Ten generation LCD production line expansion, capacity behind Korea-LCD, OLED-IT information
2016 global flat panel display industry as "the collector" big event, Hon Hai 10.5 formally signed line settled in Guangzhou December 30. This is after buy sharp, GOU, promoting its "eye plan" another big, while releasing a global display industry transition of multiple signals.
First of all, ten generation LCD line expansion, forming the pattern of quadrupedal, LCD panel production capacity in order to leave Korea, will further consolidate first place in the world in the future.
Following the BoE Hefei 10.5 after a start line by 2015, China Star optical 11 generations in Shenzhen lines, Hon Hai announced 10.5 in Guangzhou line connecting the end of 2016 launch plus Hui Ke 10.5 line in Kunming, mainland China is now published more than 10 generations of LCD panel production line project has four, each project investment amounted to tens of billions of Yuan. And currently holds the global display industry leader in Korea, so far has not announced plans for any 10 generations line.
This is the LCD panel production capacity a new round of expansion in mainland China, eclipsing the previous Japan sharp Corporation has the world's only 10 generation LCD line pattern. Because Korea Samsung and LG in recent years to put more resources into OLED panels, Samsung has even turned off a 7 generation LCD panel line, LCD Panel capacity in mainland China more than Korea, was just around the corner. Industry expects LCD Panel capacity in 2017 China over Korea, jumped first.
Secondly, the OLED limelight in recent years, future competition between LCD and OLED and the battle will continue for a long time.
CRT color TV era, eight major picture tube factory in China has control over the world's largest color picture tube production capacity, but they are in the era of flat panel displays all fail. So when when LCD panel production capacity expansion in China, an indespensible overcapacity in question is-will bring the LCD Panel and the next renewal era of CRT fate?
2016 prices of LCD panels in the second half against the beginning of the trend, reappears in price, changed many people's views. According to the consulting group, TV the average size of the 2016 global market expanded by 2.1 inches 55 inches has become standard. With flat-panel TVs the increasing tendency of large size, high definition, coupled with the rapid development of commercial displays, including education of electronic whiteboards, business in the field of electronic billboards, LCD Panel does not expect short-term excess capacity.
Terry Gou after the purchase of sharp, sharp in Japan speed up small OLED Panel production line to mount, now in the Guangzhou Mr Gou started 10.5 generation LCD line, means that the global electronics industry's largest OEM's helm, also focused on liquid crystal displays, and he bet big in LCD size. Holds ten sharp-line and Guangzhou 10.5-generation line "two-card" resources, Hon Hai in future TV contract field will have a greater voice.
This is an important signal--the future LCD and OLED will be long-term competition and contest. OLED is considered the next-generation display technology, Bendable, foldable, thinner and lighter, automatic light. Since 2016, OLED Panel shipments shot up a mobile phone, OLED TV sales have been expanded, but for the moment, LCD TV still dominates the field. Flat panel display Gu Zhihua, Director of the Centre at Fudan University, believes that LCD technology haven't peaked, there is great optimization potential, including areas such as backlight. Today, many giants in ten line heavily invested, prospect of description on the LCD of the industry is still full of confidence.
Third, benefit from upstream chain expansion panels and support will further the advancement of the global rise of China's color TV industry.
China and Japan and South Korea in the global display industry "the tables have turned." LCD Panel resources since the first layout, Korea's Samsung, LG flat panel TV era beyond Japan brand, emerged as two of the world's strongest. Today, benefiting from the large LCD Panel capacity and resources in the upper reaches of support, opportunities for Chinese TV brands, such as TCL, Hisense and Skyworth's share of the global TV industry continued to rise.
According to the consulting group, 2016 TV brand in China will be shipped first Korea brand, ranking first in the world; China brand, 2016 global market share into the 34%. 2017 TCL, Hisense and Skyworth plan totals more than three major brands shipped 60 million units. 2017 TCL and BOE color television manufacturing business plan totals close to 20 million units level.
From the perspective of regional competition, represented in Guangzhou and Shenzhen in South China, will get new display China's domestic production of lead. South China display industry is in a leading position in the domestic color TV, for a long time, but are strong challenges in the Midwest in recent years, first started in Hefei 10.5 Zwingen is a case in point. Today, Shenzhen and Guangzhou have announced the construction of 11 and 10.5 lines, coupled with the China Star photovoltaic technology platform company in the OLED industry association of Guangzhou, meant that southern China will get new display industry leading position.
From the consumption point of view, the next 60-70 inch LCD TV will enter ordinary families, home theater would be popular. Now 55 inch domestic TV market, has become a mainstream product, coming with four LCD panel production line construction and operation more than 10 generations, 60-70-inch LCD TV Panel costs will drop substantially, into the homes of ordinary people will not be difficult. So predictable is that home theater will become more and more popular. Perhaps the next 60-70 inch LCD TV is not necessarily present, for sure in the decoration on the embedded on a wall in your home.
LG is working on using OLED panels "-wall" TV when popularization 60-70 LCD TV, could it not be "walls" TV? The future in the Internet era, displayed everywhere, large LCD panel production capacity and low price, maybe your dining table, fridge side will become the LCD. Information accessible from anywhere, can join at any time to achieve, it is a fascinating position.
Perhaps, this is the reason Terry Gou started to continue betting on 10.5 Zwingen. A wide range of display technology in the Internet age will flourish, who would have bet on success, let us wait and see.
