Today's industry comment on Taiwan's LCD panel industry, that its comprehensive strength is not as good as South Korea, the technical strength is not as good as Japan, the brand's estuary and market potential is not as good as the mainland. The economic downturn in Europe and the United States continues, the Japanese electronics industry in the cool tree is weak globally, and the rival Samsung LG in the South Korean vertical industry is stronger in the mainland market. The high-end LCD panels in the mainland are beginning to rise and increase the size tariff of large LCD panels. New display technology OLED and Japan and Japan are leading, Taiwan's own LCD panel industry is self-sufficient and the brain drain is serious, which has caused it to fall into the trap of internal and external difficulties.
In the face of this grim situation, how should Taiwan's LCD panel industry break through?
Is relying on the mainland still afraid of uncertain market prospects?
In June, Bai Weimin, vice president of China Electronics Video Industry Association, led the color TV giants such as Hisense, Skyworth, TCL, Konka, Changhong and Haier to Taiwan. Mainland brand manufacturers planned to purchase 30 million panels with a total value of more than 4 billion US dollars. The large-size, 3D, and high-definition panels, including 2kÃ—4k panels, are very exciting in Taiwan. According to the forecast of relevant research institutions, the number of LCD TVs in the mainland and overseas is estimated to reach 120 million units this year, and the number of purchases in Taiwan may reach one-fourth. It can be seen that the LCD panel industry relies heavily on the mainland market.
The potential of the mainland market Taiwanese industry people are naturally well aware. But what is strange is that the construction of high-generation LCD panel lines in the mainland is in full swing. Although rivals Samsung and LG have delayed the construction of the production line due to the uncertainty of the LCD panel market, they have been built in the near future to catch up with the local BOE and Huaxing photoelectric LCD panels. Manufacturer. The high-generation line of Kunshan Longteng Optoelectronics invested by AUO has been approved by the NDRC and the Taiwan government, and has risen from the 7.5-generation line to the 8.5-generation line. However, due to oversupply of the panel, the post-production timeline has been further converted to civil engineering. In addition, the production equipment has not been moved in. AU Optoelectronics Chairman Li Yongyao and General Manager Peng Shuanglang have said that AUO has no timetable for resuming the construction of the 8.5-generation plant in mainland China.
Faced with the rise of high-generation LCD panels in the mainland, the increase in tariffs on large panels, the competition between rival Samsung and LG, and the current stable and constant price increase in the market for large-size LCD panels, Taiwanese manufacturers are not looking for the loss of market share in the mainland. It is puzzling!
Is it true that Taiwan's LCD panel makers are really self-sufficient, sit still?
In fact, Taiwan's LCD panel makers are looking for product differentiation advantages to cope with the current situation. Chi Mei and AUO recently launched 39-inch and 50-inch panel products, the first to use mainland color TV manufacturers. In addition to panel procurement, the two sides also have considerable cooperation in joint venture module factories and integrated design.
Peng Shuanglang, general manager of AU Optronics, said that in recent years, the panel makers such as BOE and Huaxing Optoelectronics have risen rapidly. The main size of the domestic panel factory is now 32-inch and other standard products, and the next 36.5-inch panel may be produced. But overall, domestic manufacturers and Taiwanese factories are probably still two generations apart. Therefore, even after the import tariffs increase, domestic customers' demand for AUO panel orders has not decreased, because AUO has added more value-added and high-tech products. In particular, China has introduced a subsidy policy for home appliances this year. The maximum subsidy for each TV is 400 yuan. For 42 inches, the subsidy amount is almost 10%. Peng Shuanglang pointed out that it seems that the energy-saving subsidy policy should be stimulating for the demand for LCD TVs, which will indirectly stimulate the growth of Taiwan's large-size LCD panel shipments.
From January to May this year, from the statistics of large panel shipments of Taiwan's four major panel manufacturers, it is also showing an upward trend.
But how long can the market strategy advantage of this product differentiation last? With the mass production of Samsung and LG in the high-generation LCD panel production line in mainland China and the advancement of technology in local BOE and Huaxing Optoelectronics, this advantage may be in the near future. There is no such thing. In the long run, such a market development direction is still not the way out. The outlook is still slim.
Pinning the small and medium size LCD panel market
Small and medium-sized LCD panel manufacturers represented by Taiwan's Caijing and Huaying will be pinned on the small and medium-sized LCD panel market to increase their profitability. From January to May, Taiwan's four panel makers' small and medium-sized panel shipments are counted. Shipments of small and medium-sized LCD panels in Taiwan have also shown a gradual increase.
