Each pixel is divided into RED, GREEN, BLUE dots which are arranged in vertical stripe and this module can display 16.7M colors. The TFT-LCD Open Cell panel is adapted for a low reflection and higher color type.

direction with respect to the optical axis which is normal to the LCD surface.Contrast measurements shall be made at viewing angle of = 0 and at the center of the LCD

TFT LCD display is the general category that includes TFT display panels, MCU TFT displays, Arduino TFT displays, Raspberry Pi TFT displays, HDMI TFT displays, IPS TFT displays, VGA TFT displays, and embedded TFT displays.

TFT LCD panel means TFT LCD glass with LCD controller or LCD driver and backlight, with or without touch panel. Orient Display provides broad range products with the most competitive TFT LCD Panel Price by working with the most renowned TFT panel glass manufacturers, like AUO, Innolux, BOE, LG, Sharp etc.

Orient Display offers a range of small to mid to large size TFT LCDs. Our standard products for TFT screens start at 1” in diagonal size and up to 7 inches and to 32 inches. Orient Display TFT displays meet the needs for applications such as automotive, white goods, smart homes, telecommunications industrial, medical, and consumer devices.

Orient Display not only provides many standard small size OLEDs, TN or IPS Arduino TFT displays, but also custom made solutions with larger size displays or even with capacitive touch panels.

If you have any questions about Orient Display TFT LCD displays or if you can’t find a suitable product on our website. Please feel free to contact our engineers for details.

2711P PanelView™ Plus 7 Graphic Terminals are available in standard and performance versions. Our performance versions are available in conformal coat, stainless steel and on-machine (ArmorView™ Plus 7) options, offering flexibility to meet your specific needs.

General Specification This type is a 10.1 inch colour active matrix LCD module incorporating amorphous silicon TFT (Thin Film Transistor) with a capacitive touch panel (CTP), contains 1280*800 pixels. Features: Channel LVDS Interface...

General Specification This type is a colour active matrix LCD module incorporating amorphous silicon TFT (Thin Film Transistor) with a capacitive touch panel (CTP). Features: Channel LVDS Interface with 1 pixel / clock; Thin and light...

General Specification This NMLCD-101-45B is a color active matrix thin film transistor (TFT) IPS liquid crystal display (LCD) that uses amorphous silicon TFT as a switching device. It is composed of a TFT LCD panel, Driver IC, FPC and...

General Specification This NMLCD-101-40B is a color active matrix thin film transistor (TFT) IPS liquid crystal display (LCD) that uses amorphous silicon TFT as a switching device. It is composed of a TFT LCD panel, Driver IC, FPC and...

General Specification NMLCD-101M26 is a color active matrix TFT LCD Module using amorphous silicon TFT"s (Thin Film Transistors) as an active switching devices. This module has a 10.1 inch diagonally measured active area with WXGA...

General Specification This NMLCD-101-40BV is a color active matrix thin film transistor (TFT) IPS liquid crystal display (LCD) that uses amorphous silicon TFT as a switching device. It is composed of a TFT LCD panel, Driver IC, FPC and...

NMLCD-1011024600-LVDS is a color active matrix thin film transistor (TFT) TN liquid crystal display (LCD) that uses amorphous silicon TFT as a switching device. It is composed of a TFT LCD panel, Driver IC ,FPC and Backlight, This TFT...

General Specification CLAP101WK01 XN is 10.1" color TFT-LCD (Thin Film Transistor Liquid Crystal Display) OLB module (finish outer lead bonding) composed of LCD panel and driver ICs (the backlight is not included in this OLB...

General Specification NM-TFTV101-1 is equipped with VGA, Video (CVBS), HDMI driver board 10.1 inch color LCD display module, 1024x600 resolution, optional distribution resistive touch screen and USB interface resistive touch screen...

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LCD panel prices have risen for 4 months in a row because of your home gaming? Since this year, the whole LCD panel market has smoked. Whether after the outbreak of the epidemic, LCD panel market prices rose for four months, or the panel giants in Japan and South Korea successively sold production lines, or the Chinese mainland listed companies frequently integrated acquisition, investment, and plant construction, all make the industry full of interesting.

