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>> OLED under the weight of China's TV panel camp also into the back 26th,Oct,2017
At the end of last month, China showed two major events in the industry. November 29, BOE Hefei 10.5 generation TFT-LCD production line to complete the cap. Then, on November 30, TCL Group's Huaxing Optoelectronics 11th generation TFT-LCD and AMOLED new display production line (G11 project) officially started. China's two more than 10 generations of LCD panel production line made a breakthrough, causing a high degree of global display industry attention.
In the case of
However, this is not the end of this matter. December 1, BOE announced that it intends to invest $ 5.8 billion through its own funds, on the just announced cap of the Hefei BOE 10.5 line additional part of the process equipment, the design capacity of 90,000 per month on the basis of the glass substrate investment And then expand the capacity of 30,000 per month, after the expansion of Hefei BOE this 10.5 generation of total capacity will reach 120,000. On the same day, BOE also announced that it would invest 46.5 billion yuan in Mianyang, Sichuan to build a 6th generation AMOLED production line.
December 2, TCL Group issued a message that in the Huaxing photoelectric 11-generation TFT-LCD and AMOLED new display production line officially started, Hisense Group and TCL Group reached a strategic cooperation. The two sides will give full play to their respective advantages, in the TV LCD panel on the basis of the depth of cooperation, will also jointly promote the mobile phone display panel cooperation.
A series of news can not help but be thought-provoking: Although the TV panel in short supply, the price soaring, but our country under construction and has built 8.5 generation TFT-LCD production line has reached more than 10, supply and demand changes in the future capacity of how to digest the current global display Industry concerns have been focused on the field of OLED, why the upstream display panel manufacturers have to expand the LCD production line?
"Compared with the international mainstream TV panel manufacturers, the strategy of Chinese enterprises is more like" walking on two legs. "" Appliances industry veteran observers Liu Buchen told the Chinese home network reporter to the BOE and Huaxing photoelectric as the representative of the Chinese display panel manufacturers, In the continuous investment in OLED panels at the same time also continue to expand the LCD panel production line, this strategy has its rationality, but also there is no small risk.
Promote the Chinese manufacturers to expand the LCD production line
From the past few years to push the total data, the global LCD TV panel market is not optimistic. Market survey agency IHS data show that the global LCD TV panel shipments this year will reach 2.616 billion, down 5% year on year. Moreover, in the OLED panel investment boom in the rise of the trend, the global LCD TV panel manufacturers will be conservative in 2017 shipments target set at 2.584 billion, down 1.2%.
Although the global LCD TV panel shipments decline, but the expansion of the LCD panel production line of positive factors exist. Appliance industry veteran analyst Liang Zhenpeng that from the current market conditions, the LCD panel prices in short supply, TV manufacturers are facing no small supply and cost pressures. Moreover, BOE and Huaxing photoelectric launched the high production line of the main products are large size, high resolution LCD panel, which in fact conform to the trend of the TV market.
Relevant reports show that in the past decade, the TV screen average screen size at an annual rate of 1 inch increase. According to group intelligence consulting estimates, 2016 global TV panel average size will grow 1.8 inches, reaching 42.4 inches.
According to relevant data, the star size of the TV market in 2015 is 55 inches, 43 inches and 49 inches, of which 55-inch market share of 15.5%, compared with 2014 growth of 6.8 percentage points. 55-inch TV market share of 21.5%, compared with 2014 growth of 8.2 percentage points. Ubuntu Network is expected in 2016 65-inch TV retail sales will grow rapidly, the market share will reach 4.4%, compared with 15 years, an increase of 2.4 percentage points; 49-inch TV and 55-inch TV retail sales growth momentum, the market share will be 8.8 % And 18.4%, an increase of 2.0 percentage points and 2.9 percentage points over 15 years. 2016 large-size trend is more obvious, 65-inch TV market share will reach 5.9%, compared with 15 years, an increase of 3.4 percentage points.
In addition to meet the terminal market, the development trend of large-size TV, high-generation LCD panel production line to allow Chinese panel manufacturers to master a greater initiative. At present, the Chinese enterprises mainstream panel production line is 8 generation and 8.5 generation, 65 inches and other large size LCD panel, the majority of domestic TV manufacturers are imported from abroad. Beijing Dongfang Hefei 10.5 generation TFT-LCD production line and Huaxing photoelectric 11-generation TFT-LCD production line, focusing on the production of 65-inch high-quality large-size LCD panel, the objective to enhance the Chinese display industry's voice and competitiveness.
"Two legs" walking is faced with uncertain risks and pitfalls
In fact, in addition to large-size trend, market supply and demand and industrial strategy and other factors, OLED panel yield, cost and other issues also objectively contributed to the Chinese panel manufacturers launched high-generation LCD production line.
It is understood that the current global only Korean factory LG Display in the field of large-size OLED panel formed a relative cost, production advantages. According to LG Display OLED business unit president Lu Xiangde introduction, OLED panel production rate has been stable at 80% or more, and to ensure that more than 100,000 per month capacity.
Compared with the Korean factory, the Chinese panel manufacturers in the field of OLED action is still in the test stage. Liang Zhenpeng told reporters that the current Chinese manufacturers to produce the number of OLED display is not yet mass production scale, and the yield is relatively low, the higher the cost. However, from the global market trends, OLED panel and TV demand there has been rapid growth in the next three to five years, the market size growth rate will be much higher than the LCD field.
It is understood that the current global OLED panel area of investment has been far more than the scale of LCD, Korean factory in recent years to expand OLED production capacity is also gradually cut the size of LCD panels. According to IHS forecasts, next year's South Korean LCD TV panel shipments will shrink 15 million, from 150 million in 2015 down to 91 million. This means that South Korea's LCD TV panel shipments in the two years decreased by 14%.
In Liu Buchen view, the international mainstream panel manufacturers to reduce the LCD production capacity to invest in OLED, the domestic manufacturers are in the "two legs to walk", and from the current point of view of this relatively thick LCD LCD this leg is relatively fine, which shows In fact the domestic manufacturers of mainstream display technology to determine the existence of swing, "two legs to walk" strategy there are some risks.
According to industry insiders, the display panel market generally in 3-5 years time there is a cycle of reincarnation, market demand and panel prices there are many uncertainties. Although the LCD panel in short supply, the price soaring, but the new generation of high-generation production line really put into production also takes time, from the strict sense, the current price increases can not constitute a positive factor to expand the LCD production line.
Liu Buchen said that the current LCD panel prices are the appearance of the market, in short supply is the global display industry from the LCD to the OLED update and transfer, the current LCD market price factors are likely to become the impact of the future to determine the trend of the trap. Based on the development trend of the global display industry and the strategy of the international mainstream manufacturers, China's TV panel manufacturers should do is the appropriate layout of the LCD field, while the need to pay attention to the structural balance of OLED production lines.
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