Taiwan ITRI IEK ITIS issued a report, some of which reviewed and analyzed 2010 global FPD industry events.
China's local panel makers began mass production on the 8.5-generation line:
In October 2010, China National Development Bank and China Export-Import Bank, as well as the Guangdong Branch of Industrial and Commercial Bank of China, the Guangdong Branch of China Construction Bank, and Shenzhen Branch of the Shenzhen Development Bank participated in the signing of a total loan facility of 1.28 billion U.S. dollars (about 83%). (RMB 100 million yuan) syndicated loan contract.
The signing of this contract means that Huaxing Optoelectronics needs complete funds for construction, but in the absence of funds, TCL's 8.5-generation line will be mass-produced in the third quarter of 2011, and will be mass-produced by the end of 2012. Photovoltaic production of 50% of the panel will be used by the TCL Group. In November 2009, the 8.5-generation line of Huaxing Optoelectronics, which was formally activated, currently has more than half of its main structure.
At present, the most enthusiasm for the next generation of local investment is Beijing BOE and China Star Optoelectronics. The successful financing of BOE has been successfully completed. The financing of Huaxing Optoelectronics is also completed immediately after BOE. The two domestic panel makers will be the fastest from 2011 to 2012. In the year of mass production of the 8.5-generation line, it is estimated that the production capacity will be opened in 2013.
However, if the Korean and Taiwanese companies successfully set up factories in mainland China in 2011, and in accordance with the ability of Korean and Taiwanese manufacturers to achieve rapid volume production, the production capacity will also be substantially opened in 2013. At that time, the domestic TV panel supply will set off another competition. It also sets variables for future panel prices and supply.
TV manufacturer, panel factory joint venture LCM trend fermentation:
On the whole, the Case of panel makers setting up a global LCM plant alone has begun to decline. In contrast, the trend of panel manufacturers establishing LCM joint ventures through downstream assembly/manufacturing companies is very obvious. At this stage, TV OEM professional systems There is a consistent stake between the integration vendors or TV manufacturers in China and panel makers.
The trend of setting up such a global LCM plant has not only occurred in the European region, but also recently expanded to Latin America. In house manufacturers who manufacture TVs have begun to demonstrate their intention to complete LCM assembly at a global production base. In addition, in order to use the current production equipment, backlight module manufacturers have maximized their revenue and profitability through excellent labor efficiency and quality control capabilities, and cases that have entered the LCM OEM area are gradually increasing.
In the future, the backlight module industry will move forward in two major directions. The first is a brand manufacturer that is strategically closer to a multiplex terminal product. The backlight module is under the pressure of TV, NB product integration manufacturing in the LCM segment, especially for brand manufacturers and panel makers. The joint venture LCM has caused the division of labor mode of the professional backlight module plant to be ineffective. Therefore, the backlight module factory strengthens the integration with the terminal brand factory, not only the business of entering the LCM plant, but also further expands the integrated manufacturing including NB and TV products. Solidify more orders and profit sources.
The second is the dual pressure, the backlight module industry is facing a situation of gradual saturation; the first pressure from the brand factory and the panel factory joint venture LCM, the second pressure from the panel factory and foundry joint venture LCM, the two dual sources of pressure In the future, it is very likely that the possibility of surviving professional backlight modules will be eliminated, and directly in the joint venture LCM plant, across the backlight module factory, directly complete system products. In the future, the backlight module industry will need to find its own core competitiveness and new strategies to survive under the severe challenges in the future.
BenQ Materials Attacks 3D/Touch/Medical Fields:
BenQ Materials was founded in 1998 and currently includes polarizers, optical discs, optical films, backplanes for solar modules, and medical materials. In recent years, it has gradually withdrawn from the CD-ROM business and shifted its business focus to the polarizer sector. The mid-term CD-ROM business has dropped to 7%, while the polarizer industry accounted for 93%.
Under Dafa Youda’s blessing, BenQ has the largest area of ​​shipment of polarizers in Taiwan and the fourth largest in the world. The global market share will reach 12% by the end of the year. In addition to the polarizers, BenQ Materials will use core science and technology as the basis, and will cooperate with polymer precision coating and roll-to-roll technology to develop 3D/touch, green energy and medical care products. The company will have revenue for 2011. Obvious note.
Observing the rise of Chi Mei Materials and BenQ Materials, it can be seen that the vertical integration trend of panel makers will become more and more obvious. At the same time, it also encourages its subsidiaries to diversify to gain profits.
The first quarter of 2011, the flat panel display industry, the global panel market in the fourth quarter of 2010 is still showing a decline in the peak season, mainly due to two factors, one for the European and American markets to buy gas due to the slow recovery of the economy, the unemployment rate problem Unsolved, leaving consumers to be cautious about purchasing intentions, so the end product sales are generally flat, but also allows panel makers to expect the peak season effect can not be effective.
In the Chinese market, due to the fact that terminal inventory is still in the stage of decontamination, the general response of the industry needs to be effectively cleared by the end of the year. Therefore, the demand for the panel is relatively weak. While the effect of the peak season in the US and Europe has not yet occurred, and the demand from the Chinese market has not been active, the panel quotes and shipments have been tightened. The panel makers have tried to adjust the utilization rate of the products.
As of the end of the fourth quarter of 2010, the IT panel depreciation price has been controlled, but the TV panel has not yet reached the bottom. If the TV panel price can enter a soft landing in the first quarter of 2011, it will help improve the Quarterly revenue performance.
