NPD DisplaySearch just published its predictions about which companies will be making the most 4K TV panels in 2014, according to which Taiwanese manufacturers will for the first time have overtaken Korean brands by producing more than half of the world's panels.
The study shows Innolux and AUO to account for 58% of global 4K panel shipments in 2014, followed by Koreans LG Display and Samsung Display, which, combined, fall well behind at 25%, followed by Chinese brands, ChinaStar and BOE, at 14%.
The sudden surge among Taiwanese panel manufacturers can be attributed to high demand from the Chinese market, where 4K panels are used in entry-level and mid-range TVs. ChinaStar is expected to sell 90% of its 2014 4K panels to the biggest Chinese TV makers (TCL, Hisense, Skyworth, Konka, Changhong, etc.), while BOE, Innolux and AUO plan to ship the majority of their panels (70%, 57% and 56% of their stocks, respectively) to the same brands. Koreans LG and Samsung, on the other hand, are opting to save their Ultra HD panels for only their highest-end TV models like the LG LA970V and Samsung F9000, resulting in lower annual volume.
Says Debra Yang of DisplaySearch, "the 4K display demand from their related TV brands is critical to the ability of Samsung Display and LG Display to compete effectively within the growing 4K TV market. The ability of the Korean panel makers to expand 4K panel production is dependent on their success in securing more 4K display clients, beyond satisfying the needs of their own 4K TV brands."
"The rise of the 4K TV market is mainly driven by the supply side, while leading TV brands are concerned about the value proposition of 4K TVs. While some TV brands are considering increasing their 4K TV shipment targets, we continue to see a mismatch between 4K TV panel supply plans and consumer purchasing expectations."
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