The price fluctuations of LCD panels have not yet stopped. Even the entire semiconductor industry, and even most of the manufacturing industry, have continued to increase their price trends. It seems that Moore's Law has not played a role in these years. Everyone should want to know when the price can be eased down. Today Xiao Bian came to predict this problem.
Of course, this sentence is not Xiaobian I said, but with a television company marketing department headed a message when he was chatting. According to news from the supply chain, the production capacity of domestic panel makers is significantly increasing, and the reliance on Japanese and Korean panel makers will gradually decrease, and the contradiction between domestic panel supply demands will gradually be dissolved.
This time is probably in June, and from the perspective of product production cycle, the panel that can use these price reductions when listing will probably have to wait until November, just in time to catch up with the 11.11 e-commerce promotion. Based on this news, is it possible to judge that this year will become a year for the domestic panel makers to pursue chase?
Sure enough, in recent days, BOE and Foxconn have all received good news. The financial results in the most recent two quarters have continued to improve. In the first quarter of this year, BOE even saw explosive growth in net profit by 20 times year-on-year. Foxconn’s net profit also increased by 30% year-on-year, and in mid-February, it secured an industrial site in Yongning Street, Zengcheng City, for 981 million yuan. On April 21, it again won an industrial site in the area with 140 million yuan.
The continuous investment of domestic panel makers has produced scale effects, and the gap between Chinese companies and Korean and Japanese companies is gradually decreasing. Coinciding with the industry transition, and the popularity of OLED and quantum dot display, it has given domestic panel makers an excellent opportunity to overtake the curve.
However, it must be admitted that the high-precision technologies in the panel industry are mostly in the hands of Japanese and South Korean manufacturers. But why do they instead shrink the market in the industry transformation and form a "successful" situation?
This reminds me of another topic, that is why LGD does not divide the resources of OLEDs into Internet TV vendors. If the micro whale, Le Shi, Xiao Mi can obtain OLED panels, then they will be integrated into their own TV, and launch related high-end products, even if they can not sell, or do not make money.
However, this did not happen for two reasons. First, LGD does not want OLED prices to be excessively disrupted. We all know that the business models of Internet companies when making products are overwhelming. If OLED panels are tamped under existing production, then LGD's high R&D investment There will be no reasonable return.
Second, why is OLED's capacity limited and not accelerating its expansion? Because under the current OLED technology conditions, no one dared to make every effort to bet on OLED. In case OLED has technological breakthroughs, new products have been improved, or the market has been vigorously promoted, people's recognition of large-screen OLEDs is still inferior to that of LCD TVs. The seemingly advanced products that are fully betting today may become Huge indigestible inventory.
Moreover, OLED LCD TVs have no advantage in terms of price and efficiency. Therefore, even LGD can only be cautious, while detecting the market feedback, while seeking more brand manufacturers to cooperate, reduce risk, advance and retreat together.
The relevant lessons have been engraved on the plasma age Changhong. Since its establishment in 2007, Changhong plasma business has continuously invested in and constructed plasma screens and module projects. Before the sale, it has invested more than 4 billion yuan in plasma projects. Only losses have been incurred year after year. So even if OLED is an important development direction of the future display technology, then it can't just bloom on a LGD tree.
Looking back at the reason why domestic panel makers are so uplifted will know why. The advantage of domestic panel makers is that they are large and cost-effective. Therefore, if anyone comes to seize the low-end market with them, it will be too bad. Can not be positive, so it is bound to shrink to the high-end market. Domestic competitions like Sharp, BOE, China Star Optoelectronics and Tianma are fierce, and LG Display and Samsung Display have no advantage.
The changes in these situations are also closely related to the competition in the domestic color TV market. In particular, after the internet TV manufacturers entered the traditional color TV industry, the impact on prices was enormous. As profits become thinner and thinner, the overall market is getting bigger and bigger. The demand for large-sized TVs in China, including the United States and Southeast Asia, is also expanding.
Compared to the previous situation where LCD panels were completely monopolized by South Korea, Japan, and Taiwan, China's LCD panel companies have already achieved a certain degree of overtaking. Because the manufacturing powers have strong learning capabilities and low land-use costs, after more than a decade of fumbling, and the government’s continuous capital injections, Chinese panel companies are either technically or operationally The competitiveness of the entire upstream supply chain has been greatly enhanced.
It can be seen that some LCD TVs from Apple, Sony, and even LG and Samsung all use domestically-made screens. The technology and quality of domestically-made screens have reached international standards, and prices have become more advantageous.
Predicting the decline in the price of LCD panels is also due to the rising trend of domestic panel makers. Adding this timing to coincide with the transition to consumption may also lead to a major reversal. As the saying goes, “Whatever is produced in China, and what is the price cutâ€, it must seize the opportunity.
Filter Choke Inductor,power Filter Inductor,PCB mount Filter Inductor,UU Filter Inductor,UTFilter Inductor
IHUA INDUSTRIES CO.,LTD. , https://www.ihua-inductor.com