Taiwan's Panel has less capacity than mainland 2.2 billion
Source: Internet
Author: User
KeywordsPanel price panel manufacturer Taiwan line Taiwan panel
Every reporter Yu Wei from Beijing by the Chinese Electronic Video industry association led the mainland to Taiwan Panel Procurement group in the day before the day back to Beijing. It is understood that the Taiwan line, the 9 machine manufacturers of the mainland delegation and Taiwan panel manufacturers to determine a 2.2 billion U.S. dollar purchase of large orders, and will be fully implemented this year. At the same time, the Taiwan line of "leader"-China Electronic Video Industry association secretary General Bai Weimin still worried. In response to the manufacturer's request, this exchange will be 2009 panel purchase amount from the beginning of the 2.2 billion U.S. dollars doubled to 4.4 billion U.S. dollars, but not long ago, the Korean and Japanese enterprises a single intervention, coupled with the panel upstream enterprises have yet to recover their strength, the increase of 2.2 billion can not be implemented without full confidence. New orders are not sure Bai Weimin accept this reporter interview, the Taiwan procurement in January this year "cross-Strait flat display Industry Cooperation forum" on has been determined, "at that time for the intention to purchase nearly 2.2 billion yuan, this is the implementation of the." "Due to the mainland" home appliances to the countryside, "the old for new" policy led to the second half of flat-screen TV demand growth of more than 100% per cent of good expectations, mainland enterprises in Taiwan procurement share desire to increase the general one times, this makes the supply of the industrial chain is more tight upstream, how to "We started to increase the starting rate to more than 70% per cent after February this year, but it is not realistic to improve capacity in a short time because of the inability of the upstream Corning companies to recover in time," he said. Qi MEI Electronic TV panel business General Department deputy director Hong Maosheng told reporters. According to the reporter understand, the panel upstream enterprises can not be timely recovery is the current LCD TV industry is the main reason for insufficient supply. Bing, Deputy secretary general of China Electronic Video Association, said that since the financial crisis last year, upstream enterprises have suffered severe losses and even bankruptcy. At present, the mainland market and North American market recovery, so that upstream enterprises, short-term recovery of production capacity is unlikely. "The cross-strait agreed to purchase a signal to the Korean-funded enterprises." After the one months, Korean companies to cash frequent Taiwan screen, digestion of inventory has become a short-term procurement of mainland enterprises another incentive. "One panel manufacturer told the newspaper. It is understood that last December Taiwan's main panel manufacturers friend Tatsu, Chi Mei and more than 4 million panels can be sold, but from this February, Samsung, LG and other South Korean companies with cash from friends Tatsu, Chi Mei Hand bought the Taiwan panel giants since last October accumulation of 4 million pieces of inventory, and signed an annual purchase agreement of 2009 years. This has made the continental panel start to supply badly. Must be thrown out of the large documents to understand, since the Korean-owned enterprises to throw large single, panel prices from February 2009 also began a 5-month continuous climb, up to 20%. Take 32 inches For example, panel Enterprise spate out of stock, its price from the bottom of the 130 dollar rose to May of 165 U.S. dollars, the current known friends to call the price of 200 dollars directly. At the same time, in the large-scale procurement of Taiwan's panels, Samsung, LGD began to control the number of Chinese color TV enterprise Panel supply, and proposedThe demand for price increases. Market analysts believe that because the North American market heating and market inventory is not much, the price of panel manufacturers is inevitable. And recently announced the mainland household appliances "to replace the old", it is bound to drive another wave of LCD TV to change the tide, resulting in the LCD TV panel Market Outlook look qiao. Although all vendors to trade secrets as a result of the refusal to disclose the purchase price, but the appliance manufacturers have said that, because of the promotion of policy, the second half of the panel price increases and the mainland flat TV demand will increase more than 100% of the forecast, the current increase in the Panel procurement efforts are imperative. Continental panel of the dull pain of the mainland color TV companies jointly purchase Taiwan screen, and expand the procurement scale, reflecting the frustration of mainland panel manufacturers. Skyworth spokesperson Shen Jian said that the current color TV companies need more than 32 inches, the production line is at least 7 generation line, but the current continental panel enterprises in the 5 generation line, to 32 inches below the main products, can not meet the needs of the machine. It is understood that the current mainland panel manufacturers mainly Beijing-Orient, SVA and Dragon, its 5 generation line mainly produces 19 inches, 22 inches, up to 26 inch panels, mainly in the face of computer display market. And the above three companies are currently in a loss, even the best days of the BoE, although the investment in Hefei 6 generation line funds have been all in place, but to the end of 2010 to mass production of the offline. Mainland Panel enterprises can not meet the needs of machine manufacturers, the demand for Taiwan to invest in the mainland to build factories more and more calls. However, Taiwan-funded enterprises to set up factories in the mainland is not high. Some experts said that to set up factories in the mainland first worry about technology turnover, new display technology OLED has been in the industrialization of the "gate." More importantly, Taiwan's local economic factors, it, electronics are the backbone of Taiwan's industry, a large number of investment projects are unlikely to transfer. Moreover, as the global economy has not fully warmed up, relying solely on mainland demand, Taiwan's panel to invest in mainland China's desire to set up factories is still not high, Taiwan-funded enterprises to reduce spending 2009 years is a foregone conclusion. "For Taiwan's five panel companies, the future development strategy is to realize that the mainland market is the biggest factor in determining the price trend of LCD screen, and gradually reduce the dependence on Japanese and Korean orders, while increasing the supply of tablet enterprises to the mainland." AOC spokesman Liu Dan said.
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