Panels for smartphones have always been the headquarters of Japanese and Korean manufacturers, but the presence of Chinese panel makers is becoming stronger. China has established 8 mobile panel factories in 2 years. New factories scheduled to be put into operation in the next 2 years will also exceed Five. China's panel factory will not only increase production capacity, but also increase the rate of finished products. The market share of Chinese manufacturers has accounted for 30%. In the event of deteriorating market conditions, Chinese panel companies hold losses in order to catch up with Japan and South Korea. Awareness, continuous investment in equipment. 'A substantial improvement in the rate of production since the beginning of a year ago. We have finally achieved full-load operation, and the ordering of components has also reached a high level', a salesman at a Japanese company is relieved. The company supplies liquid crystal panel components to the second plant of China Tianma Microelectronics' Xiamen. It is reported that the plant that was put into operation at the end of 2016 was initially in trouble in the mass production of high-definition LCD panels and was returned by some Chinese mobile phone manufacturers. Tianma Group from 2011 The acquired NEC liquid crystal division deployed technical personnel. The factory accumulated production technology and improved the yield.
According to the IHS Markit survey, the shipments of Tianma's small- and medium-size LCD panels (2017 actual results) were US$3.7 billion, a significant increase of 66% year-on-year. BOE Technology also increased by 26% year-on-year. Market share of Chinese panel makers About 30%, it quickly increased to a level comparable to Japanese companies such as Japanese displays (JDI) and Sharp. About LCD panels, Japanese manufacturers such as Sharp and Casio computers competed in technology and their use expanded from monochrome computer to color television. Machines. Around the year 2000, South Korea and other companies developed rapidly. In 2001, IBM sold the business to Taiwanese companies. Taking this as an opportunity, major Japanese electromechanical companies began to shrink their businesses.
In Japan, JDI and Sharp, which are formed by six electromechanical companies, are engaged in the liquid crystal business. Compared with the large-sized panels used for televisions, the technology of low- and medium-size panels for mobile phones, personal computers, and automotive applications has a technical threshold in high-definition. Japanese manufacturers have successively The large size shifts to small and medium size. Nowadays, under the strong support of government funds, Chinese manufacturers that continuously increase the market share in the large-size panel sector are also struggling hard in the small- and medium-sized panel area. South Korea’s Samsung Electronics focused on it from an early date. LCD is turning to a new generation of organic EL panels. However, Chinese companies such as BOE and CSOT have also established LCD and organic EL panel factories, closely following Samsung. 'The actual investment burden of Chinese companies is only 20%. The company’s technicians from Japan's mechanical and electrical companies have switched to Huaxing Optoelectronics. In China, various local governments provide financial support through investment funds to build the most advanced factories. From televisions, cell phone LCDs to organic EL factories, Can provide hundreds of billions of yen in funding 'subsidies'.
However, Chinese panel makers also have weaknesses. Because the major customers are domestic mobile phone manufacturers such as Huawei, the technical strength to achieve stable volume production has become a barrier and is difficult to adopt by Apple’s iPhone in the United States. Previously, the Chinese smartphone market continued to grow, with a higher market share. The rate of Chinese mobile phone manufacturers is also rapidly growing. The panel as a basic part of mobile phones, BOE and Tianma and other panel makers shipments have also increased. However, the mobile phone manufacturers and panel manufacturers to promote the development of the Chinese smart phone market has been four consecutive The quarter was lower than that of the previous year. Chinese panel makers who have successively built new factories are also worried about oversupply. How to increase sales to overseas mobile phone manufacturers in Japan, the United States, South Korea, etc. will become the key to growth. Panel industry technology spreads from Japan to South Korea, Taiwan , Now it is spread to mainland China. In the background of huge amount of funds, Chinese mainland manufacturers that have latecomer advantages have also begun to master the production technology. Japanese, Korean and Taiwanese manufacturers will be unable to ensure technological advantages. The oversupply from China is in steel and photovoltaic panels. Such fields have appeared many times and may also spread to the panel industry. Nihon Keizai Shimbun (Chinese version: Nikkei Chinese version) Tokyo Kotaro Hosokawa
