According to foreign reports, South Korea and North Korea fired again on November 23. Since the Korean TFT-LCD panel factory still has a global market share of more than 50% in the third quarter of this year, it has also actively developed the LED upstream epitaxial capacity in recent years. If the follow-up battle continues, it will not affect the Korean panel and LED. For the supply situation, for the main competitor Taiwanese panel makers, panel supply chain manufacturers, and LED upstream epitaxial/die manufacturers, the short-term message surface should have a positive effect. As for the specific impact in the medium and long term, it is necessary to observe whether the war will cause substantial damage to the production and business of the Korean panel factory.
If the time and scope of the Korean Peninsula war continues to expand, what is the impact on the panel industry? The industry believes that the preliminary assessment, if the degree of impact is relatively large, will still be dominated by the Korean panel factory itself. For the Taiwanese panel factory, even if it is a Taiwanese panel factory that undertakes orders from Korean brand customers, the panels are directly shipped to Korean ODM manufacturers, such as to Eastern Europe or South America for assembly, so the actual impact is less. .
On the other hand, the Korean Peninsula warfare may also cause difficulties in the import of components from Korean panel makers. For component suppliers of Korean panel makers and brand manufacturers, delivery may generate some variables. But it also depends on whether the parts are delivered in Korea or in a factory where Korean manufacturers are located overseas. In addition, the local situation in South Korea is unstable, and it may also increase the demand for key overseas components. This aspect remains to be seen.
Due to the panel production lines of South Korean manufacturers Samsung and LG Display, and the LED epitaxial MOCVD machine capacity that Korea has been actively expanding in recent years, it is mostly located in South Korea. Currently, the market is open to Taiwan and South Korea and Taiwan. Impact, short-term tends to be positive interpretation. The main influence manufacturers may include panel makers AU Optronics, Chi Mei Optoelectronics, Chunghwa Picture Tube, Caijing, and LED Epistars Jingyuan Optoelectronics, Yuyuan, Taigu, New Century and so on.
Market research organization WitsView analysis pointed out that South Korea's global market share in the panel industry is quite high, and South Korea is also actively expanding its LED production capacity. If the influence of subsequent political factors is intensified, optimistically, Taiwanese manufacturers may have the opportunity to replace the Korean system. Manufacturers, to win more orders, accelerate the proportion of supply. The price of the panel and some key components will also have a chance to rise.
According to statistics, the Korean panel factory is expected to have a global panel market share of 48% this year, and the Taiwan factory market share is estimated to be about 43%. If the large-size panel is used alone, the market share of the Korean factory is estimated to be more than 50% this year. The market share of the factory is estimated to be below 40%. In 2010, the global LED industry's output value distribution, the Japanese manufacturer's market share is estimated at 26%, the Korean factory estimates 23%, and the Taiwan factory market share is estimated at 19%. Whether it is a panel or an LED, Han factory has fierce competition with Taiwanese factories.
Table Air Purifier,Table Top Air Purifiers,Table Top Air Filter,Tabletop Hepa Filter
CIXI KYFEN ELECTRONICS CO.,LTD, , https://www.kyfengroup.com