• Introduction

As of May 21, 2025, the LCD industry in China is undergoing significant changes. The application of curved LCD screens is a notable trend that is expected to have a profound impact on the national market. This article will explore the potential trends of curved LCD screens in the national market from various aspects, including market supply and demand, price trends, technological evolution, and market competition.

• Market Supply and Demand

Supply - Side Concentration

The global LCD industry is witnessing a trend of increasing supply - side concentration. In 2025, the growth of global LCD production capacity has significantly slowed down, with an expected increase of only 0.21%. Chinese manufacturers have gained an absolute advantage in large - size panels such as 65 - inch through the layout of high - generation production lines. Their market share has increased from 45% in 2020 to 60% in 2025 . Although the focus is on large - size flat panels in general industry data, the production technology and capacity concentration are likely to spill over to curved LCD screens. As manufacturers become more proficient in large - size panel production, they can more easily adapt the technology to curved screen production, potentially increasing the supply of curved LCD screens in the national market.

Demand - Side Growth

On the demand side, the LCD market shows a "off - season not off" characteristic. In February 2025, the global shipment area of large - size LCD panels increased by 28.27% year - on - year, with TV panels growing by 31.54% and notebook computer panels growing by 30.23%. This growth is mainly driven by consumer upgrading in emerging markets and the recovery of commercial demand. For curved LCD screens, the demand is also expected to grow. In the consumer electronics field, consumers are increasingly seeking immersive visual experiences, and curved LCD screens can provide a wider field of view and a more immersive feeling, which is suitable for applications such as large - screen TVs, gaming monitors, and high - end laptops. In addition, in the commercial field, curved LCD screens can be used in advertising displays, exhibition halls, and other scenarios to attract more attention .

• Price Trends

Stability in Large - Size Products

In the LCD market, large - size products have shown stable price trends. In March 2025, the prices of 32 - 65 - inch LCD TV panels increased by 0.6% - 2.6% month - on - month, and the price of 55 - inch panels remained stable at $130 per piece. Although curved LCD screens are currently more expensive to produce than flat screens due to their complex manufacturing process, as the technology matures and production capacity increases, the price gap is expected to gradually narrow. In the long run, the price of curved LCD screens may also follow a relatively stable trend, especially for large - size curved screens used in high - end applications .

Differentiation in IT Panels

The IT panel market shows obvious differentiation. The price of 23.8 - inch monitor panels has risen for two consecutive months and is expected to increase by 0.7% in April to $44.6 per piece, while the prices of notebook and tablet panels remain stable. This differentiation is mainly due to the increasing demand for monitors caused by the normalization of remote work and the continuous demand for affordable tablets in the education market. For curved IT panels, such as curved gaming monitors, the demand is likely to increase, and the price may be more affected by market competition and technological innovation. As more manufacturers enter the curved IT panel market, price competition may intensify, leading to more favorable prices for consumers .

• Technological Evolution

High - Generation Line Benefits

Chinese manufacturers' 10.5/11 - generation production lines have shown high utilization rates when cutting 65 - inch and 75 - inch panels, reaching 95%, which is 15 percentage points higher than that of 8.5 - generation lines. These high - generation lines can also be used for the production of curved LCD screens, improving production efficiency and reducing costs. For example, through process optimization, the output value per square meter of glass substrate can be increased by 30%, directly contributing to a 5 - percentage - point increase in profit .

Enhanced Industrial Chain Synergy

The rise of the LCD industry has significantly enhanced the competitiveness of domestic TV brands and ODM manufacturers. In the first quarter of 2025, the overseas shipments of Chinese TV brands increased by 25% year - on - year, and the proportion of using domestic panels increased from 60% in 2020 to 85%. This synergy between the upstream and downstream of the industrial chain is also beneficial to the development of curved LCD screens. As domestic panel manufacturers improve their technology and quality, they can provide better - quality curved LCD screens for domestic TV brands and other terminal manufacturers, promoting the popularization of curved LCD screens in the national market .

• Market Competition

Domestic Manufacturers' Advantages

Chinese manufacturers have gradually gained advantages in the LCD market through technological innovation and large - scale production. In the curved LCD screen market, domestic manufacturers are also expected to play an important role. They can take advantage of their cost - effective production and local market understanding to compete with international brands. For example, in the mid - to - low - end market and emerging markets, domestic manufacturers can provide more affordable curved LCD screens, meeting the needs of a wider range of consumers .

Competition from International Brands

However, international brands still have certain advantages in terms of brand influence and high - end technology. They may focus on the high - end curved LCD screen market, providing products with higher quality, better performance, and more advanced features. In the face of competition from international brands, domestic manufacturers need to continuously improve their technological level and product quality to gain a larger market share .

• Conclusion

In 2025, the curved LCD screen market in China shows promising potential trends. On the supply side, the concentration of production capacity and the improvement of production technology are expected to increase the supply of curved LCD screens. On the demand side, the growth of consumer and commercial demand will drive the market expansion. In terms of price, although there is currently a price gap compared to flat screens, it is expected to narrow in the long run. Technological evolution and industrial chain synergy will further promote the development of the curved LCD screen market. In the face of competition from both domestic and international brands, the market will become more dynamic and diverse. Overall, the curved LCD screen market in China is expected to experience significant growth and development in the coming years.