comparisons
Global LCD industry meets market changes
At present, the trend of semiconductor display industry chain transferring to China is becoming stronger and stronger, which strengthens the scale advantage and geographical advantage of domestic enterprises, promotes the continuous improvement of service and cost competitiveness, puts more and more pressure on Samsung and other enterprises, forces them to change the track, and domestic manufacturers will enter the “harvest period”. LCD (liquid crystal display) industry once flourished in the United States and Japan, and then began to blossom and bear fruit in Korea and China. As an industry with significant scale effect, high capital barriers and prominent strategic position, expanding higher generation production lines against the industrial cycle is the core driving force for the long-term decline of industry costs and the continuous creation of new application markets. Since the beginning of this year, the whole LCD market has been full of smoke. Whether the South Korean panel giant announced the closure of LCD production line, or the integrated sale of related domestic listed companies, the industry is full of highlights. Will domestic manufacturers enter the “harvest period”? Since the beginning of this year, Samsung and LG, the two South Korean panel giants, have successively announced the closure of most LCD (liquid crystal display) production lines. India predicts that the proportion of Korean production capacity will decrease from 23% in the first quarter of 2020 to 8% in the first quarter of 2021. A display industry analyst told the daily economic news that at present,
