Keywords: display
According to the related professionals, affected by the upper panel out of stock, small and medium-sized display module, basically capacity decreased by 2 to thirty percent.
"Six generations of panel production capacity due to fear of China concentrated outbreak, overseas by the end of the panel factory formerly, began in close some low generation panel production line, to avoid price competition under losses. Affected by the wave of large-scale plant closings, starting from the second quarter of this year, suitable for 4.5 ~ 6 generation into the bottom line of panel production price rally." The personage inside course of study to mobile news online analysis of the specific reasons.
He thought that since the year before last, give priority to the new panel line for smartphones, the adoption of more advanced equipment and process technology, cutting efficiency improved, the size of the panel prices down by more than thirty percent per year continues to decline. Governments to support the new production capacity and technology at the same time, the panel production line subsidies for these old also began to decrease, causing parts is a bit old panel production line operating conditions in fact loss situation.
In order to get rid of losses, more and more panel factory started the business extended to the mobile phone display module after the period of production, to replace workers earn fees to balance their own state of operation. Since early last year, the first is that samsung to mainland China no longer supply the front panel, started in Korea and Vietnam expansion module production base. LGD has since late last year to stop to mainland China to supply the front panel, also the expansion of large-scale module production base in Vietnam for module start straight away. Cloth in mainland China in the first quarter also boe Duan Mo after his group has quadrupled capacity, tighten the panel supply in the open market.
Under the influence of above these comprehensive factors, even in predicting PC growth in the beginning, the tablet is down nearly thirty percent, the overall capacity, released by the downturn is still not able to fill the full Chinese domestic brand mobile phone demand growth, mobile phone panel prices is one of the few rally.
"And in the panel factory in order to compete for this hard-won rally adjust phone panel under the condition of supply capacity, but also lower the 32 ~ 40 inches TV panels in six generations online cast slice, during the last month in the second quarter, 32 ~ 40 inches TV panel also began to rebound." He thinks the price fluctuations, also limited to 4.5 ~ 6 generation of line production panel. "As for the function machine panel production capacity, the original is dominated by deep provide capacity and chunghwa picture tubes, chunghwa picture tubes after turn off function machine panel production capacity, deep to remove super capacity has also been millet, is mainly used to produce red rice smart panel. So out of stock is also very normal."
However, according to mobile news online to understand under the seemingly a good market, samsung panel line before the end of last year shut down several low generation, recently have steadfastly announced the LCD panel production capacity, will be shut down by the current global 32 ~ 40 inch TV panel production line about the panel.
And the price rally, neither have the JDI and sharp a good life. One of a main direction of JDI is mobile phone panel, but not only no growth in the first half of this year the JDI, instead, revenue is lower than the original target of 10%, operating profit and loss and finally gains and losses are converted to losses. And In the domestic each big brand began to import \ On - Cell In touch panel display case, JDI focusing instead On the PC market, Taiwan business people to push the new PC panel, visible capacity utilization is not high, its mobile phone panel PC panel, hope that the use of the export capacity to fill.
Sharp is also not to investors in the wave of market and business practice enough confidence, under the pressure loss, have to hon hai's reorganization, transfer nearly seventy percent of the company, to hand over their brands use and franchise. And the 32 ~ 40 inches TV panel production line, also after confirmed in, hon hai was announced recently reopened.
Chunghwa picture tubes, moreover, in the end of last year to temporarily shut down phone panel line, under the so-called shortage and price quotation, also did not gain a reboot. That is to say, even mobile phone panels with TV of 32 ~ 40 inches into the out of stock and the rise of prices, Japan, South Korea and Taiwan panel firms still serious excess capacity and idle. This also on the other hand, confirmed that the so-called price quotation, still not up to some panel factory above break-even line.
In fact, the Chinese mainland panel self-sufficiency is still a sharp rise in the space, the influence of early in deep tianma, huaxing photoelectric light after six generations of LTPS panel line up one after another, au optronics in kunshan, jiangsu six generations of LTPS TFT LCD panel line also lit on August 9, mass production is expected to begin in the fourth quarter of this year.
Even mentioned above to shut down phone panel line chunghwa picture tubes, also in fujian investment again six generations built a production line in mainland China market capacity of competition. And even have a group of gen, chi mei, deep hon hai, also didn't stop its capacity expansion, except in zhengzhou two six new generation line, also the sharp behemoth, the production of such a large capacity planning, certainly not an apple customers will be able to swallow.
"Six generation line built in mainland China, mainly is the manufacturing center of smart phones and TV panel has shifted to mainland China, the future you also bullish on the Chinese mainland on the new intelligent hardware innovation ability and market operation ability." Intelligent terminal industry for mobile news online, said six generation line can produce mobile phone panel, also can produce the PC panel and TV panel, capacity of converting a high degree of freedom.
"Competition between panel factory pattern is not big changes. Overseas panel makers will still dominate the technology competition, such as former LTPS, In \ On - Cell, such as technology, now of the OLED display technology, such as panel factory In mainland China basically is to use the most sophisticated equipment and process to plan, use close to the OEM market to capacity competition advantage." He said it was a wave of out of stock and the price quotation can only be maintained by the end of this year, "as the third and fourth quarters huaxing photoelectric, tianma, auo six generation of line shipment market shortage situation will reverse, coupled with the letter, the production line of boe will mass production next year, mobile phone panel prices would drop back."
