1 thought on “Read the complex relationship between BOE, TCL Huaxing, Samsung Show and LGD”
Jan
LCD's leading position battle In the field of LCD, the strength of mainland China panel factories is increasing. Qunzhi Consulting data shows that from the perspective of LCD TV panel capacity, starting in 2020, mainland Chinese manufacturers accounted for more than 50%, which will account for nearly 70%in the future, and the capacity of production capacity is high; Within the within 5%, the share of Taiwan and Japanese manufacturers in Taiwan and Japanese manufacturers will even stabilize at a level of about 30%. In December 2017, BOE Hefei G10.5 TFT-LCD production line products are offline and delivered to customers; in the first quarter of 2019, TCL Huaxing G10.5 production line also achieved mass production. At this point, two panel companies have operated the G10.5 production line in China, and they have begun to compete with overseas companies in the field of large -size panels. The improvement of technology and yields has also increased large -scale panels, especially the supply of 65 -inch and 75 -inch panels. OMDIA data shows that in the second quarter of 2020, BOE continued to maintain a leading position in large -scale LCD panel shipments. BOE led the share of 28%of shipments and 21%of the shipping area. Qunchuang Optoelectronics followed the share of 15%and TCL Huaxing with 13%of the shipping area. TCL Huaxing occupied fifth place in large -scale LCD panel shipments, but the second place in the shipping area of the second quarter of 2020. As the 10.5 generation production line of TCL Huaxing T6 increases the output of LCD TV panels, and at the end of this year, there will be a 10.5 generation production line of T7 start to mass production and climb. In the near future, Huaxing Optoelectronics will become similar to BOE scale. Competitors. The Korean manufacturer plans to withdraw from the LCD production capacity. The scale of large -scale shipments has shown a contraction trend and fell out of the top five. Today, the supply of LCD panels of Samsung Electronics and LG Electronics rely more on Chinese panel manufacturers, especially BOE and TCL Huaxing. To this end, Samsung shows that the 10.5 -generation line panel factory has invested in TCL Huaxing, and TCL Huaxing also invested in the Suzhou 8.5 -generation line factory displayed by Samsung. On August 28, TCL Technology issued an announcement that TCL Huaxing plans to acquire Suzhou Samsung Electronic LCD Technology Co., Ltd. at a price of 1.08 billion US dollars (about 7.622 billion yuan) at a price of 1.60%of Suzhou Samsung Electronic LCD Technology Co., Ltd. %Of equity. At the same time, Samsung Show will increase the capital of TCL Huaxing with the price of 60%of the 60%equity of Suzhou Samsung Electronic LCD Technology Co., Ltd. (about 5.213 billion yuan). To 12.33%, it became the second largest shareholder of TCL Huaxing. David HSIEH said that with the funding support of TCL Huaxing, with the financial support of TCL Technology Group, it is gradually challenging BOE's leadership in LCD TV panel production capacity. On the other hand, BOE also considers the merger with the LCD factory of the CLP Panda. This alliance will prevent TCL Huaxing from winning the LCD factory of the Panda Panda and expanding the production share. OLED different route competing will start The large-sized OLED technology routes are mainly divided into relatively mature and mass-produced WOLEDs. OLED three major routes. TrendBand data shows that LGD has 4 production lines, all of which are steamed OLED; Samsung shows that there are 2 production lines, one is steamed plating technology, one is a printing technology; Print OLED production line. Samsung display and LGD are fully turned to OLED panels. Samsung shows the key layout of the quantum point QD-OLED technology route to maintain a leading position. It is reported that Samsung shows that in the first quarter of 2021, the QD-OLED panel will be started, and it is planned to formally produce in the second quarter, with a planned production capacity of 30,000 pieces per month. . LGD Guangzhou 8.5 -generation WOLED panel factory has achieved mass production, with a monthly production capacity of about 60,000 pieces. In addition, the monthly production capacity of 70,000 glass substrates in the Korean Pozhou factory, the overall monthly production capacity will reach 130,000 pieces. The Samsung Electronics, LG Electronics and TCL TVs also competed in the TV terminal market. David HSIEH said that from the perspective of quantity, Samsung ’s QLED TV shipments each year are 5 million units; LG Display's goal is also 5 million WOLED TV panels per year. Samsung QLED TV performed well with the support of each display manufacturer's Open-Cell panel, while LGD intends to expand the customer base of the WOLED TV panel in order to continue to develop for a long time. In addition, TCL is the top three LCD TV manufacturers in the world. Affected by the low price of LCD TVs, WOLED TV retail performance was not good in the first half of 2020, which affected the long -term expansion of LGD WOLED TV panel production capacity. Therefore, from the TV terminal market back to the panel