LCD panel manufacturers welcome the east wind
LCD panel manufacturers in Chinese Mainland, Taiwan and South Korea, which are strong in large-scale panel business, have welcomed a "east wind". The demand for large-scale TVs in China, the United States and Southeast Asia has expanded, and the panel price has also increased since the second half of 2016. The profitability of each manufacturer has improved rapidly. At the same time, Taiwan Hon Hai Precision industry started construction of large factories in the mainland on March 1, and new construction plans continue. On the other hand, concerns about the deterioration of the relationship between supply and demand have emerged. In this case, manufacturers are exploring the strategy of "after the feast"
in the appliance mall in Jakarta, the capital of Indonesia, the flat-panel TV occupies the position near the entrance. Although the best-selling models are 32-40 inch products, many customers also cast eager eyes on large screen TVs above 60 inches. The person in charge of the TV manufacturer happily said that "the replacement demand of kinescope TV is coming"
in Southeast Asia, the popularity of flat panel TVs coincides with the demand for large screens. In addition, in the United States, where the economic situation is good, and China, where consumption is gradually recovering, the large-scale TV continues to advance
the supply and demand of large panels and the demand of TV have changed significantly at the same time. Due to the oversupply caused by the investment competition between South Korea LG display Jinan Shijin household name and Taiwan AUO, all major manufacturers suffered losses from 2011 to 2012, and sharp also fell into an operating crisis. From 2013 to 2014, the demand for TV panels in China increased, but then slowed down due to the economic slowdown
from the second half of 2016, the demand and price of panels began to recover, focusing on larger products. In terms of panel prices for major customers, in 2017, the manufacturing tolerance of molds was about $150 per 42 inch product per month, 40% higher than that in mid-2016. The price of 55 inch products increased by 4% month on month, while the price of 32 inch products changed to neutron measurement and control, and the R & D and manufacturing of power lithium battery physical safety performance testing equipment fell by 3% month on month, forming a sharp contrast
the performance of large manufacturers has also improved significantly. The final profit and loss of AU Optronics from October to December 2016 was NT $8.3 billion, and Taiwan qunchuang Optronics also made a profit of NT $10.8 billion, which was significantly improved from the huge loss in the same period of 2016
in addition, changes at the supply level have also had an impact. South Korea's three statistics experiment data Star Electronics seems to have closed some LCD panel factories in 2016 and shifted its focus to the field of more refined organic EL panels. Hon Hai sharp alliance hopes to increase the panel supply of its own TVs. It will stop supplying products to Samsung and other major TV panel customers after the end of 2016, which has also led to a strengthened sense of shortage in the panel market
however, can this good momentum really continue? Xie qinyi of IHS technology, a research firm, said vigilantly that it would turn into oversupply as early as the second half of 2017, and the growth of supply from 2019 to 2020 may exceed the growth of demand by more than 10%. The reason is that there are too many new plans for large factories
at the opening ceremony of the panel factory held in Guangzhou on March 1, Hon Hai Chairman Terry Gou confidently said that he would take the new factory as the core and strive to make the output and technology reach the world's leading level. More than 100 suppliers will be recruited to make the surrounding areas of Guangzhou develop as fast as silicon valley
the investment in the new factory of Hon Hai sharp alliance is about 61billion yuan, which will be shared with the local government. It plans to use the world's most advanced "10th. 5th generation" glass substrates, with a scheduled monthly output of 90000. The new factory will start mass production in 2019 and improve its competitiveness through the "8K" technology that greatly improves the image quality. Gou also said that he would discuss building a panel factory in the United States
continental panel manufacturers also expand their scale through active investment. In January 2017, BOE, the largest panel manufacturer in the mainland, exceeded LG displays in large and medium-sized panel shipments, ranking first in the world. Like Hon Hai, BOE and csot, the second largest panel manufacturer in the mainland, are also building the 10th. Generation 5 panel factory. It is estimated that the panel supply capacity of the mainland in 2018 (in terms of area) will increase by about 40% over 2016, surpassing South Korea and ranking first in the world
on the other hand, Taiwan's Youda optoelectronics keeps a distance from the fierce competition of LCD panels. Peng Shuanglang, chairman of the company, said that he would expand the demand for a small number of diversified products such as automotive panels. The current market situation is improving, which is a period that is easy to promote system transformation. Panel manufacturers are at a fork in the road related to the future