July 21 News: According to a report by South Korea's KB Securities analyst Jeff Kim (Jeff.Kim), it is expected that the sales ratio of OLED panels in 2022 will exceed 47 percent of LCD panels at 53 percent .
Analytikeren forudser, at OLED-salget på 14,8 billioner won i 2022 vil overstige LCD-salget på 13,3 billioner won. Vi forudser, at OLED-panelsalget (stor og mellemstørrelse) vil stige fra 7,9 billioner won i 2020 til 10,9 billioner won i 2021 og 14,8 billioner won i 2022. Med hensyn til salg i 2022 vil OLED overgå LCD sammenlignet med 13,3 billioner won og 9,5 billioner vundet).
Agenturet forudser, at overskuddet af OLED-paneler vil vokse fra og med 2022, og det årlige salg af LCD-paneler til tv skal falde markant, fra 10,2 billioner vundet i 2017 til 3,9 billioner vundet i 2022. Men taget i betragtning, at OLED-overskuddet er tilstrækkeligt til at dække faldet i LCD-overskud, er panelproducenternes ydeevne stadig stigende.
Analysts also predict that LG Display's current production capacity of large-size OLED panels at its Guangzhou plant will double in the second half of 2021, reaching 60,000 to 90,000 per month, because the company can win more new customers and meet growing demand . Despite the increase in costs, the large-size OLED panel business should turn around in the third quarter of 2021. This is the first profitable quarter since 2013; the production capacity of large-size OLED panels is expected to increase from 8 million pieces this year to next year More than 10 million pieces, which should be enough to meet the new needs of global TV manufacturers without the need for additional 10.5G line expansion.
