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市場調査レポート

中国の液晶ディスプレイ(LCD)パネル産業:2011年〜2012年

Research Report on China's LCD Panel Industry, 2011-2012

発行 China Research and Intelligence 商品コード 224450
出版日 ページ情報 英文 60 Pages
納期: 即日から翌営業日
価格
本日の銀行送金レート: 1USD=105.42円で換算しております。
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中国の液晶ディスプレイ(LCD)パネル産業:2011年〜2012年 Research Report on China's LCD Panel Industry, 2011-2012
出版日: 2011年01月12日 ページ情報: 英文 60 Pages
概要

液晶ディスプレイ(LCD)パネルは、情報産業の基礎かつ核であり、コンピューター、家電、デジタル機器、オートメーション、通信、宇宙飛行の開発およびその他の産業などほとんどすべての電子機器に応用されております。

当レポートでは、中国のLCDパネル産業について調査分析を行い、産業の現状、産業に影響を与える投資家、輸出入の現状、投資機会、主要企業、投資機会、発展見通しなどについてまとめ、概略下記の構成で取り上げております。

第1章 LCDパネル産業の概念

  • LCDパネルの定義
  • 中国国内経済におけるLCDパネルの産業の現状

第2章 中国のLCDパネル産業の発展環境の分析:2010年〜2011年

  • マクロ経済学的環境の分析
  • LCDパネル産業の政策環境の分析
  • LCDパネル産業の社会的環境の分析
  • LCDパネル産業の技術環境の分析

第3章 中国のLCDパネル産業の需給分析:2009年〜2012年

  • LCDパネル産業の供給分析
  • LCDパネル産業の需要分析
  • LCDパネル産業の価格動向分析
  • LCDパネル産業における投資分析

第4章 LCDパネル産業の競合分析

  • 市場集中分析
  • 参入/撤退障壁の分析
  • LCDパネル産業の競合構造分析
  • LCDパネル産業のライフサイクル判断

第5章 世界のLCDパネル市場と中国のLCDパネル市場の輸出入:2009年〜2012年

  • 世界のLCDパネル産業の概要
  • 中国のLCDパネル産業の輸入分析:2009年〜2010年
  • 中国のLCDパネル産業の輸出分析:2009年〜2010年
  • LCDパネル産業の国際取引方針分析

第6章 LCDパネル産業の産業チェーン分析

  • TFT-LCD産業チェーンの概要
  • 中国のTFT-LCD産業チェーンの分析
  • LCDパネル産業の川上産業分析
  • LCDパネル産業の川下産業分析

第7章 中国のLCDパネル産業の地域発展分析:2010年〜2011年

  • LCDパネル産業の全般的な地域分布分析
  • 長江デルタ地域のLCDパネル産業の発展分析
  • 環渤海地域のLCDパネル産業の発展分析
  • 珠江デルタ地域のLCDパネル産業の発展分析

第8章 中国のLCDパネル産業の主要企業分析:2009年〜2010年

  • BOE Technology Group Co., Ltd.
  • Shenzhen Laibao Hi-Tech Co., Ltd.
  • SVA Electron Co., Ltd.
  • Tianma Microelectronics Co., Ltd.

第9章 中国のLCDパネル産業に影響を与える因子の分析:2010年〜2012年

  • 産業の発展に影響を与える因子の概要
  • 政府の政策リスク
  • マクロ経済学的因子
  • 技術的因子
  • 需給因子
  • 原料因子
  • 関連産業
  • 製品構造因子

第10章 中国のLCDパネル産業の発展予測:2011年〜2012年

  • 市場規模予測
  • 投資機会予測

図表

目次
Product Code: 10011006

LCD Panel is the foundation and the core of the information industry, and the basis for the development of computer, household appliance, digital electronics, automation, telecommunications, spaceflight and other industries, while its application fields cover almost all the electronic devices.

The Chinese government has carried out a series of policies to support LCD panel enterprises and achieved great progress in fiscal subsidy, land preferential policy, and elimination of backward production capability. In 2009, it was clearly announced in the Plans for Adjustment and Promotion of Electronic Information Industry approved by the State Council of the People's Republic of China to support the sixth-generation and above LCD panel projects. Key support will be given to key enterprises to construct several production lines of large-sized TFT-LCD and PDP panels and form large-scale panel production capability. Policies such as the scheme of providing household appliances to the countryside, old-for-new service and HDTV broadcast stimulate the rural consumer market and the consumption desire of urban consumers who haven't bought LCD TVs from another angle, and become another benefit for the development of China's LCD panel industry.

