More than 10 generation LCD panel production line has been panel makers compete for strategic high ground. Recently, according to the economic and trade and information technology commission of shenzhen "huaxing photoelectric stage 3 G11 high generation LCD panel production line for pre-project going smoothly", filled the anecdotal stories about the huaxing photoelectric will build 11 generation line. This means that China will have more than two generation of line 10 high generation LCD panel production line, huaxing photoelectric line 11 generation will also become the world's highest generation LCD panel production line. High generation of LCD panel industry in recent years, China's rapid emergence, by the end of 2015, eight 8.5 generation lines have been put into production, coupled with the proposed construction of the production line, the line 8.5 ~ 11 generation or up to 14 above, for all mass production, large LCD capacity had to let a person feel worried. Tsinghua university professor Zhang Baizhe in an interview with reporters said, according to market demand both at home and abroad, panel industry in China should be moderate development.
Generation of line 10 or more is panel makers compete for strategic high ground
In Beijing east after the 10.5 generation of LCD panel production line for the construction investment, news about huaxing photovoltaic generation to build 11 line was released. Huaxing photoelectric thin chairman even after Ming in an exclusive interview with reporters said: "for the next generation of high generation line, such as 9.7 line, 10.5 generation line, line 11 generations, huaxing photoelectric study has never stopped, but how to build, build, what time is not the exact timetable."
Recently, the idea that confirmed by shenzhen city economic and trade and information commission, huaxing photoelectric stage 3 G11 high generation LCD panel production line for pre-project went smoothly. Reporter to huaxing photoelectric interview also get further news, shenzhen economic, trade and information technology commission is organizing experts argument but higher generation line of concrete building time still not sure.
Why do huaxing photoelectric building 11 generation of LCD panel production line? Group of intelligence consulting ya-qin li, vice general manager in an interview with reporters, said: "huaxing photoelectric construction is to differentiate generation of line 11, 8.5 generation of highest economic cutting line 55 inches panel, 10.5 generation line can economic cutting 43 inches, 65 inches and 75 inches, such as large size, if huaxing photoelectric building 11 generation line, can have a competitive edge in the field of large size."
In recent years, investment in generation of 10 or more LCD panel production line has been panel makers compete for strategic high ground. Although generation LCD panel is not line, the higher the better, but considering the production efficiency and yield of cutting TV panels, different generations of panel production line, the economic cutting the size of the TV panel is different. Line is more suitable for high of more than ten generations of line generation economic cutting 60 inches above the panel.
Ya-qin li said, now become the trend of large size panel, while 55 inches or more large size market accounted for only 10% of the market, has become a battleground panel manufacturers, to say the voice with a large size enterprise future will occupy the initiative. But for now, at 55 inches or more panel market, more than 95% of South Korea and Taiwan manufacturers in China, Chinese panel makers say. Huaxing photoelectric to 55 inches or more say, the layout is higher generation line will go chess.
Substrate glass directly affect the generation of line 11 of building
Although huaxing photoelectric line 11 generations have in the expert argumentation stage, if the investment construction of success, so China star will have strategic significance for the development of power itself. However, as the world's highest LCD panel production line, huaxing photoelectric line 11 generations certainly on the design, research and development, manufacturing face greater difficulties, especially in the upstream level determines its success or failure.
Tsinghua university professor Zhang Baizhe tells a reporter, both 10.5 generation of line and line 11 generations, substrate material such as glass, mask version, polaroid supply is one of the biggest problems, one of the most important is the substrate glass. Substrate glass must be close to production, this problem may be affect huaxing photoelectric generation can do 11 lines of the biggest factors. 10.5 generation of boe line construction is also wait for corning in hefei, otherwise is not forever.
According to reporter understanding, in order to cooperate with hefei boe 10.5 generation line went smoothly, corning, a $1.3 billion investment in the construction of a nearby 10.5 generation of substrate glass manufacturing factories, to provide support to the nearest, solve the 10.5 generation of boe line trouble back at home. However, huaxing photoelectric line 11 generation can solve the problem of substrate glass supply?
Ya-qin li said, in fact, Beijing Oriental is also negotiating with corning for a long time, decided to build line. But the corning glass factory for 10.5 of the construction of the Beijing Oriental line, does not apply to huaxing photovoltaic generation of line 11, in addition to corning, or Xu Xu glass is also a choice.
Now our country has the world the most high generation LCD panel production line, from the Angle of technology and patent, no matter building 10.5 generation of line or line 11 generation, there is no technical risk, instead of supporting industries is a concern. In addition to the substrate glass, in Zhang Baizhe view, the equipment is also a larger problem.
Zhang Baizhe said global investment 8.5 generation line equipment is more, equipment manufacturing is similar to that of early amortization, equipment will be relatively cheaper. Article 10.5 generation line but only 1, amortization equipment will be very high, it is bound to increase investment, Beijing Oriental can control the investment of 40 billion yuan is more worrying.
In addition, the delivery cycle will be longer than the original equipment, transportation equipment difficulty will increase, so the equipment aspect also has certain economic risks. These are huaxing photoelectric building 11 generation line requires careful consideration.
Huaxing photoelectric rob strategic highland boe will build 11 generation line!
The LCD panel industry in China should be moderate development
On December 2, 2015, has been in hefei boe of building the world's highest 10.5 generation of panel production line, if huaxing photoelectric designating the generation of line investment programs, then China will have more than two generation of line 10 high generation LCD panel production line, and huaxing photoelectric line 11 generation will also become the world's highest generation LCD panel production line.
Ya-qin li said: "huaxing photoelectric do need to carefully assess the feasibility and technical difficulties, whether to build a - Si line? Huaxing photoelectric willing to do the desire of the generation of line 11 is good, but the panel TV market growth is limited. 10.5 generation of line glass area is equivalent to 8.5 generation of line two times, that is to say, the construction of a 90 k of 10.5 generation of line, the capacity is equivalent to the construction of 180 k capacity of 8.5 generation of line, line 11 generation capacity growth will be more visible."
High generation of LCD panel industry in recent years, China's rapid emergence, by the end of 2015, eight 8.5 generation lines have been put into production, coupled with the proposed construction of the production line, the line 8.5 ~ 11 generation or in China will be as many as 14 above, for all mass production, large LCD capacity had to let a person feel worried.
Zhang Baizhe said in an interview with reporters, according to the demand of the market both at home and abroad, panel industry in China should be moderate development. From the market point of view, the 2014 global shipments of 168.9 million square meters, in 2020, according to many predictions to the shipment of 223.6 million square meters. By the calculation, large size panel markets around the world and about to hold a two line 10 ~ 10.5 generation capacity.
In spite of this, we have to notice that the Japanese sharp continuing losses have started selling LCD business, including the generation of line 10 was once proud of panel. In fact, Japan's sharp investment in 2009 after 10 generation line into loss mire, a few years have not been able to achieve full production, once even adjust product strategy, Japan 10 line generation equity transfer to Taiwan's hon hai group in China.
In the sharp sell 10 generations line tuyere, China's two major panel makers try water production line, the higher generation not worrying. When considering investing in building line, sharp 10 line experience is worthy of reference for panel makers in China.