1. TV face plateThe priceDrop to ability of historical low gain to be not valued;

2. 3 install Mini LED to take the lead in be being hit into SamSungSupply chain Cross-strait LED factory is grabbed attack compete forThe marketFlat bread;

3. deepness unscrambles: Who is produced for face plate of Chinese liquid crystal can superfluous bury sheet?

Profit of net of electric equipment of 4. sea letter is added fast achieve 20 years to come new low;

Japan Display of 5. day factory rolls out VR face plate of special and high-definition screen;

1. TV face plateThe priceDrop to ability of historical low gain to be not valued;

Go to annual bottom and the face plate enterprise with driving this year limelight of the beginning of the year, confronting grim challenge.

RelevantMediaOn May 9 from Ao Weiyun net (AVC) know, at present price of TV face plate has fallen to come or be close to on one to depreciate periodic the historical nadir 2016, predict the price this year June still will continue next explore, approach face plate factory ceaselesslyCostLine.

Producing in outspread TV face plate can the Chinese bibcock enterprise such as Beijing east, Hua Xingguang report, whether procumbent is this round be issued to lower levels periodic?

Beijing east is advancedVice-presidentZhang Yu expressed to reporter of the first finance and economics on May 10, The marketVolt rises and fall since total meeting, the key sees every companyProductCompetition ability and innovation force, “Without fatigued and weak market, only fatigued and weakProduct” .

Screen price falls to the history low

According to Ao Weiyun the analyst of the net impetuouses Zheng introduces, price of TV face plate falls quickly, because,basically be from 2017 since, build LCD (liquid crystal) face plate factory measures tall for generations to produce and climb slope in succession, the yield of global LCD face plate can be being released quickly, and short-term inside the TV that the whole world includes China is overall demand did not promote effectively, because this is in overall April this year of the factory ” world cup ” after stock up enters end, the situation of face plate supply exceeds demand is more grim, quickened the fall of face plate price.

This round depreciate the face plate that covered each main measure. Calculate data according to what net of abstruse dimension cloud released on May 9, this year in May, 32 inches, 40 inches, 49~50 inch face plate price will fall 2 dollars, price of 43 inches of face plate will fall 4 dollars, price of 55 inches of face plate also will continue to drop, 65 inches of face plate that exceed large size repeatedly are not exceptional also.

“10.5 acting lines produce chinese mainland can gradually climb, at the same time factory of each face plate is in through increasingProduction65 inches are digested produce can, and 65 inches of TV drive terminal market to anticipate not as good as, pressure of value of 65 inches of products increases face plate plant, predict to will drop 10 dollars. ” Bian Zheng says.

2016 32 inches of HD first quarter (high-definition) face plate ever achieved price history nadir, for 52 dollars, predict price of 32 inches of face plate will fall to 52 dollars once more this year in May, there still will be the possibility that continues to drop in June. 55 inches of UHD (freeboard is clear) face plate is in the price achieved historical nadir in May 2016, for 170 dollars, and the price had fallen this year in April split 170 dollars, fall to 166 dollars.

Next, face plate price is low keep balance or continue to drop, depend on the color television when busy season of stock up of whole world of the 3rd quarter comes is overall the confidence of the enterprise. And from the point of annual, the pressure of face plate supply exceeds demand exists continuously.

The personage inside course of study predicts, be in as afore-mentioned projects next year, the year after next in succession put into production and quantity are produced, 3 two years industry of global TV face plate still meets tomorrow face about to give birth can supply excess pressure. Accordingly, industryInvestmentEnlarge produces the state of mind that should maintain discretion, reason and rhythm. Pacific Ocean computer network

2. 3 install Mini LED to take the lead in be being hit into SamSungSupply chain Cross-strait LED factory is grabbed attack compete for market flat bread;

Mini LED force fights OLED monitor to be about to be opposite at terminal market is being entered partly below 2018 definitely, cross-strait LED factory also labor force is waited for hair march Mini LED application, it is reported, samSung electron aims at high-ranking TV market, will roll out TV of large size Mini LED at the 3rd season, will by factory of mainland LED bibcock the 3 report that bring light are unplugged so that the head prepares, infiltrate SamSung Mini LED supplies chain first, achieve like Long Da, flourish as stage LED factory will pass through face plate big plant in succession shipment, brilliant report is expected to cut proceed with machine to supply chain at second half of the year, other land factory also fires a shot in succession start of a race, cross-strait LED course of study person grab separately attack market flat bread, rise from all directions of saltpetre of industrial competition smoke.