market, although the competition between several giants is fierce, it also bred cooperation opportunities. For example, BOE is also developing WOLED steaming technology. OMDIA estimates that LGD may form alliances with BOE to produce large -sized OLED panels, and the two parties have received certain financial support through exchange technology. In the field of printing OLED, TCL Huaxing and BOE are investing in large -sized printing RGB OLED. TCL Huaxing has launched in -depth technical cooperation in the field of printing OLED. It is reported that TCL Huaxing will invest 46 billion yuan to build the world's first 8.5 -generation inkjet printing OLED production line. In from the perspective of potential competition and cooperation in the future, TCL Huaxing and BOE hopes to print the acceleration and efforts of OLED with inkjet in inkjet, and in the competition with Korean companies to seize OLED innovation highlands, especially in the field of large -sized OLED panel fields Dominance. Ouyang Zhongcan, an academician of the Chinese Academy of Sciences, said that printing OLED is expected to invest in mass production in the next 2 to 3 years, and my country and South Korea are in a relationship. Therefore, in the field of large-sized OLED, the competitive situation of WOLED, QD-OLED and printing OLED in the future will gradually become obvious. This benefits comparative advantage is the focus of competition The next-generation display technical layout is also the focus of competition in many manufacturers. MINI LED, Micro LED, can be printed by printing OLED (IJP-OLED), transparent display, etc. The key development direction displayed in the future. The MINI LED as an example. Recently, the movement has been frequently and the popularity has risen. In early August this year, TCL released a MINI LED backlight TV. TCL Huaxing and BOE both said that its glass -based MINI LED is expected to mass production in the second half of this year. Samsung is expected to launch MINI LED TVs next year and plans to produce 2 million units next year. In next year, MINI LED will cause a new round of competition. Sezhi consulting TV panel research senior analysts also said. The formation of the LCD "Double Giant" pattern will gather production capacity, and the regulation of the panel supply side will be more flexible and the amplitude will be larger. The product is tilted. In in the future, Chinese panel factories should continue to increase investment in technology research and development. On the one hand, it can improve the performance of LCD image quality and reduce the product gap with OLED; Essence In competitive relationships, David HSIEH said that Samsung shows that LGD may not want LGD and BOE in close cooperation, and BOE may not be happy to see Samsung and the TCL Huaxing Alliance. The strategy adjustment of any party has a significant impact on the ecology and panel supply chain of the panel industry.
LCD's leading position battle
In the field of LCD, the strength of mainland China panel factories is increasing. Qunzhi Consulting data shows that from the perspective of LCD TV panel capacity, starting in 2020, mainland Chinese manufacturers accounted for more than 50%, which will account for nearly 70%in the future, and the capacity of production capacity is high; Within the within 5%, the share of Taiwan and Japanese manufacturers in Taiwan and Japanese manufacturers will even stabilize at a level of about 30%.
In December 2017, BOE Hefei G10.5 TFT-LCD production line products are offline and delivered to customers; in the first quarter of 2019, TCL Huaxing G10.5 production line also achieved mass production. At this point, two panel companies have operated the G10.5 production line in China, and they have begun to compete with overseas companies in the field of large -size panels. The improvement of technology and yields has also increased large -scale panels, especially the supply of 65 -inch and 75 -inch panels.
OMDIA data shows that in the second quarter of 2020, BOE continued to maintain a leading position in large -scale LCD panel shipments. BOE led the share of 28%of shipments and 21%of the shipping area. Qunchuang Optoelectronics followed the share of 15%and TCL Huaxing with 13%of the shipping area. TCL Huaxing occupied fifth place in large -scale LCD panel shipments, but the second place in the shipping area of the second quarter of 2020. As the 10.5 generation production line of TCL Huaxing T6 increases the output of LCD TV panels, and at the end of this year, there will be a 10.5 generation production line of T7 start to mass production and climb. In the near future, Huaxing Optoelectronics will become similar to BOE scale. Competitors.
The Korean manufacturer plans to withdraw from the LCD production capacity. The scale of large -scale shipments has shown a contraction trend and fell out of the top five. Today, the supply of LCD panels of Samsung Electronics and LG Electronics rely more on Chinese panel manufacturers, especially BOE and TCL Huaxing. To this end, Samsung shows that the 10.5 -generation line panel factory has invested in TCL Huaxing, and TCL Huaxing also invested in the Suzhou 8.5 -generation line factory displayed by Samsung.
