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Counterpoint Research:电视与平板电脑推动2024年平板显示市场复苏 汽车领域将引领未来增长
智通财经网· 2025-06-05 09:21
Group 1 - The global flat panel display market is expected to grow by 11% year-on-year in 2024, driven by various product categories, with televisions and tablets contributing the most to the growth [1] - Television panel revenue is projected to increase by 19% in 2024, primarily due to rising demand in the large-size segment, which also improves the overall average selling price [1] - The smartphone remains the largest application area for flat panel displays in 2024, but its growth is expected to be flat, aligning with downstream shipment trends [1] Group 2 - The display and PC panel revenue is anticipated to achieve double-digit growth in 2024 after hitting a low at the end of 2023, with future growth expected to maintain mid-single-digit levels [4] - The AR/VR panel revenue is declining due to a drop in device shipments, but growth is expected to resume in the next couple of years, particularly with the integration of AI technologies [4] - The automotive sector is becoming a significant growth driver for panel revenue, with increasing demand for larger and more precise displays in cockpit infotainment systems [4]
夏普将龟山第二工厂出售给鸿海,缩小液晶业务
日经中文网· 2025-05-12 08:25
目前,龟山工厂主要生产智能手机、平板电脑及个人电脑等的中小型面板。工厂由两栋生产厂房组成, 出售给鸿海的是其中的第二工厂。 第二工厂的开工率比第一工厂低,2024年6月将产能降到了原来的约8成。夏普想通过放弃盈利低的厂 房,改善液晶面板业务的盈亏状况,力争实现盈利。 版权声明:日本经济新闻社版权所有,未经授权不得转载或部分复制,违者必究。 日经中文网 https://cn.nikkei.com 夏普的龟山工厂(三重县龟山市) 该工厂生产的电视曾作为"世界的龟山模型",推动夏普品牌知名度提升。随着中企的量产等,盈利恶 化…… 日本经济新闻(中文版:日经中文网)获悉,夏普将把生产液晶面板的龟山工厂(三重县龟山市)中的 第二工厂出售给母公司台湾鸿海精密工业。该工厂生产的电视曾作为"世界的龟山模型",推动夏普品牌 知名度提升。随着中国企业的量产等,面板价格下跌,盈利状况恶化,在这种背景下,夏普通过出售设 备来压缩液晶面板业务,重建业绩。 ...