Domestic panel makers has become a battle of China and South Korea. LG's panel LG Display (hereinafter referred to as "the LGD") 8.5-generation LCD panel project in Guangzhou was postponed last year finally started yesterday. This month, Samsung, LG and two from South Korea's global panel industry giant has launched projects in China, and the local community has been launched 8.5-generation line item BOE and Huaxing power to commence a formal duel.
It is reported that the LGD set up in Guangzhou, 8.5-generation thin-film transistor LCD panel factory covers an area of ??about 700,000 square meters, plans for mass production in the second half of 2014. LGD of the project accounted for 70% shares of Skyworth shares 20%, and the rest owned by the Guangzhou Development Zone.
Reasons for the panel production line started in the Chinese market, LG, in its official press release listed a set of statistics, 44.52 million of the 2011 sales of LCD TV sets, beyond the conventional LCD TVs in supermarkets in North America and Western Europe, the LCD TV the market is expected in 2014 will reach 57.2 million units, accounting for 22% of the global LCD TV market, China's LCD TV market will maintain rapid growth.
In addition, for the reasons set up in Guangzhou, LG said that the Guangdong region gathered a major domestic TV manufacturers can get a stable 8.5-generation line in Guangzhou, downstream to the sea. Project shares of Skyworth Group spokesman Li would like to Skyworth original shares of the LG 8.5-generation line item, in order to ensure a stable panel in the upstream supply, Skyworth has been the whole factory building to LGD panel plant next, so integration of operations to improve production efficiency. Similarly, LG completion of the Pearl River Delta's color TV enterprises purchasing convenience, such as Konka.
Just last week, Samsung is located in Suzhou, 8.5-generation line panel project has just started. The industry believes that, Samsung, LG, recently started the increase is directly related to tariffs and domestic panel. Since April 1, 2012, our 32-inch and above LCD without backlight shows the import duties levied by the board to adjust from 3% to 5%. Lee would like to think, tariff escalation, high-generation line panel project to become the choice of the international panel of enterprises settled in China.
But it will erode the market of local businesses? As of press time, the the Huaxing electric for a reporter's question whether the entry of Korean companies feel pressure do not want to do any replies, BOE vice president Zhang Yu on this issue had previously said to the reporter: "does not impact on domestic enterprises big. "
Wen Jianping, deputy general manager of industry bodies Ovid consultation pointed out that market competition is yes, but for domestic enterprises, the domestic market because the current annual demand of 100 million Queen-size LCD panel, and the present Huaxing power and BOE capacity are far from adequate. But he believes that the enterprise market in Taiwan will face is divided, as a panel purchasing large domestic machine local procurement, will feel the pressure of competition the first two panel makers AU Optronics and Chi Mei.
In fact, the global large-size LCD display areas, Japan, South Korea and China Taiwan's three-pole trend has been very strong, with China and South Korea in the production the Huafa of high-generation line, this pattern is facing a dramatic transition. Not long ago, Japan's Sharp has just pulled out of line project in China for 10 generations. This also means that Sharp led by the Japanese panel makers are likely to face the impact of China and South Korea. All along, the large-size LCD panel business is Sharp's main profit sector, however, since last year, LCD panel prices for 19 consecutive months of diving, which seriously affect the performance of Sharp, the main plate but a drag.
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