Large-size TFT LCD panel production capacity will double in China in 2012, representing dramatically higher growth than a global level of 7.0%. In 2013, Digitimes Research estimates that large-size panel production capacity will increase by 27.7% in China, 3.2% in Taiwan, while dropping 1.8% in Japan and 0.5% in South Korea in 2013. This Digitimes Special Report highlights the key capacity plans of China players, emerging technologies and government support in the local China market.
China strengthens its LCD industry and pushes forth new plans for new display technology
China's 2012 LCD panel trade deficit will be substantially reduced
Chart 2: China LCD display panel imports and exports, 2007-August 2012 (CNYb)
Chart 3: Share of large-size TFT LCD panel production capacity by region, 2009-2013
Chart 4: Large-size TFT LCD panel production capacity by region, 2009-2013 (Km2)
Chart 7: Key technological targets under the 12th Five Year Plan (1/2)
Chart 8: Key technological targets under the 12th Five Year Plan (2/2)
Chart 9: The development of an industrial OLED chain in China
Chart 12: Revenue share of BOE's five largest customers, 1H 2012
Table 1: Production capacity and applications for BOE's TFT LCD lines
Chart 14: Investment plan for Xinsheng's 8.5G TFT LCD line (CNYb)
BOE receives increased financial assistance from China's government
Chart 15: Subsidy for non-operating income BOE received from China government, 2010-2012 (CNYk)
Chart 16: Balance of subsidies in non-current liabilities awarded to BOE, 2010-2012 (CNYm)
Chart 18: CSOT 8.5G line monthly capacity, December 2011- December 2013 (k units)
Trends in LCD TV panel shipments from China-base makers in 2012
Chart 19: China-based panel makers' LCD TV panel shipments, 1Q12-4Q12 (k units)
TCL LCD TV shipments to see exponential growth from 2008-2013
Chart 21: TCL TV sales in foreign markets, 1Q11-3Q12 (k units)
Chart 27: Tianma relation with AVIC's production capacity and technology
Chart 28: How Century and Tianyi obtained LTPS TFT technology
Table 2: China small- to medium-size panel capacity outlook, 1Q12-4Q13 (k substrates)
Table 3: China's LTPS TFT LCD/AMOLED production line capacity estimates (k substrates)
Chart 30: China LCD panels used in handset applications, 2012-2013 (k units)
Chart 31: Medium-size TFT LCD shipments in China, 2012-2013 (k panels)
Chart 32: Small- to medium- size TFT LCD shipments in China, 2012-2013 (k panels)
Chart 33: China small- to medium-size panel shipments by vendor, 2012-2013 (k panels)
Table 4: Comparison of China-based TV vendors and their LCD panel source
Chart 34: China LCD panel shipments by product segment, 2011-2014 (k units)
Chart 35: Factors affecting China's competitiveness in the TFT LCD industry
Chart 36: TCL government subsidies (in terms of non-operatizing income), 2008-2012 (CNYm)
Table 6: Comparison of customers for four largest TFT LCD panel makers in China
