BOE: Two-handed Strategy Plays the Panel Market

At present, BOE has a total of 10 panel factories, and there are two 6-generation AMOLED panel factories and a second 10.5-generation TFT LCD panel factory. In recent years, the speed of expanding one or two new plants per year, It is the largest panel factory in the world and has absolute influence on the panel market price.

In the panel market, BOE adopts two strategies. In order to seize the large-size TV market, it does not hesitate to sell at a bargain price. In the 32-inch panel market with master control, it adopts a method of reducing production, and brewing prices to make profits.

Now, BOE and Huaxing Optoelectronics are the world's largest 32-inch panel suppliers, and can cut 18 pieces in 8.5-generation plants, which is quite competitive.

At present, the 65-inch panel is still dominated by Taiwan-Taiwan panel factory. The four panel makers of Samsung, LGD, AUO and Innolux occupy more than 90% of the market. At the beginning of this year, BOE's 10. 5 foundry was officially mass-produced, locking in the large scale. Size 65 吋 panel production. Although the quality of BOE 65 吋 panel is still not as good as Taiwan and South Korea panel factory, even if the current production cost is above 280 US dollars, it still sells the price and grabs the large-size panel market.

On the 32-inch panel with the largest shipments and the highest market share, Jingdong issued its second quarter to reduce its supply, and converted the 8.5-generation production capacity into a 55-inch panel, making 32-inch supply and demand in just one quarter. Inversion. In the third quarter, downstream manufacturers pulled goods to increase their prices. BOE and Huaxing Optoelectronics immediately shouted, relying on small and medium-sized TVs to boost profitability.

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