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>> Samsung shows LCD capacity halved 13th,Nov,2019
According to Sina Finance, a spokesman for Samsung Electronics, a Samsung Electronics company, said on August 16 that the company is considering suspending production of a liquid crystal display (LCD) production line in South Korea because of oversupply.
According to public information, Samsung Display currently operates two LCD production lines in South Korea. According to this plan, Samsung has shown that it is suspending the L8-1 of the 8.5-generation LCD production line in Asan, Chungcheongnam-do. The production capacity is 90K; in addition, the L8-2-1 production line will reduce its monthly production capacity by 30K from next month, which means that Samsung will reduce the production of LCD monitors produced in Korea by half.
In addition, the reporter also learned that LGD is considering organizational streamlining due to the continuous deterioration of its management level, and plans to sort out Pazhou P7 and P8 LCD production lines are under study. At the same time, Taiwan's panel Shuanghu AUO and Innolux are only able to increase the added value by improving the old factory due to the lack of high-end technology investment.
In contrast, China's panel makers, mainland panel companies represented by TCL Huaxing Optoelectronics and BOE, have experienced rapid growth and capacity expansion through independent core technologies. At the same time, the production of LCD panels in the mainland is the highest in the world, and the global industry's right to speak is growing.
Pattern reconstruction industry accelerates transfer to China
Affected by the expansion of LCD capacity in China and the low cycle of the panel, Hantai gradually withdrew from LCD to QD OLED, OLED and other fields. The reporter believes that the low cycle of the panel cycle will inevitably draw some production capacity, and the industrial structure will be more rationally laid out.
According to IHS Markit's latest “Capacity Investment Tracking Report”, China is expected to account for 68% of the global high-generation line capacity in 2024, becoming a region with a dominant edge in high-generation lines.
According to industry insiders, from the current development situation, the panel trough cycle will continue for a period of time. Taiwan, Japan and South Korea have suffered consecutive losses due to the earlier production line and higher operational management and industrial chain supply costs. Diffusion will inevitably accelerate the withdrawal of production capacity from backward production lines. Although this is a challenge, it is also an opportunity. Competition and trough will accelerate the concentration of the industry. After the elimination of the backward production line, the production capacity of the whole industry will be more reasonable. The Chinese manufacturers will benefit from the coordination of the terminal production, the construction of the factory, and the cost. The influence of other factors has established an absolute advantage in efficiency and efficiency, and it is expected that the competitiveness will be further strengthened in the current round of industrial adjustment, and it will become a region where production capacity dominates.
After the closure of Samsung's local factory, it will inevitably increase the purchase of Chinese manufacturers.
Just as Li Dongsheng, chairman of TCL Group, mentioned in his speech in the semi-annual report of 2019, “Every economic adjustment will promote the restructuring of the industry and accelerate the iteration of product technology and innovation of business models, which is both a challenge and an opportunity for enterprises.” The reporter learned that TCL Huaxing and Samsung are the same VA technology camp, and Huaxing and Suzhou Samsung hold mutual shares. The two sides have maintained close cooperation. Samsung is the second largest customer of China Star (TCL Electronics No. 1) and is a mobile phone. The first major customer of the screen, Samsung’s strategic exit, is it open for the era of TCL Huaxing?
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