News from this site on September 5, according to the latest data from the International Data Company IDC, global shipments of large-size panels (note from this site: including LCD and OLED) decreased by 11.3% month-on-month in July 2023, of which display panel shipments An increase of 1.5%.
Judging from the global large-size panel shipment data given by IDC, BOE is currently the world’s largest manufacturer in this field. July shipments were 20.787 million pieces, with a market share of 32.8%; Innolux, CSOT, HKC, AUO, and LG ranked second to sixth respectively.
IDC analysts said that the main reason for the decline in large-size panel shipments in July was the early purchase strategy of panel buyers from May to June, as well as the previous release of urgent orders, so entering the third quarter Demand has slowed in comparison. TV panel shipments increased by 9.3% in the second quarter, monitor panels surged by 19.4% in the second quarter, and laptop panels also increased by 32.7%, so buyers need to make inventory adjustments in July.
In fact, Luotu Technology also released similar data a few days ago. In July 2023, the global average size of LCD TV panels reached 49.1 inches, an increase of 0.4 inches month-on-month and 3.4 inches year-on-year.
Report data shows that the global market share of TV panel manufacturers shipped from mainland China has been stable at around 70% for a long time. The market share in July increased by 1.3% from June to 69.9%.
Except for Chinese manufacturers, other major manufacturers have reduced their investment in the LCD field. The combined market share of Japanese and Korean panel manufacturers is 10.4%, and the total volume has declined year-on-month.
Data shows that BOE’s LCD panel shipments reached 5.1 million units in July, a year-on-year increase of 3%, and it continued to lead the three main size markets of 32, 43 and 65 inches.
China Star Optoelectronics (CSOT) shipped 4.4 million pieces, ranking second, with a significant year-on-year increase of 25.8% and a month-on-month increase of 1.2%. The shipments of two key size products, 55-inch and 75-inch, maintained the world's third place. one. In addition, the market share of 98-inch ultra-large panels reached 76%.
Huike (HKC) has shipped more than 3.5 million pieces, and the internal proportion of 55-inch and above products has increased month by month this year.
AUO has a cumulative shipment market share of 32.4% this year. Its dominant product is the 85-inch panel, and it has formed a "stalemate" competition with HKC.
SHARP’s market share that month was only 7%, and LGD’s market share was around 3%.
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The above is the detailed content of IDC: Large-size panel shipments decreased by 11.3% month-on-month in July, and BOE's market share reached 32.8%. For more information, please follow other related articles on the PHP Chinese website!