According to Sina Financial News, Samsung Electronics's Samsung Monitor A company spokesman said in August 16th that the company was considering suspending a Korean company. LCD Device ( LCD The production line is oversupplied.
Public information显示 Samsung shows that it currently operates two LCD lines in South Korea. According to the plan, Samsung suspended the production of L8 - 1 of the 8.5 generation LCD production line in Asan, Chungnam. The monthly production capacity of the product line is 90K. In addition, the L8 2-1 production line will reduce the monthly capacity of 30K from next month, which means that Samsung's production of LCD displays in Korea will be halved.
In addition, the reporter also learned that LGD is considering streamlining the organization as part of its continued deterioration in the operational level, and arranging some LCD production lines such as P7 and P8 in pozhou. At the same time, the Taiwan panel double tiger and group innovation, due to the lack of high-end technology investment, can only increase the added value by improving the old factory buildings.
In contrast, China's mainland panel manufacturers, represented by TCL Huaxing optoelectronics and BOE, are growing rapidly and expanding their capacity through independent core technology. At the same time, mainland China's LCD panel production is the world's largest, and the global industry's discourse power is constantly increasing.
Pattern restructure industry accelerated to China
Thanks to the expansion of China's LCD capacity and the impact of the plate trough cycle, Korea and Taiwan have gradually withdrawn from LCD to QD. OLED OLED and other fields. Reporters believe that the low cycle of the panel is bound to draw some capacity, the industrial structure will be more reasonable layout.
According to the latest productivity investment tracking report of IHS Markit, China expects to occupy 68% of the global high generation line capacity in 2024, becoming the dominant position in the high generation line.
Insiders said that from the current development situation, the panel trough cycle will continue for a period of time. Taiwan, Japan and South Korea, due to the earlier production line and the higher cost of operation management and industrial chain supply, have been losing substantially, and are still spreading. Although this is a challenge, but at the same time, it is also an opportunity. Competition and depression will speed up the concentration of industries. After the elimination of backward production lines, the layout of the whole industry will be more reasonable. Chinese manufacturers will benefit from the factors such as terminal production coordination, late establishment, cost and other factors, and establish absolute advantage in efficiency and efficiency.
After the closure of Samsung's local factories, the volume of purchases to Chinese manufacturers is bound to increase.
As Li Dongsheng, chairman of TCL group, mentioned in his 2019 semi annual report, "every economic adjustment will push the industry restructuring shuffle, speed up product technology iteration and business mode innovation, which is both a challenge and an opportunity for enterprises". Reporters learned that TCL Huaxing and Samsung are the same VA technology camp, but also China Star and Suzhou Samsung holdings each other, and the two sides have been maintaining close cooperation. Samsung is the second largest customer of Huaxing large size (TCL electronics first) and the first largest customer of mobile phone screen. Is Samsung's strategic exit from the era of TCL Huaxing?
