Standard-bearer OLED LCD as a solid foundation
OLED area banner high LGD does not give up on the product attention. The annual international exhibition of information display (IMID2015) was considered a panel display industry leader in the industry. In the OLED industry invested heavily in LGD apart from OLED's flagship product, also focuses on carrying "RGBW hard screen" technology, high brightness, low power consumption 4K 65 inch, 55 inch (UHD) LCD TV. LGD "RGBW hard screen" technology breakthrough the traditional stereotype of a pixel are formed, changing the traditional structure of the LCD Panel, the brightness of the LCD Panel by 55%, power 35%.
In fact, LGD in the promotion of the new generation OLED products at the same time, did not give up LCD field. In April, the LGD to launch thin-Yi (ArtSlim) hard screen and shows the thin art hard screen TV product. It is understood that this product is the product of LCD TV. Is characterized by thin, in ArtSlim 55-inch and 65-inch ultra thin TVs, for example, its thickness is less than 7.5mm and 8.2mm, respectively.
Hand pushing improved LCD products in one hand and push OLED TVs, ultra-thin hard screen LCD panel display industry will extend life expectancy, thus affecting the popularization and promotion of OLED TV? Was responsible for the LGD of automobile road, for example, thin art combines the advantages of SUV and a car, OLED is the next generation of electric cars. Latter high-end market. Annual demand of 230 million units in global LCD market, before reaching maturity in the OLED market, LCD market remains promising.
Aoweiyun network data show, as the world's biggest TV market, 45.35 million in 2017 is expected to be formed in China's market, super thin televisions will reach 7 million units, 15.4% per cent, an average annual growth of 165%.
Two giants of the global panel industry secretly PK
OLED and LCD market transition, Korean companies LG and represented "both hands", Chinese enterprises continue to expand the scale of advanced generation LCD industry.
"Fuzhou project will be built as the world's most competitive 8.5-generation production line! "A few days ago, in Fuzhou BoE 8.5 generation new semiconductor device production line opening ceremony, President Chen Yanshun BoE technology group said.
It is understood that the project is the BoE BoE Fuzhou after Beijing, Chengdu, Hefei, Chongqing, Erdos display factories and a major project. The project area of 830,000 square meters, mainly the production of large size, high resolution, high-end televisions and digital information displays, design production substrate invested 120,000 units per month, increasing to 150,000.
Reasons for BoE set up Fuzhou, Chen Yanshun says, "projects are located in Fuzhou City, is in the South-East of BoE group strategic placement of important initiatives, will help to create television and display devices for the southeast coast of Fuzhou industrial base. "Orville Advisory (AVC) Black electric Division General Manager Dong Min think, moreover, TPV in Fuzhou has the world's largest LCD production base. All along, the BoE has good cooperative relations with TPV, set up production lines here, the BoE may find the nearest outlet to the sea.
Industry insiders said in the upcoming era of OLED, layout of Chinese enterprises will face embarrassment of production that is behind the LCD Panel, aoweiyun network (AVC) President Wen Jianping told reporters of the China business, domestic enterprises to invest in ordinary LCD Panel, was not optimistic about OLED, but OLED yield is low, prices are too high, entering this industry there is time enough. Common LCD production line into the OLED industry, generally increasing investment in Panel production line 15% can be upgraded is at present large panel firms raise ordinary LCD panel production lines can be seen as paving the way for the OLED industry.
LCD market competition
In recent years, with Japan and China's Taiwan panels the overall decline in strength, represented by LGD Korea emerging Panel companies and Chinese companies are represented by the BoE becoming two new rising power.
But industry overcapacity situation is exacerbating the current Panel, in addition to LG, jingdongfang, Hua XING photoelectric, CLP group, and a few days ago, xianyang city Panel signed project cooperation agreement will build on the ground 8.5 generation cables.
Industry claims that LCD panel industry transition from a bull market to a bear market to 3-5-year cycle. In an oversupply situation, is good news for manufacturers, can reduce the overall cost, "accounted for the entire LCD Panel cost ratio of 70% to 80%." For too many rely heavily on business enterprises, profit increased risk.
But Dong Min noted that overcapacity was exaggerated, market competition is certain, but has little impact on domestic enterprises, because domestic manufacturers is the sufficiency of the Panel 45%, more than half abroad. Huaxing optoelectronics and BOE's capacity far from sufficient. But in his view, China Taiwan enterprise market would be in danger of being split, as a Panel after the purchase of large domestic manufacturers for local procurement, will feel the pressure of competition is first and foremost Taiwan's two largest Panel manufacturers AUO and Chi Mei. Because panels are investment-intensive industry, industrial scale determines the right to speak, but Taiwan businesses operating in investment capacity, environment, Government support does not have the condition.
In addition, large-screen televisions is conducive to digesting Panel production. Dong Min presentation, in fact, increased an inch TV dimensions, will be able to digest an 8.5-generation line of the Panel. Aoweiyun network data, the average size of China's color TV sets this year to 44.3 inches, 41 inches in the world; the average size of the Chinese market next year is expected to reach 46-inch, the global average size is 42.5 inches.
Dong Min believes that current business all the same layout of high-end, more TV size. Despite the incremental market is getting smaller and smaller, but an improvement in the stock market demand for high-end market space, excess capacity will also be solved.
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