The domestic panel is launching a new round of battle market concerns that “it will fall behind when it is put into production”

He Chengming CEO He Chengming said that the panel industry is showing signs of recovery. "Samsung Electronics has also proposed a large number of purchase invitations to Huaxing Optoelectronics." The reason for the "openness" of Huaxing Optoelectronics is not unrelated to the recent policy changes in China's panel tariffs.

Since April 1, 2012, China has adjusted the provisional tariff rate for import tariffs on four tax items such as liquid crystal display panels. Among them, 32-inch and above LCD panels without backlight modules will no longer implement the original 3% provisional tax rate, but will resume the 5% MFN import tariff rate. The analysis generally believes that it will form a substantial positive for domestic panel companies, stimulate domestic machine manufacturers to purchase domestic panels, and will also lead to subtle changes in the global panel structure.

Recently, the LGD Guangzhou 8.5 generation line, which has been delayed for nearly two years, finally has the latest timetable. Skyworth Digital, which participated in the project, disclosed in Hong Kong last weekend that the company’s joint venture with Korean panel maker LGDisplay (China) will be held on May 22, 2012.

Skyworth revealed that LG Display (China) is principally engaged in the manufacture and sale of TFT-LCD materials and other electronic components, the import and export of such products for domestic and re-export and the provision of after-sales services for the aforementioned products. The parties to the joint venture are expected to confirm the details of the relevant investment and update schedule at the end of June. According to the previous plan, Skyworth plans to invest 1.33 billion US dollars to participate in 10% of the shares, LGDisplay and Guangzhou Kai to obtain capital ratio of 70%, 20%.

Just before May 1st, Great Wall Computer announced that the company's subsidiary SunVictory and the company's indirect holding subsidiary Panda LCD formed a joint venture company with a planned investment of 35 billion yuan, and will build the 10th generation TFT-LCD production line in Nanjing, China.

TopVictory is a wholly-owned subsidiary of TPV Technology, a subsidiary of Great Wall Computer, which is principally engaged in the trading of computer monitors and flat-panel TVs and materials procurement.

Panda LCD is a joint venture company established by China Electronic Information Industry Group Co., Ltd., Panda Group, Nanjing New Industrialization Investment (Group) Co., Ltd. and Nanjing Xingang Development Corporation, of which Panda Group holds 51% and its registered capital is 4.8 billion. Yuan Renminbi. In 2011, the company's operating income was 81.76 million yuan, net profit loss was 9.9 million yuan, and net assets were 4.782 billion yuan.

However, some outsiders pointed out that there is no doubt that the global LCD panel pattern has been transferred to the mainland. However, the liquid crystal panel line has a long investment cycle. It is crucial to be able to quickly avoid the situation of “one production is lagging behind”.

The reporter learned that many companies in Japan and South Korea have already turned their attention to the next-generation display technology of LCD panels. Recent foreign reports indicate that Sony will establish a joint venture plant with OLED TVs and panels with panel giant AU in Taiwan. Panasonic plans to invest 20 billion to 30 billion yen to establish a 5th to 6th generation OLED panel trial production line.

Nevertheless, Luo Qingqi, director of Paler Consulting, said that the actions of domestic companies on LCD panels are still worthy of recognition. After all, in the process of developing OLEDs, LCD panels are a must to go through. Li Dongsheng, chairman of TCL Group, also stressed in an interview with reporters that the popularization of OLED on TV screens is still very long. LCD TVs will still be market-leading in a few years.

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