Be risen by mainland LED industry fast, the LED that fastened manufacturer control by the stage in the past is in a poor light application is eroded by land factory, in price pressure competition and mainland are in a poor light supply chain gradually hasten is complete below, stage LED factory fades in succession in recent years before LED is in a poor light order, gain headway in breakthrough of Micro LED technology however, the importance when the river rises the boat goes up too of Mini LED skirmish, for antagonism OLED monitor approach step by step, terminalBrandThe factory also begins to guide actively taste newly, below 2018 half ~2019 year Mini LED is tasted newly will be expected to appear on the market in succession, factory of stage department LED also regards Mini LED as was in a poor light 2018 important window of application.

According to estimation, as a result of face plate of OLED mobile phoneCostRestrain 75 dollars, and Mini LED application is in a poor light to the mobile phone, estimation needs 4000~5 about, 000 LED grain, its cost restrains 10 dollars only, total cost still under OLED face plate, and screenCharacter, colour contrast however can with face plate of OLED mobile phone one relatively relative superiority or inferiority, as to large size TV light of traditional in the past side is designed, every TV needs to make an appointment with 10~20 only LED component, but in Mini LED the design guides below, differ according to dimension and resolution, mini LED is in a poor light a number be expected to achieve 5, 000~1 is controlled 10 thousand times, will be helpful for be changed considerably produce can.

LED factory grand is amounted to hand in hand friend is amounted to, predict the 3rd season begins ~ of the 2nd season grain shipment Mini LEDEncloseProduct, will apply in high-ranking monitor and note computer, if with 15.6 note computer is exemple, mini LED needs to make an appointment with 2, 000, although Mini LED occupied grand to amount to battalion to receive proportion 2018 still small, will be expected before predicting the end of the year progressively to the limit of one’s capacity, value battalion received specific gravity to exceed organic meeting 10% 2019. In addition, flourish starts plant of tie-in also face plate group achieve, joint development Mini LED is in a poor light solution, will grab attack mobile phone, TV and car to use face plate business chance.

Multibarrel of layout Mini LED issued brilliant report together 2018, the mobile phone begins organic meeting shipment in the 3rd season, and TV and high-ranking business use monitor application to will throw a quantity to produce at the end of the year, among them, business of high-ranking report contest predicts to just can guide 2019 the quantity is produced originally with monitor, but the client values business chance to consider be being rolled out ahead of schedule, and Mini LED exceeds small span to show screen also will guide at second half of the year the market, present the spectacular event that let a hundred flowers blossom.

Notable nevertheless is, samSung announced to sign with the 3 report that bring light a few days ago ” imprestAgreement” , pay Xiamen 3 how to make an appointment with in all 1, imprest of 6.83 million dollar, in order to ensure Xiamen 3 how preferential supply SamSung, disclose according to industry, the 3 Mini LED below An Qi produce the near future already can be wrapped to fall by SamSung almost, and SamSung also predicts in the 3rd season will high-ranking Mini LED TV is pushed make to the guest influence the market, TestTop class market buys gas and water lukewarm, and SamSung 2017 also everPurchaseThe 3 indoor business that bring LED grain to apply to large size use indication screen, the status that this also means the 3 report that bring light to infiltrate SamSung supplies chain more hasten is firm.

Besides 3 outside An Zhi, if factory of mainland LED grain is China Can photoelectricity, dry also throw technology of Mini LED/Micro LED in succession according to photoelectricity, this upsurge also spread reachs the mainlandEncloseFactory, include a country starlight report takes the lead in establishing Micro at the beginning of March&Mini LED research center, predict the Mini LED that can realize P 0.5~P1.0 norms the quantity was produced 2020; Lucky abundant photoelectricity also announces to will raise the price of the commodities RMB 230 million yuan, in order to throw Mini LED and Micro LEDProductionProject.

Course of study person think, micro LED whether successful quantity is produced change still be worth observation, but Mini LED will be started quickly from below 2018 half, if the market is bought,will not enrage hot wind, enough and OLED face plate are rivalled each other, do not eliminate Mini LED to will be expected to bring into the accessorial project of mainland government, at the appointed time cross-strait LED is in a poor lightDomainAttack prevent openly engage in a battle, factory of stage department LED is afraid will be immersed in struggle hard one time once more. DIGITIMES

3. deepness unscrambles: Who is produced for face plate of Chinese liquid crystal can superfluous bury sheet?

