The 6 generation of line has been converted to the production of IT LCD panel, so to sell IT liquid crystal panel manufacturers in supply chain has a value, and the 8.5 generation line is mainly for the production of LCD liquid crystal panel, so to sell TV LCD panel industry chain manufacturers. AVC ( AVC ) that Panasonic in TV industry strategy should sell both production line, get the last profit, and amplification of OEM orders.

Hisense if you purchase 8.5 generation line, to the whole industry chain effect?

SKYWORTH can invest in domestic LCD LCD panel plant, there BOE cannot sell Hisense and TCL, there is already some LCD LCD panel plant to operate after all are mainly to provide manufacturers, if the Hisense and TCL has its own LCD LCD panel plant, both panel factory must also choose, if it happens, industry the chain is bound to change. From the market, firms Hisense, summed up the chance to purchase 8.5 generation line. The Hisense if really purchased 8.5 generation line, to the industry chain will produce major change. In six large domestic color TV enterprises, in the LCD LCD sales market share the top three respectively, Hisense, Skyworth, TCL, will find Skyworth is the only one that does not have its own LCD LCD panel plant machine manufacturers, although the Skyworth has the support of LGD, after all, not their own LCD panel plant, in a lot of product planning. To give priority to the formulation, in order to reduce cost, the Skyworth will fall behind.

The whole enterprise, the expected Skyworth also can be affected by the pressure, to consider whether the investment of LCD LCD panel plant. While the domestic existing LCD LCD panel plant in the sales of BOE, less 2 core companies, shipping is the problem. These are the industry may change. Preliminary opinion, Hisense, TCL has its own LCD LCD panel plant, long-term cooperation of the CMO, AU Optronics, Samsung will be affected.

Panasonic if selling 8.5 generation line, who have to purchase the best interests?

LCD LCD panel plant purchase, which belongs to the horizontal strategy, expand the scale of production. If the purchase of plant, which belongs to the longitudinal strategy, reach downstream of a complete production line. Other companies to buy, may consider in the industry to cut, after all, many companies want to cut into the AMOLED industry, if can buy second-hand industry is also a good choice. Panasonic if selling 8.5 generation line, the purchase of the main manufacturers, can be divided into LCD liquid crystal panel factory, the factory and other three kinds of companies, these three kinds of enterprises consider point.

LCD LCD panel plant in the purchase of little chance, is the main manufacturer of a gleam of Samsung, LGD, AU Optronics, Chi Mei were facing losses, if the purchase of this production line will increase the utilization rate is insufficient, resulting in loss of pressure, or is the BOE, photoelectric, electric pandas to purchase, we must consider the government support.

At present, TCL and Changhong respectively investment LCD and PDP production line, so do not need to buy, and then consider the domestic liquid crystal LCD LCD panel plant location, Shenzhen, Beijing and it is not possible, so to be deducted, Skyworth, Konka, Haier Hisense so only with two companies buy Panasonic 8.5 product line opportunity optimum. The factory to purchase opportunities, and it was the only domestic machine factory, because of the international TV brand manufacturers mostly abandoned color TV manufacturing, turning to other industries, such as energy, electric cars, home can have so great demand, it is only the top six enterprises, respectively, Hisense, Skyworth, Changhong, Konka, Haier tcl.

Other manufacturers to buy, the possibility will be lower, the first is the capital, some factories have money is tight, so to buy the possibility of low; if the investment in AMOLED, the opportunity is not big also, because there is no 8.5 generation line AMOLED production line.

From a single company, Hisense, Haier has become it seems that the only chance the highest buyer. In the two the company's product sales situation, Haier Hisense Hisense was better than a year, at present domestic sales volume can achieve 7000000, plus OEM parts, some can reach 10000000 sets, so the purchase of 8.5 generation line to change production in half, but still have the other half capacity problems, it is all these color TV factory must consider the problem.

This is LCD line number, if in the calculation of PDP capacity, will be more than the Panasonic in Japan, there are two lines, 8 face take production lines, production capacity reached 6000000, 16 face take production lines, production capacity is about 6000000 pieces, and the 1 in Shanghai, for the 6 and 3000000 block capacity, add up to 15000000, so the total color TV production capacity reached 40000000.

Panasonic in this year's color TV sales planning from the original 25000000 down to 19000000 units, the production and sale of the gap continued to cross big, from 15000000 units to 21000000 notch notch. Even if the PDP factory to fully depreciated, does not affect the company financial management; but LCD production line is not yet fully depreciated, the 6 generation of production line in 2006, 8.5 generation line for mass production in 2010, the main production line depreciation in 8.5 generation line, and the 8.5 generation line depreciation cost is quite high, Panasonic will continue to bear.

If a single thought of 8.5 generation LCD production lines, the production line to meet the overall demand of color television about Panasonic, but production will result in the color TV high cost, if excessive, Panasonic should sell 8.5 generation line, and through OEM to reduce the color television product cost, make the Panasonic in color TV market maintain already some profit.

If the Chinese manufacturers to undertake the object, whether has the profit opportunities?

Aiming at China market, based on AVC ( AVC ) survey, 2011 TV sales reached close to 40000000, 2012 is expected to reach 42000000, predict to 2015 will reach about 47000000. It needs the number 8.5 line? In a 8.5 generation line can produce 16000000 pieces, so as long as 3 8.5 generation line can meet, the planning and implementation of the high generation LCD production line will reach 5, so enough, so do not need to buy.

If considering the domestic manufacturing demand of color television, China color TV production ratio to achieve global TV 6, global TV in 2015 will reach 250000000 units, so the domestic LCD liquid crystal panel needs to be 150000000, so it must be 10 8.5 generation line, look to purchase line is reasonable, but it must be considered in the international market changes, it is possible to convert in the procurement of foreign origin, or transported to China for assembly, a 30 percent off calculation, so the domestic needs 6 to 7 production line is sufficient, the purchase of 8.5 generation LCD production line have the value.

The market is permissible, at this time we must consider a company's management level, because a 8.5 generation line investment reached 20000000000 Yuan, investment amount is quite large, depreciation is not to be underestimated, in China Financial depreciation calculated for 10 years, so every year to depreciation 2000000000, at present LCDLCD LCD panel prices low, LCD liquid crystal screen if the manufacturers to purchase, we must consider the problem of loss, also must consider the long-term business strategy.

Finally, Chinese market also need to consider the government policy issues, in addition to the central issue a licence, the other is the local government whether there is enough money and policy support to the current color TV enterprises, factory mainly distributes in Shenzhen, Sichuan, Shandong, Shenzhen, Sichuan deduction, only Shandong has the factory without the LCD panel plant, but also the government of Shandong has some of the funds and policy can provide manufacturers to build the LCD LCD panel plant, it seems the government of Shandong has the best chance of construction, must also worry about whether the central government.

The information above is from Shenzhen LCM, LCD, LCD screen, LCD display module, backlight manufacturers -- Xingyuhe electronic collection.