IHS: Analysis of the advantages of the cross-strait panel industry

Xie Qinyi, general manager of IHS display research, pointed out that Taiwan's panel makers have competitive advantages in high-end TVs and car panels, and should strengthen their three major advantages in quality, reliability, and trust to be separated from the mainland panel makers. This is based on Japanese Sony. For example, large-size TV panels with a size of more than 50 feet are mainly supplied by Taiwan factories and Korean factories. Continental panels are not yet used. The key is that the quality of Taiwan factory products is high, and reliability and trust have long been recognized.

The same applies to the new applications of automotive panels. Taiwan's panel makers AUO, Innolux, Huaying and Caijing have successively entered the automotive panel supply chain. It is very difficult for the mainland panel makers to quickly break this situation. The key is also the Taiwan factory. The quality, reliability and trust are superior to those of mainland China.

Faced with the increasing production capacity of the mainland panel makers, BOE has leapt to the world's largest production capacity. In the long run, it will affect the oversupply of TV panels and will also have a negative impact on Taiwan's panel makers. In addition, the small and medium size of mobile phones and PC panels Also affected.

Taking the TV panel quotation as an example, this year has continued to decline. In the first quarter, the trend has declined to five. Only in June will there be a chance to stabilize. This AUO, Innolux hit a high profit performance last year, this year will face operational challenges. .

In the global supply of TV panels, South Korea's LeGold Display (LGD) continued to hold the top spot last year, BOE took second place with Taiwan's panel makers, Innolux ranked third, South Korea's Samsung Display ranked fourth, China Star Optoelectronics pushed into the fifth largest, AUO is no longer in the top five rankings.

Mainland panel makers use high-paying talent to dig talents. Technology and people are fluid. This is hard to stop. In addition, the mainland panel makers have government subsidies. Taiwan panel makers only have the advantage of strengthening the technology, to higher-end technology development, and the ownership area. Only by competing strength can we stand out in the cross-strait panel industry competition.

Recently, Qunchuang initiated a patent litigation against the mainland panel maker Huike, which was a special case. The other side robbed people to dig technology. Due to the special relationship between the two sides, whether mainland courts can deal fairly and fairly and how to solve the patent warfare is still daunting.