Resurgence incident aroused people to be opposite of Chinese chip future anxious, brush small letter circle, small gain to express him point of view in succession; Indication industry group also is in China to be produced for liquid crystal face plate superfluous and can anxious, also build character to make suggestions in succession. When benefit division electron (Shenzhen) limited company is cast respectively build Zhengzhou He Mianyang of project of product line of face plate of 11 acting liquid crystal after project of product line of face plate of the 8.6th acting liquid crystal, the development that industry public figure worries about industry of face plate of Chinese liquid crystal more some out of control, the road of the progress with orderly and healthy industry of domestic liquid crystal will bury next multiple hidden trouble, still produce not just can superfluous.

According to statistic, our country mainland produced market of face plate whole world to have oneself 2013 rate for 11.4% , self-sufficient rate exceeds TV face plate 35% , be close to to 2016 break up time, shipment area makes an appointment with 57 million square metre, market of global shipment volume is had rate exceed 30% , house whole world the 2nd. To the end of 2017, face plate of liquid crystal of Chinese large size is produced can will hold the whole world the portion of 35.7% , surmount face plate of liquid crystal of traditional large measureMakeBig country Korea, china had become the focus of industry of global face plate.

Although China becomes the focus of industry of global face plate, but enterprise of native land face plate eagerly face plate of liquid crystal of tall for generations of mount a horse produces a line, the result that be fooled and goes up is clearly, produce namely can superfluous. According to the statistic of guild and firm of tripartite survey: Actual available supply will be more than face plate of TV of global liquid crystal demand 12~13% . 2017 shipment of face plate of TV of 75 inches of whole worlds 156.7, 0.6% what take overall market, predict shipment of face plate of 75 inches of whole worlds will amount to 2.6 million 2018, grow more than 50% compared to the same period.

With Hefei of instantly Beijing east product line of 10.5 acting TFT-LCD is exemple, early days basically produces 65/75 inch liquid crystal of 8K freeboard resolution shows screen is given priority to, the design is produced can be substrate of every months of 120 thousand glass, 10.5 acting lines (2940mmx3370mm of vitreous substrate size) compare 8.5 acting lines, advantage of TV of cut large size is clear. For instance cut 65 inches, 8.5 acting lines only but cut 3, and 10.5 acting lines but cut 8, and cut efficiency can be amounted to of 95% tall. 70 inches or 75 inches, 10.5 acting lines can cut goes to 6.

Reach through statistic, only Beijing is Oriental a 10.5 acting lines, the liquid crystal face plate that produces per year 65 inches 11.52 million; 70 inches or face plate of 75 inches of liquid crystal 8.64 million. With at present government of Hefei Beijing east announces 10.5 acting lines of 70%Fine rateComputation, achieved many 800 to mix many 600 respectively, the Hefei Beijing that can climb slope with be being produced is Oriental 10.5 acting lines this yearFine rateTarget 90% computation, produce can bigger. With the increment of market of TV face plate of 65 inches of aboves calculates this year, crop of 10.5 acting face plate can accomplish east of a Beijing to be enclothed completely.

Did not come 23 years, as in the Beijing east that build (Wuhan) , Hua Xingguang report (Shenzhen) , grand sea SDP (Guangzhou) , Hui Ke (Zhengzhou) wait for face plate of 10.5/11 acting liquid crystal to produce a line in succession put into production, total volume is produced, beforehand the liquid crystal face plate of 65 inches of above produces per year appraise can will achieve 3800-5000 10 thousand, this still does not calculate the 8.5 yield that reach 8.5 the following liquid crystal face plate to produce a line can, how to solve so giant yield can?

The germ with liquid crystal superfluous face plate dug

Development of estate of liquid crystal face plate is returned so that mention from Beijing east to current current situation.

Beijing east and Hefei government reached cooperative intent 2008, cast build face plate of 6 acting liquid crystal to produce a line. Cast with Beijing again 2009 build line of 8.5 acting tall for generations. After the message comes out, shocked group of global face plate immediately. Back-to-back, samSung, LGD, Xia Pu, friend is amounted to, strange beauty (now group achieve) wait to apply for to build face plate of liquid crystal of tall for generations to produce a line to the mainland in succession, so far, face plate of liquid crystal of tall to the mainland for generations produces the face plate company that the catfish effect with one action of Beijing east broke day Han and Taiwan area the forestall of the line and block, solved Chinese electron Information Industry ” be short of core little screen ” the problem of medium screen.