LCD panel prices are already a fact. Since May this year, LCD panel prices have risen for four months in a row, making the whole industry chain dynamic. Why are LCD panels going up in price in a volatile 2020? The key factor lies in the imbalance between supply and demand.

The price of LCDS for large-size TVs of 70 inches or more hasn’t budged much. In addition, LTPS screens and AMOLED screens used in high-end phones have seen little or no increase in price.

As for October, LCD panel price increases are expected to moderate. The data shows that in October 32 inches or 2 dollars; Gains of 39.5 to 43 inches will shrink to $3;55 inches will fall back below $10; The 65-inch gain will narrow to $5.

During the epidemic, people stayed at home and had no way to go out for entertainment. They relied on TV sets, PCS, and game consoles for entertainment. After the resumption of economic work and production, the market of traditional home appliances picked up rapidly, and LCD production capacity was quickly digested.

However, due to the shutdown of most factories lasting 1-2 months during the epidemic period, LCD panel production capacity was limited, leading to insufficient production capacity in the face of the market outbreak, which eventually led to the market shortage and price increase for 4 consecutive months.

In fact, the last round of price rise of LCD panels was from 2016 to 2017, and its overall market price has continued to fall since 2018. Even in 2019, individual types have fallen below the material cost, and the whole industry has experienced a general operating loss. As a result, LCD makers have been looking for ways to improve margins since last year.

A return to a reasonable price range is the most talked about topic among panel makers in 2019, according to one practitioner. Some manufacturers for the serious loss of the product made the decision to reduce production or even stop production; Some manufacturers planned to raise the price, but due to the epidemic in 2020, the downstream demand was temporarily suppressed and the price increase was postponed. After the outbreak was contained in April, LCD prices began to rise in mid-to-late May.

In fact, the market price of LCD panels continued to decline in 2018-2019 because of the accelerated rise of China’s LCD industry and the influx of a large number of local manufacturers, which doubled the global LCD panel production capacity within a few years, but there was no suitable application market to absorb it. The result of excess capacity is oversupply, ultimately making LCD panel prices remain depressed.

Against this background, combined with the impact of the epidemic in 2020, the operating burden of LCD companies in Japan and South Korea has been further aggravated, and it is difficult to make profits in the production of LCD panels, so they have to announce the withdrawal of LCD business.

business in June 2022. In August, Sharp bought JDI Baishan, a plant in Ishikawa prefecture that makes liquid crystal display panels for smartphones. In early September, Samsung Display sold a majority stake in its SUZHOU LCD production plant to Starlight Electronics Technology, a unit of TCL Technology Group. LGD has not only pulled out of some of its production capacity but has announced that it will close its local production line in 2020. According to DSCC, a consultancy, the share of LCD production capacity in South Korea alone will fall from 19% to 7% between 2020 and 2021.

It is worth mentioning that in industry analysis, in view of the fact that Korean companies are good at using “dig through old bonus – selling high price – the development of new technology” the cycle of development mode, another 2020 out of the LCD production capacity, the main reason may be: taking the advantage of China’s expanding aggressively LCD manufacturers, Korean companies will own LCD panel production line hot sell, eliminating capacity liquid to extract its final value, and turning to the more profitable advantage of a new generation of display technologies, such as thinner, color display better OLED, etc. Samsung, for example, has captured more than 80% of the OLED market with its first-mover advantage.

From the perspective of production capacity, the launch of LCD tracks by major manufacturers in Japan and South Korea must reduce some production capacity in the short term, which to some extent induces market price fluctuations. In the long run, some of the Japanese and Korean LCD production capacity has been bought by Chinese manufacturers, coupled with frequent investment in recent years, the overall capacity is sure to recover as before, or even more than before. But now it will take time to expand the production layout, which more or less will cause supply imbalance, the industry needs to be cautious.

The LCD panel industry started in the United States and then gradually moved to Japan, South Korea, China, and Taiwan. At present, the proportion of production capacity in The Chinese mainland has reached 52% in 2020, and there are leading LCD panel products in China represented by BOE, Huxing Optoelectronics. Meanwhile, the production capacity layout of BOE, Huike, Huxing Optoelectronics, and other manufacturers has been basically completed, making industrial integration a necessity.

