(observer network news) Small and medium-sized panel Market surging tide 。 In late September, Hua Ying technology announced bankruptcy and liquidation. Under the circumstances of insolvency, it was no longer able to continue production and operation. JDI, Japan's panel factory, has to rely on foreign aid for its loss of its major customers. Even LGD, a Korean panel factory, has been deliberately withdrawn from the small and medium-sized panel business.
Last year, the price of mobile phone panels dropped by more than 20%. In the first half of this year, the number of mobile phone panels still dropped to two digits. 。 On the one hand, the growth of the smart phone market is slowing down and the panel industry is in a stagnation period. On the other hand, the mainland's LTPS panel and AMOLED panel capacity increase, the brand market concentration has increased, and the bargaining power of the panel factory has been reduced. According to the Taiwan industrial and commercial times, at present, The players in the small and medium-sized panel market are only Samsung, BOE and Tianma.
At the end of last year, Hua Ying technology broke out a financial crisis. Although it applied for reorganization, however, because of its poor foundation and long-term development prospects, the reorganization was rejected by the court, and finally it was declared bankrupt. The first panel factory to exit
JDI's customers are concentrated in apple, but Apple has been using AMOLED panels for the past two years. JDI, which has been unable to make money for many years, is unable to put into operation the OLED panel business line.
It is understood that JDI total assets of 410 billion 500 million yen (about 27 billion yuan), the total liabilities of 487 billion 700 million yen (about 32 billion 90 million yuan), has been insolvent, but fortunately, the Japanese bank extended the JDI financing limit to the end of this year, so that JDI can breathe. However, after the TPK-KY Panel announced that the company had withdrawn from the JDI investment case, the Harvest Fund also announced its withdrawal. It is worth observing whether the external funds can be put into operation in real time.
LGD is one of Apple's main supplier of panels. It has cooperation with Apple's multiple product lines, including iPhone LTPS panel, 5.8 inch iPhone OLED panel, Apple Watch OLED panel, iPad, MacBook and iMac.
But after Apple's turn to AMOLED, LGD has invested heavily in OLED investment, but LGD can not afford to invest hundreds of billions of dollars. Today, LGD has 2 6 generation OLED panel factories, but because Apple certification is strict and OLED panel production learning curve is long, this year, it only supplies 5.8 inches of iPhone 11 Pro.
The expansion of LGD in the first half of this year has not only triggered an internal personnel earthquake, but also decided to fade out small and medium-sized panels and apple supply chain.
Taiwan media analysis, as the panel technology innovation mostly started from small and medium-sized panels, and took the lead in the application of smart phones, and then expanded to high-order fields such as notebook computers, PC and vehicle panels. Now a number of panel factories have dropped out of the mobile phone panel market. It will affect the investment of high level panel technology and the operation of other small and medium-sized panel application markets.
