Bihain long 10-pela yia bilong pait, "Tripela Kingdom" sindaun bilong Saina, Japan na Saut Korea i pinis, na mak bilong ol kampani bilong Saina long panel indastri i kamap klia isi isi. Long Septemba 1, wanpela ripota bilong Beijing Komesel Daily i bin kisim toksave olsem8.5-senesen bilong TCL Huaxing i bin prinim8.5-senesen i bin prinim OLED prodaksen lain long dispela, i bin prinim OLED prodaksen lain long dispela, i bin prinim OLED prodaksen lain bilong OLED prodaksen long dispela, ol i bin prinim OLED prodaksen lain bilong OLED prodaksen long dispela, ol i bin prinim OLED prodaksen lain bilong OLED prodaksen long dispela, ol i bin prinim OLED prodaksen lain bilong OLED prodaksen long dispela, ol i bin prinim OLED prodaksen lain bilong OLED prodaksen long dispela, ol i bin prinim OLED prodaksen lain bilong OLED prodaksen long dispela yia. Ol i tokaut tasol long tingting bilong em long kisim Suzhou Samsung Display Co., Ltd{5}} Strongpela mak bilong BOE na TCL CSOT i larim ol bikpela lain bilong Saina i winim kona ovatek insait long 10-pela yia{{6} ol i kisim rait long toktok long ol kampani bilong Saut Korea na ol Japanese long ol narapela lain long resis bilong ol bikpela sais panel, ol tu i sanap long wankain posisen olsem ol kampani bilong Saut Korea na ol Japanese kampani long kompetisen bilong ol bikpela sais panel, ol tu i sanap long wankain posisen olsem ol kampani bilong ol bikpela lain, ol i sanap tu long wankain posisen olsem ol kampani bilong Saut Korea na ol Japan i stap insait long ol narapela lain insait long resis bilong ol bikpela lain, ol tu i sanap long wankain posisen olsem ol kampani bilong Saut Korea na ol Japan i bin stap insait long dispela wok.
It is reported that TCL CSOT's 8.5-generation printed OLED production line in Guangzhou is expected to become the world's first mass-produced 8.5-generation printed OLED production line. Previously, TCL CSOT planned to invest 46 billion yuan in the construction of a printing and rollable display R&D and production base in Huangpu District, Guangzhou City long 2021. printing teknoloji i luk olsem em i wanpela gutpela rot bilong stretim bikpela kos bilong OLED na kamapim ol bikpela sais panel.
Antap long wok painimaut na kamapim ol nupela displei teknoloji na kamapim ol displei panel aninit long ol nupela teknoloji, ol panel manifakta long kantri bilong mi i bin skruim tu skel bilong ol long rot bilong ol bung na riognaisesen{{0}
Long Ogas 28, TCL Teknoloji i tokaut olsem kampani na em i bin holim sabsidieri TCL CSOT i bin sainim wanpela agrimen wantaim Samsung Display Co., Ltd.} TCL CSOT bai kisim Suzhou Samsung Elektroniks LCD Teknoloji Ko{3}}, Ltd{4}}}, Ltd{4}}}, Ltd{4}}} bilong wanpela tingting bilong US$1{4}}, Ltd{4}}}, Ltd{4}}}, Ltd{4}}}, Ltd{4}}}, Ltd{4}}}, Ltd{4}}}, Ltd{4}}}, Ltd{4}}} bilong US$1{3}}, Ltd{3}}, Ltd{3}}}, Ltd{4}}}, Ltd{4}}}, Ltd{4}}} bilong USHu (klostu RMB 7.622 bilien). Ekwiti na 100% ikwiti bilong Suzhou Samsung Displei Ko, Ltd.
"Dispela kisim bilong Suzhou Samsung projek bai apim moa olgeta prodaksen kapasiti bilong mipela, na leit bilong ol prodaksen lain na prodak potfolio bai kamap gutpela na optimais. Long wankain taim, Suzhou Samsung i gat gutpela rilesensip tru wantaim Samsung VD, TCL, na Sony{1} Konsolidetim ol patnasip wantaim ol stratejik kastoma.”. i kam long Beijing Komesel De.