The breakthrough of Beijing east, liquid crystal of large to China size shows nature is meddlesome for the industry, beijing east fumbles from which a pattern that fits oneself development also give no cause for more criticism, but from in recent years the development of estate of liquid crystal face plate of Chinese whole looks, have bit of out of control.

Where is the development mode give no cause for more criticism that why says Beijing east?

Because import liquid crystal face plate every year in those days 180 billion dollar (basically be face plate of large size liquid crystal) , the government has real intention to give aid to indigenous industry replaces an entrance, home also has Beijing east only technology, intended wish to hold this market, dan Jingdong just lacks cash, face plate of a 8.5 acting liquid crystal produces a line to need -64771072 yuan twoInvestmentThe forehead, beijing east is not taken anyhow give this money. Can try from which by the government only so appropriate is solved, local government cannot take money to give Beijing east directly, however in order to note endowment the form that establishs a company to become a shareholder again gives aid to secondhand. For instance face plate of 8.5 acting liquid crystal produces Beijing east Chongqing the line needs alwaysCapital32.8 billion yuan, beijing is Oriental with directional add send 10 billion, by market price 2.1 one sells a government to note endowment company, obtain 21 billion yuan, again to silver round financing 11.8 billion, be neededCapitalSolved, face plate of a 8.5 acting liquid crystal produces line go into operation to be able to form the production value of 5589 one year later. Wait after making money, silver-colored group can reclaim capital and accrual, local government also can sell fund of stock form steam again, form win an aspect more.

This kind of development mode that gives aid to by the government has been in Korea and Taiwan area to appear, and the result is right, although means is mixed,the method comes in and go out somewhat. So Beijing east casts the face plate of 6/8.5/10.5 acting liquid crystal that build to produce a line subsequently, also be have the aid of the force of the local government such as Hefei, Fujian, Beijing, Wuhan, Chengdu, Chongqing expands the scope now gradually.

With the actual strength of Korea and Taiwan area and market size, korea government and Taiwan authorities can give aid to 3 two face plate enterprise is OK special and proper, but put in chinese mainland, did not suit, the system capacity of whole market is different. Break through 8.5 acting liquid crystal to produce technical hind when Beijing east, xia Pu, SamSung, LGD, friend is amounted to, strange beauty (now group achieve) and indigenous industry TCL, Long Feiguang report apply for to build face plate of liquid crystal of tall for generations to produce a line in succession.

Cast after building heat of face plate of liquid crystal of tall for generations to appear, caused a country to take seriously about the branch, create resources waste to avoid to repeat construction, appear personally by national level make overall plans, hair of the country at the beginning of 2010 changes appoint the construction that decides to approve product line of 5 tall for generations.

Beijing is Oriental at that time Shenzhen of 8.5 acting lines of Beijing, TCL 8.5 acting lines and photoelectric of Longfei of elder brother hill 8.5 acting lines (change finally cast 6 acting LTPS to produce a line) had obtained batch. 5 quota of people still remain 2. And those who contend for these two quota of people await options order to still have 5: Photoelectricity of Cheng of Xin of the 8 acting lines that include Nanjing summer general, Hefei (Beijing east dominant) the 7.5 acting lines of Suzhou of 8.5 acting lines, SamSung (hind upgrade to 8 acting lines) , 8.5 acting lines of LGD Guangzhou, with Chengdu Fuji health 8.5 acting lines. Be in ” 5 into 2 ” contend is unusually intense, by 2010, national hair changes appoint approved SamSung Suzhou 8.5 acting line items of 7.5 acting lines and LG Guangzhou, japan and Taiwan manufacturer all go out bureau.

Go up objectively tell, face plate of liquid crystal of 5 tall for generations produces a line the quantity is postpartum, contented mainland market needs to liquid crystal face plate. National hair changes appoint after approving line of 5 tall for generations to also be proved through concerning expert scholar only, reach scientific and logical conclusion. But after 2012, cancel as the State Council and ministries and commissionsAdministrationExamine and approve project attributive, and lower part arrives provincial local government after one class, the industry of liquid crystal face plate of pick off the Incantation of the Golden hoop flies towering, the face plate of liquid crystal of tall for generations of chinese mainland produces a line to present blowout type to erupt, be in blossom everywhere of countrywide each district.

