大陸面板上游零組件與材料自給率有望快速提升
Date: 2015-02-12
News Type:
在大陸官方政策長期扶持下，大陸面板廠持續擴增產能，供應能力已明顯增加。根據DIGITIMES Research統計，2014年全球大尺寸TFT LCD產能比重以大陸地區為主，佔有率首次突破15.7%，2015年大陸仍有多條8.5代面板產線繼續擴產或新投入量產，預期大陸地區大尺寸TFT LCD產能占全球比重可望一舉突破20%，上探21.3%。
大陸高世代面板生產線主要以生產液晶電視面板為主，2014年大陸的電視面板自給率已逼近4成水準，2015年隨著京東方、華星光電、中電熊貓等大陸業者新產能持續開出，預估大陸液晶電視面板自給率將突破5成大關。
CINNO Research認為，在大陸積極發展積體電路產業以及資金的扶持下，未來將會有更多企業投入面板驅動IC市場，預估大陸的面板驅動IC自給率有望在2018年提升至40%的比重。(新聞來源：Digitimes )
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