At the end of 2010, it has been predicted, a slump for the LCD panel industry in the mid 2011 bottomed out, better. In the end of 2011, the panel Market in years improved predictions were one one break; panel industry is in this year situation of production, investment, frequent: layoffs, Huanshuai, merging ... ... All change is based on the change of market situation based on. While the market slump also allow enterprises too depressed, frequently staged the show in action can be seen as the breakthrough of enterprise vent the depression.
Of course, most panel enterprises are also active in the various possible to save panel market work, hope panel market can quickly enter the right path, in which Taiwan, Han is the enterprise for the enterprise.
The personage inside course of study face panel long-term loss, from the beginning of the calm to subtle struggle to today's panic, can be called a classic case of psychological warfare. BOE 8.5 generation online horse people" not afraid of loss, good profit" the emperor, the annual loss of 3200000000 yuan - 3000000000 Yuan on the success of the performance is expected to close its mouth; one side of the friends of Taiwan tiger is declared itself has no through difficulties, while suggesting the government intervention to save Taiwan panel; Japan panel enterprises are more simply the government to take the lead in opening a new company, to confront the panel continued downturn may bring impact. Whether the panel the enterprise or the government is making every effort to panel market prospects to do. But the panel Market? Data shows, December forecast of domestic panel shipments were dropped in November 5%; January of next year 's domestic panel shipments prediction does not exceed 3000000, this can also be seen as the epitome of the global panel market. If the terminal suck, so LCD panel enterprises make great efforts to, can not fundamentally solve the predicament. When the panel industry operation, mouthing the situation still can't change : a few days ago has been predicated, said the 2012 panel market is not optimistic.
In addition to the delayed the construction of production lines, a number of panel giant also to take down the production line capacity measures: Samsung Electronics is being planned by the end of the year the LCD panel production by as much as 4 / 5 and a part of the production line for tablet PC and notebook PC LCD LCD panel production line to relieve pressure on the market; Panasonic plans to close LCD panel production line and the plasma panel production line, to solve the pressure loss; the Japanese companies Hitachi and Toshiba, Sony in the government under the traction of the panel to form a new company to market; Taiwan company Chi Mei and friends are by reducing the productivity and way to alleviate market brings about pressure loss. The panel long-term slump is mainly due to consumption of terminal market suck caused by pile up in excess of requirement, the present situation is the primary factor of panel price drops again and again, thus fundamentally control LCD panel production and most need to do the job. As a result of market of long-term depression, including LGD, AUO and CMO panel giants have postponed its domestic Chinese high generation LCD panel production plan, in order to ease the supply and demand imbalance.
Have two consecutive losses of BOE A if in Ming announced April annual report data when the finished performance still without any improvement in words, will be the implementation of delisting risk warning. For the BOE, 2012 is tantamount to the end. BOE A and TCL photoelectric both as 1 Yuan stock, and the additional financing and capitalization has the very big relations. Involvement in long-term profit panel performance, BOE A and TCL in order to maintain operation, through directional additional financing to increase equity amount. However has not improved performance makes the additional equity no meaning, but is a single unit prices cheaper, know broke two pairs becomes A stock market of" pioneering work".
Taiwan's major panel enterprises in August was the United States, European Union, South Korea and other enterprises targeted, have been a series of lawsuits. Panel group litigation continues is the panel between the upstream and downstream enterprises contradictions consequences, and all causes are more from the market depression. In December 7th, Samsung, sharp, six for alleged monopoly and price control panel by LCD buyer complaint computer and LCD panel manufacturing enterprises, after a long time of tug of war after the final choice to pay $388000000 to settle.
When the industry term at a low ebb, the industry began to appear a few contradiction: panel enterprise want to maintain the price to maximize access to other possible benefits, in order to ensure less profitable or small smaller losses; the downstream machine company wanted war TV cost more than 75% LCD panel may be cheaper, to ensure the meager profits. The standoff, the only way out is to appeal to law. Since the year began, the liquid crystal panel is at a low ebb period. Maybe the rich liquid crystal panel enterprises not to" temporarily" low care; but as time goes on, the amount of loss is increasing, panel prices and the terminal demand drops again and again however, Rao is affordability strong enterprises also stand the racket.
The panel industry under great pressure, the intensification of contradictions, it is competition between diversionary methods and competitive strategy. It is foreseeable, if the 2012 panel market still does not have clear improvement, then the procedure will be more and more. Experts said: the market situation is not good, panel enterprise under great pressure. Litigation response conflict between different manufacturers, the market the contradiction between, Europe, Japan, the North American plate between the dispute. Families are against competitors, seizing share, such as Samsung stop sharp expansion in Holland.
As the only domestic two 8.5 generation LCD panel production line owner, BOE A and TCL photoelectric should by means of TV product export country flag good scene ", two enterprises in December 8th this day record: since the beginning of December 2nd, the two consecutive trading day TCL group and BOE A trading in the shares fell below 2 yuan; the 8 day closing time, two enterprises fell below 2 yuan, respectively, to 1.99 yuan / share and 1.97 yuan / share close. This is the A stock market only two 1 Yuan stock, look forward to the LCD panel market short-term recovery of the people is a great irony.
The information above is from Shenzhen LCM, LCD, LCD screen, LCD display module, backlight manufacturers -- Xingyuhe electronic collection