Will tell from each business sides, face market of face plate of domestic liquid crystal the big cake of 180 billion dollar, cannot apathetic. Have technology, talented person plus abundant financing, meet of course itch to try. Have technology, talented person into the Beijing east of the bureau first most, should belong to get the person that run; And the China star photoelectricity with subordinate TCL the face plate talent with Taiwan + the capital of Shenzhen government gives aid to rise abruptly quickly likewise; SamSung of Han look forward to, LGD seized the opportunity that the mainland builds face plate of liquid crystal of tall for generations the first times, won rich and generous profit get one’s own back. Development of estate of liquid crystal face plate still considers health orderly. But after the tie of plan of be in power disappears, casting build upsurge of face plate of liquid crystal of tall for generations to fall, enterprise of Taiwan face plate shrank back, han look forward to is not being cast build produce a line newly, japan wishs to sell a technology only or the technology becomes a shareholder. Most mad calculate indigenous industry, to prepare to construct face plate of liquid crystal of tall for generations produces a line, or stage of Han of the day that dig horn or talent of native land face plate, or buy foreign relevant technology, or technology of industry of the face plate outside helping a nation becomes a shareholder, the capital of local government of have the aid of expands quickly, industry of face plate of whole liquid crystal is like Tang Sheng flesh, be fooled and go up. End now, 6 generation and the tall for generations of 6 acting above produce the mainland the line is close 30, development of estate of face plate of healthy and orderly liquid crystal is thrown into confusion by the successor, bring about industry of face plate of whole liquid crystal to develop out of control.

Will tell from local government, introduce face plate of a tall for generations to produce a line, mean the hundreds of direct investment of 100 million and tremendous siphon effect, form fluctuation to swim hundreds of enterprises and one billion two hundred and fifteen million seven hundred and fifty-two thousand one hundred and ninety-two yuan industry dimensions gather group, no matter be vigor of earnings of taxation, obtain employment, equity, economy,be to provide allure extremely, each local government can consider from oneself.

With east of capital of Beijing government investment 5 acting lines are exemple, this invests extraordinary be to one’s profit. 5 acting face plate produce Beijing east the line hands in interest section every year many yuan 10, enterprise of upriver form a complete set hands in imposition 2.78 billion yuan, the share price of the Beijing east in Beijing government hand from ” debt turns ” go up 2.72 yuan when 12 yuan, beijing government is in share price 10 yuan when changed half equity to sell 2 billion yuan now, the equity market prise that remain also exceeds 2.5 billion yuan. Beijing government besides disinvestment capital, return net 1.7 billion yuan, this still does not calculate nearly 3.8 billion annual yuan taxation and personnel of many native land obtain employment, can say earn basin full earthen bowl is full, for project of face plate of liquid crystal of contention of countrywide local government erected a surveyor’s pole later.

So, should hear face plate manufacturer to have only cast build produce line intent newly, more than 10 local government are contended for grab. If Hui Ke is cast,build face plate of 8.6/11 acting liquid crystal to produce a line, contacted this world of Chongqing, continous, the North sea, Kunming, Guiyang, the government of countrywide each district such as Zhengzhou, casting financing, match, the respect such as land, water and electricity, favourable policy negotiates, in order to contend for bigger get resource already. In the meantime, each local government, silver-colored group also is in Beijing in the consideration Oriental, Hua Xingguang is report, medium electric panda, still have Han Qisan star, LGD, after the enterprise such as sea of stage endowment grand, is Chinese electron Information Industry still allowed so that next so big face plate produce can?

Now nowadays, mention the tall generation with new investment to produce a line, industry the first reaction is not when start working construction, the yield that adds newly however can the line accentuate is liquid crystal face plate superfluous doubt?

Of liquid crystal face plate superfluous solve

Ouyang Zhongcan of academician of the Chinese Academy of Sciences expresses, line of for generations of current TFT-LCD freeboard invests overheat, should strengthen guide. No matter very much now place has a technology investing line of tall for generations, we should beware investment is superfluous, before avoiding to weigh skip some the track of an overturned cart with time superfluous bend over. To this, when our country enterprise builds a line, want to evaluate risk, local government adequately to want careful investment, country to should be strengthened guide and manage.

