Domestic panel leading factory BoE chairman Wang Dongxhe recently pointed out that technology and innovation companies will die in the future, after the end of this round of oligopoly, 7.5 generation of the following production line will be eliminated.
Domestic media reported that Wang Dongxhe asserted that the panel industry in the future will be similar to the CPU, GPU industry, the end of the world only about 3 competitors, not more than 5, and Beijing East will be one of them. The domestic media disclosed that BoE was holding the annual general meeting of Shareholders in Beijing headquarters, Wang Dongxhe to the site shareholders to make the above remarks. As the Beijing-Orient actively expands production capacity, has leapt to the global panel overlord, the current BoE in smartphones, tablets, laptops, LCD monitors, such as four major areas of the Panel shipments, are the world's first, 2018 the 1th quarter of Beijing Oriental LCD TV panel shipments up to 12.5 million pieces, beyond the Le gold display
Display) and the Samsung display (Samsung Display), the first leap in the world's largest.
BoE in the face of the panel industry to drive a stunning speed, so that the direction of the Beijing-Orient and the expectations of the boom, Wang Dongxhe that after the end of this round of oligopoly, 7.5 generation of the following production lines will be eliminated by the market.
At this stage of the panel industry has entered the era of 10.5 generations, BoE is the world's first to start 10.5 generation panel production line manufacturers, the other panel factory will be added to the mass production ranks, the industry estimates from 2018-2020 years each year will have a new 10.5 generation factory panel capacity out. As for the new production capacity of the 8.6 generation and so on, because most of the new capacity is to invest in new equipment, in a more productive efficiency advantage, although most of the old production line has been depreciated, but still difficult to avoid the fate of the elimination.
Operators point out that the market does not need so many panel capacity, the old production line does not meet the high precision of modern panels and specifications, and gradually eliminated has become a trend, in recent years A-SI panel technology is the largest in the history of the factory shutdown. With the new production capacity of domestic panels increasing, panel factory renovation of the old factory demand emerges, and the panel boom began to go downhill, the next 2-3 years, the panel industry will be in oversupply situation, the industry is expected to have more than 5 generations or old factories were modified or closed, as for the 7.5 generation of the following production line will be completely eliminated by the market,
Industry insiders believe that this will take time to observe, and the estimate won't happen for at least 5 years.
During this period, these modified or closed factories will affect the panel price and market supply and demand, the panel operators need to make flexible adjustment, which will be the speed of the panel production line. As for Wang Dongxhe, the global panel industry will eventually be left with only 3, up to no more than 5. Industry insiders believe that the expansion of production capacity in Beijing and the expansion of the market share of the movement to see, will be the last surviving one of the family; Korean factory, Samsung monitors are exiting the LCD market, LG Display may be the survival of the Korean-system panel factory;
As for the Taiwan Factory, the group of Hon Hai, Sharp and even deep super is integrated into the army, play alliances strength, it seems to be the survival of the fittest side. As for friends, Huaxing Photoelectric, CLP Group, Huico and other industries, the future is still able to occupy a place, to Taiwan factory color Crystal case, the present color crystal only a 5.3-generation factory, 2017 revenue of NT $23.7 billion, compared to the Beijing-Oriental annual revenue of 93.8 billion yuan, color crystal scale disparity,
But the color crystal in the past few years in the functional mobile phone panel to do a vivid, 2017 gross profit margin as high as 36.4%, this is a lot of panel factory is far from the achievement. The domestic Dragon photoelectric also has only a 5 generation line, concentrates on the small size application, and carries on the unique product development in the notebook computer panel, obtains the good market occupation rate and the profit in 2017.
And even 9 years of Chunghwa picture tubes also survived, and by the domestic government subsidy, in Fujian Putian expansion of a 6-generation panel factory, in 2017 began to mass production. It is noteworthy that with artificial intelligence (AI), 5G and the advent of the Internet of things, the monitor is still the most important human-machine interface, there will be more display demand in the future, attracting more panel operators to the niche market, despite the small capacity of these operators, but the future gross margin performance may be higher than the large panel factory,
In different areas of the market still have their own place.