Analysis Of The Development Status Of The Display Panel Industry In 2022

Analysis Of The Development Status Of The Display Panel Industry In 2022

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In terms of the profit of the overall industrial chain of the panel industry, taking LCD as an example, the distribution of gross profit of the upper, middle and downstream industries of the LCD panel industry chain is quite unbalanced at present, and the overall profit of the upstream raw materials and the end of the downstream sale is relatively high. Among them, the overall profit of the polarizer is relatively high, which is about 40%, from the perspective of the gross profit of the leading two years, The actual gross profit of the polarizing plate is more than 25%; Glass overall technology and equipment barriers deep overlay of Japanese and Korean companies block technology, the profit margin is higher than polarizer; The overall profit of downstream sales is also higher than that of panel integrators.