Chinese mainland shows the industry arrives incontestable 2020 make the world the first, become global focus, but face plate of chinese mainland liquid crystal appears superfluous risk. The data of firm of tripartite survey and guild forecasts: 2018~2020 year, because face plate manufacturer expands ceaselessly,produce can, produce can increase rate will be more than demand to grow data. Supply and demand came than will promoting considerably 2019 8.3% , was 2020 8.8% , predicted to be 2021 9.3% . Can judge 2019~2021 year risk of excess supply of liquid crystal face plate may increase, especially structural sex is superfluous the risk is potential aggravate.

Be aimed at at present current situation of industry of face plate of domestic liquid crystal, how to answer coming superfluous question? The author thinks can undertake settlement from the following respects.

1, the power that leans the market undertakes effective resource is configured, in discard of bad of the superior in competition.

The course of study of 3 high yield that liquid crystal face plate is a tall capital, hi-tech, high risk, once enter bureau, with respect to have no way to back down, face plate enterprise must be in technical innovation, talentGroom, the quantity produces the respect such as dimensions to rush after all. Will tell from property of current liquid crystal face plate, face plate of 10.5/11 acting liquid crystal produces a line to produce or prepare to construct in domestic quantity, between the enterprise cast the competition that builds tall for generations to produce a line to had come to an end. If have,be the competition of domain of AMOLED face plate. With respect to domain of liquid crystal face plate, at present the competition between the enterprise is the quantity produces time, fine to lead climb speed and development all sorts of competition that use terminal market ability.

Of course, produce can superfluous be sure to bring about an industry to appear malign competition, price war will be inevitable, arrive from chinese mainland the whole world, market price war is absent nowhere, the resource that allows domain of liquid crystal face plate through the force of the market undertakes effective configuration, backward yield falls into disuse in competition can, product and enterprise.

2, local government should establish national level mechanism of early-warning of major project venture.

Investment of project of liquid crystal face plate is huge, should careful integrated consideration all sorts of elements, establish mechanism of effective early-warning of major project venture, be on guard effectively risk, the risk consciousness that always reminds project controller place is had and responsibility consciousness. Current, what the country had published major project is lifetime chase after duty make, create state-owned capital fund great losing, local leader will be asked duty, from go up at all put an end to the decision-making issue that takes a head.

On November 14, 2016, print and distribute of general office of the State Council ” lash-up of risk of debt of local government sex deals with beforehand case ” , express clearly in the center of won’t cite debt disclose the whole inside story for local government, local government lifts the debt that borrow to have countervail to return responsibility to its.

3, policy and capital tilt reach give aid to

The country is planning when burgeoning industry grows a major programme of lasting importance, want to wait for respect upstream key in capital, policyEquipment, material and EL show the domain tilts, drop off is right the allowance of enterprise of liquid crystal face plate, change capital to upriver keyEquipment, material and EL show a field. So, examine and approve authority lower part, national policy cannot continue to break with soft, should use policy to local government try to guide, although this kind directs sexual policy thinks in local interest,go up rigid influence is finite, also be the clew of sex of a kind of risk at least.

4, the face plate factory beyond the mainland repeats application construction to cast build cry stop

Unless technical otherness perhaps has more advanced indication technology, do not approve otherwise cast build. With respect to the Zi Honghai that be like a stage the banner issues face plate of 11 acting liquid crystal to produce a line, adoption Japanese plant 10.5 generation guide IGZO technology produces the LCD face plate with 8K careful and video freeboard; If Guangzhou LGD casts the 8 acting OLED that build,produce a line again; So, after company of face plate of chinese mainland liquid crystal competes adequately, market of rise native land liquid crystal will not need the face plate manufacturer beyond the mainland to repeat application construction. Express according to the personage inside course of study, chinese mainland is early the examination that stopped face plate of liquid crystal of tall to abroad for generations to produce a line, cast when Beijing east so after building line of face plate of the first 8.5 acting liquid crystal, upsurge of the first liquid crystal, enterprise of stage endowment face plate still has an opportunity, jump over in the future the hope is more uncertain, cast when Beijing east when building 10.5 acting lines, guo Taiming is in for many times allege after ending up with nothing definite after line of tall for generations of put into production of mainland each district, play in Guangzhou really, because workshop was held in his hand this ace, had bottom energy of life.

