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>> Mainland LCD strong rise of high-end production line orders for large equipment one by one 24th,Feb,2017
Mainland panel maker BOE started the world's largest 10.5-generation LCD display investment, Huaxing Optoelectronics also intends to 11-generation LCD production line investment, the global LCD market is facing rapid changes, towards the mainland industry as the center of the competitive situation.
According to the Korean media ET News reported that BOE has officially issued a 10.5-generation line of equipment orders, these devices will be used in the construction of the Hefei LCD panel plant (B9). B9 plant 10.5 line (2,940 × 3,370mm) than Japan Sharp (Sharp) 10-generation line (2,880 × 3,130mm) size to be greater, after the completion of the production of the world's largest glass substrate.
It is reported that the first phase of the BOE equipment orders issued per month can produce 10,000 to 15,000. As this will be the world's first industry for 10.5 on behalf of the line production, the industry that the BOE will only set up some of the initial production equipment, to be a certain rate of yield to a certain level, and then add the remaining production line.
BOE's 10.5-generation line is suitable for the production of 4K resolution of 60-inch large-size panel. 10.5 on behalf of the substrate cut into 65-inch and 75-inch panel, the efficiency of up to 96%; cut into 43-inch panel efficiency close to 96%; cut into 61-inch and 70-inch panel, the efficiency of 90% Equivalent to the efficiency of the substrate size.
With BOE start the equipment investment, so that the order of the Korean equipment industry also followed the benefit. Invenia will supply about 52.3 billion won (about $ 45,524,000) of the equipment of BOE by January 1818, almost 48.93% of 2014 revenue. STi also made orders for BOE 15.5 billion won.
In December 2015, BOE held a groundbreaking ceremony before the Korean industry has been on the authenticity of this investment and construction plan doubt, even after the formal start, due to the mainland market facing the LCD supply surplus worries, the industry's investment in follow-up equipment estimates Also tend to negative.
In the BOE began 10.5 on behalf of the line after the equipment investment, Huaxing photoelectric follow-up investment 11-generation LCD equipment to improve the possibility. Although Huaxing photoelectric on the investment point and scale has not yet formally stated, but the industry that the end of 2016 should be able to clear.
BOE plans to use 10.5 on behalf of the line production of about 90,000 LCD panels per month, with a total investment of 40 billion yuan, of which 45% by the Hefei municipal government-led financing for financing. 10.5 on behalf of the line of investment plans as Jingdong direction LG Display (LG Display) and Samsung monitor (Samsung Display) under the post, competing large-size LCD panel dominance.
At present, South Korea's panel industry has the largest production line for the 8-generation line. BOE is scheduled to complete in the second quarter of 2017 10.5 production line erection, the third quarter of 2018 mass production, the future yield stability, the output is expected to increase rapidly, South Korea in the LCD panel dominance or will be forced to hand over to mainland.
The industry said that the original estimate of BOE should be in 2016 in three stages of 10.5 on behalf of the line of equipment investment, but from the investment point of view, the remaining two-stage investment process may be as good as the situation is stable or not Depending on.
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