China's largest LCD panel makers boe technology group on December 2, 2015 in hefei in anhui province for the first 10.5 generation held a ceremony for the new factory, we can find that the company's future strategy that relies on a big screen LCD TV outside of the new market, domestic building panel manufacturing supply chain in China at the same time, the master display industry's leading power. It is the company after careful observation of the LCD panel state of supply and demand, and after a serious discussion of strategy for the future.
Attaches great importance to the national project of the supply chain
From the main guests to attend the ceremony on title can clear the project positioning.
In the Central level guests have a director of the China development bank, national ministry of industry and information technology, electronic information, deputy director of the national development and reform commission high-tech company emerging industry, director. Guests at the provincial level have a standing committee of anhui province and hefei, anhui province, director of the economic committee, secretary of municipal party committee and the customs, China development bank in anhui province and the national development and reform commission and other senior. The municipal guest the mayor of hefei and the leaders of the main departments in the city. Boe technology group are also included in the supply chain of the important members, corning's corning glass technology company President, important customer Beijing electronic company President, President of skyworth group, samsung group greater China CEO, LG electronics information such as company President, a total of 26 people to attend the ceremony.
Development level 70 - inch ultra fine wide color gamut display market
The addressed first is President of boe Chen Yanshun, Chen Yanshun first of all thank you for the support of the central government, and then introduces the book summary of the project put into production in 2018. The total investment of 40 billion yuan, building glass rod "For 3370 mm * 2940 mm, input capacity of 90000 / month (by glass substrate conversion) LCD production line, is scheduled to start in the second quarter of 2018. Scheduled on broad covers an area of about 800000 m2, building LCD panel plants including corning glass production line.
Positioning as the main products is 65 inches and 70 inches and 75 inches of big screen, 4 k, 8 k, 10 k and other ultra fine, as much as 120% and NTSC wide color gamut LCDS. USES, Chen Yanshun said, "not just the TV, will also be popularized to transportation, art and medical and other fields, ultra fine liquid crystal display on a large screen, so as to explore the large screen display of the new world.
Total investment of 50 billion RMB will also expand domestic supply chain
Mayor of hefei qing-jun zhang in his speech praised for hefei boe became the world's contribution, at the same time, said the project total investment is 50 billion RMB. Boe 10.5 generation of LCD panel production line a total investment of 40 billion yuan, at that, in view of the supply chain, including corning glass factory, will invest 10 billion yuan.
Corning's corning glass technology President but his season in his speech mentioned corning and the relations of cooperation, boe and expressed in the future continue to develop the relationship and the development of the Chinese display industry cooperation.
In addition, one of the main customers of boe, skyworth group Yang Dongwen said, "China's LCD panel manufacturing started late, but fast development, has now become one of the most important parts of Asia. The construction of Beijing Oriental 10.5 generation of production line put into production, to China's terminal manufacturers supply a large screen, high precision panel, will step into a period of the development of Chinese led display industry".
Return area of the business and become the world's first display manufacturing field
In this project was completed in 2018, Beijing Oriental domestic LCD panel plants in China will cover 4.5 to 10.5 generation of all generations, able to produce all the panel from the medium and small size to large size. Scale surface, will have two big companies with South Korea as the huge capacity. Compared with South Korea's production line equipment update, in the production and performance will also be a good position. After 2018, jingdong will have the ability to lead the LCD industry, fully expected to become the world's largest panel makers.
In addition, there is another. After entering the 2010 s, the display manufacturing business model by the "business area" of the 2000 s into a number of "business". The reason is that concerns from television to the smartphone market. However, aimed at level 70 inches large screen display market after 10.5 generation production line put into production, will once again return to the area of business.
Summer's in Osaka ˆû city run 10 generation LCD panel plants in 2009. At that time, in the big screen TV, driven by the panel makers around the glass to compete the bigness. Panel parts manufacturers and tong had large display area and expand production increased profits. This period can be said to be benefitted from the area of business. However, from the sharp contract 10 start after beginning around 2010, the situation has changed. The smartphone market explosive growth, glass stop expanding, the manufacturer set out to 5.5 ~ 6 generation of the construction of small and medium-sized production line. From based on the large screen times into the area of the business must pass by the number of profitability business era, the business model change.
As an aside, one of the reasons for the sharp now troubled is wrong business model change. If want to take advantage of the investment of large production line of the panel, a base plate will produce a lot of panels. But by the number of earnings has limits.
Now, with the area of smaller smart watches and the appearance of intelligent glasses, the area of the panel will be smaller and smaller. In 2000 s by expanding production area, display industry growth in the area of the business will be difficult to bear the result of this trend. Hence the boe 10.5 generation of the construction of the production line. By stimulating 70 inches or more of the market, will speed up the big screen, thus again area business era.
In addition, south Korean manufacturers in this trend, under the stimulus of began to make use of generation of more than 10 large base board LCD factory investment plans. The past large-scale competition also appears the possibility of a rekindled, but this kind of situation "business area" era of maybe 10 years ago, will be by expanding business profitable panel makers and parts manufacturers.
