On December 20th, a significant milestone was reached in the global semiconductor display industry. BOE (BOE) successfully launched its first 10.5-generation TFT-LCD production line ahead of schedule, marking a new era for the display sector. This is currently the highest generation line in the world, setting a groundbreaking achievement that underscores China's growing influence in the global display market. With this development, China is not only becoming a key player but also expected to surpass South Korea in liquid crystal display (LCD) production capacity.
In August of this year, BOE announced plans to build a high-generation TFT-LCD production line in Wuhan, Hubei Province, aimed at manufacturing ultra-high-resolution LCDs for 65-inch and larger screens. This move signals the company’s continued commitment to expanding its LCD capabilities and reinforcing its position in the market.
While the achievements of Chinese manufacturers are impressive, there is also a sense of urgency. Global panel makers are increasingly shifting their focus towards OLED technology. Even industry leaders like Samsung and LG are converting their LCD lines into OLED facilities. However, as top Chinese panel makers continue to invest heavily in LCD production, questions arise about whether China might fall behind in the next wave of display innovation.
Despite this, the demand for large-size, ultra-high-definition displays remains strong. Data shows that the compound annual growth rate for LCD panels above 65 inches was 21.5% in 2017, while those above 75 inches grew by 35.7%. The 10.5-generation line is considered the most efficient for cutting these large panels, ensuring it remains a critical part of the industry for years to come.
Additionally, with the rise of 8K technology, the need for high-resolution, large-screen displays is increasing. According to Ove Cloud Network, the global 8K TV market is expected to grow rapidly, reaching 250,000 units in 2018, 900,000 in 2019, and over 1.8 million in 2020—spiking to 2.9 million by 2021. These trends highlight the importance of high-generation lines in meeting future demands.
Looking ahead, the 10.5-generation line is not just about current needs; it's also a strategic move for the upcoming 5G era. While OLED is gaining traction, especially in small and medium-sized AMOLED panels, large OLEDs remain costly and slow to scale. For now, LCDs still hold a strong position in the large-screen market due to higher yield rates and lower costs.
BOE has also been making strides in flexible display technology. Its Chengdu 6th-generation flexible AMOLED line began mass production in October, marking a major step forward in China’s OLED capabilities. More flexible AMOLED lines are set to come online in 2019, showing that Chinese companies are not ignoring OLED—they're building a balanced approach.
In summary, BOE’s 10.5-generation line marks a major leap for China in the global display industry. It positions the country well for the 8K and 5G eras and demonstrates a solid strategy that avoids short-sighted decisions. As the industry evolves, China is proving it can lead without sacrificing long-term vision.
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