Although not officially confirmed, news of the approval of Samsung and LG high-generation liquid crystal panel production line construction projects has spread rapidly within the circle. Recently, it was confirmed by Hao Yabin, vice president of the China Electronics and Video Industry Association, that related companies have received “oral notices†from higher authorities.
The Korean companies Samsung and LG were approved. The main reason is that their related technologies in the panel and supporting areas are ahead of other companies. Experts said that in the critical period of industrial transformation and upgrading, China’s color TV industry has introduced two companies with the most advanced technology in the field of global flat panel display. This will not only give more guidance to China’s color TV industry, but also lead the rapid upgrade of China’s color TV industry. The beat of the global advanced market.
Industrial layout is still in progress
High-end panel production line "5 election 2" program has finally reached a preliminary conclusion, Samsung, LG received the news that its declared high-generation panel production line project approved, and will inform local governments to negotiate with them investment and construction details.
Earlier this year, Samsung Electronics submitted an application to the National Development and Reform Commission and the Ministry of Industry and Information Technology to build a 7.5th generation LCD panel production facility in Suzhou City. LG Display also applied to build an 8th generation LCD panel factory in Guangzhou. At the same time, three companies, including BOE, China Panda and Foxconn, submitted their application materials. Subsequently, the National Development and Reform Commission and the Ministry of Industry and Information Technology organized an expert team to review the five projects and scored them comprehensively. The top two companies were selected. "The Samsung, LG two Korean companies' technical reserves, investment amount and other indicators have been ranked in the top of the comprehensive evaluation, so they eventually won." Hao Yabin said. "Samsung and LG are mainly based on technology, and their overall product performance is better than that of Taiwan in China." Ye Zhenxiu, senior analyst at the Taiwan Institute of Industrial Intelligence in China, believes that "the market share of Samsung and LG is currently in the global LCD panel market." With a total of 48%, the technology in LED and 3D is more advanced. Although the level of South Korean companies and Chinese Taiwanese companies is similar in the upstream layout, South Korean companies obviously have to be successful in the reserve of next-generation technologies."
With the continuous expansion and upgrading of the global flat-panel market, the requirements for the senior generation line will also be higher and higher. The development of tablet technology is changing with each passing day. Actually, this "5-elect 2" is only the first step in the overall layout of the high-end panel production line in Mainland China. For Japanese companies such as Sharp, Foxconn and other companies in the Taiwan region of China, there are high generations in mainland China. There is still room for competition in the LCD panel market.
According to relevant sources of China Electronics, China Electronics is ready to take the differentiated route and directly introduce Sharp's 10th generation line. The preliminary preparations for the current 10th-generation line cooperation project have been officially launched. Foxconn and other Taiwanese companies are also eagerly waiting for the Taiwan authorities to relax restrictions on the mainland's technology exports.
There should be new breakthroughs in cross-strait cooperation
With the rise of China's color TV market in the world, how to become stronger and stronger has become a topic that has plagued China's color TV industry in these two years. Zhou Zixue, chief economist of the Ministry of Industry and Information Technology, has repeatedly emphasized that the high-generation liquid crystal panel production line projects in mainland China do not lie in many, but rather strong.
After the Chinese mainland companies BOE, TCL, and Longteng successively launched the LCD panel production line in 2009, on May 8th this year, the “Notice on Continuing to Organize the Strategic Industrialization of Color TV Industry in 2010†issued by the National Development and Reform Commission was also clear. It pointed out that in order to promote the restructuring of the color TV industry as the goal, improve the upstream supporting industrial chain, and actively pay attention to future technological development trends. "From the perspective of these documents, strengthening China's color TV industry is the key to future industrial upgrading. Among these, technology is considered by the country as the first element in the transformation process of color TV industry," said Hao Yabin.
In addition to technical factors, supporting conditions are also the main reason for Samsung and LG to win.
Take Samsung as an example, its location in Suzhou has been supported by other industries' advanced industrial supporting advantages: Konka Kunshan's module factory was mass-produced at the end of last year, and LED modules were one of the main products; in May this year, the production was high. Asahi Glass Display Glass (Kunshan) Co., Ltd. has been working for generations of liquid crystal display glass substrates and related accessories.
“More and more supporting industries like this are in the 'Yangtze River Delta', more and more, in Suzhou City alone, a complete industrial chain of 'upstream raw materials, panels, and downstream machines' has been formed and the local matching rate for panel materials is close to 90%.†Xu Kunxian, Chief of Science and Technology Quality Section of Kunshan City Economic and Trade Commission, said.
"5 elections 2" to drop two Korean companies should be no small stimulus to Taiwan. This time it was expected that Foxconn's unsuccessful industry experts will be expected. When a slow-paced film release in Taiwan will become another hot topic in the layout of the mainland’s generation.