Almost all manufacturers of China's flat panel display (FPD) industry concentrate in the Bohai Rim Region, the Yangtze River Delta Region and the Pearl River Delta Region. Manufacturers in the Bohai Rim Region are located in Beijing as the main axis, extending to Tianjin and Dalian; those in the Yangtze River Delta Region are settled in Shanghai, Nanjing, Suzhou, Kunshan and Ningbo; those in the Pearl River Delta Region are located in Guangzhou, Shenzhen, Xiamen, Foshan and Dongguan with zonal distribution. In terms of industry chain development, the Pearl River Delta Region ranks first in China for the concentration of world's top 10 FPD manufacturers here; manufacturers in the Yangtze River Delta Region started early with small and medium sizes, while the increase in end demand brings new development opportunities; manufacturers in the Bohai Rim Region taking Beijing as the center developed late and are experiencing the leapfrog development on the basis of the fifth-generation TFT-LCD production line.

In 2009, China imported 180 million pieces of LCD panels with the total value reaching USD 35 billion; in January-September 2010, China's import amount of LCD panels was USD 35.27 billion, increasing by 49.30% YOY. Great trade deficit illustrates the blank and backwardness of China's LCD panels. In general, the higher the generation of production lines of panel manufacturers is, the lower the cost for large-sized panel incision is, the more competitive the manufacturers are, and the higher the technology level is. The sixth-generation production line of BOE Technology Group Co., Ltd. was the mainstream in South Korea and Tainwan five years ago, where the major LCD panel suppliers concentrate. At present, the international mainstream has reached the 8.5-generation production line, while Sharp Corporation in Japan has even reached the tenth-generation production line, which means that most manufacturers with the sixth-generation production lines in South Korea and Taiwan have finished the depreciation. Against the background of annual decrease in LCD panel price of over 10%, the price competitiveness of Chinese manufacturers with the sixth-generation production lines lags far behind.

In terms of future supply of China's high-generation production lines, large-scale production capability will be formed after 2011 according to the plans of existing manufacturers. At present, China's high-generation production lines under construction include the eighth-generation production line of BOE in Beijing, the 8.5-generation production line of Feilong Electronics in Kunshan and the 8.5-generation production line of TCL and Shenchao Science and Technology Investment Co., Ltd. in Shenzhen, among which the eighth-generation production line of BOE started early and is expected to put into production firstly.

More following information can be acquired through this report:

  • Status quo of China's LCD panel industry
  • Influential investors for Development of China's TFT-LCD industry chain
  • Import and export of China's LCD panels
  • Investment in China's LCD panel industry
  • Major enterprises of China's LCD panel industry and their operations
  • Prediction on development of China's LCD panel industry

Following people are suggested to buy this report:

  • LCD panel manufacturers
  • Downstream enterprises of LCD panel industry
  • Investors concerned about LCD panel industry
  • Research institutions concerned about LCD panel industry

Table of Contents

1. Relevant Concepts of LCD Panel Industry

  • 1.1. Definition of LCD Panel Industry
  • 1.2. Status of LCD Panel Industry in China's National Economy

2. Analysis on Development Environment of China's LCD Panel Industry, 2010-2011

  • 2.1. Analysis on Macroeconomic Environment
  • 2.2. Analysis on Policy Environment of LCD Panel Industry
  • 2.3. Analysis on Social Environment of LCD Panel Industry
  • 2.4. Analysis on Technological Environment of LCD Panel Industry
    • 2.4.1. Status Quo of LCD Panel Technology
    • 2.4.2. Development Trend of LCD Panel Technology

3. Analysis on Supply and Demand of China's LCD Panel Industry, 2009-2012

  • 3.1. Analysis on Supply of LCD Panel Industry
  • 3.2. Analysis on Demand of LCD Panel Industry
  • 3.3. Analysis on Price Trend of LCD Panel Industry
    • 3.3.1. Analysis on Supply-Demand Balance State
    • 3.3.2. Price Trend of LCD Panel Segment Market, 2009-2012
  • 3.4. Analysis on Investment in LCD Panel Industry
    • 3.4.1. Overview of Investment in Global LCD Panel
    • 3.4.2. Investment in China's LCD Panel Industry
    • 3.4.3. Component Investment in Upstream Industries

