Research Report on China's LCD Panel Industry, 2011-2012
LCD Panel is the foundation and the core of the information industry, and the basis for the development of computer, household appliance, digital electronics, automation, telecommunications, spaceflight and other industries, while its application fields cover almost all the electronic devices.
The Chinese government has carried out a series of policies to support LCD panel enterprises and achieved great progress in fiscal subsidy, land preferential policy, and elimination of backward production capability. In 2009, it was clearly announced in the Plans for Adjustment and Promotion of Electronic Information Industry approved by the State Council of the People's Republic of China to support the sixth-generation and above LCD panel projects. Key support will be given to key enterprises to construct several production lines of large-sized TFT-LCD and PDP panels and form large-scale panel production capability. Policies such as the scheme of providing household appliances to the countryside, old-for-new service and HDTV broadcast stimulate the rural consumer market and the consumption desire of urban consumers who haven't bought LCD TVs from another angle, and become another benefit for the development of China's LCD panel industry.
Almost all manufacturers of China's flat panel display (FPD) industry concentrate in the Bohai Rim Region, the Yangtze River Delta Region and the Pearl River Delta Region. Manufacturers in the Bohai Rim Region are located in Beijing as the main axis, extending to Tianjin and Dalian; those in the Yangtze River Delta Region are settled in Shanghai, Nanjing, Suzhou, Kunshan and Ningbo; those in the Pearl River Delta Region are located in Guangzhou, Shenzhen, Xiamen, Foshan and Dongguan with zonal distribution. In terms of industry chain development, the Pearl River Delta Region ranks first in China for the concentration of world's top 10 FPD manufacturers here; manufacturers in the Yangtze River Delta Region started early with small and medium sizes, while the increase in end demand brings new development opportunities; manufacturers in the Bohai Rim Region taking Beijing as the center developed late and are experiencing the leapfrog development on the basis of the fifth-generation TFT-LCD production line.
In 2009, China imported 180 million pieces of LCD panels with the total value reaching USD 35 billion; in January-September 2010, China's import amount of LCD panels was USD 35.27 billion, increasing by 49.30% YOY. Great trade deficit illustrates the blank and backwardness of China's LCD panels. In general, the higher the generation of production lines of panel manufacturers is, the lower the cost for large-sized panel incision is, the more competitive the manufacturers are, and the higher the technology level is. The sixth-generation production line of BOE Technology Group Co., Ltd. was the mainstream in South Korea and Tainwan five years ago, where the major LCD panel suppliers concentrate. At present, the international mainstream has reached the 8.5-generation production line, while Sharp Corporation in Japan has even reached the tenth-generation production line, which means that most manufacturers with the sixth-generation production lines in South Korea and Taiwan have finished the depreciation. Against the background of annual decrease in LCD panel price of over 10%, the price competitiveness of Chinese manufacturers with the sixth-generation production lines lags far behind.
In terms of future supply of China's high-generation production lines, large-scale production capability will be formed after 2011 according to the plans of existing manufacturers. At present, China's high-generation production lines under construction include the eighth-generation production line of BOE in Beijing, the 8.5-generation production line of Feilong Electronics in Kunshan and the 8.5-generation production line of TCL and Shenchao Science and Technology Investment Co., Ltd. in Shenzhen, among which the eighth-generation production line of BOE started early and is expected to put into production firstly.
More following information can be acquired through this report:
Following people are suggested to buy this report:
The Chinese government has carried out a series of policies to support LCD panel enterprises and achieved great progress in fiscal subsidy, land preferential policy, and elimination of backward production capability. In 2009, it was clearly announced in the Plans for Adjustment and Promotion of Electronic Information Industry approved by the State Council of the People's Republic of China to support the sixth-generation and above LCD panel projects. Key support will be given to key enterprises to construct several production lines of large-sized TFT-LCD and PDP panels and form large-scale panel production capability. Policies such as the scheme of providing household appliances to the countryside, old-for-new service and HDTV broadcast stimulate the rural consumer market and the consumption desire of urban consumers who haven't bought LCD TVs from another angle, and become another benefit for the development of China's LCD panel industry.
