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>> How can China's TFT-LCD panel industry recover? 17th,May,2018
- The government officially announced the end of the energy efficiency subsidy policy. The TFT-LCD liquid crystal panel industry, which has been steadily and steadily recovering, has suddenly been shot. Because Chinese TV brand makers have turned to a wait-and-see attitude toward inventory preparation, panel purchases have plummeted. Coupled with industry rumors, China may continue to increase tariffs next year after increasing panel import tariffs last year, putting pressure on Taiwan-based panel makers that do not have factories in China. What's more, there are still more new 8.5-generation capacity in China, which are expected to be released one after another in 2014-2015. The problem of oversupply of TFT-LCD panels in the world seems to be very short-lived. The recovery of the panel industry's economic climate seems to be surging.
However, what is the actual situation? In fact, there are many factors that have not yet been considered. The first is the issue of panel tariffs in China, which may be new to the outside world, but it has long been included in the panel operators' calculations. With the expansion of Chinese TV brands' purchase of local TV panels and the rapid decline in Taiwan TV market share of panel makers, the crisis awareness of panel makers has risen and the company has begun to adjust its customer structure, product mix, and even its production strategies and operating directions. .
For example, the Taiwanese factory has actively strengthened its cooperation with Japanese, European and American customers, and promoted emerging markets, rapidly reducing the production of traditional standard products (such as 32-inch panels), switching to 4K2K ultra-high resolution or other front-end technology products, and more. The production line put into touch panel (especially NB and other large size), high-end small and medium size panel plan.
Furthermore, the global oversupply problem of TFT-LCD panels has not been solved for many years. Seeing that BOE’s 2nd and 8th generation lines will be opened in the first quarter of 2014, Huaxing Optoelectronic’s 2nd and 8th generation lines will be put into operation in 2015. With regard to the area of production capacity alone, it is no surprise that the global supply of TFT-LCD panels continues to be in excess.
If we look at the competitiveness of panel makers in Taiwan, China, Korea, and Japan, we exclude the Chinese government’s intention to resort to a second wave of tariff hikes to protect the Chinese LCD panel industry. Looking back at the scale of production and product strategy, there are According to one school of thought, Taiwanese factories are faced with difficult challenges. Because the next Chinese and South Korean manufacturers may cut 48-inch, 49-inch TV panels in the second half of 2013, respectively, to meet the 50-inch panel of the Taiwan factory, which may be an 8th-generation economic cut-off war.
It is estimated that after the 8th generation of China's new production capacity has been successively launched, the total capacity of the 8th generation of the lineup of the land plant will be much larger than that of the Taiwan Plant. Up to 190,000 films, Huaxing Opto-electronics Co., Ltd. made an average of 130,000 chips per month on the 8th-generation line), and the total output of the 8 plants on the 8th-generation line of the Korean factory was even more impressive (see 800,000 films/month), and the Taiwan Plant has been tightening due to recent years. Policy, Innolux (3481) is currently only about 60,000 tablets in the 8th-generation line, and AUO (2409) is only about 90,000.
From the above perspective, not only Taiwanese panel makers are facing serious challenges, even the entire LCD panel market may be caught in the war between China and South Korea, and China's new production capacity will be added to the war situation.
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