Mainland panel factory Beijing Oriental Investment in the world's first highest generation of 10.5-generation panel factory, originally scheduled to put into production in 2018, but chairman Mr Recently said that the 10.5-generation plant in Hefei will be in advance in December 2017 production. Beijing East 10.5-generation factory firing gun start, will open the new era of the panel industry, the industry is expected to follow up the investment 10.5/11 foundry industry, but also including huaxing photoelectric, Hon Hai, LG Display, Huico and CEC group, etc., a total of 9 10.5/11 Foundry is planning or construction, The total investment is expected to exceed NT $2 trillion. This is a huge generation of panel competition, unlike in the past, Samsung displays (Samsung display), LG Display, Friends Tatsu, group creators and other forces are no longer leading the sprint, replaced by Beijing East, huaxing photoelectric and Hon Hai and other emerging forces sprang, The future global panel industry will have a new change and pattern, and the 10.5-generation factory, will also be the development of the panel industry in the future an important turning point. With more and more 10.5/11 generation factory open, the future large-scale panel market oversupply fear will become the norm, and may lead to the next wave of capacity knockout. In fact, the current a-Si TFT lcd off the tide is still ongoing, especially in Han factory shut down the LCD production line, the most obvious to the AMOLED panel. LG Display at the P4 plant at the tail of the Turtle (5 generation line) was closed in October, coupled with the recently closed P2 plant (3.5 generation line), and the imminent closure of the end of 2017 P3 factory (4 generation line), LG Display is responsible for the production of 5 generations of the following LCD panel factory only 1 P5 plant. Samsung monitors immediately after the closure of the 1-seat 7-generation plant (l7-1) in 2016, causing a tight supply of 40-inch TV panels, which led to huge waves in the market, while Samsung monitors closed 1 5-generation plants in 2015 and closed the 2nd 5-generation plant in 2017. From this can be seen, the two Korean factories to accelerate the exit of small and medium-sized LCD panels, the trend of AMOLED panel is very obvious. Korean factory in a short time to let the LCD panel supply and demand imbalance, so that other businesses can benefit from the price, but in the long run, if the product does not upgrade, competitiveness will continue to drain, especially in the 10.5/11 factory capacity gradually after, plus small and medium-sized panels into the AMOLED, the future high-end products to eliminate lower-order products, The tendency of soft panel to eliminate hard panel is afraid to be formed. Taiwan panel Factory friend Tatsu and group to create the inability to invest in the high generation of 10.5/11 foundry, there is no large-scale transfer into the AMOLED battlefield, the future in the panel competition fear will be in the weak, Taiwan factory on this has also been made early due to, the recent Taiwan actively attack niche market, the current friend Tatsu in the PID public display, CID vehicle in the console panel , and the market share of the electric competition panel is the highest in the world. Although the group of the Sea can be relied on by the Haikou, but the sense of hardship has not less, the recent positive layout of the car panel, not only to become Tesla 17-inch console panel suppliers, also cut into the supply chain, supply a 12.1-inch console panel, and develop a series of s-shaped curved vehicle panels, attack electric vehicle market large single, In addition, the shipment form extends from the module to the quasi system, even the system integration, the group creates the vehicle panel's revenue contribution will enlarge further in the next few years. In addition, the group Chong also actively into the machine direction, 2017 can be said to be a group of the first year of the machine, from the role of the simple panel factory, gradually transformed into a machine supplier, in order to increase revenue and profitability. As for Chunghwa, color crystal, such as small and medium-sized panel factory, in addition to actively cultivate mobile phone panels, but also fully pull the car with industrial control products, to strengthen the product of niche products. At present, niche products in addition to vehicles, industrial control, public display, electric competing products, such as aviation too, medical and other panels because of special specifications, high quality requirements, with high unit price and Gaumauli characteristics, is also the focus of Taiwan factory attack one. Now it seems that niche products are a good haven for Taiwan, if the operation is good, it is not necessary to immediately shut down 4.5 generation, 5 generation or 6 generation of lower-generation LCD production lines, but the technology must still, if it can be modified to produce sensor, fingerprint identification, electronic paper backplane, or even semiconductor wafer packaging, It will be a different way. In addition, intelligent manufacturing is also necessary, in the long run, artificial only will become more expensive, automation will become cheaper, and automation is not easy to imitate, in excess capacity can form an umbrella. In addition, the efficiency of automation, manual training, also can not be faster than intelligent manufacturing, and the average ratio of defects and failures is lower. Taiwanese panel owners, without strong financial support, to the small and beautiful road forward, although the way of fighting with the past obviously different, but continue to deepen the technical threshold of high-end process, create differentiation, the use of technology upgrades to improve the product itself and the overall added value, coupled with flexible market resilience, and the flexibility of management and operation model , the Taiwan factory has the opportunity to go out of their own path.
