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Chinese Polarizer Manufacturers to Occupy More Than 40% of Global Production Capacity as Market Shows Oversupply in 2020, Says TrendForce

2020/07/21

Display

The display panel industry is expected to see limited growth in large-sized panel input area in 2020 due to the COVID-19 pandemic’s impact and the continued reduction of LCD production capacity in Korea, according to TrendForce’s latest investigations. Even so, in 2020, polarizer manufacturers will be able to start mass production with two additional 2,500mm production lines, one added in 1H20 and the other one in 2H20. Compared to 2019, therefore, the polarizer industry is expected to be in a state of oversupply, with supply exceeding demand by about 12.3%.

Press Releases
Panel Quotes and Manufacturer Revenues May Stabilize in 2Q20 Thanks to Rebounding Panel Demand, Says TrendForce

2020/06/01

Display

According to the latest investigations by the WitsView research division of TrendForce, as panel demand begins to rebound in 2Q20, panel quotes are expected to stabilize as a result. Therefore, panel makers are projected to see improved revenues in spite of the limited magnitude of cost reduction for upstream panel components in 2Q20.

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