More than with the mainland for six generations of mobile phone panel line production date draws near, the global panel factory production capacity in the field of mobile phone panel ration is also more cautious. Companies in addition to South Korea and Taiwan panel production a - Si technology mobile phone panel production capacity, Japanese manufacturers JDI is also frequently to deliver, Taiwan's foundry enterprises ready to part of the supply capacity allocation to the notebook computer (NB) on the front panel, to avoid release of six generation of line in the mainland mobile phone panel capacity.
Even mainland panel factory itself also began to prepare for the coming mobile panel overcapacity, according to south Korean news from the panel equipment supply chain upstream of said, apart from its core business of the kingdom of OLED photoelectric, tianma has order procurement related to the flexible OLED panel production equipment, and the other two mainland panel makers huaxing, Beijing Oriental also intends to change the terms of the contract, these devices can consulting for the change of original LCD production equipment to produce flexible OLED devices.
The future capacity to flexible OLED mainland panel manufacturers, in addition to the OLED display technology gradually become mainstream, the sense of smell keen, brain move faster mainland manufacturers don't want to miss, a direct challenge to the flexible OLED, namely mainland and south Korean manufacturers can compete for future order of brand mobile phone manufacturer and also can reduce overcapacity situation mobile phone LCD panel. Current global panel industry is in a state of technology and capital at the same time, the south Korean enterprises continue to take advanced quantum dot LCD panel technology and flexible OLED technology forward expansion of capacity; Mainland panel companies are still in huge capital in the field of traditional mature LCD technology crazy expansion; Japan and Taiwan panel companies are seeking differentiation in maximum capacity utilization on the basis of the niche market. However, as the panel prices has entered into the phase of normal market price, government subsidies is difficult to fill the inventory cost after capacity expansion, local governments have strengthened the global panel factory for supervision of the construction of the panel, include profitability in investigation within the scope of the subsidies.
Of South Korea's samsung in addition to shut down the majority of mobile phone LCD panel production capacity, the OLED panel capacity conversion, small size TV panels of no economic capacity and a regular laptop panel capacity, also adopted a strategy of production outsourcing. South Korea's LG in addition to retain embedded touch-screen phone panel display integration capacity, flexible OLED panel production capacity is also expanding for brand mobile phone orders.
While Japan and Taiwan panel enterprise changed the capacity of a - Si process, less effective by the capacity of mobile phone panels into production capacity high performance laptop orders, newly built a - Si process and LTPS process production line is used to satisfy the mainland mobile phone brands of embedded touch panel display integration order.
In mainland China mobile phone market, divided by the number of published yesterday, new meizu as representative's differentiation brand are widely used, Thai TDI driven single chip embedded touch screen display integration, according to the news from the supply chain, the next year, the mainland's biggest mobile phone shipped brands planning by nearly 20 new models, only a product outside hanging the touch-screen scheme, the design of other all adopt \ on - cell in embedded touch screen display integration.
Is, therefore, lead to overcapacity in panic in the long term of production, with the recent upgrade the panel technology, under the dual influence of structural adjustment capacity of still accounts for nearly thirty percent of total shipments of small size feature phone panel jilted panel factory is the first order, in addition to the original planned contract orders, standard for the open market basically no inventory have a production capacity distribution panel factory arrange production, part of the small and medium-sized brand mobile phone manufacturer small area is out of stock.
From the point of the whole mobile phone supply chain situation, technical difficulties of relatively low production capacity in the vast majority of mobile phone components are transferred to mainland China, and under the onslaught of the capital market, product specifications and order allocation in the past two years happen quickly concentrated phenomenon. As the mainland brand mobile phone manufacturer shipments continue to grow, more and more high degree of brand concentration, the upstream supply chain will repeat terminal factory the competition process, the order will be more and more concentrated in the capital strength of the company, product specification will be dominated by major brand manufacturers, product specifications and order allocation will be more focused.
