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LCD screen business losses to domestic 8.5 generat

Posted by:XingYuHe Company   Time:2012-02-07  Clicks:1311
 

After a period of time, there will be 5 generation LCD liquid crystal panel line in recent months, the domestic LCD screen of the successive action so that people is very happy to. Over the years the LCD panel market are Japan and South Korea enterprises and the Taiwan area control, LG, Samsung, sharp, AU Optronics, Chi Mei several added up to more than 95% of the absolute share. As the liquid crystal area occupied 7 into above the cost of the core components, the control panel field can be said to have liquid crystal field of industry chain is the key.

This optimism didn't last long, the LCD screen on a series of events to the LCD panel market brought a haze. Collective Jukui, LCD panel enterprise 's nerves more tight game.

In the panel to slowing demand, the price glides continuously bleak prospects, China high generation LCD LCD panel ( 32 inches above the large size) project in succession halt. Factory LGDisplay announced an indefinite delay for 8.5 generations of Guangzhou line, Suzhou Samsung 7.5 generation and 8.5 generation line 's Kunshan factory, has no actual construction.

LGD in money newspaper points out, product prices have fallen below the cash cost, gross profit margin of only 2.9% left, due to the large size of the LCD panel of weak demand, LGD in Korea new 8.5 generation line investment will be extended to 2013, 8.5 generations of Guangzhou line construction schedule is suspended indefinitely. On the other hand, Taiwan-funded giant CMO will also of capital expenditure this year halved, from 100000000000 yuan NT down to 50000000000 to 60000000000 NT dollars, and delayed Chengdu 8 generation line operation.

Our research shows, as a result of panel prices continue to fall, LGD has been four consecutive quarters of losses, single season loss high $600000000; AUO third quarter loss was increased to $524000000. Sony and Panasonic and Philips, and other old Japanese color TV brands losses or even transfer, coupled with the Korean enterprises in the domestic LCD liquid crystal panel line stoppage.

November 1st, from Panasonic (China) Co., Ltd. the company was informed that, in the last 2011 fiscal year first half of the year ( 4 ~ September) results briefing, Panasonic first announced : for LCD LCD screen overall career, will to a television uses substantially conversion; and Panasonic in Japan mobara County LCD panel at present in the production of state.

Reportedly, Panasonic plans to sell mobara factory. Japanese industry innovation mechanism, Sony and Toshiba, Hitachi ( micro-blog ) holding company JapanDisplay intends to take over the factory, and have been associated with the Panasonic begins to contact.

Due to television with LCD panel market conditions have deteriorated, Panasonic produced LCD LCD TV panel Ji Road plant in the spring of 2012 will be some capacity to yield higher tablet with medium and small sized panel, estimated the partial capacity will account for half of the Ji Road plant capacity.

The Panasonic" Brokeback" shutting down a number of panel factory news is still digesting the occasion, another Japanese giant Sony also handed over a loss report, must through down-regulation of sales targets initiatives strive to realize the television business profit in the 2013 fiscal year. Including Philips, Europe and the United States enterprises have no business and on TV, but because the environment is not good, stripping become very difficult.

In November 7th, Holland Royal Philips Electronics announced and AOC Technology Group signed an agreement, will be its TV business transferred to both the establishment of the joint venture company. AOC became the controlling shareholder, joint venture company owned 70% of the shares, Philips has 30%. Under Philips finally Jukui to color business to say "good bye".

Photoelectric 8.5 generation LCD liquid crystal panel project officially put into operation, while at the same time the friends of Kunshan the 8.5 generation LCD LCD panel production line was approved, and has put into production line, have been groundbreaking BOE 8.5 Samsung 7.5 generation line and had to be started (now the Guangzhou LGD8.5 generation line stop).

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

 
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