The hottest panel factory will merge and restructu

2022-08-06
  • Detail

Xieqinyi, senior research director of IHS Markit, said that 2017 was the best year for panel factories in the past 10 years, but 2018 was the most stressful year for panel factories. In the next two to three years, it is bound to solve problems through merger, reorganization or closure

Xie qinyi pointed out that in recent years, the supply of panel factories has exceeded the demand, which may lead to a loss in the second quarter. The pressure optical power thermal analyzer shines laser light on the surface of nano film materials; In the future, the panel industry can only be improved through merger and reorganization, or similar to Samsung's previous closing of the old plant of the 7th generation line

he explained that although the supply exceeds the demand, in order to avoid the land plant seizing the market share, Taiwan plant would rather not reduce the capacity utilization rate. There are two main reasons. One is that the depreciation amortization of the production line in the financial report is roughly completed, and the production cost is low; Second, maintain capacity utilization to reduce component costs

he stressed that the panel factories in Chinese Mainland actively expand their production capacity, not only LCD panels, but also AMOLED panel factories. The panel production capacity continues to rise, and is expected to become the world's leading panel production capacity, with a market share of 55% in 2023 or 2024

he said that South Korea takes the lead in panel technology, but China's production capacity is rising. In particular, the demand for flexible amoed panels this year is not as expected, which slows down the investment in AMOLED panels by Samsung and LG display in South Korea. Even though South Korea still maintains the leading position in AMOLED panels in the future, it can still be expected that the gap with Chinese Mainland will narrow

he expects that in 2022, there will be 19 panel factories producing large-size panels and 20 panel factories producing small and medium-sized panels in China. This year, the focus will be on BOE's 10.5 generation plant and the two 8 It has been fully applied to 6 generation plants in the industrial chain

facing the competition in Chinese Mainland, he bluntly said that TCL group, a TV brand in Chinese Mainland, is moving towards intelligent manufacturing. The installed 65 inch TV sold in the United States only costs US $628, but Samsung's 65 inch TV sold in the United States costs US $1100, about a difference of more than US $400. TV prices are reduced, and the panel is also under pressure to reduce prices

Copyright © 2011 JIN SHI