The hottest mainland investment continues to rise,

  • Detail

Mainland investment continues to rise: Taiwan's LCD panel is bound by its own cocoon

the scale of mainland panel investment continues to rise. According to the statistics of market research institutions, the mainland will account for more than 70% of the overall flat panel display industry investment, and the market share of production capacity will also increase rapidly. It not only attracts the whole supply chain, but also directly weakens the subsequent competitiveness of Taiwan's panel industry, highlighting the crisis of Taiwan's panel industry's long-term development

in the early years, the mainland government tried hard to establish local panel production capacity, but at this time, it should change the jaws. The Taiwan government has been unwilling to allow panel factories to invest in the front-end manufacturing process in the mainland because of fear of technology outflow. At that time, the panel industry privately complained that the Taiwanese did not set up factories in the past, but the Koreans and Japanese could still do so. In the end, instead of limiting the outflow of technology, they tied themselves up. " Now it seems like a prophecy

later, although the law was loosened to allow panel factories to land and set up factories, it was just after the financial storm that the panel factory had a financial crisis, and the panel factory was faced with the dilemma of lack of silver bullets with the approved license. However, the law has many restrictions on the cooperation between Taiwan enterprises and mainland enterprises, which makes the industry helplessly watch the loss of business opportunities

with the rise of local panel factories in the mainland, BOE and csot have attracted various technical teams from Taiwan, South Korea and Japan by poaching corners, and gradually established mass production strength. CLP panda has cooperated with sharp in Japan to buy the 8th generation plant, and plans to further cooperate and invest in new plants in the future. As for Samsung and LGD, which emphasized the need to build a new political and business relationship close to the Qing Dynasty, they also chose to establish joint ventures with mainland local enterprises to build factories in Suzhou and Guangzhou respectively. Samsung's 8.5 generation factory has been mass produced at the end of last year, and LGD's 8.5 generation factory will also be mass produced in the middle of this year. With the opening of local production capacity, the mainland government may further raise the tariffs on TV panels in the future. Samsung and LGD have already built production capacity in the mainland, and the impact is limited. Taiwan's absence in the mainland is tantamount to giving up the market to rivals

next, the continental panel plant also began to layout small and medium-sized panels. BOE transferred part of the production capacity of the 8.5 generation plant to tablet computers, even intelligent panels. The 5.5 generation LTPS panel production line is also in this year. How to operate the impact testing machine? It was put into production in the first half of this year. Other mainland panel manufacturers such as Tianma and Huaxing optoelectronics also have investment plans for high-level panel technology such as LTPS. Once the mainland's local production capacity is opened, it is likely to repeat the TV panel. 5. Start the beam motor to protect the local panel industry by gradually raising tariffs. At that time, the panel factories in the mainland will take all sizes, and the panel factories in Taiwan may face the crisis of marginalization

Copyright © 2011 JIN SHI