For Taiwan's small and medium-sized LCD panel production capacity, further release will peak, because more than 85% of the world's electronic products will eventually be assembled and exported in the mainland. The mainland's small and medium-sized panel makers and South Korea's Samsung LG will resist further release of Taiwan's production capacity. , restricting it to further develop its own advantages.
In addition, global panel manufacturers have turned to the field of AMOLED display panels. The production technology of small and medium-sized AMOLED panels has been quite mature and has been applied on a large scale in the mobile phone field. South Korea's Samsung Electronics is far ahead of Taiwan's panel makers in this market. In contrast, Taiwan has only a large land advantage.
At this stage, the Taiwanese factory is still in the middle and small size LCD panels. It is still to be seen whether the existing panel factories can be re-routed and mass-produced. In the case of AUO, the 3.5th, 4th and 5th generation lines are used to produce small and medium-sized enterprises. Size panel for growing fast-growing smartphones and tablet panels. For small and medium-sized panels, the specifications are getting higher and higher. AUO also invested in upgrading the production line. In addition to producing high-resolution amorphous silicon panels, AMOLED panels were also developed.
AUO has allocated 7,000 glass substrates per month to produce AMOLED panels in the 3.5-generation production line. It is estimated that the monthly production will increase by 15,000 at the end of 2012. In addition, the 4.5-generation (LTPSTFT technology) production line in Singapore is also expected to be At the end of 2012, it began to move into AMOLED process equipment, and the production capacity (glass substrate dosage) was 15,000 pieces per month. It is expected to be mass-produced at the beginning of 2013.
Chi Mei Electronics is also in the process of producing AMOLED from the original Tongbao 3.5 LTPS production line. Currently, the production line has a monthly capacity of 70,000 pieces. Chi Mei Optoelectronics expects to invest 3~5000 glass substrates at the end of the year to start small-scale production of 3.4-inch and 4.3-inch resolution. A 326ppi AMOLED display.
South Korea's Samsung currently accounts for more than 90% of the small-size AMOLED panel market. Is there any hope for Taiwan to catch up?
Joint participation is also one of the outlets for the LCD panel industry
China's mainland TV market is strong, domestic market share of global TV sales reached 30%, has surpassed the market scale of developed countries such as Europe, America, Japan, plus energy-saving subsidies, home appliances to the countryside and other policies to support the market outlook is optimistic, while mainland TV brand manufacturers such as TCL, Konka and other manufacturers lack panel technology, which is a strong complementarity with Taiwan's LCD panel companies. If the mainland shares in the Taiwan panel factory, it will create a win-win situation.
When the local government of Taiwan opened up the mainland to participate in the Taiwan panel factory for a long time, there has not been any news that has been reached. Chi Mei Electronics has agreed to increase its capital by NT$50 billion in 2012-2014. Among them, in 2012, it will increase NT$20 billion. In 2013, it will increase NT$20 billion, and in 2014, it will increase NT$10 billion. If Qimei introduces land capital with an open attitude, the two sides can further cooperate and integrate, and jointly designing and developing new products will bring more benefits. AUO also passed the 800 million share quota at the shareholders' meeting on June 13. The main purpose of fundraising is to develop new technologies (such as AMOLED technology, etc.) in the future. For example, the participation of land shares is a win-win situation.
Taiwan's Hon Hai shares in Sharp is also a way out. Sharp's technology is combined with Hon Hai's strong manufacturing capabilities, and the future benefits are very objective. Hon Hai may further acquire Sharp's TV manufacturing facilities in China, Indonesia and Mexico to further strengthen its position in the Sharp TV foundry business. Many customers of Hon Hai overseas will also hope to use Sharp's resource advantages to form a new supply chain, which will put pressure on Korean panel companies. In addition to Sharp, Foxconn has also joined hands with Changhong to invest in the Mianyang smart phone project, with a total investment of 500 million US dollars, involving joint research and development, manufacturing and sales of smart phones, with the intention of upgrading and transforming in the field of smart phones.
The market expects that the Japanese and Korean panel makers will re-attack the AMOLED field in 2015. Although the Taiwanese panel factory has only the small and medium-sized production capacity, it will have the opportunity to grab the admission ticket for the large-size panel market in the future. unknown.
(This article is reproduced on the Internet. The texts and opinions expressed in this article have not been confirmed by this site, nor do they represent the position of Gaogong LED. Readers need to verify the relevant content by themselves.)
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