Half year report | Global shipment of large-sized interactive tablet display panels decreased by 25.6% in 2025H1; Chinese Mainland accounts for more than 90%; Pan hundred inch and widescreen have beco

According to the Global PID Panel Market Analysis Quarterly Report released by RUNTO Technology, in the first half of 2025, the global shipment of large-sized interactive tablet display panels was 1.432 million pieces, a year-on-year decrease of 25.6%; The shipment area was 2.397 million square meters, a year-on-year decrease of 21.7%.

A large-sized interactive board specifically refers to intelligent interactive products that are different from portable smart tablets, generally over 55 inches in size, and can be divided into educational interactive tablets and commercial interactive tablets according to application scenarios.

2025H1 Global Large scale Interactive Tablet Display Panel Shipment and Changes

           Data source: RUNTO Technology, unit: thousand pieces, thousand square meters,%

The main reasons for the market downturn in the first half of the year are twofold: firstly, the overall terminal market is sluggish, and the stocking strategy of enterprises is conservative. In the education sector, the tightening of procurement budgets not only reduces projects, but also lowers bidding prices, leading to internal competition among enterprises and overall pessimism; In conference settings, both corporate customer spending restraint and competitive conference television have put pressure on the commercial product industry. Especially in the second quarter of the traditional peak season, there is a significant decline in demand. 2、 Relatively speaking, the panel prices in the first half of the year were relatively stable and clear, and brand customers were also not interested in the purchasing rhythm of the front panel. Also, the base for the same period in 2024 is relatively high.

In addition, two characteristics can be summarized in the first half of the year. On the one hand, on the supply side: the pattern is reshaped, the dominant position of manufacturers in Chinese Mainland continues to strengthen, Korean manufacturers completely withdraw from LCD competition, and Taiwanese manufacturers actively optimize their supply chain and adjust their product portfolio. On the other hand, on the market side, the process of large-scale production continues. Among them, the average size in the second quarter increased by over 2 inches on a month on month basis, reaching a historical peak of 78.7 inches. The sales proportion of 86 inch products continues to grow, and the pan hundred inch (98, 100, 105, 115 inches) and widescreen (81, 92, 97, 105, 115 inches) products show strong development potential.
1、 Manufacturer pattern: the market share of three "BCH" factories in Chinese Mainland exceeds 90%

According to RUNTO data, in the first half of 2025, the combined market share of the shipments of large-sized interactive flat panel display panels from three major LCD panel manufacturers (CSOT, BOE and HKC) in Chinese Mainland reached 90.6%, an increase of 5.6 percentage points over the same period in 2024.

CSOT (TCL Huaxing Optoelectronics) ranked first in global shipments in the first half of the year, with a share of 43.6%. Among them, the proportion of internal shipments of 86 inches increased by about 10 percentage points to over 40%, while the proportion of pan 100 inches (98, 105, 115 inches) increased by about 2 percentage points to around 4%. In addition, 98 inches hold a 60.7% market share in the global interactive tablet panel shipment market. After the merger of the LGD (LG Display) factory in April this year, CSOT's large-size panel production capacity was further increased.

BOE (BOE) has a shipment share of 42.8%, ranking second in the half year with a slight gap. However, in the second quarter, it surpassed the global leader with a shipment share of 45.4%. BOE's main shipping sizes are 75 inches, 65 inches, and 86 inches, with the total internal proportion of the three sizes exceeding 90%. In addition, the shipment volume of 105 inches in the first half of the year increased by more than 20% year-on-year; In the second quarter, the shipment volume of 98 inches surged by 65%, and the internal proportion doubled to around 4%.

HKC's (Huike) shipment volume surged by 68.1% year-on-year, and its shipment share increased by 2.4 percentage points to 4.3%. 85 inch and 100 inch are its main size products, with internal shipments accounting for approximately 58% and 15%, respectively. In the first half of the year, a 116 inch panel was developed through the cutting of the 8.6-generation line.

The current market strategy of Taiwanese manufacturers AUO and Innolux is mainly to accelerate the development of high value-added products, cost control, and prioritize meeting vertical scenario orders with high stability requirements through flexible adjustment of production capacity. Among them, AUO's shipment share is 8.9%, mainly producing 85/86 inches, with an internal proportion of about 80%; The proportion of 65 inches is about 20%, mainly for the education and commercial markets. Innolux's global market share is less than 0.2%.

