Key conclusions
By 2018, 8K TV panel products will be from 65 inches to 100 inches, and panel supply is expected to increase.
At present, there are still difficulties in manufacturing high-performance 8K TVs. Whether it is an 8K TV display or an 8K chip solution, it has not yet entered volume production, and it has not really entered the consumer market yet.
Sharp simultaneously launched its first 70-inch AQUOS 8K LCD TV in China, Europe, Japan and China Taiwan at the end of August 2017 to demonstrate its brand value strength in providing the most advanced high-tech flat panel display products.
In 2016, Japan’s NHK TV station officially started its pilot 8K program and plans to launch more 8K content broadcasting services by 2020. This allows panel makers to confidently deploy 8K TV panels for commercial mass production in the future. It is expected that more 8K ultra-high resolution video and TV products will be introduced in the future. Let consumers have more choices in the top high-end TV products. Despite several difficulties in the production of 8K TVs, the fierce competition in the panel industry will continue to stimulate continuous innovation and breakthrough in panel specifications. The development and expansion of the 8K product supply chain and ecosystem has been an important issue for the flat-panel TV display industry in 2018. Especially after the start of production of the new large-scale panel factory in China, panel makers and TV brands will be eager to demonstrate their production capacity and product development capabilities. In the 8K TV market, 65 inches will be a key product.
Several barriers to the manufacture of high-performance 8K TV panels
In 2017, there were only a handful of sample products: for example, 98-inch 8K TV panels came from LG Display and Chinese Panda. In 2018, the supply of 8K TV panels from 65 inches to 100 inches is expected to increase, and the corresponding TV is expected to be available soon afterwards. It is worth noting that the current 55-inch 8K panel is also included in some manufacturers' product plans.
However, neither the 8K TV monitor nor the 8K TV chip solution has entered the stage of mass production without entering the complete product development. The manufacturing of high-performance 8K TVs still has difficulties.
Color shift problem.
Four-domain technology (Four-domain) is used to maintain better light transmittance.
Due to light transmission problems, the panel supplier switched from 8-domain sub-pixels to 4-domain sub-pixels, but this can cause color shifts. However, panel makers expect TV brand customers to accept this problem.
In the initial stages of development, 60 Hz 8K TVs use eight gate ICs and 24 source ICs, and 120 Hz will impose a 2x requirement on these numbers. However, charging time and IC loading will be another issue for products under 80 inches.
The last major issue is that there is currently no 8K program content, so the supplier will only provide the lowest specification 8K TV panel for test broadcasts.
There are still some difficulties in the production of 8K TVs, but the fierce competition in the panel and TV industry will spread into the 8K sector. Before 2021, only Japan provided 8K programs. The 65-inch model will play a decisive role in the shipment of 8K TVs.
To predict the demand of the Chinese market for the 8K TV market, fashion is an important factor.
The pursuit of fashion factors will be the decisive driving force for the development of 8K TV in the Chinese market. With the new round of data-based marketing activities, Chinese brands have been expecting to stimulate higher-end TV market demand with larger numbers (such as 4K to 8K) for marketing more top-end TV products, but they are currently unable to control 8K monitors. At the same time, the supply chain does not yet have mass production capacity. Therefore, the development of 8K TV services has not been positive so far.
As we all know, Sharp is actively promoting its LCD TV market share in the Chinese market. Just recently, at the end of August 2017, Sharp launched its first 70-inch AQUOS 8K LCD TV in China, Europe, Japan and China Taiwan to demonstrate its brand value strength in providing the most advanced high-tech flat panel display products.
IHS Markit believes that China is the most accessible regional market for new television technologies. Therefore, Chinese consumers will be willing to buy 8K TVs as long as their prices are acceptable. The 65-inch 8K TV is expected to become the most popular model, although this size is still small for this resolution. In the smaller size TV market has proved that consumers are willing to accept higher resolution at almost any stage, although this is not necessary.
8K TV: The supply chain is creeping, but there are still obstacles... Fashion or “data marketing†is an important predictive factor in the Chinese market, provided the price is acceptable!
China Market 8K LCD TV Design-Win and Status Quo
Regarding Design-Win and shipment status of 8K LCD TVs in the Chinese market, the following is our understanding.
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