LG-Philips side said its LCD module plant in GuangZhou has been officially put into operation. January 5th, reporters and from sources was informed, in October last year over 5 generation deep formal commencement of the factory line K1, ultra-deep optical and investors in Taiwan and recently create group reached an agreement intended to commence construction in 2008 in shenzhen Article 5, on behalf of the line LCD factory.
This indicates that the domestic TV industry in the upstream parts of Guangdong area of town again breakthrough. However, optical depth has been established for over 5 generations of these two lines all the investment in innovation by the group, its products will also record all of the supply base of the liquid crystal display factory, but LG-Philips Guangzhou, the first phase of the product is mainly notebook computer module. It is clear that the upper reaches of the province in liquid crystal breakthrough did not change the upper reaches of the province out of the embarrassing TV business.
Shenzhen to build the country for the “Optical Valley” and “Julong Scheme”, the founding investment group two 5th generation LCD line is timely indeed. Prior to that, “Julong plan” despite the formal has been more than 3 years, but the LCD production line in Shenzhen City, the introduction of the negotiations still could not open the situation.
Informed sources have told reporters that record in the group before the 5th generation line item, Shenzhen has made hundreds of billions of LCD industry investment plans, and planning of the 5 generations, 6 and 7 on behalf of the above on behalf of LCD production line plans. In order to introduce these items, the Shenzhen subsidiary of deep ultra SASAC companies started from 2005 and including the LG-Philips, Samsung, AUO, CPT, BOE, etc., LCD business negotiations.
In early 2006, finalized the CPT’s LCD module project, the deep ultra-will of all the negotiations energy is transferred to the LCD panel production line introduction, the best start to look directly target 6 on behalf of the above lines, but with the negotiating parties in the investment ratio and core technology transfer differences, many of these negotiations eventually stalled. The ultra-deep optical told reporters from the start to be introduced deep negotiations over the object to focus on companies in Korea and Japan, but since the transfer of core technology in 2005, largely the result of negotiations.
In such circumstances, the beginning of 2006, Julong Photoelectric made to the four domestic color TV enterprises together and to determine the BOE to introduce the program for technology investors. However, the BOE will initially request the production line in Beijing, Shenzhen is clearly difficult to agree to this condition, which in turn once Julong program can not continue to progress to continue.
Later, optical and ultra-deep final BOE BOE holding in the case of the production line to remain settled in Shenzhen Fairy Cave, however, Sharp’s 7.5 at this time on behalf of a sudden throw line program again hanging in the side of BOE. Today, Shenzhen and Japan’s Sharp has yet to progress in the negotiations, which became a deep ultra attract investment negotiations in the unspeakable pain. Thus, the optical depth over the 6 on behalf of the line plan was delayed for two years.
Optical depth in order to complete investment program over and began to turn the original break point 5 on behalf of the neglected line, its negotiating partners is an urgent need to address the upstream into the LCD panel supply the world’s second largest LCD maker?? Group record. However, the group create the company’s investment objective is very clear, is to meet their supply needs of the factory’s LCD screen. Deeply concerned over optical company, said first optical ultra-deep well for the 5th generation line of the shares to prepare, but the creative aspects of being the opposition group.
Then, create their own group to raise 15 million U.S. dollars in Shenzhen began the first 5 generations of line construction, and refused to transfer core technology, and all panels to meet the group of creative display in Shenzhen, the factory needs, refused to provide to the local panel enterprise.
This obviously can not meet the complete LCD industry chain in Shenzhen to build the desire. To this end, the group record 5th generation line of section 2 of the negotiations, deep ultra-Optical again raised the aspirations of shares. However, the final agreement from the point of view, is still only responsible for providing the land of Shenzhen, and financed by the group to provide innovation.
In other words, the group invested in Shenzhen record despite two 5 on behalf of the line, but this did not change the LCD industry in Shenzhen City, the lack of core technology and the industrial chain of the situation, this is a lot of color TV production base in the upstream business continued to face the kinds of situation.
On the LCD in Shenzhen Innolux two lines into a “wedding gown for the others as” the dilemma, the LG-Philips Guangzhou has just commissioned a project is also disappointing.
2007, LG-Philips is the largest flat panel TV business provider of supply ratio of 22%, but this time the project was put into the LCD module produces LCD modules with notebook computers, LCD TV modules still mainly in the Nanjing plant.
Of course, LG-Philips will soon launch the second phase, the products will be mainly of LCD TV modules, but it needs at least started to put into 1-2 years, which has withstood more than a year panel missing color TV enterprises in Guangdong goods is clearly painful to wait.
For flat-panel TV business in Guangdong TCL, Skyworth, and Konka, the 2008 panel facing severe shortage of problems may still remain: in 2007 nationwide, and no new generation of 6-and 7 the increase in production capacity, while in 2008 the first quarter, although the Chi Mei 6 on behalf of the line will open produce energy, but still utterly inadequate.
Particularly on behalf of more than 7 lines began to face the danger of out of stock. At last count, more than 6 generations since the country’s total LCD glass substrate capacity of more than 80% of Corning glass furnace in the first half of 2008, a massive overhaul. Among the most affected will be the 7.5-generation line, which could lead to 42-inch, 46-inch LCD panel prices to rise.
Clear set of corporate heads in the domestic flat panel “inhibition” will be increasingly tight, the LCD panel in 2008 re-procurement costs may be increased by 10% -20%, this will be a real threat facing the domestic flat.
Extension? Production research, said the analyst, the Shenzhen “Julong Scheme”, the joint venture negotiations in the future how to help fight the initiative of local flat-panel business will be crucial, if still only create such a model of cooperation group , domestic color TV enterprises are facing an embarrassing role will still continue.