Panel Market "Three Kingdoms" who will play the leading role?
Panel Market "Three Kingdoms" who will play the leading role?
After 2000, the rise of China panel production enterprise in Taiwan, CMO, AUO panel Wuhu rise, promote Chinese Taiwan become the second South Korean panel production, now after several integration, the formation of Taiwan Innolux and AUO two panel enterprises. In 2003, through the acquisition of Chinese BOE Hyundai LCD panel production line began to intervene in the market to start building panel production, 2009 BOE 8 generation line, the same year panel enterprises in Shenzhen Huaxing power set up the construction of 8.5 generation panel production line, the mainland began to enter the rapid growth stage, the two companies are now building the world's most advanced 10.5 / the 11 generation line to achieve the goal of catching up. In 2016, China's panel factory shipments accounted for 30% of the world, second only to South Korea, ranked second in the world, for the first time exceeded the 25.5% cities of Taiwan, China accounted for. In Taiwan, Chinese and China competition, South Korea's Samsung and LG panel companies began to reduce gradually the traditional production of TFT-LCD panel, OLED panel TFT-LCD panel production line sold or to higher profits, Samsung has become the small and medium size OLED panel production enterprises the largest share of this market more than 90% market share, LG it is advantage in the large size OLED panel for the TV market. Japan's JDI and SHARP to small and medium size TFT LCD panel production, a few years ago was also among the small and medium size LCD panel supplier in one or two, but the fierce competition in the market led to the two corporate profits have been poor. Because SHARP hands are IGZO and OLED are Chinese Taiwan's fancy, last year, Hon Hai will SHARP merger, thus JDI has become a large panel production enterprises in Japan There remained but a single one.. JDI was due to the big apple customers, business still can be maintained, but with the increasing popularity of Apple's OLED panel, this year will be in the new iPhone8 on the OLED panel Samsung, the biggest blow to JDI. After Apple began to introduce OLED panels, OLED panels in the smartphone market will become inevitable. In addition to SHARP's OLED panel technology, Japan has a small panel enterprise, JOLED, with OLED panel technology. JOLED by SONY, Matsushita and other joint venture established, reform institutions in Japan public fund industry (INCJ) has given strong support, the current INCJ JOLED75% stake held by JDI, Sony, Panasonic, 5%, 15% respectively hold 5% stake in the current rapid development of the OLED panel under the condition of JDI in the hope of JOLED shares to achieve 51% holding, and rapid expansion of the OLED panel, but now the plan will be postponed to next year from the end of this year. However, because JDI itself has three consecutive years of losses, INCJ support for the panel industry, SHARP is one of the main reasons is that the acquisition of Foxconn INCJ gave support to inadequate, the next year can be completed to improve the JOLED ownership plan is still a big question. In contrast, Foxconn's acquisition of SHARP has been investing heavily to rapid IGZO technique and OLED panel technology to achieve mass production in Guangzhou this year, following the investment of more than 60 billion yuan to build 10.5 generation line panel factory, recently it is negotiating a $7 billion 300 million investment in the United States to build 10.5 generation line, which shows the Foxconn's lofty ideals and high aspirations. Chinese, panel manufacturer BOE, Huaxing Power invested heavily in the production of OLED panels, and in addition, photoeloctronic soft technology and other small and medium-sized OLED panel production enterprises in the continuous expansion of investment, which Sophie technology won the top three Chinese, but also the world's top five mobile phone brands HUAWEI, OPPO, vivo expected next year, Chinese OLED panel will significantly expand the scale of production, to become the world's three largest producer of OLED panel production as TFT LCD panel. Japan JDI decline in the panel on the market seems to have been inevitable, but China, Chinese, Taiwan and South Korea enterprises is the competition among the leading panel, China, the rise of the most amazing, this is Chinese and actively promote the transformation of Chinese manufacturing to create strategic China.
