According to Sigmaintell earlier analysis, brand manufacturers in 2017, product planning, will decisively stop Sharp 60-inch new layout, will demand to 65-inch. So, this change in the first quarter of 2017 panel industry, especially Chinese manufacturers have what effect?

First, Samsung Electronics is SDP 65-inch main customers, while Samsung Display (SDC) is the world’s largest supplier of 65-inch. Samsung Electronics to 65-inch transfer demand, we expect will lead directly to Samsung Electronics and SDC in 2017 the supplier relationship has been strengthened.

Second, 65-inch panel resource allocation face adjustment. Currently the world’s 65-inch panel suppliers mainly for the Korean plant SDC, LGD, Taiwan and AUO factory Chong Chong. SDP 65-inch shipments are calculated on an average of 250K, Samsung and other brands by the single-affect, these numbers will be gathered to the 65-inch suppliers. The first is SDC and LGD, followed by Taiwan and AUO Group. Therefore, in 2017 the Chinese brands available 65-inch resource allocation will be compressed, small and medium brand pressure will be greater. xc4020xl-3pq160c

Third, the short-term supply will cause 65-inch tension, and produce butterfly effect, the spread to the adjacent size.

Fourth, the Chinese panel makers BOE and CEC Panda also have a small amount of 65-inch shipments. BOE in G8.5 generation does not have the economic cutting capacity, can expand the space is limited. But CEC Panda G6 generation has economic benefits, CEC Panda can seize this time window, expand the TV customer base and market discourse. xc17s05pd8i

Finally, the long term, even if the SDP panel to stop external suppliers, but its production capacity is still to maintain full production marry, regardless of the final brand to the sea for Sharp, or Foxconn OEM release number, the global total shipments will not cut back. The future of more than 65-inch large-size panel supply and demand situation remains to be cautious.