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China display panel global market

2017-10-24 16:39:51 Ao-Mihoo Read

October 26, BOE in Chengdu to invest 46.5 billion yuan of the sixth generation ALMOLED production line products will be officially delivered, Huaxing photoelectric 11 generation panel production line will also be put into operation in 2019. In recent years, driven by the market and policy, the Chinese panel enterprises continue to develop and increase R & D investment, and gradually changed the situation of relying on foreign enterprises in the past, the Ministry of Industry and Information Technology Deputy Director Peng Hongbing predicted that China's display panel with a number of high generation Line construction, production capacity is expanding, is expected to be ranked first in the world in 2019

Rise of manufacturers

Data show that in recent years, China's new display panel industry overall good development trend, the overall size of the industry continued to expand. The first half of 2017, China shows that industry-wide industry sales revenue reached 135.6 billion yuan, an increase of 65%. Domestic panel shipments reached 31.82 million square meters, the global proportion reached 33%.

Showing the continued expansion of industrial scale, behind the rise of a large number of panel manufacturers.

BOE in the acceptance of institutional research, said Chengdu 6th generation flexible AMOLED production line was put into operation in May, will be mass production this month. Mianyang 6th generation flexible AMOLED production line has started construction. Two production lines total investment of 46.5 billion yuan, the design capacity are 48K / month. With these two flexible AMOLED production lines put into operation, will be able to lay the company in the field of flexible AMOLED leading position, will enable the company to have a global brand manufacturers to provide high-quality flexible AMOELD screen capacity.

British well-known research company IHS market in February 2017 released the global LCD panel research report shows that China's BOE occupy 22.3% of the global shipments, more than South Korea's LG, become the first panel display business. (16.3%), LG (21.6%), AU Optronics (16.4%), group photoelectric (15.7%) and Samsung panel (9.9%), the world's top five panel supply companies, The

Data show that as of the end of June 2017, BOE in the smart phone LCD screen, tablet PC display, notebook computer display shipments are ranked first in the world, the display display, TV display shipments in the world two.

In addition to BOE, Huaxing Optoelectronics is also building the most advanced panel production line, it is expected that Huaxing photoelectric 11-generation panel production line will be put into operation in 2019, which will be the world's most advanced panel production line. Including the BOE will be put into operation next year, 10.5-generation panel production line, including production, the mainland of China is expected to become the world's largest panel production.

Huaxing photoelectric current two 8.5-generation lines have reached full sales, to achieve better economic benefits. Data show that Huaxing Optoelectronics 8.5 generation line from the beginning of the first quarter of 2013 to the present, the continued operating margin, EBITDA profit before the same in the global industry ranked first. According to TCL Group in the first half of 2017 performance report shows that the LCD panel industry boom is high, Huaxing Optoelectronics to achieve sales revenue of 13.54 billion yuan, an increase of 49.2%, to achieve EBITDA profit of 5.48 billion yuan, an increase of 149.7%. Huaxing photoelectric has become an important profit TCL Group "cow". Data show that Huaxing photo in 2016 for the TCL contribution of half of the profits: 2016, Huaxing Optoelectronics to achieve revenue of 22.3 billion yuan, net profit of 2.31 billion yuan.

Structural optimization

Beijing Jiaotong University Institute of Optoelectronic Technology Professor Xu Zheng believes that China's display panel industry investment growth is very fast, on the one hand because the Chinese market is broad, investors are extremely optimistic about the panel industry; the other from the local government on the industry's strong stand by.

China is a big producer of TV, mobile phones, tablet PCs, notebooks and other applications, panel demand. With the arrival of everything IoT era, "show everywhere" the application prospects are broad, the screen will be used in vehicle terminals, smart wear, smart home and more scenes, which makes the main investment in the display industry favor plus.

As the panel industry to bring a lot of investment, the local government is also favorable, in the land, tax and other aspects to give a lot of preferential policies, and even many local governments directly to the industry to invest. "A panel factory at least about 300 billion investment, OLED may be 40 billion yuan, a larger investment, many local governments are directly injected into these production lines." Xu Zheng said.

In the context of the market and policy, in addition to the original professional panel manufacturers, many other industry companies have begun to cross-border panel. Black cattle food stripping food and beverage business, to show the industry transition. The company in the first three quarters of 2017 loss of 60.9347 million yuan, while the same period last year profit of 47.8287 million yuan. The company said the new project is in construction period, revenue contribution is limited, is expected to profit in 2017. It is understood that the company raised 15 billion yuan investment in the construction of the 5.5 generation and 6th generation OLED project matters have been approved by the SFC, Hebei Gu'an 6th generation OLED project construction plant has been capped, is expected to enter the second half of 2018 Mass production.

In the development process, the domestic panel manufacturers operating structure is also constantly optimized. "It is expected that all domestic panel makers will be trading at around $ 160 billion this year, up 37% from $ 116 billion last year and should be quite large," said Li Yachen, deputy general manager of Qunzhi Consulting, at the 2017 International Display Industry Summit. But the more important is the profit, the profitability of the panel makers in 2016 is quite modest, especially in the case of a large downturn in prices last year, and this year (large size prices) have increased significantly this year we Is expected to have $ 15.3 billion in operating profit, which reflects a year after the efforts to enhance the added value of the product, efforts to optimize the product structure, improve costs and improve customer structure, which achieved a good profit promotion.

In the patent, the domestic manufacturers of protection awareness has gradually increased. As of March 9, 2017, Jingdong direction of the State Intellectual Property Office submitted and has been open to the Chinese patent applications for the 2.3063 million, of which 1.3137 million were authorized. In 2006, BOE's patent applications were only 116, followed by increasing year by year, 2016 new Chinese patent applications and public data of 4612. Which in 2010 to 2013 the number of patent applications the most rapid growth, an increase of about 1,000 per year.

One-third of the world

Display technology as a technology-intensive industries, has long been Japan, South Korea and other monopolies.

It is understood that before 2010, China's panel industry is not outstanding, the display was once the amount of imports after the oil, chips, iron ore, the fourth largest single import products. However, with the BOE, Huaxing photoelectric panel manufacturers such as the active layout, with a number of high-generation line construction, China's display panel production capacity continues to expand. At the same time, 2016 Japanese and Korean manufacturers began to adjust the capacity structure, close a number of low-generation production line.

Li Yachin introduced: "2016 is a turning point, because Japan and South Korean manufacturers are beginning to adjust the capacity structure. 2015 Samsung began to close the 5-generation line, 2016 and then close a 7-generation line, LG is the case, there are many JDI 4.5 generations are So that in 2016 its growth rate has declined significantly, it is clear that competitors during this period to take a lot of capacity conversion and structural adjustment strategy.

It is reported that the United States, Japan and Germany are mainly committed to the upstream industry raw materials, and South Korea, China and China Taiwan is mainly in the middle reaches of the industry chain manufacturing sector to seek development. With the mainland high-generation lines have been put into operation, and now the panel industry is South Korea, mainland China and China Taiwan one-third of the world.

"South Korea may be putting more resources on the size of the OLED. Samsung's situation is more obvious, because it is in the small size of the OLED is very complete, and another panel manufacturer LG It is not so obvious, because it has just started small size OLED, despite the large size of the OLED even the world, but the share is too small, basically less than 1% of global demand, so I think the OLED demand before the release, it will not quit In the field of LCD investment, while the Chinese Taiwan region with the situation in Japan I think more similar, mainly the lack of funds on the basis of policy support, the mainland manufacturers to get subsidies, while the panel is a very 'burn' industry, so the funds The impact on investment is very great.

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