Xuan Jiansheng, president of TPV Technology Group, stated that the industry chain of Taiwan’s senior generation line is relatively complete and mature, and cooperation between the two sides of the strait is complementary. It will be the best time for the next 3-5 years. It will be a pity to miss this opportunity. If the Taiwan authorities accelerate the opening of the high-generation line project, break the ideological barriers and increase mutual trust, cross-strait cooperation will reach a new level.
Terminal industry upgrade soon
In order to support the high-generation panel production line, Samsung is expected to invest in the DRAM (Dynamic Random Access Memory) industry in mainland China and bring its advantages in the chip and semiconductor fields to China. The reporter was informed that Samsung Electronics has achieved complete independent R&D and production on the flat panel TV's chip module, which is also the basis for Samsung's commercialization of 3D technology and mass production sales.
"After the Samsung and LG high-generation panel projects have been approved, in the long run, it will play a positive role in promoting the development of China's color TV industry," said Hao Yabin. The reporter learned that before the project was finalized, domestic color TV companies such as TCL, Skyworth, and Hisense maintained a good cooperative relationship with Korean companies such as Samsung and LG. After the settlement, domestic companies are expected to achieve rapid global cooperation with Samsung and LG. The simultaneous development of response strategies has accelerated the transformation of China's color TV industry.
“Since 2008, most of Skyworth's TV panels have been purchased from LG. The LG high generation panel production line is also a good opportunity for us and will enhance the overall competitiveness of both parties.†General Manager, China Regional Marketing Headquarters, Skyworth Group Liu Yuzhi thinks.
Of course, the development of the next stage of the color TV industry is the greatest value of Samsung and LG. According to statistics, as of the second quarter of 2010, the largest manufacturer of global LCD panel shipments was still Samsung, with shipments amounting to US$4.2 billion. Ranked second is LG, which shipped 3.7 billion US dollars.
It is understood that these two companies have obvious advantages in the LED backlight production capacity. Moreover, the LEDs they produce are not only used in TVs, monitors and other products, but also used in emerging energy-saving and environmental protection lighting devices. In the new technology fields such as 3D and OLED, Samsung and LG also have many patents. With the respective high-generation panel production lines settled in, it is bound to open or transfer related technologies.
“In the LED TV market, Konka can now increase cooperation with Samsung in the modular factory in Kunshan. At the same time, Konka also signed a technology agreement with Samsung in the 3D and Internet TV fields, and mutual cooperation will be further strengthened.†Konka Group Color TV Division R&D He Guangju, director of the Center for New Technology Research, said.
The Korean companies Samsung and LG were approved. The main reason is that their related technologies in the panel and supporting areas are ahead of other companies. Experts said that in the critical period of industrial transformation and upgrading, China’s color TV industry has introduced two companies with the most advanced technology in the field of global flat panel display. This will not only give more guidance to China’s color TV industry, but also lead the rapid upgrade of China’s color TV industry. The beat of the global advanced market.
Industrial layout is still in progress
High-end panel production line "5 election 2" program has finally reached a preliminary conclusion, Samsung, LG received the news that its declared high-generation panel production line project approved, and will inform local governments to negotiate with them investment and construction details.
Earlier this year, Samsung Electronics submitted an application to the National Development and Reform Commission and the Ministry of Industry and Information Technology to build a 7.5th generation LCD panel production facility in Suzhou City. LG Display also applied to build an 8th generation LCD panel factory in Guangzhou. At the same time, three companies, including BOE, China Panda and Foxconn, submitted their application materials. Subsequently, the National Development and Reform Commission and the Ministry of Industry and Information Technology organized an expert team to review the five projects and scored them comprehensively. The top two companies were selected. "The Samsung, LG two Korean companies' technical reserves, investment amount and other indicators have been ranked in the top of the comprehensive evaluation, so they eventually won." Hao Yabin said. "Samsung and LG are mainly based on technology, and their overall product performance is better than that of Taiwan in China." Ye Zhenxiu, senior analyst at the Taiwan Institute of Industrial Intelligence in China, believes that "the market share of Samsung and LG is currently in the global LCD panel market." With a total of 48%, the technology in LED and 3D is more advanced. Although the level of South Korean companies and Chinese Taiwanese companies is similar in the upstream layout, South Korean companies obviously have to be successful in the reserve of next-generation technologies."
With the continuous expansion and upgrading of the global flat-panel market, the requirements for the senior generation line will also be higher and higher. The development of tablet technology is changing with each passing day. Actually, this "5-elect 2" is only the first step in the overall layout of the high-end panel production line in Mainland China. For Japanese companies such as Sharp, Foxconn and other companies in the Taiwan region of China, there are high generations in mainland China. There is still room for competition in the LCD panel market.