Almost all manufacturers of China's flat panel display (FPD) industry concentrate in the Bohai Rim Region, the Yangtze River Delta Region and the Pearl River Delta Region. Manufacturers in the Bohai Rim Region are located in Beijing as the main axis, extending to Tianjin and Dalian; those in the Yangtze River Delta Region are settled in Shanghai, Nanjing, Suzhou, Kunshan and Ningbo; those in the Pearl River Delta Region are located in Guangzhou, Shenzhen, Xiamen, Foshan and Dongguan with zonal distribution. In terms of industry chain development, the Pearl River Delta Region ranks first in China for the concentration of world's top 10 FPD manufacturers here; manufacturers in the Yangtze River Delta Region started early with small and medium sizes, while the increase in end demand brings new development opportunities; manufacturers in the Bohai Rim Region taking Beijing as the center developed late and are experiencing the leapfrog development on the basis of the fifth-generation TFT-LCD production line.
In 2009, China imported 180 million pieces of LCD panels with the total value reaching USD 35 billion; in January-September 2010, China's import amount of LCD panels was USD 35.27 billion, increasing by 49.30% YOY. Great trade deficit illustrates the blank and backwardness of China's LCD panels. In general, the higher the generation of production lines of panel manufacturers is, the lower the cost for large-sized panel incision is, the more competitive the manufacturers are, and the higher the technology level is. The sixth-generation production line of BOE Technology Group Co., Ltd. was the mainstream in South Korea and Tainwan five years ago, where the major LCD panel suppliers concentrate. At present, the international mainstream has reached the 8.5-generation production line, while Sharp Corporation in Japan has even reached the tenth-generation production line, which means that most manufacturers with the sixth-generation production lines in South Korea and Taiwan have finished the depreciation. Against the background of annual decrease in LCD panel price of over 10%, the price competitiveness of Chinese manufacturers with the sixth-generation production lines lags far behind.
In terms of future supply of China's high-generation production lines, large-scale production capability will be formed after 2011 according to the plans of existing manufacturers. At present, China's high-generation production lines under construction include the eighth-generation production line of BOE in Beijing, the 8.5-generation production line of Feilong Electronics in Kunshan and the 8.5-generation production line of TCL and Shenchao Science and Technology Investment Co., Ltd. in Shenzhen, among which the eighth-generation production line of BOE started early and is expected to put into production firstly.
More following information can be acquired through this report:
- Status quo of China's LCD panel industry
- Influential investors for Development of China's TFT-LCD industry chain
- Import and export of China's LCD panels
- Investment in China's LCD panel industry
- Major enterprises of China's LCD panel industry and their operations
- Prediction on development of China's LCD panel industry
Following people are suggested to buy this report:
- LCD panel manufacturers
- Downstream enterprises of LCD panel industry
- Investors concerned about LCD panel industry
- Research institutions concerned about LCD panel industry
1 RELEVANT CONCEPTS OF LCD PANEL INDUSTRY
1.1 Definition of LCD Panel Industry
1.2 Status of LCD Panel Industry in China's National Economy
2 ANALYSIS ON DEVELOPMENT ENVIRONMENT OF CHINA'S LCD PANEL INDUSTRY, 2010-2011
2.1 Analysis on Macroeconomic Environment
2.2 Analysis on Policy Environment of LCD Panel Industry
2.3 Analysis on Social Environment of LCD Panel Industry
2.4 Analysis on Technological Environment of LCD Panel Industry
2.4.1 Status Quo of LCD Panel Technology
