According to Chen Jiansu, overall, the current TV panel oversupply and prices have fallen, but some sizes may also be out of stock for a short period of time, causing prices to rise. Therefore, powerful panel makers will adjust the production line configuration at any time. The best price for the production of the main product.
He said that the market is changing rapidly. Even if the panel factory makes a decision half a year ago and locks in the most competitive price, it may now find that it is not in line with the facts. Therefore, the experienced Taiwan panel factory will immediately adjust the production line configuration and production. The most missing panel size.
He bluntly said that the production of BOE in China's mainland panel factory is equivalent to that of Korea's LG Display (LGD). It is not the first, or the second. When it comes to capacity allocation, it is not only the patent of the Taiwanese factory, but also the Beijing-East Asia, such as the 32-inch panel. If the supply is excessive, it will be converted into a 55-inch panel. However, compared with the flexibility of the Taiwan panel factory, the production capacity of the Luchang plant at any time is slightly inferior.
However, he stressed that BOE’s flexibility to adjust its production capacity is not as good as that of a Taiwan plant, which is still far above the level of the past. It should not be underestimated. Especially after BOE's first 10.5-generation panel plant in the world is mass-produced, it is looking for panel outlets. , Without hesitating to cut prices for sale, television brands such as South Korea’s Samsung Electronics Co., Ltd. assessed that 65-inch TV panels produced by BOE’s 10.5-generation plant have also been used extensively under low price and quality standards.
According to IDC statistics, in the first quarter of this year, global shipments of TV panels were ranked. Land plant BOE shipped 12.4 million units, ranking first. LGD shipped 12.3 million units, ranking No. 2. 9.5 million Luzhou Huaxing Optoelectronics Co., Ltd. Ranked No. 3. Taiwan Plants hit 9.2 million pieces, ranked No. 4 and Taiwan Factory Aoyou reached 6.4 million pieces, ranking No. 5.