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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.
TrendForce’s latest report reveals that shipments of near-eye displays are expected to increase year-by-year over the next few years following inventory clearance. It is anticipated that OLEDoS will dominate the high-end VR/MR market, with its technological share rising to 23% by 2030, while LCD will continue to occupy the mainstream market, holding a 63% share in near-eye displays.
TCL Group officially announced on August 1st that it has become the priority bidder for LG Display's Guangzhou plant equity deal. Following this, TCL CSOT will engage in exclusive negotiations with LG Display to finalize the transaction agreement. TrendForce reports that if the acquisition is successfully completed, it will boost CSOT's market influence and increase the supply area market share of the top three LCD TV panel makers to nearly 70%.
