It is no news that Chinese panel companies are not working on OLED.
In the first half of 2012, Samsung, LG and other global LCD panel suppliers have shrunk their performance in China. The market share of domestic panel makers led by BOE and Huaxing Optoelectronics increased substantially year-on-year.
When foreign manufacturers waved goodbye to LCD and enthusiastically invested in the OLED camp, Chinese panel manufacturers still used LCD as the main battlefield, and continued to pursue the strategy of "thunder and rain" for OLED.
On June 29, 2011, BOE invested 28 billion yuan in the 8.5th generation line. At the beginning of this year, Panda invested 35 billion yuan to gamble on the 10th generation line. When Chinese first-tier panel makers are struggling to fight LCDs, foreign manufacturers such as Sony, Panasonic, Samsung, LG and others have begun to lay out the OLED market.
Sony started R & D in the OLED field in 2001 and launched the world ’s first OLED TV "XEL-1" in 2007; LG and Samsung showed their 55-inch R & D at the CES show in early 2012 OLED TV; Panasonic plans to invest 30 billion yen to put into operation the 6th generation OLED production line within two years to catch up with Korean manufacturers that have already surpassed itself.
When the "overcapacity theory" is flooding the LCD world, when international panel makers are determined to abandon LCD to invest in OLED, when all parties questioned-"hanging the OLED label on the old LCD path", what makes Chinese panels Manufacturers still believe: LCD development is a top priority, is OLED too early?
LCD share war
In the first half of this year, Chinese panel makers won a big "share war."
According to data issued by CCID think tank, as of June 2012, the total import cost of LCD panels in China was 22.04 billion US dollars, a year-on-year decrease of 3.6%. Specifically to the month, China's LCD panel import and export trade deficit decreased from 1.51 billion US dollars in December 2011 to 1.04 billion US dollars in May 2012. In the first half of 2012, the localization rate of LCD panels was approximately 15%, a year-on-year increase of 54.6%.
The reasons for the success of the Chinese panel manufacturer's first battle at the beginning of the year are many.
First, the introduction of tariffs and energy-saving subsidies and other policies provide the main driving force for the increase in the market share of China's panel companies. Second, China's high-generation line capacity is gradually improved, the company's sales volume is increased, the product structure is optimized, and the panel size coverage is more comprehensive, making China's global panel display industry have greater influence. Third, Japanese companies such as Sharp and Panasonic have successively closed their domestic large-size panel production lines in 2011, and investment in new panel factories in Taiwan and South Korea has halted, providing opportunities for China to expand its market share. Fourth, the output of China's panel terminal products, TVs, microcomputers and mobile phones ranks first in the world, and the huge market advantage ensures the digestion of domestic production capacity and the further expansion of market share.
Under such a large environment, domestic panel manufacturers have achieved a breakthrough in market share, and the victory of this "share war" has further strengthened the development strategy of Chinese panel manufacturers: the first step is to do a good job of LCD, and the development of OLED Not in time. At the same time, people in the industry have expressed different opinions about the idea that foreign manufacturers will completely give up the LCD market to OLED.
"In fact, foreign companies are currently abandoning only the panel market below 30 inches, because the domestic market for this size has been suppressed very low. As of the end of March, global panel prices have fallen for a year and a half, and those above 40 inches There is still room for profit in the panel. Foreign companies will still do it and will not give up in a short time. After all, their goal is profit rather than scale. "Li Qiuwei, deputy general manager of AVC Flat Panel Display Center, said in an analysis.
Under such circumstances, Chinese panel makers are still facing strong rivals in the LCD field. The emergence of OLED does not make the LCD market an easy cake to eat.
Hu Chunming, deputy director of the Industry Research Department of the Liquid Crystal Branch of the China Optical Optoelectronics Industry Association, expressed his view that Chinese panel manufacturers put their main focus on the high-generation LCD line: "The 12th Five-Year Plan of the" Electronic Information Industry "issued by the Ministry of Industry and Information Technology The "Development Plan" clearly states that the domestic panel self-sufficiency rate should reach 80% in 2015. In such an environment, continued investment in LCDs shows that the country ’s determination to develop flat panel displays is very large. China produces more than 100 million TVs per year, according to this Calculated by figures, to achieve the goal of 80% self-sufficiency rate, at least five high-generation lines of more than 8 generations are needed. So from this perspective, it is understandable that CLP Panda invests in 10 generation lines. "
CCID think tank "Analysis of the Development Situation of China's Flat Panel Display in the Second Half of 2012" pointed out: With the gradual increase in the production capacity of China's high-generation line CLP Panda 6th generation line, BOE 8.5th generation line, and Huaxing Optoelectronics 8.5th generation line, TFT is expected to be throughout the year -The sales revenue of LCD devices will exceed 40 billion yuan, and the losses of panel companies have improved.
In the opinion of some people in the industry, OLED and liquid crystal are an inherited relationship. It is necessary to establish a perfect liquid crystal production line before developing OLED.
"The technology of OLED is built on the liquid crystal. In fact, almost 70% of the liquid crystal is replaced by OLED, including raw materials and production equipment. Therefore, the investment of changing the liquid crystal production line to the OLED line does not need to be very large, or even only Two or three sets of equipment can be used to make OLED. However, the cost of making OLED is very high, which leads to the lack of market competitiveness of OLED due to the large difference in cost performance and liquid crystal. Therefore, the focus of many companies is still on the stable and mature large-scale liquid crystal market. "Li Qiuwei analysis said.
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