On the one hand, South Korean enterprises out of the LCD track, the domestic factory horse enclosure, plant expansion action. While LCDs may not sell as well as “upstart” flexible screens, respondents believe they are still strong enough in the traditional home appliance market to warrant continued investment. Zhao Bin, general manager of TCL Huaxing Development Center, has said publicly that the next-generation display technology will be mature in four to five years, but the commercialization of products may not take place until a decade later. “LCD will still be the mainstream in this decade,” he said.

On the other hand, there is no risk of neck jam in China’s LCD panel industry, which is generally controllable. In mainland China, there will be 21 production

BOE announced it has successfully developed the world"s first 55-inch 8K active-matrix quantum dot light-emitting diode (AMQLED) display, which is currently exhibited in the SID Display Week 2022 in San Jose, CA. This is another innovative breakthrough in active matrix quantum dot display following the release of the 55-inch 4K AMQLED display demo in 2020. This world"s first 55-inch 8K AMQLED display utilizes...

BOE"s 86-inch chip-on-glass active-matrix Mini LED (COG AM Mini LED) was selected as the Display Components of the Year of the Display Industry Awards (DIA). The display maker is also among the first to mass-produce active-matrix Mini LEDs based on glass substrates. Plus, BOE grabbed two People"s Choice Awards for its first-ever 17.3-inch foldable OLED laptop, the largest in the world, and its futuristic booth...

At SID Display Week 2022, BOE unveiled a plethora of technologies and products under its technology brands of ADS Pro, f-OLED, and α-MLED and showcased the cutting-edge applications of metaverse, glasses-free 3D and smart cabin. These trailblazing exhibits presented an extravaganza of technology, setting the trend for the display industry which is working towards making displays "ubiquitous." ADS Pro: delivering a...

On May 10, Integrated Systems Europe 2022 (ISE 2022), the most influential audiovisual systems integration exhibition in Europe, opened at the Barcelona International Convention Center in Spain. BOE, a global innovative IoT company, showcased a variety of innovative display technologies and products like active matrix chip-on-glass Mini LED, as well as smart retail, smart meeting, and other IoT solutions. The...

BOE has released its 55-inch 4K active-matrix quantum dot light-emitting diode (AMQLED) display, the first of its kind in the world. AMQLED displays do not require a backlight; instead, quantum dots can emit light themselves when stimulated by current. AMQLED displays present a variety of advantages such as self-emitting, a wide color gamut, and a long lifetime, representing the development trend of quantum dot...

TrendForce research has found out that Chinese display panel manufacturers will make more than 50% of the monitor display panels in 2021. I more specific figures, Chinese manufacturers will increase their monitor display panel market share from 39% in 2020 to 52% in 2021, according to TrendForce"s preliminary shipment forecast of panel makers for 2021. Looking at this market in terms of brand positioning, it is lead...

Famous Chinese display manufacturer BOE has launched a desktop monitor that carries its own brand. The BOE CA27D0 is currently available in China only and can be found on major online retailers such as JD for a price of CNY 1599-1899 (USD 226-269), This monitor features a 27-inch ADS-IPS display panel with a QHD resolution (2560 x 1440) and 8-bit color support. The display has a typical brightness of 250 nits...

According to TrendForce, Samsung Display"s exit from the LCD market will cause a "major reshuffle". While 2019 was marked by an oversupply of display panels resulting in a significant drop in panel prices, this year is marked by the lowered demand in most end products due to the COVID-19 pandemic. Samsung Display"s plans to exit the LCD market by the end of the year brings further uncertainty. Currently, the company...

BOE will cooperate with Taiwanese touch screen maker GIS to supply OLED panels for Apple"s iPhone 12 that should be announced this fall. Last year, Apple started diversifying its OLED supply to lessen its dependence on Samsung Display. Samsung Display"s shipments of OLEDs to Apple were observed to be about 90 million units, a double increase from last year. Supplies from LG Display have quadrupled to 20 million...

BOE presented its 8K, Mini LED, BD Cell, BOE iGallery and other display technologies and products and was awarded the 2019-2020 Top 10 CE Brands from IDG. At CES 2020, Hisense, LG, Changhong, Konka and other well-known companies from China and other countries exhibited a series of new products that are equipped with BOE"s 8K UHD displays. These include the Hisense dual-layer LCD TV with BOE"s 75-inch 8K BD Cell...

