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Company News >> China TFT-LCD LCD panel industry recovery how to take a good road? 22th,Dec,2017
                                                   The government officially announced the end of energy subsidies, the steady and steady recovery of TFT-LCD LCD panel industry boom, instantly fired like a shot. Because Chinese TV brand manufacturers have recently turned their attention to the attitude of stock preparation, purchase of panel purchasing suddenly reduced. Coupled with the industry rumors that following the adjustment of panel import tariffs last year, China may continue to raise the tariffs this year so that no production plants in China are expected to put pressure on Taiwan panel makers. What is more, there are still more 8.5 new generation capacity in China is expected to be opened one after another in 2014-2015, the global TFT-LCD LCD panel seems to be no problem in over-supply. Panel industry boom recovery road, it seems that surges.
However, the actual situation in the end how? In fact, there are many factors have not yet taken into account. The first is the issue of tariffs on Chinese panels, which may be very fresh for the outside world, but for panel makers, it has long been included in the calculation. As China's TV brands expanded their purchases of local TV panels in China, resulting in a rapid decline in Taiwan's market share of TV panels in China. The panel makers' awareness of crisis has long risen and the adjustment of customer structure, product mix, and even production strategy and operation direction .
For example, Taiwan Factory has aggressively stepped up its cooperation with Japanese, European and American customers to promote emerging markets, quickly reduce the production of traditional standard products (such as 32-inch panels) and shift to 4K2K super high-resolution or other front-end technology products, and more Production line into the touch panel (especially NB and other large size), high-end small and medium size panel plan.
Moreover, the global TFT-LCD LCD panel industry over-supply of the problem has not been solved for many years, seeing China BOE 2 8 8 line is about to open in the first quarter of 2014, China Star Photoelectric 8 8 line will be put into operation in 2015 , Just on the production capacity of view, the global TFT-LCD LCD panel over-supply conditions continue, not surprising.
Judging from the competitiveness of panel makers in Taiwan, China, South Korea and Japan, excluding the Chinese government's intention to sacrifice the second wave of tariff hikes to protect China's domestic LCD panel industry and return to the scale of production capacity and product strategy, there are One group believes that Taiwan factory faces difficult challenges. As the next Chinese and Korean manufacturers may each cut a 48-inch and 49-inch TV panels in the second half of 2013 in response to Taiwan's 50-inch panels, this may be an 8th-generation economy cutting battle.
It is estimated that after 8 generations of new capacity are released in China, the total capacity of 8-generation linear panels of Lu Plant will be larger than that of Taiwan Factory Up to 190,000, a total of 130,000 pieces of 8th generation on Huaxing Optoelectronics per month), a total of 8 8th generation Hanwha plant output capacity is more impressive (see 800,000 / month), while Taiwan factory due to austerity in recent years Policy, Group (3481) At present, the monthly production volume of the 8th generation is only about 60,000, while that of the AUO (2409) is only about 90,000.
From the above point of view, not only Taiwan panel makers seem to be facing severe challenges, even the entire LCD panel market may be because China and South Korea fight, the new production capacity in China to join the fray, and once again plunged into the economy to amend the price decline cycle.

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