I gat klia save olsem Suzhou Samsung Elektroniks LCD Teknoloji Ko., Ltd{0}}} i bin kamap long 2011, i bin mekim wok long wokim ol LCD panel, na em i wanpela tasol {{3}jeneresn prodaksen lain bilong en long Mainlan. Suzhou Samsung Displei bilong em, wantaim . wanpela wok bilong 3.5 milien bilong olgeta mun i go antap long prosesing bilong baksait panel bilong Suzhou Samsung Elektroniks, em i givim tu wok bilong wokim ol modul bilong Samsung Displei bilong Saut Korea.
Bihain long ol i pinisim dispela wok bilong kisim dispela wok, TCL Teknoloji bai gat tripela 8.5-jeneresen na tupela 11-}jeneresen hai-jeneres prodaksen kapasiti. Bihain long olgeta i kamap gut, ol bai winim wanpela autput bilong ol bikpela sais panel bilong moa long 600,000 ol bikpela bod bilong 200,000 Long namba wan hap bilong 200,000 long namba tu hap bilong 200, . maket. Wantaim integresen bilong Samsung Suzhou na namba tu jeneresen 11 lain long stat bilong 2021, TCL CSOT bai apim prodaksen kapasiti bilong em long moa long 50% long ol narapela 12 mun bilong 12-pela mun.
Industry observer Shibin Hong believes that the panel industry chain has accelerated its transfer to China, and the continuous industrial cycle low in recent years and the impact of the current round of the epidemic have further accelerated the survival of the fittest among competitors. Resources are concentrated in leading companies. The competitive landscape follows the progress of mergers and reorganizations. Significant changes are ol i ting
As a technology-intensive industry, display technology has long been monopolized by Japan and South Korea. Before 2010, the panel industry in Mainland China was not outstanding. The display screen was once the fourth largest single imported product with import value after petroleum, chips, and iron ore. On January 4, 2013, the National Development and Reform Commission's Price Supervision, Inspection and Anti-Monopoly Biuro i tokaut olsem 6-pela bikpela kampani bilong wokim ol panel, we i gat Samsung, LG, Chi Mei bilong Saut Korea, Chi Mei, na AUO, i bin kisim bagarap bikos long monopoli bilong ol long ol prais bilong LCD panel long bikples Saina{{9} Nesenel Divelopmen na Rifom Komisin ekonomik sanksen em 353 milien yuan{11} i bin stap olsem 353 milien yuan{11} .
Bihain long dispela, wantaim ektiv leit bilong ol panel manifakta olsem BOE na TCL CSOT, wantaim konstraksen bilong planti hai-jeneres lain, displei bilong displei panel bilong Saina i go het long skruim i go bikpela. Long wankain taim, long 2016, ol kampani bilong Japan na Korea i bin stat long stretim prodaksen kapasiti straksa bilong ol na pasim ol planti low-end prodaksen lain i bin kisim LCD i kam daun long fil bilong ol bikpela lain i bin stap long bikpela hap LCD. ol panel; in 2020, Samsung and LG have also made clear their schedules for closing large-size LCD panel production lines, that is, by the end of 2020, SDC and LGD will close all their LCD TVs in South Korea For the panel production line, after Samsung sold the Suzhou production line, the only Korean companies in mainland China are LGD's "Single Seed" factory in Guangzhou.
On the one hand, the production capacity of Korean factories withdrew, and on the other hand, the rapid expansion of Chinese mainland manufacturers in recent years has led to a huge change in the global LCD display panel production capacity pattern. According to data from Sigmaintell, from the perspective of LCD TV panel production capacity, from 2020, mainland Chinese manufacturers will account for more than 50%, and will account for nearly 70% in the bihain taim. Prodaksen kapasiti i gat bikpela konsentret; taim mak bilong ol kampani bilong Korea i wok long go liklik hariap i go insait long 20%, i go liklik moa yet insait long 5%.