According to relevant sources of China Electronics, China Electronics is ready to take the differentiated route and directly introduce Sharp's 10th generation line. The preliminary preparations for the current 10th-generation line cooperation project have been officially launched. Foxconn and other Taiwanese companies are also eagerly waiting for the Taiwan authorities to relax restrictions on the mainland's technology exports.
There should be new breakthroughs in cross-strait cooperation
With the rise of China's color TV market in the world, how to become stronger and stronger has become a topic that has plagued China's color TV industry in these two years. Zhou Zixue, chief economist of the Ministry of Industry and Information Technology, has repeatedly emphasized that the high-generation liquid crystal panel production line projects in mainland China do not lie in many, but rather strong.
After the Chinese mainland companies BOE, TCL, and Longteng successively launched the LCD panel production line in 2009, on May 8th this year, the “Notice on Continuing to Organize the Strategic Industrialization of Color TV Industry in 2010†issued by the National Development and Reform Commission was also clear. It pointed out that in order to promote the restructuring of the color TV industry as the goal, improve the upstream supporting industrial chain, and actively pay attention to future technological development trends. "From the perspective of these documents, strengthening China's color TV industry is the key to future industrial upgrading. Among these, technology is considered by the country as the first element in the transformation process of color TV industry," said Hao Yabin.
In addition to technical factors, supporting conditions are also the main reason for Samsung and LG to win.
Take Samsung as an example, its location in Suzhou has been supported by other industries' advanced industrial supporting advantages: Konka Kunshan's module factory was mass-produced at the end of last year, and LED modules were one of the main products; in May this year, the production was high. Asahi Glass Display Glass (Kunshan) Co., Ltd. has been working for generations of liquid crystal display glass substrates and related accessories.
“More and more supporting industries like this are in the 'Yangtze River Delta', more and more, in Suzhou City alone, a complete industrial chain of 'upstream raw materials, panels, and downstream machines' has been formed and the local matching rate for panel materials is close to 90%.†Xu Kunxian, Chief of Science and Technology Quality Section of Kunshan City Economic and Trade Commission, said.
"5 elections 2" to drop two Korean companies should be no small stimulus to Taiwan. This time it was expected that Foxconn's unsuccessful industry experts will be expected. When a slow-paced film release in Taiwan will become another hot topic in the layout of the mainland’s generation.
Xuan Jiansheng, president of TPV Technology Group, stated that the industry chain of Taiwan’s senior generation line is relatively complete and mature, and cooperation between the two sides of the strait is complementary. It will be the best time for the next 3-5 years. It will be a pity to miss this opportunity. If the Taiwan authorities accelerate the opening of the high-generation line project, break the ideological barriers and increase mutual trust, cross-strait cooperation will reach a new level.
Terminal industry upgrade soon
In order to support the high-generation panel production line, Samsung is expected to invest in the DRAM (Dynamic Random Access Memory) industry in mainland China and bring its advantages in the chip and semiconductor fields to China. The reporter was informed that Samsung Electronics has achieved complete independent R&D and production on the flat panel TV's chip module, which is also the basis for Samsung's commercialization of 3D technology and mass production sales.
"After the Samsung and LG high-generation panel projects have been approved, in the long run, it will play a positive role in promoting the development of China's color TV industry," said Hao Yabin. The reporter learned that before the project was finalized, domestic color TV companies such as TCL, Skyworth, and Hisense maintained a good cooperative relationship with Korean companies such as Samsung and LG. After the settlement, domestic companies are expected to achieve rapid global cooperation with Samsung and LG. The simultaneous development of response strategies has accelerated the transformation of China's color TV industry.
“Since 2008, most of Skyworth's TV panels have been purchased from LG. The LG high generation panel production line is also a good opportunity for us and will enhance the overall competitiveness of both parties.†General Manager, China Regional Marketing Headquarters, Skyworth Group Liu Yuzhi thinks.
Of course, the development of the next stage of the color TV industry is the greatest value of Samsung and LG. According to statistics, as of the second quarter of 2010, the largest manufacturer of global LCD panel shipments was still Samsung, with shipments amounting to US$4.2 billion. Ranked second is LG, which shipped 3.7 billion US dollars.
It is understood that these two companies have obvious advantages in the LED backlight production capacity. Moreover, the LEDs they produce are not only used in TVs, monitors and other products, but also used in emerging energy-saving and environmental protection lighting devices. In the new technology fields such as 3D and OLED, Samsung and LG also have many patents. With the respective high-generation panel production lines settled in, it is bound to open or transfer related technologies.
“In the LED TV market, Konka can now increase cooperation with Samsung in the modular factory in Kunshan. At the same time, Konka also signed a technology agreement with Samsung in the 3D and Internet TV fields, and mutual cooperation will be further strengthened.†Konka Group Color TV Division R&D He Guangju, director of the Center for New Technology Research, said.
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