BOE and Rohinni have launched the BOE Pixey - a joint venture for the development of Mini and Micro LED displays. More specifically, the new company will "design and build LCD display backlights, direct-emission displays and display-related sensors for high-performance televisions, video walls and other large-format end products." It will roll out officially at CES 2020. The joint venture will benefit from Rohinni"s...

Digitimes cites a survey from Sigmaintell Consulting, according to which, half a million 8K TV panels will be shipped in 2020. The wider adoption of 8K panels is limited mainly by their prices because they are twice as high as those of 4K panels. If the price gap narrows down to 1.3 times, then a wider penetration will be expected. Currently, Samsung, AUO, Sharp and BOE have announced 8K panels, and China Star...

BOE"s 86-inch chip-on-glass active-matrix Mini LED (COG AM Mini LED) was selected as the Display Components of the Year of the Display Industry Awards (DIA). The display maker is also among the first to mass-produce active-matrix Mini LEDs based on glass substrates. Plus, BOE grabbed two People"s Choice Awards for its first-ever 17.3-inch foldable OLED laptop, the largest in the world, and its futuristic booth...

At SID Display Week 2022, BOE unveiled a plethora of technologies and products under its technology brands of ADS Pro, f-OLED, and α-MLED and showcased the cutting-edge applications of metaverse, glasses-free 3D and smart cabin. These trailblazing exhibits presented an extravaganza of technology, setting the trend for the display industry which is working towards making displays "ubiquitous." ADS Pro: delivering a...

On May 10, Integrated Systems Europe 2022 (ISE 2022), the most influential audiovisual systems integration exhibition in Europe, opened at the Barcelona International Convention Center in Spain. BOE, a global innovative IoT company, showcased a variety of innovative display technologies and products like active matrix chip-on-glass Mini LED, as well as smart retail, smart meeting, and other IoT solutions. The...

BOE has announced that it has achieved an important breakthrough in the field of oxide semiconductor display technology. By using copper interconnect stack structure in LCD display panels, it achieves a high refresh rate, high resolution, low power consumption. The result is a 27-inch display with an ultra-narrow bezel, FHD resolution, a 500Hz+ refresh rate, 1 ms response time, true 8-bit color bit depth, and 8-Lane...

BOE has released its 55-inch 4K active-matrix quantum dot light-emitting diode (AMQLED) display, the first of its kind in the world. AMQLED displays do not require a backlight; instead, quantum dots can emit light themselves when stimulated by current. AMQLED displays present a variety of advantages such as self-emitting, a wide color gamut, and a long lifetime, representing the development trend of quantum dot...

TrendForce research has found out that Chinese display panel manufacturers will make more than 50% of the monitor display panels in 2021. I more specific figures, Chinese manufacturers will increase their monitor display panel market share from 39% in 2020 to 52% in 2021, according to TrendForce"s preliminary shipment forecast of panel makers for 2021. Looking at this market in terms of brand positioning, it is lead...

Famous Chinese display manufacturer BOE has launched a desktop monitor that carries its own brand. The BOE CA27D0 is currently available in China only and can be found on major online retailers such as JD for a price of CNY 1599-1899 (USD 226-269), This monitor features a 27-inch ADS-IPS display panel with a QHD resolution (2560 x 1440) and 8-bit color support. The display has a typical brightness of 250 nits...

According to TrendForce, Samsung Display"s exit from the LCD market will cause a "major reshuffle". While 2019 was marked by an oversupply of display panels resulting in a significant drop in panel prices, this year is marked by the lowered demand in most end products due to the COVID-19 pandemic. Samsung Display"s plans to exit the LCD market by the end of the year brings further uncertainty. Currently, the company...

BOE will cooperate with Taiwanese touch screen maker GIS to supply OLED panels for Apple"s iPhone 12 that should be announced this fall. Last year, Apple started diversifying its OLED supply to lessen its dependence on Samsung Display. Samsung Display"s shipments of OLEDs to Apple were observed to be about 90 million units, a double increase from last year. Supplies from LG Display have quadrupled to 20 million...

BOE presented its 8K, Mini LED, BD Cell, BOE iGallery and other display technologies and products and was awarded the 2019-2020 Top 10 CE Brands from IDG. At CES 2020, Hisense, LG, Changhong, Konka and other well-known companies from China and other countries exhibited a series of new products that are equipped with BOE"s 8K UHD displays. These include the Hisense dual-layer LCD TV with BOE"s 75-inch 8K BD Cell...