5, the country carries a design on the head, encourage amalgamative, go bankrupt, annex is mixed transform

Fall with weak condition in what national level policy breaks, industry or hope can have plan as a whole in the round, the car in incorporating like the car austral the state-owend enterprise and boreal car is same, undertake incorporating to the face plate industry of state-owend enterprise setting, produce a line to undertake falling into disuse to lagging behind, move (show manufacturing product category changes) , transform (enterprise obligate cause AMOLED to produce a line) etc, compete with stronger actual strength and enterprise of foreign face plate, realize the benign loop of face plate enterprise.

Wu Shengwu of vice director of department of electron of industry letter ministry was in on April 8 industry of countrywide electron information pointed out on working informal discussion 2018, encourage business of face plate mainstay to pass investment, annex, recombine wait for resource of means conformity industry, implementation main body is centered further. Conduct business of face plate mainstay farther Xiang Jingjin is look forward to, long trigonometry, bead the composition of industrial assemble region such as trigonometry, Cheng Yue, perfectAreaSystem of form a complete set, come trueAreaAmlposition develops between, cultivate world-class industry group.

Anyhow, we are feared liquid crystal face plate produces can superfluous risk, it is with statistical instantly total face plate is produced can dimensions is forecasted with what in the near future the market needs and make. When concentration of liquid crystal face plate the quantity is produced can form structural style superfluous. Because our country is product of global electron informationMakeThe centre of gravity of course of study. According to statistic, china manufactured a mobile telephone 2017 1.92 billion, 75% what hold global output; The computer 310 million, 95% what hold global output; Home appliance 3.18 billion, occupy the whole world to produce can 95% ; Also be tremendous to indicating the need of screen of course, calculate industry of face plate of current China liquid crystal to rise abruptly, still want to import 50 billion yuan indication face plate from the foreign country now.

The position that computer of smartphone of current whole world, flat presents saturation, and the sales volume of PC also glides with each passing day, intelligent TV grows lack of power circumstance to fall, face plate enterprise needs to develop more fractionize market to come, beijing is for instance Oriental ” core screen implement and ” the strategy, car of effort development intelligence, robot, healthy medical treatment, AI net of couplet of content of artificial intelligence, IOT, AR/VR, can apparel equipment, AdvertisementThe domain such as setting application, those who let screen find it is attributive.

In the near future, do these apply terminal domain to development expands and you can mature? When liquid crystal face plate massive amount is postpartum, without the application of the new maturity of huge amount terminal market digests these indication face plate, so the surplus problem of structural sex is very serious. The author has asked Beijing east with respect to this problemVice-presidentConstant Cheng, he expresses, at present Beijing east innovates to driving the diversity application of the product with all one’s strength through the technology, and optimistic to market prospect of future mood. (article / Li Wenzheng) quark shows

Profit of net of electric equipment of 4. sea letter is added fast achieve 20 years to come new low;

The sea believes electric equipment (14.15, – 0.05, – 0.35%) net profit is added fast achieve 20 years to come new low

Be based on the sea to believe electric equipment in last few years development existing state of affairs, lack the control of pair of upriver industry catenary on one hand, do not have on one hand from go up at all raise fund of research and development, the sea believes electric equipment whether if wish to come true,its development plans

Law on the weekend reporter Wu Hao

In recent years, the whole world manufacturer of the 3rd great color television — the development speed of sea letter electric equipment comes down slow gradually.

According to sea letter electric equipment year reported 2017, its advocate business Wu income is thirty billion six hundred and thirteen million yuan, grow 6.95% only compared to the same period. This is the sea believes electric equipment to be in 4 years continuously advocate the growth of respect of business Wu income under 10% .

In the meantime, its put in parent net profit ‘s charge to be 942 million yuan 2017, relatively 1.759 billion yuan of 2016 glide compared to the same period 46.45% . Law the reporter combed the calendar year annals since the sea believed electric equipment to appear on the market 1997 on the weekend, discover this net profit glides compared to the same period extent is the biggest since its appear on the market 20 years.

Nevertheless, the sea believes electric equipment to still look forward to to was not had. Its are in planned in annals 2017, will thorough research exceeds much partition independentlyAlgorithmic, new form is in a poor light reach indication technology, picture to enhance the technology that waits for a respect character; In the meantime, have the aid of sponsors a world cup, focusing popularizes 4K laser TV and product of high-end ULED TV, make a world cup star type is mixed explode paragraph product.

