According to recent media reports, Taiwan's panel investment, which has been seen in newspapers, may have been approved. According to the research report currently received, many parties have reached a consensus that Taiwan’s panel industry has entered the list of the latest approved industries to invest in the mainland. This means that Taiwan is about to “unbold†the panel industry to invest in the mainland, and AUO and Chi Mei can finally Entering the mainland panel with hundreds of billions of market size
According to analysis, the global LCD panel market is shifting to large size, and the growth rate of the large-size panel market will reach 12% next year. Under the background of Japanese and Korean panel makers setting up factories in China and mainland-owned manufacturers investing in high-generation lines, Taiwan No longer speed up the panel factory "loose", and finally become the "supporting role" of the global panel industry. Before the Deputy Minister of Industry and Information Technology, Qin Qindi led the mainland information industry group to visit Taiwan, he also stressed that it is now the best time for Taiwan-funded panel factories to invest in the mainland. , urged Taiwan's open panel industry to "land".
Mainland LCD panel market attracts Taiwan investment China's flat-panel TV market has maintained rapid growth in the past two years. From the perspective of retail scale, China has surpassed the United States to become the world's largest single-color TV sales company. The consumer market competition situation and the 2009 consumer demand trend forecast report show that the demand for flat-panel TVs in China reached 12.2 million units in 2008, and the demand for flat-panel TVs in China is expected to reach 15 million units in 2009.
At present, the demand for LCD panels in mainland China has accounted for 16% of global production. However, since there is no panel manufacturer in mainland China capable of mass production of LCD TV panels, it can only be imported from South Korea, Japan and Taiwan. As a global competitive industry, LCD panels have a relatively concentrated monopoly of industries. The world's top five panel makers Samsung, LGD, AU Optronics, Chi Mei, and CPT account for the majority of the large-size LCD panel market.
Under this circumstance, mainland China began to invest in the construction of high-generation panel factories. However, before this, Taiwanese companies were not allowed to invest directly in the mainland to build panel factories. Mainland companies could only import panel production lines from Japan and South Korea. With the rapid growth of the mainland LCD TV market in recent years and the hot trend of mainland panel investment, Taiwan's attitude toward panel manufacturers to invest and build factories in the mainland has gradually changed.
According to the “Industrial Open Landing List†completed by the Ministry of Economic Affairs of Taiwan, the LCD panel industry will open its investment in mainland China in a special review. The initial plan is "N plus one" and "N plus two". N represents the generation number. After Taiwan builds a new generation line, its predecessor or two generations of generation lines can be opened to the mainland. The first three generations, The first four generations are not limited.
For Taiwan panel companies to invest in the mainland, Peng Shuanglang, executive vice president of Taiwan AUO's global business, said that the advantages of investing in the mainland are that the local government has greater support and the market space is broad.
Yang Yunjiao, a market research organization at SEMI China, believes that compared with Japanese and Korean companies, Taiwan panel makers do not have their own branded terminal products. Cooperation with mainland color TV companies will not create competition. Second, Japanese and Korean panel makers have already We began to shift our production focus to specific product areas, while Taiwan's panel makers offer more diverse product and service models, more flexible panel production adjustments, and greater ability to meet the needs of many different customers in the mainland. Third, cross-strait language and culture. Intercommunication, communication barriers compared to Taiwan's panel investment will promote the mainland industry. In the opinion of experts, Taiwan's open LCD panel investment will impact the existing mainland panel companies in the short term, making market competition more intense. Although the mainland has actively invested in the construction of LCD panel factories due to the pull of the domestic demand market, it has recently transmitted information on the reduction or cancellation of investment. In addition to the suspension of the 6th generation line of SVA restructuring, Rainbow Group and Zhangjiagang City, the Hefei Municipal Government's investment in the BOE 6th generation line has also been reduced from the original commitment of 6 billion to 9 billion to 3 billion. At a time when the global panel industry has generally stabilized and rebounded, mainland panel companies have not yet emerged from the predicament, and if Taiwan-funded panel factories accelerate their entry into the mainland, they will inevitably bring greater competitive pressure to mainland enterprises.
Due to a series of policies such as home appliances going to the countryside and home appliance replacement, the demand for LCD TVs in mainland China continues to grow. The mainland LCD TV market has become the focus of global home appliance giants. With Taiwan's opening of LCD panel investment, it is expected that Taiwan's panel makers such as Chi Mei and Huaying will take the lead in setting up factories in the mainland, while AUO has no plans, but it also increased its capital in the mainland's downstream module factory. Production, but also will drive competitors LGD, Samsung, Sharp and other follow-up investment, so that the mainland is expected to become the world's largest LCD TV market in 2011. Second, Taiwan-funded enterprises in the mainland investment panel factory, will certainly promote and mainland China Or the enthusiasm of foreign-invested manufacturers to develop related industries such as liquid crystal glass substrates, color filters and modules, and accelerate the formation of industrial agglomeration effects, it is expected that the mainland flat panel display industry will be free from the import situation of panel supporting materials, reduce costs and improve competitiveness.
Finally, the liquid crystal industry is a capital-intensive and technology-intensive industry. Funding is important, but the success of the panel factory depends on the supply chain cost control, market expansion, technology research and development strategies. In this regard, Taiwan-funded enterprises have many successful experiences. It can be used by mainland enterprises for reference.
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