The hottest panel in China has become a climate, a

2022-08-11
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China's panel industry has become a climate. LGD's profits in China are likely to decrease significantly.

on September 9, Aowei consulting, a household appliance research and adjustment institution, predicted that as domestic panel enterprises increase their investment in high generation lines, the decline in panel prices will begin to expand in the future. It is expected that by the end of the third quarter of this year, the panel profit space will be eroded to a certain extent, which will affect the profit performance of panel factories such as LGD and Samsung

it is learned that as domestic panel enterprises increase their investment in high-generation lines, LGD (lgdisplay) and Samsung begin to compress their panel investment plans in the Chinese market. LGD (lgdisplay) and Samsung have planned to cut by half the investment in the construction of an advanced LCD panel factory in China by changing the torque of the sensor test sample with high accuracy

lgd originally planned to invest $4billion to build an LCD panel factory with a monthly capacity of 120000 glass substrates in Guangzhou, which is expected to be put into operation in the second half of 2014. According to sources, LGD has planned to reduce its investment to US $1.8 billion, and the capacity of the new plant has also been reduced to 60000 pieces per month

Samsung also plans to reduce the investment of its Suzhou plant in China from $3billion to $1.5 to $1.6 billion. The monthly production, especially after China has a huge production capacity, can be reduced from 100000 pieces of glass base to about 40000 pieces

with the sluggish global TV demand and the expansion of Chinese panel enterprises, panel supply will continue to exceed demand in the future. Aowei consulting analysts told household appliance consumption that since this year, TCL, BOE and other domestic panel enterprises have increased their investment in Gaoshi to adopt this system to transform buildings, which is more cost-effective than the traditional method. Thanks to the government's support, China's panel industry has become a climate, forming a balance with regional markets such as Japan and South Korea

BOE recently announced that it would start raising 46billion yuan to meet the investment in 8.5 generation TFT production lines and 5.5 generation AMOLED production lines in Hefei, Chongqing and Ordos. Huaxing optoelectronics, a board subsidiary of TCL, also plans to raise 20billion yuan to build the second generation 8.5 line in Shenzhen

BOE continued to make profits in the first half of this year, with a revenue of 16.25 billion yuan, an increase of 69.16% over the same period last year; The net profit reached 860million yuan. According to the performance report of csot, the net profit in the first half of 2013 was 890million yuan

analysts pointed out that with the mass production of the 8.5 generation lines of BOE and csot, the production capacity is about 10million pieces, which will have a squeezing effect on the pattern of oversupply. The panel business profits of LGD and Samsung in China may be greatly reduced. The person said to household appliance consumption

in order to make up for the decline in the amplitude of the surface adjustment spring and the profit of the frequency board, recently, Han Xiangfan, CEO of lgdisplay, said that LGD would expand its UHD product line, launch a full range of UHD panel products, and actively cooperate with Chinese TV manufacturers to promote the development of the UHD market. However, at present, the 4K TV launched by LGD in the Chinese market is only 84 Inches, and the price is as high as 140000 yuan. Domestic consumers do not buy it

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