According to the monthly panel factory production survey data of cinno research, in March 2022, the average production rate of China’s LCD panel factory was 90.2%, an increase of 4.1 percentage points compared with February. Among them, the average crop movement rate of low generation line (G4.5 ~ G6) was 84.2%, an increase of 2.8 percentage points compared with February; The average planting rate of high generation line (G8 ~ G11) was 90.9%, an increase of 4.3 percentage points compared with February.
Overall, the production rate of TFT-LCD panel production line in China was at a high level in March, especially G10 The grain production rate of generation 5 / 11 reached 92.8%. Due to the record number of individual high generation lines put into operation, although the production rate is slightly lower than that in January, the total production area of TFT-LCD panels in China in March is equivalent to that in January.
In March, the average production rate of China’s AMOLED panel plant increased to 43.5%, an increase of 5.5 percentage points compared with February, while the production area of China’s AMOLED in March increased by nearly 20% compared with February. The production increment mainly came from Hehui Edo and Tianma Tianma.
1. BOE BOE: the average turnover rate of TFT-LCD production line in March was 90%, an increase of 6 percentage points compared with February. Including G10 The average production rate of 5 / 11 production line is about 95%, and the production area is a record high. The production rate of BOE AMOLED production line was still low in March, and the number of production was equivalent to that in February. Although the production area of boeamoled panel remains the first in China, the level of production rate is lower.
2. TCL Huaxing: in March, the overall production rate of TFT-LCD production line was as high as 95%, an increase of 7 percentage points compared with February. Each production line was close to full production, and the production area was also at a historical high. The number of Huaxing amoledt4 production line put into operation in March increased compared with February, and the production rate is equivalent to the average level of AMOLED panel plants in China.
3. Huike HKC: the average production rate of four TFT-LCD production lines in March was 90%, which was equivalent to the production level in February, but the number of production increased by 3 percentage points compared with February, and the production capacity of Changsha plant is still climbing.
