Hsieh, the second quarter of this year, LCD panel prices bottomed out, the capacity utilization in the third quarter, panel makers set more conservative, so the panel of three quarters of the possibility of falling prices. "The excess capacity is decreasing, the newly built small panel plant, especially South Korea and Japan, panel plant construction period of two years, so can not more than two years after the new global LCD production.
At the same time, Foxconn grasp Sharp on behalf of 10 lines half of the production can may be introduced after a $ 999 60-inch LED-backlit LCD TV; Taiwan's panel makers do not make money on the 32-inch panels in 42,46 and 47 inch panels reach economies of scale, so it simply converting the panel of 39 inches and 50 inches. These will stimulate the demand of large-size panels.
From the profitability of the panel, South Korea, China Taiwan's basic 8.5-generation line in 2006, 2007 built, South Korea depreciation period of five years, Chinese Taiwan, the depreciation period for six years, these 8.5-generation line in 2012, depreciation in 2013. Depreciation charges to 20% of the total cost. AU Optronics, Chi Mei is currently a loss of 12% to 15% depreciation is completed, they can be profitable.
Based on this, David Hsieh, the second half of this year and next year the global LCD panel industry trends optimistic.
The strength of the panel industry in China is on the rise. Hsieh said that a slowdown in South Korea, Japan, China, Taiwan's new plant construction speed, the Chinese mainland in the expansion, the new plant. This year, China will account for the global LCD panel 10% share of Japan; 2014, China accountedSony VGP-BPL18 for a share of the global LCD panel will be raised to 19% ~ 20%.
Recently, Nanjing Panda plans to be launched on behalf of the line 10. Hsieh said that the "First Financial Daily" It depends on the countries on whether to approve, Nanjing Panda has not yet ordered the related equipment. 2013 2014 global LCD panel supply will be tight, and the needs of large-size panel, Nanjing Panda on behalf of the line 10, the key to how the domestic panel plant to go up. "
With the BOE, Huaxing Power production and LGD Guangzhou, Suzhou Samsung project restart, the surge in China's high-generation LCD panel. Industry concerns, two or three years after the OLED TV mass market, LCD project how to do? Hsieh believes that the OLED truly pose a threat to the LCD TV at least 6-7 years. "
Samsung, LG, and Sony to join hands AUO were on the large-size OLED production line. This year, Samsung, LG are just pilot production price is four times the same size LCD TV and 50-inch OLED TV. LCD technology Sony VGP-BPS9Acontinues to progress, the introduction of 4K (3860 × 2160) high-definition panel. Therefore, OLED suddenly replace the LCD more difficult.