Connect with us


TrendForce Analysts Try to Predict Where SDC Will Leave the Monitor Panel Market



According to TrendForce analysts, the “couch potato economy” fueled by the COVID-19 pandemic has led to a steady demand for IT products, including monitors. This came as a surprise to the industry and led to a shortage of display panels that is becoming more acute as most of the production capacity is occupied by panels from other segments. The second factor provoking the shortage is the full utilization of the capacities producing semiconductor products. There is no physical opportunity for manufacturers to increase the production of control chips for panels.

As you know, Samsung Display (SDC) intends to stop production of panels this year. Meanwhile, it had a 12% market share for monitor panels last year. This makes a redistribution of market shares inevitable.

Analyzing the activities of various panel suppliers in 2021, TrendForce predicts that China Star Optoelectronics Technology (CSOT) will benefit the most from SDC’s departure. The Chinese manufacturer bought SDC’s Gen 8.5 line in Suzhou and is rapidly expanding its own production facilities. It is expected to double shipments of monitor panels within a year.

However, the market leader will remain BOE, which took this position last year. Moreover, it will strengthen its position with the acquisition of the Gen 8.5 line from CEC Panda. Last year, BOE had a 26% market share of monitor panel suppliers. It is expected that in 2021 it will increase to 31%.

The share of the second-largest company LG Display will increase from 21% to 22%. The share of the company AUO, which is the third in the ranking, will increase from 16% to 18%. But the share of the company Innolux, which is in fourth place, will decrease from 13% to 10%. The aforementioned CSOT company, which closes the top five, will be able to increase its share from 4% to 9%.

Click to comment

Leave a Reply

Your email address will not be published. Required fields are marked *

Latest News

News2 mins ago

Meizu 17 and Meizu 17 Pro fell significantly ahead of the announcement of Meizu 18

Today it became known that the prices for smartphones Meizu 17 and Meizu 17 Pro in Chinese stores have dropped...

Electric Cars23 mins ago

A mining farm in the trunk of a BMW i8 sports car. What for?

While ordinary users are literally hunting for video cards like the GeForce RTX 3080, cryptocurrency miners no longer know how...

News44 mins ago

Veoneer and Qualcomm Announce Cooperation

Veoneer, a Swedish automotive technology company, and US chipmaker Qualcomm have signed a cooperation agreement to develop hardware and software...

News1 hour ago

Working OnePlus 9 Pro first shown in the hands of the user

Sources have published the first live photos of the OnePlus 9 Pro smartphone in the on state, which is in...

Components1 hour ago

Choosing a gaming laptop with a GeForce RTX 3000 will need to be very careful. First tests show how different the same graphics card can be

Today we learned that at least in benchmarks, the mobile RTX 3070 is faster than the average mobile RTX 2070...

News2 hours ago

ZY Optics Releases Updated Mitakon Speedmaster 50mm F0.95 Leica M Mount

Zhong Yi Optics (ZY Optics) has released a new version of the Mitakon Speedmaster 50mm F0.95 lens with a Leica...

Gaming2 hours ago

Apple TV 6 will be a gaming console with a new remote and gamepad

According to the leaked information, Apple will release the next generation Apple TV this year, which will offer great performance...

Components2 hours ago

The heatsink and fan in the AeroCool Cylon 3H processor cooling system are positioned horizontally

AeroCool introduced the Cylon 3H vertical airflow processor cooling system. In other words, the aluminum heatsink and the 120mm fan...

Popular this week