Archive — CN — technode
Chinese panel makers forecast to take 65.2% of automotive display shipments inH2
Chinese panel makers are set to supply 65.2% of global automotive display shipments in H2 2026, increasing from 59% in H1 and up from 28.1% in 2019. This growth is due to the restructuring of LCD production outside China, where lower returns lead to factory closures. The number of production lines outside China may decrease from seven to three by 2028, leaving mainland suppliers with a competitive advantage.
Key points
- Chinese panel makers' share of automotive display shipments rises to 65.2% in H2 2026.
- Increase from 59% in H1 2026 and from 28.1% in 2019 indicates significant growth.
- Restructuring of LCD production is leading to factory closures outside China due to low returns.
- Predicted decrease in automotive-related LCD production lines outside China from seven to three by 2028.
- Mainland suppliers have a more extensive production base with larger factories.
Why it matters
- In 2025, the trend of consolidation in manufacturing has been prevalent, particularly in the tech sector.
- Similar trends in semiconductor fabrication have seen shifts toward regions with higher productivity and incentives.
- The EV market's growth is increasing demand for advanced display technologies in vehicles, aligning with this trend.
The anticipated dominance of Chinese panel makers in automotive display shipments reflects broader manufacturing shifts and poses challenges for global competitors as 2026 approaches.