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Company News >> BOE panel production capacity is not broken, Taiwan panel factory such a move 4th,July,2018
                                         At present, BOE has a total of 10 panel factories, and there are two 6-generation AMOLED panel factories and a second 10.5-generation TFT LCD panel factory. In recent years, BOE's new production capacity has continued to open. In the second half of last year, it has become the world's largest panel manufacturer with absolute influence on the panel market price.

At present, the 65-inch panel is still dominated by Taiwanese and Korean panel makers. The four panel factories of Samsung, LGD, AUO and Innolux have more than 90% of the market. Although the quality of the BOE 65-inch panel is not as good as other panel manufacturers, even if the current production cost is more than 280 US dollars, it still sells the price and grabs the market share.



BOE boldly cut prices on the 65-inch panel, but the 32-inch panel with the largest shipment volume and the highest market share is reverse operation. In the second quarter, the 32-inch panel supply was reduced, and the production capacity of the 8.5-generation plant was transferred. As a 55-inch panel, 32-inch supply and demand reversed in a quarter. In the third quarter, downstream manufacturers increased their cargo prices. BOE and Huaxing Optoelectronics immediately shouted, relying on small and medium-sized TVs to boost profitability.

International Data and Information Corporation (IDC) analyst Chen Jianzhu said that the current production of China's mainland panel maker BOE is comparable to that of South Korea's LG Display (LGD), not the first, or the second. When it comes to capacity allocation, it is not just a Taiwanese patent. Even the Beijing-Eastern Oriental will adjust, for example, 32-inch panel supply surplus, it will be converted to production 55-inch panel. However, compared with the flexible production line of Taiwan's panel factory, the ability of the Luchang to adjust the production line at any time is slightly inferior.

However, he stressed that BOE's flexibility in adjusting its production capacity is not as good as that of Taiwanese companies. It is still far above the past level and should not be underestimated. In particular, after the mass production of the first 10.5-generation panel factory in BOE, the company went to the production capacity to find the estuary of the panel, and went to the price to sell. South Korea’s Samsung and other TV brands evaluated that in the case of low prices and quality standards, A large number of 65-inch TV panels produced by BOE 10.5 foundry began to be used.

According to IDC statistics, in the first quarter of this year, the global TV panel shipments ranked, the landlord BOE shipped 12.4 million pieces, ranking first. Korean factory LGD shipped 12.3 million pieces, ranking second. Luchang Huaxing Optoelectronics has 9.5 million pieces, ranking third. The Taiwanese factory group was 9.2 million pieces, ranking 4th, and the Taiwanese factory reached 6.4 million pieces, ranking 5th.

With the expansion of one or two new plants per year, BOE ranks among the world's largest panel makers. The panel applications cover all fields, the product lines are more and more complete, and the strategic operation is more flexible. In order to grab the large-size TV market, and vigorously bargain for sale, and in the company's 32-inch panel market with master control, it is urgent to step on the brakes to reduce production, brewing price increases and profit.

The new capacity of China's mainland panel factory is not broken, and BOE ranks among the largest manufacturers of TV panels in the world. Chen Jianzhu, an analyst at International Data Information Corporation (IDC), said that the Taiwan Panel Factory has adjusted the production size at any time to produce the most lacking size.

Chen Jianzhuo analysis, overall, the current TV panel oversupply, prices fall, but some sizes may also be out of stock in a short period of time, resulting in price increases, so the strength of the panel factory will adjust the line configuration at any time, choose the most lack of current stage, The best price, as the main product of production.

He said that the market is changing rapidly. Even if the panel factory makes a decision half a year ago and locks in the most price competitive size, it may now find that it is not in line with the facts. Therefore, the experienced Taiwan panel factory will immediately adjust the production line configuration and production. The most missing panel size.

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