"Gone is not LCD industry, however the pattern of LCD usury profit of SamSung, LG... "
Civil / Peng Yang is static
Suffer the not affirmatory element that epidemic situation brings to affect, samSung, LG is right of LCD business come off the process is being quickened.
On March 31, reuter reports the earliest, its are stopped to produce a line at all LCD of churchyard of Sino-South Korean two countries before SamSung shows the company will be by 2020, show technical transition to the new generation such as QD-OLED in the round.
Personage of know the inside story is right " wisdom content " divulge, samSung shows already to its main client sends mail announcement, alluded this one plan, proposal client has been done supply catenary switch preparation.
Subsequently, samSung also is in that day to media formal this one information.
Supply and demand of LCD face plate loses order, chinese mainland LCD is produced can do gradually big, day Han stage type of 3 ground LCD is small, korea double hero has early go meaning. 2020, it is the terminus of industry of Shuang Xiong LCD certainly already. Before the Spring Festival, face plate industry rises in price, let LG, SamSung see room of revolving of a gleam of, global epidemic situation is broken out, the match such as Olympic Games of cup of international trade suffocate suffocate, Europe adjourns, the confidence of get warm again after a cold spell of market of direct contusion LCD.
So far, LG, SamSung decides quickly to exit. It is LG discloses first, should shut its in China, Korea the LCD of two ground is produced can, this, the action of SamSung is more direct. Before this, samSung hatch QD-OLED and QNED and flexible the technology such as OLED already had time, for this, samSung intensifies calling the LCD that stops consecutive loss business, specialize in have more the OLED series face plate of hi-tech doorsill.
LG, SamSung exits LCD to produce can, the semiconductor that is unbalance of supply and demand shows the first pace that industrial situation reframes, long procrastinate not definitely the industry shuffles greatly, recombine hour to also come from this.
Epidemic situation quickens LCD market structure to reframe
Serious unbalance causes long supply and demand price of face plate of large size LCD falls broken cost line, two tycoons have Han plant for a time shutout, reduction of output, cut down the member of persons employed adjust. Li Xianye of analyst of negotiable securities of Korea new Han thinks, the technical doorsill of LCD face plate has been reduced greatly, the Han factory after losing technical dominant position already cannot maintain original market.
Second half of the year began 2019, samSung shows close in succession stop factory of much home LCD, 4 of reservation produce a line to also have reduction in production according to the plan. The bolt of epidemic situation, those who quickened SamSung exit rhythm.
The end of the year arrived 2019 2020 the beginning of the year, price of LCD face plate once saw pick up dawn. But enter after March, whole world of epidemic situation grow like a weed, in panic mood and many not certain factor fall, originally the multinomial international match that hopeful drives get warm again after a cold spell of face plate market cancels, international trade enthusiasm drops, face plate consumption carries requirement quick also atrophy, caused face plate price directly turn again drop.
The last ten-day of a month in March, global epidemic situation quickens aggravation, price of large size LCD drops anticipate continue to expand, samSung abandons aspects of pair of supply and demand thoroughly await, be determined at LCD market is being exited completely before the end of the year.
From the point of industrial point of view, after global LCD makes centre of gravity transfer China, advantage of industrial catenary apanage brought taller operation efficiency for indigenous industry, formed the cost advantage that overseas business cannot achieve finally, it is the prime cause that Han factory exits LCD domain.
SamSung is shown relative to the cost inferior position of Chinese manufacturer long already. Public information is knowable, samSung shows 2019 first quarter already deficit nearly 3.23 billion yuan, the deficit range of after this also is being increased continuously.
To this, the personage inside course of study points out, the large size face plate that SamSung shows closes in the battalion in LCD business occupy frequently congener manufacturer tower above nearly 33% , of structure of LCD business product long-term lopsided, brew the deficit level in cycle of LCD be issued to lower levels highlights SamSung.
Can think, the bolt of new coronal epidemic situation, arose to live to enterprise of miniature face plate not only pressure, on the other hand, also exposed the position with head original company not all, quicken the market to go out clear.
Industry of global liquid crystal recombines will come
Ceng Zaiji of scholastic road wind gives priority to horn with Beijing east, describe industry of Chinese face plate of evolution history " light goes " allude in one book, state-owend enterprise course of study can be in in the center on inferior price level when gain, the price of global indication industry can be on this level stable, because can let the price that international manufacturer gains profit be sure to bring super profit for Chinese enterprise, to international manufacturer instead can become a kind of menace.
