On July 12, 2015, China's panel leading company BOE A announced that it has signed an investment framework agreement with Hefei Municipal Government and Hefei Construction Investment Holdings (Group) Co., Ltd., and the two parties intend to invest 40 billion yuan in Hefei. The first 10.5 generation LCD LCD panel production line.
Due to the construction and production of a number of high-generation LCD panel production lines in mainland China, by 2018, China's domestic LCD panel production capacity is expected to surpass South Korea, especially the domestically produced panel faucets of BOE A and TCL Group's Huaxing Optoelectronics. Enterprises are upgrading the layout of LCD LCD TV panels, mobile device panels, and OLED panels.
As the two largest panel makers in Korea, LGDisplay and SamsungDisplay are bound to feel competitive pressure from Chinese panel companies. In terms of LGD, the company said in the commemoration of the 20th anniversary of the production of LCD panels, it is possible to launch the 10th generation OLED panel production line, which is the possibility of LGD's first foreign language and this project. In terms of SDI, whether to build a new generation of LCD LCD panel production line is also a real problem.
At present, the world's highest LCD panel production line is the S10 (SDP) jointly operated by Sharp and Hon Hai Group. As the chairman of Hon Hai Group, Guo Taiming has always been against Samsung, Samsung SDI is unlikely to insert a foot in SDP. Make Samsung face a dilemma. On the one hand, the high-generation LCD panel production lines in mainland China have been opened one after another, and the overcapacity is constantly on the rise; on the other hand, in the face of the competition between BOE and LGD, if Samsung maintains the status quo, it will give the large-size panel market of 60 and 65 inches or more. To Chinese companies and LG.
Industry analysts pointed out that LGD also has a different place from BOE and Samsung, that is, LG Electronics' OLED TV development strategy, color TV to be popular, must expand the supply chain, behind the production capacity is the key, China is the world's largest TV market The average sales size of color TVs is increasing every year. OLED TVs will replace LCD TVs. First, they will gradually replace LCD panels in the upstream.
According to LGD's plan, the company plans to shift its focus to OLEDs in the next three years. By 2018, a total investment of 10 trillion won will expand the production scale of large OLED panels, flexible OLED panels and high-end LCD panels.
The above analysts believe that after the huge investment in the early stage, LG's OLED strategy is no longer a turning point. As a next-generation display product, smart phones have widely applied flexible OLED panels, and OLED TVs are also on the road to growth. There are also car panels, wearable device panels, foldable display devices, etc. Chinese companies chasing on LCD panels have made LGD choose to open up new competitive advantages.
In addition to LGD, Japanese companies are also chasing after OLEDs. Although the mass production of large-size OLED panels is basically on hold, JOLED, which is composed of Japanese electronics giants such as Sony and Japanese monitors, is backed by the government's fund support and continues the existing technologies of Sony and Panasonic to accelerate the development of OLEDs. Project development and base construction.