Share of factory shipments in the global large-size interactive tablet display panel market in 2025H1

It is worth noting that in the first quarter of this year, TIANMA's Xiamen TM19 began shipping 50 inch LCD panel products. This 8.6th generation line is Tianma's first high-end panel production line specializing in the small and medium-sized display field. According to RUNTO's industry chain information, Tianma shipped a total of approximately 199000 50 inch products in the first half of the year, with a shipping area of approximately 0.1M square meters. The customers are second tier contract manufacturers and agents, and the overall form and application scenarios are not limited to televisions, mid size interactive tablets, and digital labels. Considering that it does not belong to the traditional concept of "interactive tablets over 55 inches", RUNTO Technology has not included it in the statistical scope of this article. Meanwhile, according to Tianma's product plan for this year, there will not be a significant increase in the production of 50 inch products.

2、 The average size has reached a new high; 86 inch leads the rise, while pan 100 inch and widescreen rise

According to data from RUNTO Technology, in the first half of 2025, the average size of the global large-size interactive tablet display panel shipment market will be 77.3 inches, a year-on-year increase of 1.9 inches. In the second quarter, driven by the demand for 86 inch, pan 100 inch, and widescreen products, the average size climbed to 78.7 inches, a year-on-year increase of 2.4 inches and a month on month increase of 2.8 inches.
65 inches, 75 inches, and 86 inches are still the three mainstream sizes in the market, with a total shipment share of about 89.6%, a year-on-year decrease of 2.6 percentage points. Among them, the 86 inch shipment volume share maintained growth, with a year-on-year increase of 3.8 percentage points to 36.4%; The shares of 65 and 75 inches have correspondingly decreased.

3、 New growth points: Pan hundred inch and widescreen products

In the first half of 2025, the performance of pan 100 inch and widescreen products will be relatively outstanding. According to data from RUNTO Technology, the shipment volume of pan hundred inch (98, 100, 105, 115 inch) products increased by about 31% year-on-year, with a market share of 3.6%, a year-on-year increase of 1.6 percentage points.

Starting from 2024, in the overseas conference market, the 21:9 widescreen is gradually emerging and applied to 81 inch, 92 inch, 97 inch, 105 inch, and 115 inch products. Its functions such as broadening the field of view and multitasking meet the needs of users in daily office work, movie watching, and gaming. According to data from RUNTO Technology, in the first half of this year, the shipment volume of widescreen products increased by more than 7 times year-on-year, with a market share of 2.2%, an increase of over 2 percentage points year-on-year.

RUNTO analysis suggests that there are three driving factors behind the above phenomenon:

1、 Upgrading government and enterprise procurement and domestic substitution. The digital transformation of central state-owned enterprises in Chinese Mainland has driven the demand for 100 inch interactive tablets in large conference rooms and command centers. The "Xinchuang" policy requires the localization of key equipment, which benefits the pan 100 inch display panels of the three major local manufacturers BOE, CSOT, and HKC.

2、 Optimization of technical costs and release of production capacity. BOE and CSOT have achieved economical cutting of 100/115 inch panels using 10.5 generation lines, reducing the cost of individual panels and improving production capacity utilization; HKC has broken through the 116 inch cutting technology on the 8.6th generation line, improving material utilization and flexibility in producing oversized products.

3、 New application scenarios are constantly emerging. Currently, hundred inch products are the "technological benchmark" in the high-end commercial market. Driven by cost optimization and technological iteration, their applications will gradually penetrate into emerging scenarios such as smart healthcare (surgical demonstration, remote consultation), cultural and museum exhibitions, and traffic dispatch, with a clear long-term growth trend.

RUNTO believes that widescreen products are not only a technological innovation, but also an upgrade in visual experience, which enhances the efficiency and interactivity of information display. Products such as 105 inch and 115 inch support split screen collaboration and can be applied to cross-border conferences, financial trading halls, and other scenarios.

4、 Market outlook: The three driving forces are overseas market education informatization, technological iteration, and terminal specification upgrading

Looking ahead to the future, the development momentum of the large-size interactive tablet display panel market will come from three aspects.

First, the unfinished promotion and upgrading of education informatization in the European and American markets resonate with the demand of education inclusive policies of countries along the "the Belt and Road", which will provide long-term and stable demand support for the panel industry chain. However, the intensification of geopolitical frictions, the escalation of regional trade barriers, and the slow global economic recovery remain risk factors.

Secondly, panel companies can build experiential advantages through technological iteration, and the large-scale implementation of low-power, widescreen and other product solutions will significantly enhance the premium capabilities of various links in the industry chain.

Thirdly, the migration of the terminal market towards large-sized and ultra high definition specifications will further increase the shipment area of panels, consume factory production capacity, and improve the operational quality of commercial display business. For more detailed market conditions of the complete machine terminal, please pay attention to the 2025H1 Global and China Interactive Tablet Market Analysis Report to be released on the official account.