2.4.2 Development Trend of LCD Panel Technology
3 ANALYSIS ON SUPPLY AND DEMAND OF CHINA'S LCD PANEL INDUSTRY, 2009-2012
3.1 Analysis on Supply of LCD Panel Industry
3.2 Analysis on Demand of LCD Panel Industry
3.3 Analysis on Price Trend of LCD Panel Industry
3.3.1 Analysis on Supply-Demand Balance State
3.3.2 Price Trend of LCD Panel Segment Market, 2009-2012
3.4 Analysis on Investment in LCD Panel Industry
3.4.1 Overview of Investment in Global LCD Panel
3.4.2 Investment in China's LCD Panel Industry
3.4.3 Component Investment in Upstream Industries
4 ANALYSIS ON COMPETITION IN LCD PANEL INDUSTRY
4.1 Analysis on Market Concentration
4.2 Analysis on Entry and Exit Barriers
4.3 Analysis on Competition Structure of LCD Panel Industry
4.3.1 Analysis on Substitutes of LCD Panel
4.3.2 Entry Barriers
4.3.3 Product Structure of LCD Panel Industry
4.3.4 Analysis on Relativity of LCD Panel Industry and Macro Economy
4.4 Lifecycle Judgment of LCD Panel Industry
5 GLOBAL LCD PANEL MARKET AND IMPORT & EXPORT OF CHINA'S LCD PANEL MARKET, 2009-2012
5.1 Overview of Global Market of LCD Panel Industry
5.2 Analysis on Import of China's LCD Panel Industry, 2009-2010
5.3 Analysis on Export of China's LCD Panel Industry, 2009-2010
5.4 Analysis on Global Trade Policies of LCD Panel Industry
6 ANALYSIS ON INDUSTRY CHAIN OF LCD PANEL INDUSTRY
6.1 Overview of TFT-LCD Industry Chain
6.2 Analysis on China's TFT-LCD Industry Chain
6.3 Analysis on Upstream Industries of LCD Panel Industry
6.3.1 Liquid Crystal Materials
6.3.2 Glass Substrate
6.3.3 Color Filter
6.3.4 Polarizer
6.3.5 Drive IC
6.4 Analysis on Downstream Industries of LCD Panel Industry
7 ANALYSIS ON REGIONAL DEVELOPMENT OF CHINA'S LCD PANEL INDUSTRY, 2010-2011
7.1 Overall Analysis on Regional Distribution of LCD Panel Industry
7.2 Analysis on Development of LCD Panel Industry in Yangtze River Delta Region
7.3 Analysis on Development of LCD Panel Industry in Bohai Rim Region
7.4 Analysis on Development of LCD Panel Industry in the Pearl River Delta
8 ANALYSIS ON KEY ENTERPRISES OF CHINA'S LCD PANEL INDUSTRY, 2009-2010
8.1 BOE Technology Group Co., Ltd.
8.1.1 Corporate Profile
8.1.2 Operations
8.1.3 Development Strategy
8.2 Shenzhen Laibao Hi-Tech Co., Ltd.
8.2.1 Corporate Profile
8.2.2 Operations
8.2.3 Development Strategy
8.3 SVA Electron Co., Ltd.
8.4 Tianma Microelectronics Co., Ltd.
9 ANALYSIS ON FACTORS INFLUENCING DEVELOPMENT OF CHINA'S LCD PANEL INDUSTRY, 2010-2012
9.1 Overview of Factors Influencing Industry Development
9.2 Government Policy Risk
9.3 Macroeconomic Factor
9.4 Technological Factor
9.4.1 Liquid Crystal Materials
9.4.2 Glass Substrate
9.4.3 Color Filter
9.4.4 Transparent Electrode
9.4.5 Polarizer
9.4.6 Backlight
9.4.7 Drive and Control IC
9.5 Supply and Demand Factors
9.6 Raw Material Factor
9.7 Relevant Industries
9.8 Product Structure Factor
10 PREDICTION ON DEVELOPMENT OF CHINA'S LCD PANEL INDUSTRY, 2011-2012
10.1 Prediction on Market Scale
10.2 Prediction on Investment Opportunity
1.1 Definition of LCD Panel Industry
1.2 Status of LCD Panel Industry in China's National Economy
2 ANALYSIS ON DEVELOPMENT ENVIRONMENT OF CHINA'S LCD PANEL INDUSTRY, 2010-2011
2.1 Analysis on Macroeconomic Environment
2.2 Analysis on Policy Environment of LCD Panel Industry
2.3 Analysis on Social Environment of LCD Panel Industry
2.4 Analysis on Technological Environment of LCD Panel Industry
2.4.1 Status Quo of LCD Panel Technology
2.4.2 Development Trend of LCD Panel Technology
3 ANALYSIS ON SUPPLY AND DEMAND OF CHINA'S LCD PANEL INDUSTRY, 2009-2012
3.1 Analysis on Supply of LCD Panel Industry
3.2 Analysis on Demand of LCD Panel Industry
3.3 Analysis on Price Trend of LCD Panel Industry
3.3.1 Analysis on Supply-Demand Balance State
3.3.2 Price Trend of LCD Panel Segment Market, 2009-2012
3.4 Analysis on Investment in LCD Panel Industry
3.4.1 Overview of Investment in Global LCD Panel
3.4.2 Investment in China's LCD Panel Industry