BOE and Rohinni have launched the BOE Pixey - a joint venture for the development of Mini and Micro LED displays. More specifically, the new company will "design and build LCD display backlights, direct-emission displays and display-related sensors for high-performance televisions, video walls and other large-format end products." It will roll out officially at CES 2020. The joint venture will benefit from Rohinni"s...

Digitimes cites a survey from Sigmaintell Consulting, according to which, half a million 8K TV panels will be shipped in 2020. The wider adoption of 8K panels is limited mainly by their prices because they are twice as high as those of 4K panels. If the price gap narrows down to 1.3 times, then a wider penetration will be expected. Currently, Samsung, AUO, Sharp and BOE have announced 8K panels, and China Star...

BOE this week demonstrated the industry"s fastest display panel with a 600 Hz refresh rate, which by far exceeds that of the best gaming monitors. The panel is designed for laptops aimed at hardcore gamers who demand absolutely the highest performance, including an absurdly high refresh rate. Meanwhile, the demonstration raises more questions than answers as it is unclear how BOE managed to make such a panel work and its benefits to the end user are uncertain too.

BOE showcased the industry"s first 16-inch LCD panel with a 600 Hz refresh rate with an oxide backplane technology at the World Conference on Display Industry in Chengdu, China, this week, reports IT Home(opens in new tab) citing the company"s press release(opens in new tab). The demonstration of the display panel was carried out using a laptop carrying AMD Ryzen and Nvidia GeForce RTX logotypes (more on this later). First, however, the panel was attached to the chassis using tape. A 600 Hz refresh rate is something that the range-topping best graphics cards might need to show their true potential in games like CrossFire, CS: GO, or PUBG. But it"s not that easy, so let"s analyze what this 600 Hz LCD panel is all about.

BOE does not disclose any specifications of the panel beyond its refresh rate. Since making high-resolution panels run at high-speed refresh rates is hard, we suggest we deal with a 1920x1080 resolution here. BOE is also tight-lipped about the kind of display panel technology its LCD panel uses with a 600 Hz refresh rate. However, considering that panels with 480 Hz and 500 Hz refresh rate use TN panels, it is a safe bet that the 600 Hz one also uses this technology. Meanwhile, what is unclear is whether this panel is a "true" 600 Hz one or a heavily overclocked LCD with a native refresh rate of 480 Hz or 500 Hz.

In any case, whether we are dealing with a native 600 Hz panel or a panel overclocked to 600 Hz, it still needs an extremely capable display controller logic. That display controller (whether a monolithic chip or a set of chips) has to feature a high-performance image processing unit, an appropriate overdrive processor, a very fast TCON (timing controller), and a general-purpose processor that will manage the operation of the aforementioned hardware. Overdrive logic performance is essential at 600 Hz to minimize ghosting. Meanwhile, assuming that we are dealing with a panel that supports a variable refresh rate (and something tells us that we do), overdrive logic is a tricky thing here.

We do not know whether any off-the-shelf display controllers can support a 600 Hz refresh rate with overdrive. Still, Nvidia"s logotype of the PC chassis may imply that the company may have an appropriate G-Sync module in the works (we are speculating). At least, the only laptop with a 480 Hz LCD comes with Nvidia G-Sync support.

Keeping in mind that Nvidia"s graphics processors introduced to date (which include the latest Ada Lovelace-based AD103 and AD104 GPUs that will likely be used for high-end gaming notebooks eventually) only support DisplayPort 1.4, we can only wonder if the panel used two eDP 1.4 connections, employed Display Stream Compression, or used 4:2:0 color format. Using two eDP 1.4 connections requires a custom display controller and is generally expensive, whereas using DST or 4:2:0 format arguably impacts image quality.

When we talk about cyber athletes and demanding gamers, we certainly need to mention the benefits they might get from a 600 Hz refresh rate display. A reasonably common competition-grade 240 Hz monitor can offer a down to 4.16 ms frame time, whereas 360 Hz LCDs for serious gamers cut that by 50% to 2.7 ms. At a 600 Hz refresh rate, a frame time drops 1.66 ms, which seems like a diminishing return, to put it mildly.

