The hottest LCD panel in China rises against the t

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China's LCD panel rises against the trend: the upstream and downstream continue to expand production

yesterday, German chemical giant Merck group announced the opening of its new LCD center in China, which is also a special gift to the market on the occasion of its 80th anniversary in China. it happens that there is a similar case. Two days ago, BOE, a domestic LCD panel manufacturer, passed the refinancing of the largest A-share of 46billion yuan. TCL also announced a total investment of 24.4 billion yuan in the second phase of Jiajia Huaxing optoelectronics project, both of which have invested in the LCD panel production line. There are various signs that at a time when the global consumer market is declining and LCD panel shipments are declining, China's LCD panel industry is rising against the trend

upstream: investment and construction of China LCD center

after nearly a year of work, Merck LCD China Center, located in Jinqiao, Shanghai, which has invested tens of millions of euros, officially opened yesterday. This is the fourth LCD mixing plant invested by Merck, the technology leader in the LCD market, in Asia after South Korea and Japan, and also the first LCD center in mainland China

most people have the impression that Merck is a pharmaceutical and chemical giant. Little known is that Merck is also the world's leading supplier of liquid crystal materials in the liquid crystal display industry, providing 60% of the world's liquid crystal materials, which are widely used in LCD TVs, laptops, displays, mobile, intelligent and other modern instruments and equipment. In the future, Merck will also develop new and high-tech technologies and solutions for LED and OLED energy-saving lighting materials, OLED materials required for LED intelligent display technology, active liquid crystal raw materials for 3D display and LCD angle compensation film, structural materials for photovoltaic display applications, etc

previously, the upstream technology of LCD panel manufacturing was all dependent on imports. The newly opened LCD center will include production, R & D and marketing functions, which means that the domestic LCD industry will end the current situation of LCD raw material import

it is noted that the arrival of Merck is not so much a bullish view of the Chinese market as a tight entry-level and low-level follow-up to the trend of shifting the focus of the LCD panel manufacturing industry chain and strong customers. In the display market, the top four customers account for 80% of the output of large LCD screens. In recent years, international manufacturers have successively shifted their LCD manufacturing base to China. Following this trend, Merck can provide better services to local customers, achieve shorter production and delivery time, and more efficient technical communication. An insider commented

displaybank, a market research institution, predicts that with the continuous release and expansion of the production capacity of China's 8th generation LCD panel line, it is expected that China's LCD panel industry will surpass Japan in the near future, thus becoming the world's second largest LCD panel manufacturing base

rekman, a member of the board of directors of Merck group, said that the reason why he chose Shanghai with high costs was to attract high-end talents on the one hand, and on the other hand, he saw the agglomeration of electronic industries in Shanghai and the Yangtze River Delta, and was optimistic about the strong demand of the world's second largest LCD panel manufacturing base, so he could communicate and serve customers more closely

downstream: Tianliang will increase to expand production

the investment confidence of foreign LCD giants largely comes from the gambling layout of domestic customers in the industrial chain. On November 30, BOE's a46 billion yuan A-share fixed increase plan, which is known as the largest Tianliang refinancing plan for A-shares, attracted much attention from the working principle of the market's digital universal testing machine, was released amid the questioning and scolding of shareholders for more than four months

it is reported that due to the poor operation of the panel production line built by the previous three large refinancing investments, BOE a has a bad reputation as a gold eater in the market. However, since the fourth quarter of last year, with the popularity of smart devices, small and medium-sized panel shipments have continued to expand. At the same time, several domestic panel production lines completed the climb, and the marginal effect began to appear. BOE a finally got rid of the dilemma of its main business. Recently, BOE a released a full year performance forecast, which is expected to achieve a net profit of 1.8 billion to 2 billion yuan this year, with a year-on-year increase of more than 6 times. The announcement said that the company's production line layout has been gradually improved, and the production capacity is significantly higher than that of the same period last year. At present, the company's production lines continue to be full of production and sales, and the production capacity of small and medium-sized panels has been further improved. Among them, the Beijing 5th generation line has all been transferred to small and medium-sized products, the proportion of mobile products of Hefei 6th generation line has exceeded 50%, and the Beijing 8th.5th generation line has begun mass production of tablet computer panels. Some analysts believe that the completion of the project will significantly improve the company's product structure, and the company can soon become a world-class manufacturer of flat panel display products

coincidentally. The main competitor of BOE a, TCL Group (2.35,0.02,0.86%) who is interested in participating in the conference, also looks to reach about 160kgam-oled in 2015. Its subsidiary Huaxing optoelectronics will invest 22.4 billion yuan to build the 8th generation TFT-LCD production line, which is planned to be completed within 17 months with a monthly capacity of 100000 chips

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