"Investment" in 8.5 generation of LCD panel, concentrated outbreak in 2015. The current production of eight production lines for the 8.5 generation, if you count under construction, and above 8.5 generation LCD panel production line will be as many as 13. As the core component of LCD panel, polaroid collected polymer materials, microelectronics, electronics, film, computer control, a variety of technologies such as high purity chemical and complex production process, the high technical barriers, at present in the presence of a breakthrough?
According to introducing, in spite of the current domestic LCD panel demand continues to moderate, but gross margin is lower in the whole industry chain, the upper reaches of the polaroid, optical film and so on gross profit margin is much higher than the LCD panel. Said from this Angle to develop a polaroid upstream and other products, is conducive to promote the competitiveness of the liquid crystal display industry as a whole in China. As the world's first electronic products manufacturer and consumer, China's contribution to global demand growth of polaroid is the largest. Is expected to 2018, polaroid demand will reach 516 million square meters, the size of the market close to $12 billion, polaroid demand in China will reach 145 million square meters, the market will be worth $3.36 billion.
Due to the strong demand of China's new LCD panel production line, the world, almost all the new capacity of the polaroid open in mainland China, including samsung, LG chemical, chi mei materials, all the new production line in mainland China over the last two years. Economic daily reporter sees in samsung SDI wuxi factory, the polarizing film production line are nervously for final commissioning, the second half of the year will be able to mass production. Mass production in the production scale of 34 million square meters, can be used in the production of 25 million sets of 48 inches LCD TV. According to introducing, samsung SDI, and more than China's main display manufacturers have cooperation relations, samsung SDI wuxi factory mass production, is expected to drive the domestic manufacturer to large size LCD panel with polaroid high-end transformation.
In the liquid crystal mesh riady's view, with contrast to the polarizing piece of huge market demand, is the low level of polaroid production capacity. Demand side, in 2014 China's polaroid accounted for 14.86% of global demand, is expected to reach 24.56%, in 2016 than in 2018 is expected to reach 28.24%; Capacity, capacity of polarization of mainland China in 2015 accounted for 8.8% of world output can be, and more concentrated in the low end of the field. "Because of the polaroid high technical barriers, is currently the main producers of polaroid markets around the world, Japan and South Korea enterprise, such as electrician, Japan sumitomo chemical, chemical, and South Korea's samsung SDI, LG chemical, etc."
Based on the experience of South Korea, in the case of panel production capacity gradually transferred to our country, the large-scale import substitution of polaroid industry is coming, the downstream panel customers generally have a strong desire to supporting domestic polaroid. In China in recent years, with the accumulation of technology, one of the main production enterprises polaroid water electricity and three spectrum etc, have a certain market competitiveness. Due to the downstream demand, at present three spectral TFT - LCD polarizing ratios of more than 90%. Domestic annual sales as the biggest manufacturer of LCD glass substrate, east lumena electricity investment of 500 million yuan in February this year, and Japan's sumitomo chemical established joint venture company, to quickly grab the domestic large size enterprise needs huge polaroid market LCD panel. Samsung group greater China President chang won-kie, also said samsung will expand investment in the high-tech industry in China, and work closely with Chinese companies, drive China's polarized slice, liquid crystal display, emerging industries such as semiconductor, power battery to upgrade.
Concerned expert points out, domestic enterprise development polaroid to several close, the first to be able to do it, the second to be able to batch production, the third batch used to customers, the fourth is to reduce the cost. Which is from the engineering sample to mass production, from the edge of the customer into the mainstream market, achieve scale production and reduce costs at the same time, with the international competition. Therefore, domestic enterprises should play to comparative advantage, improve the ability of independent innovation, create the localization of complete industrial chain, so as to improve the market competitiveness of domestic polaroid. (economic daily news Hai-bo qin)
