The system of screen-making is fuzzy: the core technology lags behind Japan and Korea seriously

CRT Color TV era, is the era of Chinese manufacturing.　　However, after the CRT into the flat-screen TV era, China's home appliance manufacturers have not been able to get rid of the high cost of raw materials procurement and low-cost products shipments, many manufacturers in the case of millions of units shipped in the year, the net profit over billion has become a distant past. In the strategy of firms seeking to break through, it becomes a collective impulse to extend upstream and control important raw materials.　　However, home appliances experts, Paller Consulting senior director Luo Qingxi recently published the article said that China's screen has fallen into the "buy backward cycle" situation.　　Screen-making movement of domestic manufacturers set off the screen movement, is 2000 years later. January 2003, Beijing Oriental acquisition of Korea's modern electronic TFT-LCD business, first entered the field of thin-film transistor liquid crystal display. The same year in September to build 5 generation line, and in 2005 to put into production. SVA early in the BoE, in October 2004 its 5 generation line has been officially put into production.　　Dragon Photoelectric 5 generation line in June 2006 officially put into production. Changhong spokesperson Radian to reporters, with independent intellectual property rights of China's first new plasma display production line project a total investment of 675 million U.S. dollars, the first phase of the project started construction on April 28, 2007, has entered the mass production stage. "With the mass production of the new Changhong plasma display, China's own screen has been fully entered into the substantive results stage."　　"he said. However, Luo Qingxi in an interview, said, manufacturers of collective demand performance for their own, panel manufacturers such as Beijing Oriental, Dragon photoelectric and reorganization of the SVA, the overall generation line backward, unable to meet the needs of TV screen. The new plans of these panel makers also have backward capacity and repeat construction.　　The machine manufacturer, step only changhong one-large investment in the plasma screen and its industry matching.　　Luo Qingxi worry, Japanese and Korean manufacturers are to higher generation lines and even OLED transformation, backward generation line such as 6 generation line will be transferred to China, become the burden of domestic manufacturers. Highlighting the strategic gap at present, a flat-screen TV (LCD and plasma TV) costs 70% of the cost of the panel, module cost accounted for about 7%. Even according to the optimism of Tcl's chief engineer, the cost of the module will not exceed 12%.　　The construction of LCD module line which is invested by the machine manufacturer has limited benefit to the product cost reduction.　　In the recent mainland manufacturers to Taiwan procurement, many large orders to friends Tatsu, Chimei, such as Taiwan panel manufacturers. In addition, the Chinese mainland panel manufacturers of raw materials supply and industrial matching has been weak in Japan and South Korea, the Beijing-Orient liquid crystal raw materials still have 60% dependence on imports, high procurement costs.　　The reorganization of SVA its 5 generation line operation has not yet formed industry matching, nor access to core technology. Beijing Oriental Public Relations director Zhang Yu told reporters, panel manufacturing requires enterprises to have a considerable technical integration and technical innovation capabilities, the technology accumulation and Japan-South Korea gap has been very small, is planning the 8 generation line will also be independent technology present. [Page] Radian also pointed out that Changhong to get the product definition right, forIn this, we must master the core technology and key devices. For flat-screen TVs, screens that cost more than 70% are the most critical and core technologies.　　Changhong according to strategic objectives, the first in the plasma core technology, especially the field of plasma display screen deployment. and the domestic screen formation contrast is, Japan and South Korea manufacturers such as Sony, Sharp, Samsung, LG and other manufacturers, not only mastered the screen resources, but also played the tablet era of the market leading role.　　From 2006 until now, the previous flat-panel TV prices are almost all by Japan and South Korea manufacturer-led, domestic machine manufacturers in both sides of the attack has been the same. Luo Qingxi pointed out that in the comparison with Japan and South Korea will find that the core technology and industrial chain in the domestic serious lag in Japan and South Korea, bargaining power in the hands of upstream suppliers, at the same time, a greater gap in the strategic aspects. "Japan and Korea behind the manufacturers have a strong government support, the technology restrictions are also very clear."　　"he said. Luo Qingxi For example: "Compared with Samsung, the domestic 5 generation line production time difference for more than a year, but Samsung soon planned 7 generation line and 8 generation line, the Beijing-Orient 6 generation line is still in the civil stage." The Japanese and Korean government has led the quality resources to the panel industry, while the domestic leading local government departments, such as Beijing Sasac, Shanghai Sasac, Mianyang Government, national resources are dispersed, regardless of funds, personnel, research and development units are lack of directional integration. "Plasma breaking the bureau is understood, Beijing Oriental, Dragon photoelectric and some local government LCD panel manufacturing projects, the total investment of about 15 billion U.S. dollars.　　Of these investments, 9.5 billion dollars will be implemented in only 2009 years.　　In the National Electronic Revitalization Program outline, to include Beijing Oriental, Dragon Photoelectric and Changhong Plasma Screen III project, including the flat panel display industry investment will exceed 100 billion yuan. It is understood that the national arrangement of funds will be "sustainable development" as a policy orientation.　　During a visit to Changhong last year, General secretary Hu Jintao and Premier Wen Jiabao stressed "enduring short-term transition pains and seeking long-term sustainable development".　　Radian said, Changhong's goal is to take the industry from abroad to replace the industry, Plasma screen project is Changhong industry alternative ideas of a landmark project.　　He points out several elements that differ from SVA: Changhong has the core technology of screen manufacturing, "screen + machine" complete chain; some key indicators of the display screen have surpassed international peers; in liquid crystal, Changhong and Taiwan Friends Tatsu strategic Cooperation, has a similar plasma screen "screen + machine" pattern. Luo Qingxi pointed out that to Japan and South Korea as a model, panel manufacturing needs to be country-led, strong organization, joint universities and research and development institutions, the introduction of capital markets, and enterprises responsible for implementation. "It's hard to get things done without the cluster development of Samsung," he said. "he said.