SamSung shows, LGD cannot bear extended price war, exit competitive naturally inevitable. But this is not representing LCD technology backward or the arrival of LCD market doomsday.
Can foreknow, next two Han factory exits LCD face plate to supply, will make order of supply and demand of face plate of LCD of global large size restore, the price stops drop pick up. Final, chinese mainland enterprise especially Beijing east, Hua Xingguang report will aggrandizement is in the advantage of this one domain.
To the client's order, samSung shows express to already had appropriate plan: "We will be in the end of the year is forward this year the LCD face plate that client consign has booked, won't produce any problems to the agreement before this. Won't produce any problems to the agreement before this..
Oneself exits LCD to produce can, mean LG electron, SamSung electron to be as high as several ten million to produce can liquid crystal TV, also need to seek LCD supplier, this is new opportunity to Chinese enterprise.
In fact, samSung shows early begins LCD to supply the diversity of catenary, chinese manufacturer amounts to photoelectricity to had been in like TCL Hua Xing, friend offer money for SamSung.
In addition, hua Xing of TCL of hold of SamSung video company product line of 11 acting LCD the share of 9.8 ％ , and this produces a line to will be in today annual bottom achieves the produce per monthing of 90 thousand can, have almost among them very one of it is SamSung obligate.
On the other hand, report of Han intermediary Ebn thinks, samSung shows will produce a line to undertake transforming to Korea, and course of study of the state-owend enterprise in its are in the factory of Suzhou or selling whole. SamSung shows, state-owned asset controls area of Suzhou industry garden a development limited company and limited company of technology of TCL Hua Xingguang cable part factory of hold SamSung Suzhou 60% , 30% reach the share of 10% .
Nowadays, the industry still is in exceeding cold winter, buy the home into what bureau LCD takes over SamSung Suzhou factory of purpose not should much. Ebn is forecasted, "China buys the home " the TCL Hua Xing that owns share very likely originally namely.
Include president Li Dongsheng inside TCL high level once more than allude, be in of purpose trough period open is bought recombine. Of coincidence is, announce to exit LCD to produce in SamSung can the following day, can go up in communication of annals of TCL science and technology, li Dongsheng buys a few recombining principles clearly again: Existing produce can integrated, should consider to be able to be twisted quickly deficient, the price wants low...
Factory of SamSung home LCD should be apart from this not far.
OLED of fight in some places one by one
Abandon LCD, retreat defend OLED, korea double hero still is the strength that semiconductor shows the property is the most principal.
SamSung shows fall has pair of LCD industries early to be sentenced beforehand. Last year in October, samSung shows the company has announced, want line of will original LCD face plate ordinal changeover is line of QD face plate, be in at the same time future invests 13.1 trillion Han inside 5 years yuan nod face plate in order to produce quanta. The plan says at that time, newly-built quanta nods face plate line to will begin production 2021, among them face plate of 65 inches 8.5 acting QD is produced per month can be 30000, overall objective is to arrive to enlarged crop of QD face plate further 2025.
The yield that SamSung shows can design the another overlord LGD that aims to surmount OLED domain apparently. Current, LGD is the business of the biggest production of face plate of large size OLED, samSung is produced can expand to will bring price advantage undoubtedly quickly, and QD-OLED avoids the stunt that cooks screen to also will attract manufacturer of TV of more high end.
It is reported, samSung had bought American quanta to nod QD Vision of indication technology company 2016, open is right the research and development of QD technology. SamSung shows also express, the staff member that this company pursues liquid crystal face plate considering at present has shifted focus in QD technology research.
Meanwhile, the OLED supplier LGD with the greatest whole world is in of epidemic situation envelop in struggle. Last year in August, LGD is located in the OLED factory of Guangzhou to already announced put into production, but animal farm is in all the time at the problem such as rate of technology, fine try produce condition, suffer epidemic situation effect nowadays, the quantity produces date is to be delayed more delay again.
Korea double hero is in big in compose of domain of small size OLED builds the absolutely dominant position that rise, it is Chinese business support is produced can mix cost advantage is short-term hard of exceed. In OLED domain, although home is new,go up produce a line numerous, but no matter be equipment, material or craft, the difference of SamSung of Chinese enterprise distance, LG has not seen contractible trend.
Chinese enterprise in this domain chase, return the effort that needs a few years. Perhaps wait to presswork the opportunity of the tortuous path overtake of next generation technologies such as OLED, Microled.