On August 28, TCL Technology issued an announcement that TCL Huaxing plans to acquire Suzhou Samsung Electronic LCD Technology Co., Ltd. at a price of 1.08 billion US dollars (about 7.622 billion yuan) at a price of 1.60%of Suzhou Samsung Electronic LCD Technology Co., Ltd. %Of equity. At the same time, Samsung Show will increase the capital of TCL Huaxing with the price of 60%of the 60%equity of Suzhou Samsung Electronic LCD Technology Co., Ltd. (about 5.213 billion yuan). To 12.33%, it became the second largest shareholder of TCL Huaxing. David HSIEH said that with the funding support of TCL Huaxing, with the financial support of TCL Technology Group, it is gradually challenging BOE's leadership in LCD TV panel production capacity. On the other hand, BOE also considers the merger with the LCD factory of the CLP Panda. This alliance will prevent TCL Huaxing from winning the LCD factory of the Panda Panda and expanding the production share.
OLED different route competing will start
The large-sized OLED technology routes are mainly divided into relatively mature and mass-produced WOLEDs. OLED three major routes. TrendBand data shows that LGD has 4 production lines, all of which are steamed OLED; Samsung shows that there are 2 production lines, one is steamed plating technology, one is a printing technology; Print OLED production line.
Samsung display and LGD are fully turned to OLED panels. Samsung shows the key layout of the quantum point QD-OLED technology route to maintain a leading position. It is reported that Samsung shows that in the first quarter of 2021, the QD-OLED panel will be started, and it is planned to formally produce in the second quarter, with a planned production capacity of 30,000 pieces per month.
. LGD Guangzhou 8.5 -generation WOLED panel factory has achieved mass production, with a monthly production capacity of about 60,000 pieces. In addition, the monthly production capacity of 70,000 glass substrates in the Korean Pozhou factory, the overall monthly production capacity will reach 130,000 pieces.
The Samsung Electronics, LG Electronics and TCL TVs also competed in the TV terminal market. David HSIEH said that from the perspective of quantity, Samsung ’s QLED TV shipments each year are 5 million units; LG Display's goal is also 5 million WOLED TV panels per year. Samsung QLED TV performed well with the support of each display manufacturer's Open-Cell panel, while LGD intends to expand the customer base of the WOLED TV panel in order to continue to develop for a long time. In addition, TCL is the top three LCD TV manufacturers in the world. Affected by the low price of LCD TVs, WOLED TV retail performance was not good in the first half of 2020, which affected the long -term expansion of LGD WOLED TV panel production capacity.
Therefore, from the TV terminal market back to the panel market, although the competition between several giants is fierce, it also bred cooperation opportunities. For example, BOE is also developing WOLED steaming technology. OMDIA estimates that LGD may form alliances with BOE to produce large -sized OLED panels, and the two parties have received certain financial support through exchange technology.
In the field of printing OLED, TCL Huaxing and BOE are investing in large -sized printing RGB OLED. TCL Huaxing has launched in -depth technical cooperation in the field of printing OLED. It is reported that TCL Huaxing will invest 46 billion yuan to build the world's first 8.5 -generation inkjet printing OLED production line.
In from the perspective of potential competition and cooperation in the future, TCL Huaxing and BOE hopes to print the acceleration and efforts of OLED with inkjet in inkjet, and in the competition with Korean companies to seize OLED innovation highlands, especially in the field of large -sized OLED panel fields Dominance. Ouyang Zhongcan, an academician of the Chinese Academy of Sciences, said that printing OLED is expected to invest in mass production in the next 2 to 3 years, and my country and South Korea are in a relationship.
Therefore, in the field of large-sized OLED, the competitive situation of WOLED, QD-OLED and printing OLED in the future will gradually become obvious.
This benefits comparative advantage is the focus of competition
The next-generation display technical layout is also the focus of competition in many manufacturers. MINI LED, Micro LED, can be printed by printing OLED (IJP-OLED), transparent display, etc. The key development direction displayed in the future.
The MINI LED as an example. Recently, the movement has been frequently and the popularity has risen. In early August this year, TCL released a MINI LED backlight TV. TCL Huaxing and BOE both said that its glass -based MINI LED is expected to mass production in the second half of this year. Samsung is expected to launch MINI LED TVs next year and plans to produce 2 million units next year. In next year, MINI LED will cause a new round of competition.
Sezhi consulting TV panel research senior analysts also said. The formation of the LCD "Double Giant" pattern will gather production capacity, and the regulation of the panel supply side will be more flexible and the amplitude will be larger. The product is tilted.
In in the future, Chinese panel factories should continue to increase investment in technology research and development. On the one hand, it can improve the performance of LCD image quality and reduce the product gap with OLED; Essence
In competitive relationships, David HSIEH said that Samsung shows that LGD may not want LGD and BOE in close cooperation, and BOE may not be happy to see Samsung and the TCL Huaxing Alliance. The strategy adjustment of any party has a significant impact on the ecology and panel supply chain of the panel industry.