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TCL Group officially announced on September 26th its plans to acquire 80% equity in LG Display’s 8.5-generation LCD panel plant in Guangzhou (including 10% previously held by Shenzhen Skyworth) and 100% equity of the module factory through its subsidiary, CSOT. The acquisition—with a base price of CNY 10.8 billion—includes the transfer of the necessary technology and support services to operate both facilities.
TrendForce’s latest projections show global shipments of AMOLED smartphone panels are anticipated to surpass 840 million units in 2024, reflecting a remarkable growth of almost 25% from 2023. With leading smartphone manufacturers increasingly embracing AMOLED technology, shipments are predicted to surpass 870 million units in 2025, representing a YoY increase of 3.2%.
TrendForce’s latest investigations reveal that branded TV shipments in 1H24 reached 90.717 million units globally, representing a YoY increase of 0.8%. Demand varied across regions as China experienced weaker-than-expected TV sales due to a sluggish real estate market and changing viewing habits among younger consumers. In North America, persistently low-priced competition helped sustain demand, while in Europe, a combination of sporting events and a low base from the previous two years due to inflation contributed to better-than-expected TV shipments in the first half of the year.
TrendForce’s latest investigations into backplane technology for displays reveal that OLED has become the mainstream display solution for smartphones, pushing the penetration rate of mid-to-high-end backplane technologies such as LTPS and LTPO in the smartphone market to nearly 57% in 2024. The penetration rate is expected to challenge 60% in 2025, thanks to improvements in yield and effective cost control. Additionally, AMOLED panels are rapidly expanding into other IT markets, which is projected to boost the penetration of oxide and LTPO backplanes.
On August 15th, TSMC officially announced the acquisition of Innolux’s 5.5G manufacturing facility in Tainan, Taiwan, for NT$17.14 billion. TrendForce reveals that Taiwanese panel makers will still operate several smaller-generation production lines, which are historically used for IT panels and mid-to-small-sized displays. However, as competitors continue to expand their large-generation production capacities, it has become increasingly difficult for these smaller lines to compete. This challenge has prompted Taiwanese panel makers to pursue transformation strategies in recent years.