Witsview expects the TV market to pick up in 2018, driven by promotions based on lower panel prices. The company doesn’t expect a significant over-supply until 2019. Although fabs such as the new G10.5 fab will be in operation in 2019, the firm expects only a limited impact because it will take some time to get good yields. Anita Wang of Witsview said that the fab will only add 3% to global capacity in 2018, rising to 6% to 8% in 2019.
Although the new BOE fab has started production, serious volume is not expected by the analyst until March 2018. The firm believes that BOE’s target for 2018 is 2 million 65″ panels, but could reach 3 – 4 million.
Witsview said that the percentages only include the input (by area) of new fabs and exclude the capacity expansion of existing fabs. Data:Witsview, Image:Meko
