LCD never slaves! Global LCD shipments reached a new high, and Chinese manufacturers ranked in the top three!

Recently, according to Omdia's data, in the past 2021, the global LCD LCD screen shipments hit a record high, with a total shipment of 962.7 million. The top three in shipment volume were covered by Chinese panel manufacturers.

According to the data, the first place is BOE, the total shipment of two reached 332.5 million, the second and third places are Huaxing Optoelectronics and Innolux, and the former panel giant LG Display only ranked fourth, with a shipment volume of 111.4 million.

It is understood that this is the first time that BOE has exceeded 30% in the share of shipments, and the first time that it has exceeded 20% in the share of shipped area, which is also a record. It is precisely because of the increase in panel shipments that BOE's revenue has achieved substantial growth, according to the previous BOE announcement, it is expected to achieve operating income of about 215 billion yuan to 220 billion yuan in 2021, an increase of 59% -62% year-on-year; the corresponding attributable net profit is about 25.7 billion yuan to 26 billion yuan, an increase of 410% -416% year-on-year.

Editor's comments: In recent years, with the rise of domestic panel companies, and the two major panel giants of Samsung and LG have successively withdrawn from LCD panel production, the surge in market share of Chinese manufacturers is almost predictable. Of course, many people think that lcd panels are backward in production capacity, otherwise Samsung and LG will not give up LCD in favor of OLED and other new display technologies. The author believes that although OLED panels have achieved popularity in the field of mobile phones, the penetration rate of OLED is still low in large-screen products such as TVs and monitors. Although the market share of large-screen OLED products has been rising in recent years, it is still difficult to shake the status of LCD in a short period of time.

The author believes that for a long time in the future, large-screen LCD products will still be the mainstream of the low-end market with more affordable prices and more mature and reliable performance, and the high-end market will still have good competitiveness under the blessing of miniLED. The slogan of "LCD never slave" may continue to be shouted!