群智咨询：2025年全球平板面板总出货同比增长约14% 成本扰动下产业或转向结构优化_老虎社区_美港股上老虎

群智咨询：2025年全球平板面板总出货同比增长约14% 成本扰动下产业或转向结构优化

智通财经02-04

智通财经APP获悉，群智咨询发文称，2025年平板面板出货近3.0亿片，同比增13.9%，平板电脑、类平板双重场景驱动。进入2026年，存储成本上行正在加速平板市场的结构性调整进程。存储价格上涨已从阶段性成本扰动，逐步演变为影响产业节奏与竞争格局的重要结构性变量。根据群智咨询数据，2025年第四季度，全球平板面板出货量约为7530万片，同比增长约20.9%，环比下滑约0.9%。回看全年，全球平板...

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href=http://www.zhitongcaijing.com/content/detail/1401644.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，群智咨询发文称，2025年平板面板出货近3.0亿片，同比增13.9%，平板电脑、类平板双重场景驱动。进入2026年，存储成本上行正在加速平板市场的结构性调整进程。存储价格上涨已从阶段性成本扰动，逐步演变为影响产业节奏与竞争格局的重要结构性变量。根据群智咨询数据，2025年第四季度，全球平板面板出货量约为7530万片，同比增长约20.9%，环比下滑约0.9%。回看全年，全球平板...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1401644.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4576","symbol_name":"AR","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1401644.html","article_id":"2608350385","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2608350385","pubTimestamp":1770200518,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"根据群智咨询数据，2025年第四季度，全球平板面板出货量约为7530万片，同比增长约20.9%，环比下滑约0.9%。2025年，全球Oxide LCD平板面板出货约1970万片，同比增加约30.6%；凭借在性能与成本之间的良好平衡，Oxide 正逐步在国产中端平板产品线中替代 LTPS，成为更具可持续性的技术选择；OLED平板市场正从 “苹果引领的单点突破” 迈向 “多品牌驱动的结构性扩张”。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK4576":"AR","LU2168564149.EUR":"AZ ALLOCATION - TREND \"BAZ\" (EUR) ACC","BK4575":"芯片概念","IE000W1ABFV2.USD":"PIMCO BALANCED INCOME AND GROWTH \"R\" (USD) INC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4579":"人工智能","LU1917777945.USD":"安联专题基金Cl AT Acc","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","BK4574":"无人驾驶","BK4573":"虚拟现实","LU0882574139.USD":"富达环球消费行业基金A ACC","BK4581":"高盛持仓","SG9999015978.USD":"利安颠覆性创新基金A","LU2168563687.JPY":"AZ ALLOCATION - TREND \"AAZ\" (JPYHDG) 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disturbances","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AAPX":0.6,"AAPB":0.6,"LPL":1.67,"AAPY":0.6,"000725":1.77,"000050":1.61,"AAPD":0.6,"AAPU":0.6,"000100":1.71,"AAPW":0.6,"MACW.SI":0.6,"APLY":0.6},"content_text":"智通财经APP获悉，群智咨询发文称，2025年平板面板出货近3.0亿片，同比增13.9%，平板电脑、类平板双重场景驱动。进入2026年，存储成本上行正在加速平板市场的结构性调整进程。存储价格上涨已从阶段性成本扰动，逐步演变为影响产业节奏与竞争格局的重要结构性变量。