3.4.3 Component Investment in Upstream Industries
4 ANALYSIS ON COMPETITION IN LCD PANEL INDUSTRY
4.1 Analysis on Market Concentration
4.2 Analysis on Entry and Exit Barriers
4.3 Analysis on Competition Structure of LCD Panel Industry
4.3.1 Analysis on Substitutes of LCD Panel
4.3.2 Entry Barriers
4.3.3 Product Structure of LCD Panel Industry
4.3.4 Analysis on Relativity of LCD Panel Industry and Macro Economy
4.4 Lifecycle Judgment of LCD Panel Industry
5 GLOBAL LCD PANEL MARKET AND IMPORT & EXPORT OF CHINA'S LCD PANEL MARKET, 2009-2012
5.1 Overview of Global Market of LCD Panel Industry
5.2 Analysis on Import of China's LCD Panel Industry, 2009-2010
5.3 Analysis on Export of China's LCD Panel Industry, 2009-2010
5.4 Analysis on Global Trade Policies of LCD Panel Industry
6 ANALYSIS ON INDUSTRY CHAIN OF LCD PANEL INDUSTRY
6.1 Overview of TFT-LCD Industry Chain
6.2 Analysis on China's TFT-LCD Industry Chain
6.3 Analysis on Upstream Industries of LCD Panel Industry
6.3.1 Liquid Crystal Materials
6.3.2 Glass Substrate
6.3.3 Color Filter
6.3.4 Polarizer
6.3.5 Drive IC
6.4 Analysis on Downstream Industries of LCD Panel Industry
7 ANALYSIS ON REGIONAL DEVELOPMENT OF CHINA'S LCD PANEL INDUSTRY, 2010-2011
7.1 Overall Analysis on Regional Distribution of LCD Panel Industry
7.2 Analysis on Development of LCD Panel Industry in Yangtze River Delta Region
7.3 Analysis on Development of LCD Panel Industry in Bohai Rim Region
7.4 Analysis on Development of LCD Panel Industry in the Pearl River Delta
8 ANALYSIS ON KEY ENTERPRISES OF CHINA'S LCD PANEL INDUSTRY, 2009-2010
8.1 BOE Technology Group Co., Ltd.
8.1.1 Corporate Profile
8.1.2 Operations
8.1.3 Development Strategy
8.2 Shenzhen Laibao Hi-Tech Co., Ltd.
8.2.1 Corporate Profile
8.2.2 Operations
8.2.3 Development Strategy
8.3 SVA Electron Co., Ltd.
8.4 Tianma Microelectronics Co., Ltd.
9 ANALYSIS ON FACTORS INFLUENCING DEVELOPMENT OF CHINA'S LCD PANEL INDUSTRY, 2010-2012
9.1 Overview of Factors Influencing Industry Development
9.2 Government Policy Risk
9.3 Macroeconomic Factor
9.4 Technological Factor
9.4.1 Liquid Crystal Materials
9.4.2 Glass Substrate
9.4.3 Color Filter
9.4.4 Transparent Electrode
9.4.5 Polarizer
9.4.6 Backlight
9.4.7 Drive and Control IC
9.5 Supply and Demand Factors
9.6 Raw Material Factor
9.7 Relevant Industries
9.8 Product Structure Factor
10 PREDICTION ON DEVELOPMENT OF CHINA'S LCD PANEL INDUSTRY, 2011-2012
10.1 Prediction on Market Scale
10.2 Prediction on Investment Opportunity
SELECTED CHARTS
Chart Proportion of Gross Industrial Output Value of LCD Panel Industry in China's GDP, 2005-2010
Chart Policies of China's LCD Panel Industry, 2009-2011
Chart Production Capability of Global LCD Panel
Chart Capacity Utilization Rate of Manufacturers' LCD Panel Sections, 2008-2010
Chart Investment and Production Lines under Construction of China's LCD Panel Industry, 2009-2011
Chart Import Volume of LCD Panels in China, 2005-2010
Chart Operations of BOE Technology Group Co., Ltd., 2005-2010
Chart Governmental Subsidy Received by BOE Technology Group Co., Ltd., 2007-2010
Chart Operations of Shenzhen Laibao Hi-Tech Co., Ltd., 2006-2010
Chart Operations of Tianma Microelectronics Co., Ltd., 2006-2010
Chart Proportion of Gross Industrial Output Value of LCD Panel Industry in China's GDP, 2005-2010
Chart Policies of China's LCD Panel Industry, 2009-2011
Chart Production Capability of Global LCD Panel
Chart Capacity Utilization Rate of Manufacturers' LCD Panel Sections, 2008-2010
Chart Investment and Production Lines under Construction of China's LCD Panel Industry, 2009-2011
Chart Import Volume of LCD Panels in China, 2005-2010
Chart Operations of BOE Technology Group Co., Ltd., 2005-2010
Chart Governmental Subsidy Received by BOE Technology Group Co., Ltd., 2007-2010
Chart Operations of Shenzhen Laibao Hi-Tech Co., Ltd., 2006-2010
Chart Operations of Tianma Microelectronics Co., Ltd., 2006-2010
