後補貼時代中國大陸面板產業動向

林政賢

《光連：光電產業與技術情報》 161期 (2021/05) Pp. 37-40

摘要

2020年的全球面板產業變化中，中國大陸的面板業重組的態勢已經很明朗，資本投入的競爭也發生巨大變化。目前中國大陸面板廠幾乎已控制全球大尺寸液晶面板市場，並將觸角擴展到OLED，似乎想與韓國爭食單價較高的中小尺寸OLED面板市場。由於過去靠政府補貼的中國大陸面板產業，為搶奪全球面板市占率，削價競爭，破壞全球面板價格。近年因補貼轉向半導體，價格優勢不在，面板價格上仰，市場逐漸回復正常狀態。

關鍵字

液晶面板 ； FPD ； OLED ； 電視

並列摘要

In 2020, the restructuring of the panel industry in China has become clear, and the competition for capital investment has also undergone tremendous changes. At present, panel makers in China have almost controlled the global large-size LCD panel market and expanded their antennae to OLED. They want to compete with South Korea for the small and medium-sized OLED panel market with higher unit prices. The panel industry in China is used to rely on government subsidies in the past; however, in recent years, due to subsidies shifted to semiconductors, the price advantage is not there, and panel prices have risen, and the market has gradually returned to normal.