Since we are mostly talking about e-sports professionals and competitive gamers, we are also talking about games like CrossFire, Fortnite, and PUBG that do not need the highest-end GPU and CPU to hit hundreds of frames per second. Therefore, these extreme display panels may make sense for those games and professional gamers. Perhaps, not because a 600 Hz panel will cut their frame time to 1.66 ms from 4.16 ms on a 240 Hz LCD, but because, for them, this might provide a more immersive competition experience, which might lead to better results.

For everyone else, a higher resolution display with a "moderate" 120 Hz or 240 Hz refresh rate based on a Fast IPS or even an OLED panel with better colors, lack of DST, and larger sizes will likely be a wiser choice. There are plenty of good gaming monitors to choose from these days.

Yet, the demonstration of the industry"s first LCD panel with a 600 Hz refresh rate certainly attracts a lot of attention to BOE and emphasizes its lead (at least as far as refresh rates are concerned) over other players.

Apple has reportedly approved supplier BOE to provide OLED panels for the iPhone 14 even after earlier manufacturing changes were performed without Apple"s knowledge.

BOE has had a rollercoaster year working with Apple to produce OLED for its iPhones. The company has produced panels for iPhones in limited quantities in the past, but has always sought to expand its production capabilities to serve more units to Apple.

According to a report from ITHome, BOE may have finally landed a small production order from Apple for "iPhone 14." Supply chain data sourced from Runto Luotu Technology Research indicates that Apple had certified BOE"s OLED display.

It is expected that Apple"s new BOE order for 5 million units will be used to supply panels for the standard 6.1-inch "iPhone 14." Industry estimates suggest Apple will purchase 60 million display units from Samsung and LG will supply 25 million.

Apple had previously placed an order for 10 million OLED units in 2022, but the company ran into production problems. It was later revealed that BOE"s production request had been halted by Apple after discovering BOE had altered the display specs without authorization.

In June, Apple had reportedly begun evaluating BOE again for "iPhone 14" panel production. It seems Apple has approved BOE again for OLED production, even with its recent history.

This order for 5 million units is relatively small given the large number of iPhones Apple sells each year. However, the low order may be for evaluation purposes as BOE seeks future orders from Apple.

The price of LCD display panels for TVs is still falling in November and is on the verge of falling back to the level at which it initially rose two years ago (in June 2020). Liu Yushi, a senior analyst at CINNO Research, told China State Grid reporters that the wave of “falling tide” may last until June this year. For related panel companies, after the performance surge in the past year, they will face pressure in 2022.

LCD display panel prices for TVs will remain at a high level throughout 2021 due to the high base of 13 consecutive months of increase, although the price of LCD display panels peaked in June last year and began to decline rapidly. Thanks to this, under the tight demand related to panel enterprises last year achieved substantial profit growth.

According to China State Grid, the annual revenue growth of major LCD display panel manufacturers in China (Shentianma A, TCL Technology, Peking Oriental A, Caihong Shares, Longteng Optoelectronics, AU, Inolux Optoelectronics, Hanyu Color Crystal) in 2021 is basically above double digits, and the net profit growth is also very obvious. Some small and medium-sized enterprises directly turn losses into profits. Leading enterprises such as BOE and TCL Technology more than doubled their net profit.

Take BOE as an example. According to the 2021 financial report released by BOE A, BOE achieved annual revenue of 219.31 billion yuan, with a year-on-year growth of 61.79%; Net profit attributable to shareholders of listed companies reached 25.831 billion yuan, up 412.96% year on year. “The growth is mainly due to the overall high economic performance of the panel industry throughout the year, and the acquisition of the CLP Panda Nanjing and Chengdu lines,” said Xu Tao, chief electronics analyst at Citic Securities.

In his opinion, as BOE dynamically optimizes its product structure, and its flexible OLED continues to enter the supply chain of major customers, BOE‘s market share as the panel leader is expected to increase further and extend to the Internet of Things, which is optimistic about the company’s development in the medium and long term.

