High-generation line panel line rises

The China International Panel Display Cooperation and Innovation Development Conference was held in Beijing yesterday. Hao Yabin, vice president of the China Electronics Industry Association, disclosed that in the upstream of the industry chain, China has initially formed multiple 4.5th, 5th, 6th, and 8.5th generations. The construction of the line, with BOE and Huaxing Optoelectronics being fully productive on the 8.5th generation, is expected to reach 44 million pieces next year, accounting for 17.6% of the global market.

Xue Wenjin, vice president of the Nanjing Flat Panel Display Industry Association, told Nandu reporters that the Japanese panel industry is declining, the mainland panel industry will easily surpass the Japanese system, and the Korean and Taiwanese departments will become the three major forces of the panel industry, while the rise of the mainland panel will affect Taiwan. The panel poses a direct threat. It also stated that multiple 8.5-generation lines are under construction and the industry is picking up. Panel investment cannot be limited to the current downturn of the industry and should be based on long-term perspective.

According to the Visual Arts Association, the production volume of domestic color TV panels will reach 24 million pieces, accounting for 10.5% of the global share. It is estimated that the output of domestic color TV panels will reach 44 million in 2013, according to Hao Yabin. It accounts for 17.6% of the global share.

At present, the domestic panel industry has formed industrial clusters such as the Bohai Rim, the Yangtze River Delta, and the Pearl River Delta, as well as various industrial parks such as the Chengdu-based development zone and Hefei. Each regional cluster has multiple panel lines and many Supporting companies, such as BOE in Beijing and Hefei, have their own brands. Huaxing Optoelectronics has rapidly emerged in Guangdong, and Samsung and LGD's advanced generation lines are also advancing in Guangzhou and Jiangsu.

According to Li Yaqin, research director of Group Intelligence Consulting, in the current state of the major high-generation production lines are fully operational, it is estimated that the self-sufficiency ratio of domestic TV panels will remain at about 30.1% in 2013. In just a few years, the intensive launch of panel projects has changed the situation in which domestic panels are highly dependent on imported panels.

In addition to the 8.5-generation line that BOE and Huaxing Optoelectronics put into production, Xue Wenjin told reporters that the Guangzhou LGD, Hefei BOE, Suzhou Samsung and Kunshan Youda are all advancing. In addition, it also revealed that the Nanjing Panda 10th-generation line has been approved by the relevant government departments, but due to factors such as Sharp's negotiation with Hon Hai and market efficiency, the project still has variables, and changing to the 8.5-generation line is an option under consideration. One, together with the unresolved Chongqing 8.5-generation line, there are many domestic 8.5-generation lines to help the domestic panel industry.

This means that there are six 8.5-generation lines identified in the country. Together with the Nanjing project of the 10th or 8.5th-generation line and the Chongqing project, the mainland will eventually have eight 8.5-generation lines to compete in the Central Plains, forming a huge industrial power.