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Company News >> Continental LCD strong rises High-order production line large equipment orders come out one by one 19th,Dec,2018
                                          Continental panel maker BOE launched the world's largest investment in 10.5-generation liquid crystal display (LCD) equipment. Huaxing Optoelectronics also intends to invest in 11-generation LCD production lines. The global LCD market is facing rapid changes, and it is facing a competitive situation centered on mainland players.

According to the Korean media ET News, BOE has officially issued equipment orders for the 10.5-generation line, which will be used in the construction of the Hefei LCD panel factory (B9). The 10.5 generation line (2,940×3,370mm) of the B9 plant is larger than the 10th generation line (2,880×3,130mm) of Sharp, and will produce the world's largest glass substrate after completion.

It is reported that the equipment orders issued by BOE in the first stage can produce 10,000 to 15,000 pieces per month. Since this will be the first time in the world for the 10.5 generation line to be put into production, the industry believes that BOE will only set up some production equipment in the early stage. After the yield reaches a certain level, the rest of the production line will be added.

BOE's 10.5 generation line is suitable for producing large-size panels of 60 inches or more with 4K resolution. When the 10.5-generation line substrate is cut into 65-inch and 75-inch panels, the efficiency is as high as 96%; the efficiency of cutting into a 43-inch panel is close to 96%; when cutting into a 61-inch and 70-inch panel, the efficiency is over 90%. A considerable productivity substrate size.

With BOE's investment in equipment, Korean equipment manufacturers who have made orders will also benefit. Invenia will supply about 52.3 billion won (approximately $52.254 million) in equipment from BOE by January 2018, almost 48.93% of its revenue in 2014. STi also obtained an order for BOE 15.5 billion won.

Before the ground-breaking ceremony was held in BOE in December 2015, the Korean industry had been suspicious of the authenticity of the investment and construction plan. Even after the official start of construction, due to the hidden concerns of LCD supply in the mainland market, the industry’s estimate of follow-up equipment investment Also biased towards negative.

After BOE began investing in equipment for the 10.5-generation line, Huaxing Optoelectronics increased the possibility of investing in 11-generation LCD equipment. Although Huaxing Optoelectronics has not officially stated its investment timing and scale, the industry believes that it should be clear before the end of 2016.

BOE plans to produce about 90,000 LCD panels per month on the 10.5-generation line, with a total investment of RMB 40 billion, of which 45% will be funded by financing led by the Hefei Municipal Government. The investment plan of the 10.5 generation line is like the LG Display and Samsung Display in the Jingdong direction, competing for the dominant position of the large-size LCD panel.

At present, the largest production line owned by Korean panel makers is the 8th generation line. BOE is scheduled to complete the 10.5-generation production line in the second quarter of 2017, and mass production will begin in the third quarter of 2018. After the future yield is stable, production is expected to increase rapidly. South Korea’s dominant position in LCD panels will be forced to give up. mainland.

According to industry sources, it is estimated that BOE should invest in equipment of 10.5 generation line in three phases in 2016. However, from this investment perspective, the remaining two-stage investment schedule may depend on whether the yield is stable or not. And set.

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