The National Development and Reform Commission recently issued the "Notice on Continued Organization and Implementation of the Strategic Transformation Industrialization of Color TV Industry in 2010". This transformation will focus on the localization and localization of the "upstream upstream" of the flat-panel TV industry, and has the "third generation" The development and industrialization of AM-OLED, known as display technology, has placed new demands.
In July 2004, Zhao Yong, chairman of Changhong Group, said when returning to Changhong: "If you can't do the screen, Changhong might as well not do color TV." In fact, the size of China's flat-panel TV market is only three or four million, but as an alternative to CRT. The trend of products, the layout of Chinese enterprises in the upstream is almost zero. The LCD screen and plasma screen, which account for 70% of the cost of flat-panel TVs, need to be imported, which has become the main reason for the overall loss of the domestic color TV industry.
However, the investment in the upstream area of ​​plasma and liquid crystal panels is tens of billions of dollars, and the technology upgrades are very fast, and there is a huge risk in its investment. In addition, Japan, South Korea and Taiwanese companies with mastery of technology are reluctant to transfer technology in order to maintain high profits. This makes domestic companies unable to do anything.
It is reported that by 2009 China's TV panel imports have reached nearly 20 billion US dollars, which is almost equivalent to 70% of domestic sales revenue of the year, and under the support of upstream panel profits, foreign flats also fought price wars in China. The market has aggressively attacked. In 2007, its market share in China's primary and secondary markets increased to 70%, and domestic color TVs faced a dangerous situation.
In the state of support for the state support policy, BOE, SVA and other domestic LCD screen industry production is a loss of the environment, Changhong, once the CRT boss, had to choose the curve to enter the upstream road.
At the end of 2006, Changhong first acquired ORION, the third largest plasma manufacturer in Korea, with a curve of nearly 100 million US dollars, making Changhong a leader in the “screen making†of domestic color TVs. Then, Changhong started development of a new generation of plasma panel technology based on the introduction and absorption of rainbow and Korean Orion. It is understood that the second-generation Hongou plasma panel, which will achieve breakthroughs in light and thin, energy-saving 20%, and 3D technology applications, will be officially launched in the second half of this year.
After more than a year of completion of the Changhong plasma project, the national electronic information industry adjustment plan proposed to focus on panel production and improve the new display industry system, including the high generation of BOE, TCL Huaxing Optoelectronics and Longfei Optoelectronics. The liquid crystal panel production line began to start construction. According to its plan, the mass production will be the fastest in early 2012. At that time, the production capacity of Changhong plasma panel is expected to rise to 4 million to 6 million pieces, and it has been in production for more than three years to enter the stable return period of profits.
In 2009, with the further increase in the market share of LCD TVs, Changhong, TCL, Hisense and Konka successively announced their respective LCD module construction plans. According to sources, Changhong and its partners are also seeking opportunities to enter the high-generation LCD panel field.
The policy support of color TV manufacturers was finally confirmed until after the financial crisis. At this time, the R&D and manufacturing pattern of the global flat display industry has changed.
When BOE, Huaxing Optoelectronics, and Longfei Optoelectronics' high-generation LCD panel investment plan began to be implemented, Sharp's 10th generation line was put into production in October 2009, and Sony, Samsung, and LG started the layout in the field of OLED panels. More importantly, in addition to the huge risk of technical patent disputes, the domestic LCD panel industry has a zero layout on the upstream of the panel. The upstream industry of the panel controlled by the Japanese and US giants still plagues the domestic panel industry.
It is worth noting that more than 80% of the upstream supporting enterprises of the LCD panel production lines that have been built and under construction in China are foreign companies, including the 3G company-controlled glazing film, Corning, Asahi Glass and other three companies controlling liquid crystal glass substrates. And some rare gases need to be purchased from foreign giants.
It is reported that in the cost of liquid crystal panels, the cost of materials accounts for up to 75%, of which glass substrates, backlight modules, polarizers, and color filters account for 80% of the material cost.
In the 5th generation line of BOE and SVA, the current color filters are basically purchased from Hexin and DNP, and the polarizers are purchased from LG Chem and Nitto Denko, and the backlight modules are especially 37 inches or more. Large-size backlight modules are purchased from South Korea, Taiwan's Stanley, Shengna Road, and Shengdis.
Although the LCD panel production line currently under construction is attracting investment from Japanese and Korean giants including Nitto Optoelectronics and DNP, the profits of these investments are still taken away by Japanese and Korean giants, while the panel giants of Korea, Japan and Taiwan are basically completed. The control of the upstream support.
Although Changhong has completed the layout in the current main display technologies such as plasma and liquid crystal, in the long run, these technologies are likely to be replaced by newer display technologies such as OLED, laser, and LCOS. For this reason, Changhong has also started forward-looking technology. Field layout, investment of 750 million yuan in Chengdu construction Hongshi OLED project is close to mass production and made a breakthrough in the field of large-screen technology, while establishing a national-level OLED engineering laboratory, becoming the key to domestic AM-OLED devices, materials, equipment, etc. Experimental verification platform for technical research.
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