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Company News >> China TFT-LCD LCD panel industry, how to take the road to recovery? 28th,Sep,2017
                                                    The government officially announced the end of the energy efficiency subsidy policy, the original steady recovery of the TFT-LCD LCD panel industry boom, and instantly like being fired. Because the Chinese TV brand manufacturers recently to wait for the attitude of inventory to wait and see, buying a sudden increase in panel buying. Coupled with the industry rumors that China last year after raising the import tariffs on the panel, this year may continue to raise tariffs, so that China did not set up factories in Taiwan produced a sense of Taiwan panel pressure. What's more, there are more 8.5-generation lines in China are expected to be out of 2014-2015, the global TFT-LCD LCD panel oversupply problems like never-ending. Panel industry boom recovery road, it seems undercurrent surging.
However, what is the actual situation in the end? In fact, there are many factors not yet considered into it. First, the issue of China's panel tariffs, the outside world may be very fresh, but the panel industry, has long been included in the calculation. With the Chinese TV brand industry to expand the procurement of local TV panels in China, resulting in Taiwan plant in China TV panel market share of the rapid decline in panel makers crisis awareness has long been raised, and began to adjust the customer structure, product mix, and even production strategy, The
For example, the Taiwan plant has recently aggressively strengthened cooperation with Japanese, European and American customers to promote emerging markets, rapidly reducing the production of traditional standards (like the 32-inch panel), to mass production of 4K2K ultra-high resolution or other front-end technology products, and more Production line into the touch panel (especially NB and other large size), high-end small and medium size panel program.
Moreover, the global TFT-LCD LCD panel industry oversupply problem has not been resolved for many years, seeing the Chinese BOE 2 8-generation line is about to open in the first quarter of 2014, Huaxing photoelectric 2 8-generation line will be put into operation in 2015 , Alone on the production area, the global TFT-LCD LCD panel supply surplus situation continues, nor surprising.
If Taiwan, China, South Korea, Japan, the competitiveness of the panel factory, the exclusion of the Chinese government intends to resort to the second wave of tariffs to protect China's domestic LCD panel industry factors, return to the scale of production and product strategy, Part of the argument that the Taiwan plant is facing a difficult challenge. Because the next Chinese, South Korean manufacturers may be in the second half of 2013, large-scale cut out 48-inch, 49-inch TV panel, against the Taiwan factory 50-inch panel, which may be an 8-generation line of economic cutting war.
It is estimated that China's 8-generation new capacity has been opened, the factory 8-generation line panel total capacity (mother glass monthly output) will be much larger than the Taiwan plant (BOE two 8-generation line total monthly Up to 19 million, Huaxing Optoelectronics 1 8-generation line on the amount of 130,000 pieces of film), Han plant 8 8-generation line capacity is more impressive (on the list of 80 million / month), and Taiwan plant in recent years due to tightening Policy, group Chuang (3481) 8-generation line on the current volume of only about 60,000, AUO (2409) only about 90,000.
From the above point of view, not only Taiwan-based panel mills seem to face a serious challenge, and even the entire LCD panel market may be because of China and South Korea fight, China's new production capacity to join the war situation, and once again into the boom to adjust the price cycle.
 

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