Rewriting its electronic information industry's persistent embarrassment of missing core and less screen

The Chinese mainland in the LCD industry in the title of a disease, is rewriting its electronic information industry "lack of core less screen" has always been embarrassed.

September 11, the reporter held here in the "2013 Flat Display Summit Forum" learned that the Chinese mainland has been built and under construction of the panel production line up to 21, the total investment of about 200 billion yuan, annual production capacity will reach 50 million square meters.

Tcl Chairman Li told reporters that Huaxing is planning to build the possibility of a second production line. Beijing and the east for its in Hefei, Ordos, Chongqing and other land in the production line has thrown up as much as 46 billion yuan fund-raising plan.

China's local LCD panels have been in place for 10 years, from the Beijing-Shanghai five-year line of 2003.

Zhongcan, academician of the Institute of Theoretical Physics of the Chinese Academy of Sciences, said that 10 years in the "four countries" (Korea, Japan, Taiwan, mainland China) competition, the local flat panel display industry technology progress, the cost of declining, gradually eased the "no screen pain."

The market share of China's mainland panels reached 9.9% per cent in the global market last year, the first to overtake Japan as the third largest flat-panel display after South Korea and Taiwan, according to Dissearch of the marketing advisory body, which is expected to reach 18.6% per cent by 2014.

Domestic LCD TV panel self-sufficiency rate of more than 30%. Guo Yi, vice director of product development at Huaxing Optoelectronic Research Center, is revealing that, in 2011, the proportion of China's six largest home appliance brands to overseas purchases is still as high as 96%. By the first half of 2013, the proportion of overseas purchases by six plants had fallen to 69%.

LCD local matching in the change of color TV, mobile phones, notebooks and other downstream terminal industry has almost completely relied on import screen history, but also let the BoE (000725.SZ), TCL Group (000100.SZ), etc. in the LCD panel investment after all the bitter. In the first half of this year, Beijing Oriental net profit amounted to 860 million yuan, huaxing photoelectric net profit of 890 million yuan, for the entire TCL Group contributed about 83% of profits.

In the Chinese mainland LCD industry after the bitter, "outdated theory", "surplus theory" also sounded. In fact, at the end of July, when the Beijing-Orient announced plans to raise 46 billion yuan for its many production lines, it sparked controversy.

"There will be no excess capacity in the LCD panel for the next few years." Beijing Oriental Vice President Zhang Yu told reporters that according to the Beijing-Orient to the global panel supply and demand measurement, the supply of LCD panel remains a gap, "of course, in a certain period of time, television, notebooks, mobile phones and other uses of the panel may have structural imbalance between supply and demand."

In addition, the current Chinese mainland has been built, the construction of LCD panel production line is mainly TFT-LCD technology, and Samsung, LGD and other countries since 2009, announced that the investment to AMOLED.

"Outdated theory", BOE chairman Dongshen that: TFT-LCD and AMOLED between the technical correlation and resource sharing as high as 70%, the two technologies are based on semiconductors, the latter is only the extension and development of the former, "a variety of semiconductor display technology will be long-term coexistence."

Zhang said that the current AMOLED production line is very low yield, resulting in high cost, especially in large size areas. At present, the Beijing-Orient has been built, under construction of the 7 production lines, only a 5.5 generation of Ordos production line using AMOLED technology.

Dongshen quoted Dissearch data, said the global market Total product year 2012 for 123.1 billion U.S. dollars, 2020 is expected to be 194.5 billion U.S. dollars, the average annual composite growth rate of 5.9%. Among them, TFT-LCD is still the mainstream.