根据群智咨询数据，2025年第四季度，全球平板面板出货量约为7530万片，同比增长约20.9%，环比下滑约0.9%。回看全年，全球平板面板总出货近3.0亿片，同比增长约13.9%，高于2024年的8.4%。这一增长由“技术升级 + 场景拓展 + 政策驱动”三重力量共同塑造。2025上半年在国补政策与关税预期的双重刺激下，品牌平板需求集中释放；进入下半年后，平板面板市场的增长动能出现结构性变化：随着政策退坡与库存调整，品牌端需求趋于平稳，而类平板与高端OLED机型则成为新的增长亮点。从需求端看，类平板全年出货突约1.4亿片，同比增长20.8%，占整体市场的比重约46.1%，展现出强大的韧性与扩展潜力。其应用场景不断延展至商业、教育、医疗、公共显示、工业控制等领域，推动面板厂商加大平板面板产能布局。Oxide加速替代LTPS主导中端主流，OLED聚焦头部品牌高端及小屏旗舰战略a-Si LCD仍牢牢主导低端平板电脑、白牌产品及类平板市场；LTPS LCD：群智咨询数据显示，2025年全球LTPS LCD平板面板出货约2410万片，同比增加约31.6%。高速增长主要源于国家补贴政策对终端消费者的直接激励——用户在获得购机优惠后，更倾向于选择价格略高但体验更优的中高端机型，从而显著拓宽了 LTPS 技术的应用空间。其中2000～3500 元价位段是 LTPS 面板的核心战场，也是国补政策的主要受益区间；Oxide LCD(不含苹果)主要应用于 1500～2500 元价位段的机型，主力规格集中在 2.5K～3K 分辨率，与 LTPS 在分辨率区间上存在重叠。2025年，全球Oxide LCD平板面板出货约1970万片，同比增加约30.6%；凭借在性能与成本之间的良好平衡，Oxide 正逐步在国产中端平板产品线中替代 LTPS，成为更具可持续性的技术选择；OLED平板市场正从 “苹果引领的单点突破” 迈向 “多品牌驱动的结构性扩张”。尽管 2025 年出货增速有所放缓，但自 2026 年起将迎来关键拐点：苹果计划将 OLED 下放至 iPad Mini 和 iPad Air，华为也将持续扩大 MatePad 系列的 OLED 应用；此外诸多品牌规划的小尺寸高性能OLED旗舰平板，将推动需求从 “旗舰专属” 向“中高端” 演进。竞争格局呈现“平台化 vs 专业化”双轨演进，全栈技术能力成头部厂商护城河随着面板技术路线的多元化，平板面板阵营正加速扩容，越来越多的面板厂商加入中尺寸供应行列。作为兼具规模效应与合理利润的细分市场，平板面板对厂商仍具较强吸引力。从2025年竞争格局来看，这一趋势已显现出清晰的分化：根据群智咨询数据，京东方(BOE)以约1.4亿片出货量、46.7%市占率稳居龙头，技术覆盖a-Si/LTPS/Oxide/OLED，客户遍及全球主流品牌，展现出典型的“平台型厂商”特征；TCL华星(CSOT)出货同比激增123.1%，出货近4000万片，依托品牌客户需求快速上量；与此同时，台系厂商在整体承压下依托华南白牌及类平板需求实现企稳：群创(Innolux)出货同比增长约21.3%，同时也在维系三星、亚马逊、联想等品牌订单；LG显示(LGD)则依托苹果的稳定订单及 OLED 高端产品布局，持续巩固其在高端平板面板市场的战略地位。惠科(HKC)、天马(Tianma)等大陆新势力亦加速布局，推动中尺寸产能向中国大陆进一步集中。整体来看，头部集中度维持高位，但竞争内核正在转变——从“产能规模”转向“技术多元性+客户开放度”的综合能力比拼，具备全栈技术布局与广泛客户协同能力的面板企业，正主导新一轮产业格局重塑。总结：成本压力主导2026年节奏，平板产业增长退潮，从扩张转向结构优化进入2026年，受存储器件价格持续上涨及供应波动影响，平板电脑产业链成本压力显著抬升，部分品牌已开始下调出货目标与备货节奏，整体市场扩张动能面临阶段性扰动。在原材料与核心器件成本同步上行的背景下，产业链对需求波动的敏感度明显提升，市场运行节奏趋于谨慎。在此环境下，品牌厂商在产品规划与资源配置层面更加审慎：一方面，中低端产品对成本变化高度敏感，存储价格上行将直接压缩利润空间，削弱终端价格弹性；另一方面，高端机型虽具备一定溢价能力，但受限于用户规模与换机节奏，难以完全对冲中低端市场放缓带来的压力，整体增长动能趋于分化。进一步来看，存储成本上行正在加速平板市场的结构性调整进程。低端a-Si LCD机型因利润空间有限、价格承受能力弱，将率先承压，部分品牌或通过收缩产品线规模、延长机型生命周期、减少新品投入等方式应对成本冲击；中端产品则加快向“性价比+效率导向”转型，通过规格优化与供应链整合提升竞争力；高端及类平板领域则依托场景价值与差异化能力，维持相对稳健的发展态势。综合来看，群智咨询认为，存储价格上涨已从阶段性成本扰动，逐步演变为影响产业节奏与竞争格局的重要结构性变量。2026年平板产业的发展主线，将由单纯追求出货扩张，转向成本控制能力、产品结构优化能力与应用场景深耕能力的综合比拼。具备规模优势、供应链协同能力及产品组合调控能力的厂商，有望在新一轮调整周期中进一步巩固领先地位。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}