Oled Display 0.96.LCD panel price returns to cabbage price. The average price of a typical 55-inch TV panel was $170, down $15 from $185 in late September, down 8.1%. The price of a 65-inch TV panel also fell to $238, down about 4%.

In terms of small and medium-sized panels, the price of 32-inch and 43-inch panels is only $52 or $92, down about 8-9%.

This round of LCD panel prices have fallen sharply since July, with 32-inch panels down more than 42%, 43-inch panels down more than 33% and 55-inch panels down more than 20%.

Of course, since it comes to the LCD screen, there is no shortage of liquid crystal materials. The English full name of LCD is “Liquid Crystal Display”, which translates to liquid crystal screen, which is what we usually call “LCD screen”.

Liquid crystal is the basic material of liquid crystal panel. at present, in the field of mixed liquid crystal materials, German and Japanese enterprises represented by Germany’s Merck, Japan’s JNC and Japan’s DIC monopolize more than 90% of the global market share. Liquid crystal plays an important role in the performance of the panel.

At present, the domestic liquid crystal materials are on the low end, and many representative enterprises are strengthening their research and development. For example, 800 million liquid crystals have now become the largest liquid crystal supplier in BOE in 2017. In addition, Chengzhi Yonghua, Jiangsu Hecheng and other enterprises also carry out research and attempt in this field.

In addition to the LCD panel itself, the glass covered above it is also very critical, and the cost ratio is also close to 15%. The glass used in the LCD panel is actually quite special, it is a kind of alkali-free glass substrate composed of aluminosilicate and other components.

It seems that this is just a piece of glass, but if you want to produce it, it involves technical barriers in many aspects, such as technology, formula, equipment and so on.

In the field of LCD screen glass, Corning alone in the United States has eaten 50% of the market, which can be said to be the undisputed leader in the industry. Nippon Asahi and Nippon Electric ranked second or third. Us and Japanese companies together account for nearly 90 per cent of the LCD glass market.

Just mentioned, the LCD screen needs backlight module “light” in order to light up, so the backlight module is also a crucial part, which accounts for about 1/5 of the cost of the entire LCD screen module.

The production technology of the backlight module itself is not high, and it is a labor-intensive industry, which is also good at by domestic enterprises, but it is all kinds of optical films that make up the backlight modules. at present, 80% of the production capacity of the global optical film field is monopolized by overseas giants, among which Japanese companies are absolutely dominant, such as Mitsubishi and Toray, which we are familiar with.

Just like chip production, we are stuck by lithography machines, and in the field of high-end screen production, we are also limited in terms of production equipment.

LCD screen production mainly involves technology, measurement, testing and repair and other equipment, and the more advanced equipment are basically produced by Japanese, Korean and Taiwan enterprises.

A simple LCD screen, in fact, the upstream subdivision of a lot of areas, and each field has accumulated a large number of key technologies, in these materials, equipment fields, the development of China’s LCD screen supply chain is still in its infancy.

Although the domestic screen factory plays a more and more important role in the manufacturing ring in the middle reaches, and there is no rival in the LCD market share, there are still many gaps to be filled in the upstream core technology field of LCD panel.

However, generally speaking, the closer to the middle and lower reaches, the larger the size of the enterprise, and the heavier the voice in the supply chain. In fact, although the upstream enterprises master the core technology, but without the Chinese screen factory, their technology can not be efficiently transformed into products.