Although the boe, innolux, au and other manufacturers have claimed that since the second quarter of the market rebound obviously, and again in short supply, but the global panel industry remains cautious optimism. Since the second half of 2015 the market downturn situation continues, even if the major manufacturers again on the carrying capacity, but in the first half of 2016, the global LCD TV panels shipped alone fell 5.9% year on year.
In addition to seasonal factors, this was related with the trend of global economic weakness. While the G20 summit, the parties agreed on the global economy slow recovery trend, but admitted that the world economy is still in a long time will face huge downward pressure. The economy will continue to for a long time by this tie.
And the turmoil in the whole panel industry also spread to the upstream of the PCB area, as the leading enterprises in the flexible circuit board PCB niche on electronic has been felt even more vital. For the current situation, it reaches to the electronic lindenli, chairman of the truth, the global panel industry in "U" type development interval, and basic drawing to a close, the current downturn next panel industry and its industrial chain related fields will usher in more difficult climbing stage.
Lindenli said the panel industry itself also after a new round of upgrading period, new technologies, new products and new demand their mature will pull the panel industry and related fields of a new wave of rapid growth, but before that, the panel industry or related companies in the field of all want to save for a rainy day, dividends sufficient preparation before coming on the market.
And in lindenli point of view, this upgrade is especially important for Chinese enterprises. He even think, this is China's enterprises in the industry value chain on a once-in-a-lifetime opportunity to reverse the situation. "The age of the labor-intensive is gradually replaced by the era of capital and technology intensive, if Chinese enterprises want to seize this round of transformation and upgrading into the industry value chain of high-end even at the top, must advance to breakthrough in technology research and development and innovation."
At present, China is the world's largest production base of panel, but the industry generally believe that China was not enough to become a "world factory", is at best a "workshop of the world". Local enterprises are numerous, but still is given priority to with OEM, key technology and application technology is relatively scarce, has long been at the bottom of the global electronics manufacturing industry chain.
Quite a part of the reason is that most of the domestic electronics manufacturing enterprises is still in its "existence" instead of "development" stage, the survival of squeeze a bit of money to do research and development at the same time, no energy, and the ability to do scientific research. Even do research and development is technology industry research and development, far short of prospective studies.
, lindenli don't agree with, "electronic manufacturing industry is a high technology, high talent in industries, can be seen from Japan, South Korea's industrial process, the core technology is the key of the enterprise foothold. Even just a sharp hon hai acquisition case analysis can also see that hon hai directly obtained through the capital operation is the purpose of the core technology. The current global into the u-shaped panel industry development, the enterprise can't only depend on the opportunities to make money, want to break in, in addition to the research and development innovation, the independent brand road, no way."
In fact, not only in the field of electronics manufacturing, a considerable number of domestic manufacturing enterprises in r&d spending is parsimonious, most still rely on cheap labor cost into profit. With the improving of the domestic labor costs in recent years, the profits are more spread out more thin, there is no lack of among them some have large enterprise land capital market. Literally, relative to a single labor-intensive enterprises in China are going to the dead end.
, lindenli admitted that the path of mastery of core technology is not the easy, short term r&d and negatively related to the enterprise benefit, but the long term, the strength is the foundation of the enterprise future growth and development of the inflection point, is the best way to improve the added value products.