半导体芯闻·2025-11-13 10:28Core Insights - Chinese companies have surpassed 50% market share in the global display panel market for the first time, marking a significant shift from the long-standing dominance of South Korea [2] - The total sales of major panel manufacturers reached $56.2 billion in the first half of the year, with Chinese companies generating $29.3 billion, a 7% increase year-on-year, leading to a market share of 52.1% [2] - South Korean and Japanese companies have seen declines in market share, with South Korean sales down 9.5% and market share dropping to around 30%, while Japanese sales fell 16.7%, leaving a market share of only 3.5% [2] Group 1 - Taiwanese panel manufacturers experienced a 4.4% increase in sales, raising their global market share to 13.2%, an increase of 0.6 percentage points from the previous year [3] - In terms of profitability, Chinese companies are nearly on par with South Korean firms, with TCL and BOE ranking second and third in profits, achieving net profits of 4.32 billion RMB and 3.25 billion RMB (approximately 669.7 billion KRW), reflecting growth rates of 74% and 42.15% respectively [3] - Chinese companies are rapidly expanding their presence in the OLED market, with projections indicating that their share of global OLED capacity will rise from 30% this year to 42% by 2030, while South Korea's share is expected to decline from 69% to 58% [3] Group 2 - The chairman of BOE stated that global demand for OLED panels is growing rapidly, and the company plans to expand OLED applications in tablets, laptops, and wearable devices [3] - Industry experts note that the influx of technology and talent into China is accelerating the competitive pace, posing a substantial threat to South Korean manufacturers [3]