>Chinese manufacturers of LCD TV panels, such as BOE, TCL CSOT and HKC, now control over 70% of global production capacity, up from 65% last year.
I think it is actually closer to 75% in terms of LCD TV panels. With the other 25% being from AUO / Innolux Taiwan and Sharp Japan. Not to mention I see nothing from AUO / Innolux or Sharp product pipeline, they might continue to recede to PC or other non TV panel. While BOE and CSOT both have some quality LCD panel development R&D in the pipeline as well as Capex for even larger TV Size. May be 120"+ by 2030.
I think it is actually closer to 75% in terms of LCD TV panels. With the other 25% being from AUO / Innolux Taiwan and Sharp Japan. Not to mention I see nothing from AUO / Innolux or Sharp product pipeline, they might continue to recede to PC or other non TV panel. While BOE and CSOT both have some quality LCD panel development R&D in the pipeline as well as Capex for even larger TV Size. May be 120"+ by 2030.