4. Analysis on Competition in LCD Panel Industry

  • 4.1. Analysis on Market Concentration
  • 4.2. Analysis on Entry and Exit Barriers
  • 4.3. Analysis on Competition Structure of LCD Panel Industry
    • 4.3.1. Analysis on Substitutes of LCD Panel
    • 4.3.2. Entry Barriers
    • 4.3.3. Product Structure of LCD Panel Industry
    • 4.3.4. Analysis on Relativity of LCD Panel Industry and Macro Economy
  • 4.4. Lifecycle Judgment of LCD Panel Industry

5. Global LCD Panel Market and Import & Export of China's LCD Panel Market, 2009-2012

  • 5.1. Overview of Global Market of LCD Panel Industry
  • 5.2. Analysis on Import of China's LCD Panel Industry, 2009-2010
  • 5.3. Analysis on Export of China's LCD Panel Industry, 2009-2010
  • 5.4. Analysis on Global Trade Policies of LCD Panel Industry

6. Analysis on Industry Chain of LCD Panel Industry

  • 6.1. Overview of TFT-LCD Industry Chain
  • 6.2. Analysis on China's TFT-LCD Industry Chain
  • 6.3. Analysis on Upstream Industries of LCD Panel Industry
    • 6.3.1. Liquid Crystal Materials
    • 6.3.2. Glass Substrate
    • 6.3.3. Color Filter
    • 6.3.4. Polarizer
    • 6.3.5. Drive IC
  • 6.4. Analysis on Downstream Industries of LCD Panel Industry

7. Analysis on Regional Development of China's LCD Panel Industry, 2010-2011

  • 7.1. Overall Analysis on Regional Distribution of LCD Panel Industry
  • 7.2. Analysis on Development of LCD Panel Industry in Yangtze River Delta Region
  • 7.3. Analysis on Development of LCD Panel Industry in Bohai Rim Region
  • 7.4. Analysis on Development of LCD Panel Industry in the Pearl River Delta

8. Analysis on Key Enterprises of China's LCD Panel Industry, 2009-2010

  • 8.1. BOE Technology Group Co., Ltd.
    • 8.1.1. Corporate Profile
    • 8.1.2. Operations
    • 8.1.3. Development Strategy
  • 8.2. Shenzhen Laibao Hi-Tech Co., Ltd.
    • 8.2.1. Corporate Profile
    • 8.2.2. Operations
    • 8.2.3. Development Strategy
  • 8.3. SVA Electron Co., Ltd.
  • 8.4. Tianma Microelectronics Co., Ltd.

9. Analysis on Factors Influencing Development of China's LCD Panel Industry, 2010-2012

  • 9.1. Overview of Factors Influencing Industry Development
  • 9.2. Government Policy Risk
  • 9.3. Macroeconomic Factor
  • 9.4. Technological Factor
    • 9.4.1. Liquid Crystal Materials
    • 9.4.2. Glass Substrate
    • 9.4.3. Color Filter
    • 9.4.4. Transparent Electrode
    • 9.4.5. Polarizer
    • 9.4.6. Backlight
    • 9.4.7. Drive and Control IC
  • 9.5. Supply and Demand Factors
  • 9.6. Raw Material Factor
  • 9.7. Relevant Industries
  • 9.8. Product Structure Factor

10. Prediction on Development of China's LCD Panel Industry, 2011-2012

  • 10.1. Prediction on Market Scale
  • 10.2. Prediction on Investment Opportunity

Selected Charts

  • Chart: Proportion of Gross Industrial Output Value of LCD Panel Industry in China's GDP, 2005-2010
  • Chart: Policies of China's LCD Panel Industry, 2009-2011
  • Chart: Production Capability of Global LCD Panel
  • Chart: Capacity Utilization Rate of Manufacturers' LCD Panel Sections, 2008-2010
  • Chart: Investment and Production Lines under Construction of China's LCD Panel Industry, 2009-2011
  • Chart: Import Volume of LCD Panels in China, 2005-2010
  • Chart: Operations of BOE Technology Group Co., Ltd., 2005-2010
  • Chart: Governmental Subsidy Received by BOE Technology Group Co., Ltd., 2007-2010
  • Chart: Operations of Shenzhen Laibao Hi-Tech Co., Ltd., 2006-2010
  • Chart: Operations of Tianma Microelectronics Co., Ltd., 2006-2010
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