Hua Xing photoelectric thin Lian Ming: high-end mobile phone screen production is moving to China

Global Mobile phone panel industry competition has shifted to the "technology war", although the current high-end mobile phone screen is still monopolized by foreign, but with the investment of 16 billion yuan huaxing three phase 6 generation LTPs (low-temperature polycrystalline silicon) LCD panel line works, this situation is expected to gradually be broken.

Will break the high-end screen "external dependence"

A suit of thin Lian Ming, but is running mentality, opening said: "Less than five years, a good operation, the construction of T2 (two) factory, start T3 (three) factory." Side of the operation, the construction, in the rhythm of the run, to drive their own crazy, the rhythm of others forced to death. ”

This "run" to solve the problem of localization of the screen. Thin Lianming said, China's large screen, small screen are highly dependent on imports, the annual national import LCD panel spent foreign exchange after oil, iron ore and chips, accounting for the fourth place. At present, the TV panel import dependence is decreasing, but the target of "Twelve-Five" domestic panel self-contained rate of 80% is still far, at the end of 2013 the domestic panel self-sufficiency rate reached 37%.

"Mobile phone panel is divided into two levels", thin even Ming changed a turn, continue to say: "Function machine, domestic panel self-sufficiency rate is high." But in the mobile internet age, the function machine transforms to the intelligent machine, the analytic degree, the electron migration rate, the color domain request is more and more high. The high-end mobile phone screen domestic shortage, the basic reliance on South Korea, Japan screen and a small number of Taiwan China screen. Therefore, huaxing three period to do 6 generation LTPs line, do high resolution, high electronic mobility, high color domain mobile phone panel. ”

Huaxing Photoelectric Three is the world's first new 6-generation LTPs line, previously China has two 5 generation LTPs line. Lianming said that Japan had a transformation from the 6 generation LTPs line, but not as efficient as new construction.

Have confidence to shorten the "climbing period"

At present, the deep Tianma in Xiamen's 5.5 generation LTPs line and the Beijing-Orient in Ordos 5.5 generation AMOLED line (including LTPs liquid crystal Panel), all is in from the production to the mass production transition "The climbing period", the progress is slower than anticipated, the huaxing three phase can avoid?

Thin Lianming Frankly, "LTPs line than the general mobile phone panel production line more difficult." Amorphous silicon panel, five light cover (note: The panel production process of nouns); LTPs panel to do 12~13 light cover, at least 11 light cover, because the temperature, the process is difficult. So, huaxing photoelectric in Shenzhen has a 4.5 generation Test line, now 6 generation line of products in the test line have been validated, we are not starting from scratch, has done two or three years of product development preparation. ”

"From the process view, we have invited experts familiar with the process to join Huaxing three." From the equipment manufacturers to see, technology continues to progress, we have the new process, technology into huaxing three. Therefore, we have the confidence to shorten the climbing period. "said the thin Lian Ming positively."

He revealed that the first phase of the construction period of huaxing 17 months, climbing production of 1 years; huaxing two main plant at the end of this month officially capped, only used 16 months of construction, plan to complete full production in half a year, climbing period is shortened by half of the first period, huaxing three period was encouraged by two, "strive for construction cycle 17 months, climbing period of 1 years, breaking the traditional record ”。

Moreover, from the first phase to three, Huaxing's benefits will continue to rise. Thin Lianming revealed that after the expiration of the annual output value of 14 billion yuan, two full postpartum will reach 19 billion yuan, three period of investment is relatively small (first phase, two period of investment are over 20 billion yuan), but sales revenue and a sales income is equal to, "due to product performance, the value is not the same."

China star three annual output value will be over billion

According to Thin Lianming, Wuhan Hua Starlight Electric (three phase) by Shenzhen Hua Starlight Electricity (TCL Group Holding 85%) and Wuhan government each holding 50%, registered capital of 7 billion yuan, each of the two sides out of 3.5 billion yuan, planned for the end of 2016 production, 30,000 pieces of glass base plate, annual output of up to 80 million 5 inches of mobile phone screen , half of the supply of TCL mobile phones, the other half to provide "China Small Cool Alliance" (ZTE, Huawei, Millet, cool, Lenovo) and other mobile phone factories; The annual output value will exceed tens of billions of dollars.

However, Samsung and LG, a South Korean company, are also speeding up the pace of building factories in mainland China.

"The industry is global competition. In addition to Huaxing optoelectronics, the domestic BoE is also increasing investment efforts. We are optimistic that the mobile Internet is just the beginning, regardless of whether people watch TV, watch mobile phone, but ' the world is Screen ', display will be everywhere. No matter how the evolution, the screen is the basic resources, and technology, resources, talent threshold is higher. So we are optimistic about the future. Said Thin Lianming.

As to why China Star three is selected in Wuhan, thin Lianming explained that Wuhan talent density is large; before, Tianma 4.5 generation line in Wuhan, Lenovo global smartphone base is also in Wuhan, Wuhan also has glass cut thin, circuit board, testing equipment and other ancillary plants. "According to the future plan of huaxing, large size panel base in Shenzhen, small size panel base in Wuhan." In particular, mobile internet demand for smartphones, pad is more and more big, so timely cut into small size is of great significance. T3 (phase Three) is only a start, T4 (Phase Four), T5 (phase Five) project will also be possible. "He revealed.