From the perspective of manufacturers, LCD TV panel production capacity is highly concentrated in BOE and TCL CSOT, and the industry will form a new "double giant" competition pattern. According to data from Qunzhi Consulting, BOE and TCL CSOT will account for more than 35% of global LCD TV panel production capacity in 2020. In the future, with the mass production of the new G10.5 lain na kontinu ekspansen bilong prodaksen kapasiti long rot bilong bungim na kisim, tupela lida Maket sea bilong ol entaprais bai winim 50%, na kompetisen paten bilong "tupela supapawa na planti strongpela" bai isi isi kisim seip.
Long wankain taim olsem ol panel indastri i bungim na stretim gen, ol panel prais i wok long kam aut isi isi long trough, we i larim tu ol lida panel manifakta i testim switpela longpela taim i lus.
According to the 2020 semi-annual report of TCL Technology, based on the same caliber after the reorganization, TCL Technology achieved operating income of 29.33 billion yuan in the first half of the year, a year-on-year increase of 12.3%. It is worth noting that TCL Technology has a one-time gain of 1.15 bilien yuan long namba wan hap bilong las yia bikos long divestiture bilong terminal bisnis bilong em bikos long ristraksen. Sapos ol aset ristraksen winmani i no stap insait, net profit i kam long ol seaholda bilong ol lista bilong ol kampani i stap long lista long namba wan hap bilong dispela yia bai go antap long 7.6% yia-long-yia. Ol profit long namba tu kwata i go antap tru, na ol i winim wanpela net winmani i kam long ol seaholda bilong ol lista kampani bilong 800 milien yuan, em i go antap long 96% long namba wan kwata.
Folem risej data blong Qunzhi Consulting, from sot saplae, meinstrim saes long Julae i bin go antap long ol difren digri komperem wetem Jun, hae i bin kasem 15%. Long Ogis, stoking diman blong ol man we oli mekem TV we oli stap daon long TV oli bin strong, ovarol saplae blong bigfala saes LCD panel prodaksen kapasiti i bin taet yet, mo ol praes blong ol panel oli bin mentenem wan apwad trend{3}} Ol praes blong ol panel oli bin mentenem wan apwad trend{3}”. 55-i ins, na 65-} inch panel i bin kamap long US$44, US$132, na US$187, na prais i go antap i bin winim 10% gen.
I gud blong makem se nomata we Samsung mo LGD i bin stap o oli stap rere blong satem ol LCD prodaksen laen, ol man blong mekem ol panel blong Korea oli stap aktiv blong putum ol nekis jeneresen displei teknoloji, oli stap jusum wan niu trek mo stat bakegen, i lidim teknoloji daereksen blong globol TV maket.
Wanpela man bilong skelim ol samting bilong haus, em Xu Yiqiang, em i tok, maski LCD teknoloji bai stap yet inap longpela taim long bihain, dispela hevi bilong winmani i go het yet i bungim LCD TV i stap ples klia tru. Ol lain bilong wokim ol panel bilong Saina i mas go het long skruim invesmen long teknoloji risets na divelopmen, long wanpela sait, kamapim gutpela piksa kwaliti bilong LCD na daunim spes wantaim ol OLED prodak; long narapela sait, skruim wok painimaut na risev bilong OLED teknoloji long bikpela sais fil.
I gat klia save olsem long sait bilong OLED ol i prinim, BOE i wok long putim mani long ol bikpela sais RGB OLED bilong printim. Long ol neks jeneresen displei teknoloji fil olsem Mini-LED, Mini-LED, ol i prinim fleksibel OLED, QLED na ol narapela nupela displei teknoloji, ol samting na ol proses, TCL CSL CSOT i wok yet long wok bung wantaim, na ol i wok yet long wok bung wantaim, na ol i wok yet long wok bung wantaim, na ol i wok yet long wok bung wantaim. ol samting ol i kisim . Node na kamapim wanpela global lida advantej i bihainim wanpela komplit ekolojik leit.
"China's display technology is currently at the same starting line as Japan and South Korea. On the one hand, we will expand the scale of our existing business, and on the other hand, we will actively deploy new and next-generation display technologies, hoping to truly achieve a two-power structure. It will continue to give full play to its leading advantages in cost efficiency and product technology, and achieve better competitiveness and profitability." Zhao Jun said.