中国液晶十代生产线大扩军，产能抛开韩国 - 液晶,OLED - IT资讯
作为2016年全球平板显示行业“收官”的大事件，12月30日鸿海10.5代线正式签约落户广州。这是郭台铭继收购夏普之后、推进其“眼球计划”的又一个大手笔，同时释放出全球显示行业变局的多重信号。
首先，中国液晶十代线大扩军，形成四足鼎立的格局，中国液晶面板产能将抛开韩国，未来将进一步巩固世界第一的地位。
继京东方合肥10.5代线2015年年底动工之后，华星光电在深圳的11代线、鸿海在广州的10.5代线2016年年底连接宣布启动，再加上惠科在昆动的10.5代线，中国大陆目前公布的10代以上的液晶面板生产线项目已有四个，它们每个项目的投资额都达数百亿元。而目前执全球显示产业牛耳的韩国，至今还没有公布任何10代线的计划。
这是中国大陆液晶面板产能新一轮的扩军，打破了之前日本夏普公司拥有全球唯一一条10代液晶面板线的格局。由于韩国三星、LG近年把资源更多投入到OLED面板，三星甚至还关掉一条7代液晶面板线，所以中国大陆的液晶面板产能超过韩国，已是指日可待。业内预计，2017年中国大陆的液晶面板产能将超过韩国，跃升全球第一。
其次，OLED近年风头很劲，未来液晶与OLED的竞争与较量将长期存在下去。
CRT彩电时代，国内八大彩管厂也曾掌控了全球最大的彩管产能，可是它们都在平板显示时代全部倒闭。所以，当中国液晶面板产能不断扩军时，一个绕不过去的问题就是——会不会带来液晶面板产能过剩，并在下一个更新换代期重蹈CRT时代的覆辙？
2016年下半年液晶电视面板一反年初的跌价态势，重新出现涨价，改变了许多人的看法。群智咨询的数据显示，2016年全球市场彩电的平均尺寸扩大了2.1英寸，55英寸已成为标配。随着平板电视大尺寸化、高清化的趋势日益明显，加上商用显示的快速发展，包括教育领域的电子白板、商业领域的电子广告牌等，液晶面板产能预计短期内不会过剩。
郭台铭收购夏普后，夏普将在日本加快上马中小OLED面板生产线，而今郭台铭却在广州启动10.5代液晶面板线，意味着这位全球电子行业最大代工企业的掌舵人，同样看重液晶显示，而且他在液晶领域押宝大尺寸。手握夏普十代线、广州10.5代线“两张牌”的资源，未来鸿海在彩电代工领域将有更大话语权。
这是一个重要的信号——未来液晶与OLED还将长期竞争与较量下去。OLED被视为下一代显示技术，可弯曲、可折叠、更薄更轻、自动发光。2016年以来，OLED在手机面板的出货量迅速攀升，OLED电视的销量也有所扩大，但从目前看，液晶面板在电视领域仍占主导地位。复旦大学平板显示中心主任谷至华认为，液晶技术还没到顶，还有很大的优化潜力，包括背光源等领域。如今，多家巨头在十代线重金投入，说明业界对液晶的前景仍充满信心。
第三，受益于上游面板产业链的扩张与支撑，中国彩电产业的全球地位将进一步抬升。
中国和日本韩在全球显示产业“风水轮流转”。由于抢先布局液晶面板资源，韩国的三星、LG在平板电视时代超越日本品牌，跃升为全球两强。如今，受益于上游庞大的液晶面板产能和资源的支撑，中国彩电品牌的机会到了，TCL、海信、创维等在全球彩电业的份额不断攀升。
群智咨询的数据显示，2016年中国TV品牌的出货量将首超韩国品牌，跃居全球第一；中国大陆品牌，2016年全球市占率挺进34%。2017年TCL、海信和创维三大品牌出货计划合计超过6000万台。2017年TCL、BOE的彩电代工业务计划合计也接近2000万台水平。
从国内区域竞争看，以广州、深圳为代表的华南地区，将重新获得中国国内新型显示产业的领先地位。华南曾长期在国内彩电、显示产业处于龙头地位，不过近年受到中西部地区的有力挑战，合肥率先上马10.5代线便是一个例证。如今，深圳、广州相继宣布建设11代线和10.5线，再加上华星光电把OLED产业联盟技术平台公司放在广州，意味着华南地区将重新获得国内新型显示产业的领先地位。
再从消费角度看，未来60-70英寸的液晶大电视将进入普通家庭，家庭影院会普及。现在55英寸已成为国内彩电市场的主流产品，未来随着四条10代以上液晶面板生产线的建设与投产，60-70英寸的液晶电视面板的成本也将大幅下降，进入寻常百姓家将不再是难事。所以，可以预见的是，家庭影院会越来越普及。也许，未来60-70英寸的液晶电视也不一定是现在的模样，说不准在装修时就嵌入家中的某一幅墙上。
LG正在研发使用OLED面板的“墙壁式”电视，当60-70英寸液晶电视逐步普及，何尝不也是“墙壁式”电视？未来，在物联网时代，显示无处不在，而液晶面板产能庞大、价格低廉，也许你的餐桌面、冰箱面也会变为液晶屏。信息随处触手可及，联接随时可以实现，那真是一个让人神往的境况。
也许，这正是郭台铭们敢于不断押宝10.5代线的原因所在。多种显示技术在物联网时代将争奇斗艳，谁会押宝成功，让我们拭目以待。