China's local panel makers began mass production on the 8.5-generation line:
In October 2010, China National Development Bank and China Export-Import Bank, as well as the Guangdong Branch of Industrial and Commercial Bank of China, the Guangdong Branch of China Construction Bank, and Shenzhen Branch of the Shenzhen Development Bank participated in the signing of a total loan facility of 1.28 billion U.S. dollars (about 83%). (RMB 100 million yuan) syndicated loan contract.
The signing of this contract means that Huaxing Optoelectronics needs complete funds for construction, but in the absence of funds, TCL's 8.5-generation line will be mass-produced in the third quarter of 2011, and will be mass-produced by the end of 2012. Photovoltaic production of 50% of the panel will be used by the TCL Group. In November 2009, the 8.5-generation line of Huaxing Optoelectronics, which was formally activated, currently has more than half of its main structure.
At present, the most enthusiasm for the next generation of local investment is Beijing BOE and China Star Optoelectronics. The successful financing of BOE has been successfully completed. The financing of Huaxing Optoelectronics is also completed immediately after BOE. The two domestic panel makers will be the fastest from 2011 to 2012. In the year of mass production of the 8.5-generation line, it is estimated that the production capacity will be opened in 2013.
However, if the Korean and Taiwanese companies successfully set up factories in mainland China in 2011, and in accordance with the ability of Korean and Taiwanese manufacturers to achieve rapid volume production, the production capacity will also be substantially opened in 2013. At that time, the domestic TV panel supply will set off another competition. It also sets variables for future panel prices and supply.
TV manufacturer, panel factory joint venture LCM trend fermentation:
On the whole, the Case of panel makers setting up a global LCM plant alone has begun to decline. In contrast, the trend of panel manufacturers establishing LCM joint ventures through downstream assembly/manufacturing companies is very obvious. At this stage, TV OEM professional systems There is a consistent stake between the integration vendors or TV manufacturers in China and panel makers.
The trend of setting up such a global LCM plant has not only occurred in the European region, but also recently expanded to Latin America. In house manufacturers who manufacture TVs have begun to demonstrate their intention to complete LCM assembly at a global production base. In addition, in order to use the current production equipment, backlight module manufacturers have maximized their revenue and profitability through excellent labor efficiency and quality control capabilities, and cases that have entered the LCM OEM area are gradually increasing.
In the future, the backlight module industry will move forward in two major directions. The first is a brand manufacturer that is strategically closer to a multiplex terminal product. The backlight module is under the pressure of TV, NB product integration manufacturing in the LCM segment, especially for brand manufacturers and panel makers. The joint venture LCM has caused the division of labor mode of the professional backlight module plant to be ineffective. Therefore, the backlight module factory strengthens the integration with the terminal brand factory, not only the business of entering the LCM plant, but also further expands the integrated manufacturing including NB and TV products. Solidify more orders and profit sources.
The second is the dual pressure, the backlight module industry is facing a situation of gradual saturation; the first pressure from the brand factory and the panel factory joint venture LCM, the second pressure from the panel factory and foundry joint venture LCM, the two dual sources of pressure In the future, it is very likely that the possibility of surviving professional backlight modules will be eliminated, and directly in the joint venture LCM plant, across the backlight module factory, directly complete system products. In the future, the backlight module industry will need to find its own core competitiveness and new strategies to survive under the severe challenges in the future.
BenQ Materials Attacks 3D/Touch/Medical Fields:
BenQ Materials was founded in 1998 and currently includes polarizers, optical discs, optical films, backplanes for solar modules, and medical materials. In recent years, it has gradually withdrawn from the CD-ROM business and shifted its business focus to the polarizer sector. The mid-term CD-ROM business has dropped to 7%, while the polarizer industry accounted for 93%.
Under Dafa Youda’s blessing, BenQ has the largest area of ​​shipment of polarizers in Taiwan and the fourth largest in the world. The global market share will reach 12% by the end of the year. In addition to the polarizers, BenQ Materials will use core science and technology as the basis, and will cooperate with polymer precision coating and roll-to-roll technology to develop 3D/touch, green energy and medical care products. The company will have revenue for 2011. Obvious note.
Observing the rise of Chi Mei Materials and BenQ Materials, it can be seen that the vertical integration trend of panel makers will become more and more obvious. At the same time, it also encourages its subsidiaries to diversify to gain profits.
The first quarter of 2011, the flat panel display industry, the global panel market in the fourth quarter of 2010 is still showing a decline in the peak season, mainly due to two factors, one for the European and American markets to buy gas due to the slow recovery of the economy, the unemployment rate problem Unsolved, leaving consumers to be cautious about purchasing intentions, so the end product sales are generally flat, but also allows panel makers to expect the peak season effect can not be effective.
In the Chinese market, due to the fact that terminal inventory is still in the stage of decontamination, the general response of the industry needs to be effectively cleared by the end of the year. Therefore, the demand for the panel is relatively weak. While the effect of the peak season in the US and Europe has not yet occurred, and the demand from the Chinese market has not been active, the panel quotes and shipments have been tightened. The panel makers have tried to adjust the utilization rate of the products.
As of the end of the fourth quarter of 2010, the IT panel depreciation price has been controlled, but the TV panel has not yet reached the bottom. If the TV panel price can enter a soft landing in the first quarter of 2011, it will help improve the Quarterly revenue performance.
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