In recent years, with the development of China's LCD panel industry, a large number of mainland panel manufacturers began to rise as early as 2009, TCL began to invest in the establishment of Huaxing photoelectric, and now Huaxing photoelectric is the mainland TV LCD panel manufacturers in the market share of the second Enterprises. In order to better understand the development of the panel industry, the recent "Daily Economic News" reporter interviewed TCL Group Chairman Li Dongsheng.
Crack the 'lack of core less screen' industrial dilemma
It is understood that the world panel industry was Korea, Japan and China Taiwan and other countries and regions of the world, 'lack of core less screen' to become the mainland LCD TV brand manufacturers pain points.
As early as 2008, the Chinese TV brand in the domestic market share continues to jump in the case, suffered a shortage of LCD panel supply problem, when the global panel market leader in the production capacity are South Korea, China Taiwan panel enterprises, the mainland TV business groups to the Taiwan procurement panel, but Taiwan's panel enterprises have priority to supply the panel to the Korean enterprises, Korean enterprises and then sold to the mainland's TV business.
Li Dongsheng said, 'the mainland deeply felt the importance of the development of their own panel industry, in 2009, Huaxing Optoelectronics was established, began to invest in the construction of 8.5-generation LCD panel production. Today, TCL is China's consumer electronics industry, the only one with vertical industry chain integration Enterprises and the panel industry is the upstream of the industrial chain, the rapid development of China 's panel enterprises will help enhance the competitiveness of Chinese brands, get rid of dependence on foreign high - tech products, help crack the' lack of core less' industrial dilemma.
It is understood that Huaxing photoelectric has become the mainland TV LCD panel manufacturers in the market share of the second business.The data show that in 2016, Huaxing photoelectric global TV panel market share of 13%, the world's fifth in the first quarter of 2017, Optoelectronics in the global TV panel market share of 15%, the industry ranked fifth.
"Daily Economic News" reporter noted that Huaxing photoelectric is currently put into operation a 6-generation line and 2 8.5 on behalf of the line, two 8.5-generation lines have reached full sales in addition to the current three production lines, the Star Photoelectric is also a large size and small and medium size OLED panel field strategic layout. 11th generation LCD panel production line is building, invest 35 billion yuan 6th generation flexible LTPS-AMOLED display panel production line project is also in June in Wuhan formal piling construction, Product positioning for high-resolution, foldable smart phone display panel.
The global display industry is mainly growing in China
However, China's high-end mobile phone display a large number of imports, can not meet the smart phone and tablet market demand.As the next generation of smart phones and tablet key display technology , AMOLED products currently the main supply is by Korea, China AMOLED technology is still in the chase period.However, flexible folding AMOLED and foreign leading technology gap is not large.
'TCL launched 11-generation line, currently in the global semiconductor industry is the highest generation line. About the establishment of 11-generation line, is based on TCL in the future market competition based on the development of the strategy from the current international competition system. The scale of the upstream industry and the international benchmarking enterprises there is a gap.Therefore, we need to forward-looking vision, focusing on market demand trends in the upstream industry layout, and enhance manufacturing capacity. "Li Dongsheng said.
In fact, in the past decade, the mainland flat panel display industry to achieve a leap-forward development, the overall size of the industry has been among the world's top three Japanese panel manufacturers to master a large number of key technologies, but gradually lose the price competitive advantage, compressed part of the panel production. Production began to South Korea, China Taiwan and mainland China concentrated, the mainland will soon become the world's largest LCD panel production base.
However, with the rapid expansion of the mainland panel production capacity, China's current industry there are still some outstanding problems, such as industrial investment overheating trend is more obvious.
Li Dongsheng had attended the annual meeting of the Global Information Display Society in the United States, said the global display industry mainly in China, the future there are new capacity inputs, there is the risk of overcapacity from the global market supply and demand growth, China has completed and Under construction capacity is fully released and industrial production efficiency is improved, the market supply and demand is expected to balance in the next three to four years.It is expected that the capacity of mainland China in 2018 (including Korean enterprises in China) will be flat with South Korea's production capacity.