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2012 global panel industry development pattern of analysis

SJ Techologies Ltd
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Time: 2012-9-26 14:38:21

Had to do the cross-strait cooperation
"Cross-strait panel industry cooperation, had to do in the new generation of display technology,
the two sides work together, is the time." Cigna vice president Wu Yande.

This year, Gou stake in Sharp, AUO and CMO "the two tiger merger rumors,
all revealed Taiwan's flat panel enterprises want out of the doldrums restless,
left Ben right sudden explore.

"Taiwan's flat panel industry is facing a 'maximum', 'minimum' embarrassment industry research department of China Optics and Optoelectronics Manufactures Association LCD Branch,
deputy director Hu Chunming, the global panel industry Three four places"
(Japan, Korea, China, China Taiwan) pattern, the Taiwan panel production,
the number of production lines up from generation to generation,
but the smallest regional needs, the panel industry dependence on external capacity most.

With downstream applications in Taiwan - the middle reaches of the panel
- the experience of a complete industrial chain upstream components,
production capacity and the number of production lines, business model,
corporate management is more perfect, but at the same time there is oversupply,
insufficient domestic demand, the lack of a number of unfavorable factors the Haikou,
professional brain drain.

Hu Chunming revealed that, in recent years,
the mainland to Taiwan panel procurement has increased year by year,
from the previous 10 million to 30 million in June of this year to July this year,
CMO, AUO's shipments market share for 5 percent.
But with the BOE and Huaxing Electric 8.5-generation panel line production and full production end of the year,
the market share of the two local panel makers by the previous less than 10% rising to 25%.
In addition, the high-generation line Samsung and LGD investment in the mainland,
will be put into operation, when the market share of Taiwan's panel is bound to be squeezed.
Taiwan in the line of generations has ceased to exist.

The sector panel industry breakthrough explore in full swing.
The Taiwan panel enterprises but also the implementation of the action,
AUO will shift the focus to OLED technology, new dimensions, four times HD panel technology,
pay attention to the type of multi-value, high-tech product development in order to maintain a
differential advantage from a technical level.

"Short-term, technical, product differentiation or road sub, but in the long run,
a breakthrough in cross-strait industrial integration." The group Chi consulting research director Li Yaqin.

"Requirements of the two sides is not the same."

The backdrop of the global economic downturn, the cooperation with the mainland is Taiwan's
flat panel industry the best out of the passive situation of a breakthrough.
"Hu Chunming disclose" the two sides have a demand for cooperation, but not the same:
Taiwan hope that the mainland the introduction of policies to stimulate the domestic market,
to distinguish it from other countries and regions in the tariff, to give more market for sales. mainland China,
tend to the upstream industry chain transfer level deep cooperation,
Taiwan can bring the process of energy conservation and environmental protection,
the two sides would be able to build a new generation of display technology R & D center, shared technology patents.

Hu Chunming analysis of the demands of Taiwan belongs to the "palliatives",
"rely solely on the open market or tariff policy some promotions, you can not solve the fundamental problem.
LG, Samsung investment in high-generation production lines in mainland China, once put into operation,
these concessions equal to no. "

According to the China Economic Times, understand, and be able to reflect the the
Taiwan panel upstream industry chain transfer strategy the Friends Dakoun of Mountain 8.5-generation line of infrastructural projects has been completed,
there is no movement. Equipment procurement, familiar with the situation told the China Economic Times said,
and mainland China hopes Taiwan can speed up the progress of this project promotion.

The industry analysis of the reasons for the stagnation of the panel line project may have three things:
AUO at a loss, no money to continue to invest in; out to consider the overall situation,
worried about overcapacity in the generation line put into operation; panel market supply and demand relationship
and the mainland market, there is no clear judgment, would like to continue to wait and see.

"Cross-strait panel industry have different complementary basis for cooperation with other regions."
Said Li Yaqin, mainland panel to supply 32-inch TV panels, accounting for one-third of the total number of the
TV panel size species. This year's panel of local production for two or three million pieces,
still facing a shortfall of 1960s and ten million. June 16, Bai Weimin, vice president of the China Video Industry Association,
the mainland major TV manufacturers to Taiwan to purchase a total of 30 million LCD panels, mainly to large-size,
3D and HD panel, the amount of $ 4.5 billion from top to bottom.

Taiwan panel makers migration integration of the continent, there is conducive to the further use of the complementary
strengths to improve the rate of return on investment, to achieve a win-win situation, but it can not be ignored,
more difficult than on the technical aspects of the cooperation, I am afraid of public sentiment on the conflict
with break barriers, increase consensus, very important. "Li Yaqin reminder.

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