“There are two main reasons for the ideal performance of domestic display panel enterprises.” A color TV industry analyst believes that, on the one hand, under the effect of the epidemic, the demand for color TV and other electronic products surges, and the upstream raw materials are in shortage, which leads to the short supply of the panel industry, the price rises, and the corporate profits increase accordingly. In addition, as Samsung and LG, the two-panel giants, gradually withdrew from the LCD panel field, they put most of their energy and funds into the OLED(organic light-emitting diode) display panel industry, resulting in a serious shortage of LCD display panels, which objectively benefited China’s local LCD display panel manufacturers such as BOE and TCL China Star Optoelectronics.

Liu Yushi analyzed to reporters that relevant TV panel enterprises made outstanding achievements in 2021, and panel price rise is a very important contributing factor. In addition, three enterprises, such as BOE(BOE), CSOT(TCL China Star Optoelectronics) and HKC(Huike), accounted for 55% of the total shipments of LCD TV panels in 2021. It will be further raised to 60% in the first quarter of 2022. In other words, “simultaneous release of production capacity, expand market share, rising volume and price” is also one of the main reasons for the growth of these enterprises. However, entering the low demand in 2022, LCD TV panel prices continue to fall, and there is some uncertainty about whether the relevant panel companies can continue to grow.

According to Media data, in February this year, the monthly revenue of global large LCD panels has been a double decline of 6.80% month-on-month and 6.18% year-on-year, reaching $6.089 billion. Among them, TCL China Star and AU large-size LCD panel revenue maintained year-on-year growth, while BOE, Innolux, and LG large-size LCD panel monthly revenue decreased by 16.83%, 14.10%, and 5.51% respectively.

Throughout Q1, according to WitsView data, the average LCD TV panel price has been close to or below the average cost, and cash cost level, among which 32-inch LCD TV panel prices are 4.03% and 5.06% below cash cost, respectively; The prices of 43 and 65 inch LCD TV panels are only 0.46% and 3.42% higher than the cash cost, respectively.

The market decline trend is continuing, the reporter queried Omdia, WitsView, Sigmaintel(group intelligence consulting), Oviriwo, CINNO Research, and other institutions regarding the latest forecast data, the analysis results show that the price of the TV LCD panels is expected to continue to decline in April. According to CINNO Research, for example, prices for 32 -, 43 – and 55-inch LCD TV panels in April are expected to fall $1- $3 per screen from March to $37, $65, and $100, respectively. Prices of 65 – and 75-inch LCD TV panels will drop by $8 per screen to $152 and $242, respectively.

“In the face of weak overall demand, major end brands requested panel factories to reduce purchase volumes in March due to high inventory pressure, which led to the continued decline in panel prices in April.” Beijing Di Xian Information Consulting Co., LTD. Vice general manager Yi Xianjing so analysis said.

“Since 2021, international logistics capacity continues to be tight, international customers have a long delivery cycle, some orders in the second half of the year were transferred to the first half of the year, pushing up the panel price in the first half of the year but also overdraft the demand in the second half of the year, resulting in the panel price began to decline from June last year,” Liu Yush told reporters, and the situation between Russia and Ukraine has suddenly escalated this year. It also further affected the recovery of demand in Europe, thus prolonging the downward trend in prices. Based on the current situation, Liu predicted that the bottom of TV panel prices will come in June 2022, but the inflection point will be delayed if further factors affect global demand and lead to additional cuts by brands.

With the price of TV panels falling to the cash cost line, in Liu’s opinion, some overseas production capacity with old equipment and poor profitability will gradually cut production. The corresponding profits of mainland panel manufacturers will inevitably be affected. However, due to the advantages in scale and cost, there is no urgent need for mainland panel manufacturers to reduce the dynamic rate. It is estimated that Q2’s dynamic level is only 3%-4% lower than Q1’s. “We don’t have much room to switch production because the prices of IT panels are dropping rapidly.”

Ovirivo analysts also pointed out that the current TV panel factory shipment pressure and inventory pressure may increase. “In the first quarter, the production line activity rate is at a high level, and the panel factory has entered the stage of loss. If the capacity is not adjusted, the panel factory will face the pressure of further decline in panel prices and increased losses.”

In the first quarter of this year, the retail volume of China’s color TV market was 9.03 million units, down 8.8% year on year. Retail sales totaled 28 billion yuan, down 10.1 percent year on year. Under the situation of volume drop, the industry expects this year color TV manufacturers will also set off a new round of LCD display panel prices war.