But be based on the sea to believe electric equipment in last few years development existing state of affairs, it is the control that lacks pair of upriver industry catenary on one hand, do not have on the other hand from go up at all raise fund of research and development, does the sea believe electric equipment whether if wish to implement its development plan?

Net profit dropped considerably 2017

Law the reporter combs discovery on the weekend, inside before 3 years after the sea believes electric equipment to appear on the market from 1997, net profit maintains smooth growth all the time, but came to appeared 2001 2000 coast.

2001, the profit of net putting in a mother ‘s charge of sea letter electric equipment appears negative growth, deficit 18 million yuan, the profit of net putting in a mother ‘s charge that this is sea letter electric equipment appears first negative worth; After 2001, the profit of net putting in a mother ‘s charge with sea letter annual electric equipment restores to rise impetus;

2016, net profit achieves 1.759 billion yuan, grow 18.14% compared to the same period; 2017, profit of net putting in a mother ‘s charge is 942 million yuan, glided compared to the same period 46.45% .

Law the reporter discovers on the weekend, actually, the profit of net putting in a mother ‘s charge of sea letter electric equipment compared to the same period increase rate is in all the time in last few years reduce a current, but achieved what come 20 years to be added the slowest 2017 fast.

Glide besides net profit beyond, 2017, the interest rate of wool of television business income of sea letter electric equipment from 2016 18.06% drop to 14.18% .

Glide compared to the same period in net 2017 gain to sea letter electric equipment the reason with big range, dirt of pace of Liu of personage of observation of home appliance industry thinks, this greatly as big as market of whole 2017 color television environment is bad to concern.

Hong Shibin of industrial observation home to ruling by law the reporter is analysed on the weekend, overall advocate business Wu rises and net profit glides, this explains the sea believed electric equipment to grow and reduce profit what measure to assure integral body likely, “Net 2017 gain and gross profit lead sea letter electric equipment glide, be in besides industry of whole home appliance 2017 low outside confusing, also explain the sea believes a television to get in the competition ability in the market the extruding of other bibcock enterprise ” .

Notable is, law the reporter discovers on the weekend, in respect of capital of research and development, sea letter electric equipment comes from 2014 2017, annual of defray of research and development compared to the same period increase rate is respectively 2.52% , 1.17% , 0.58% with 2.24% , amount of defray of research and development all does not exceed 1.2 billion yuan.

Will not face a lot of challenge

Believe the plan of electric equipment according to the sea, its will develop ULED TV energetically at future. This looks in Hong Shibin, the distinction of both depends on glow principle differring, but the distinction that actually consumer distinguishs Hunan OLED and ULED very hard.

However, no matter be LED, OLED, QLED, still be ULED show like the technology, although be only,on face plate glow principle differs, but should depend on face plate to resemble.

Dong Yi of lawyer of banking of researcher of engage by special arrangement of research center of Chinese electron business affairs, investment wisdom analysis, problem of television face plate is the bottleneck that company of our country television grows, also be relevant enterprise the pain spot on industrial position, research and development, “Face plate of domestic most company still counts an import, need considers how to break through technical block, change industrial pattern, the be well versed in of downstream industry catenary on implementation ” .

Liu Buchen indicates approval to this, he thinks, strategy of sea letter TV has tremendous short board, it is the face plate industry that it does not have itself completely, even if use a face plate only, also want from exteriorPurchase, this is to restrict the sea to believe TV business the potential bottleneck of abiding development, “Predict this kind of situation will be long-standing ” .

Dong Yi wisdom also says, the sea believes profit of electric equipment net and television business gross profit to lead the account that drop, with its cost rises, raw material rises in price like face plate about.

Liu Buchen to ruling by law the reporter says on the weekend, those who make a person anxious is, sea letter appeared on the layout of next TV times deviation, because enterprise of great majority color television chose OLED way, only alone what sea letter chooses is ULED laser TV, such overall arrangement is put in particular risk.

Besides lacking face plate engineering capability, accept law the digital expert that the reporter interviews on the weekend says, sea letter electric equipment still faces other TV set ” bibcock ” enterprise and the extruding of the enterprise that cross a boundary.

“No matter be black cable industry or white cable industry, gradually to centralized development, and every product in the industry is had representative ‘ bibcock enterprise ‘ also be in expand gradually. In this big environment, believe such is in like the sea television industry has representative company, although be on the ability of production television can ‘ cent chunk cake ‘ , but inSaleGo up not to have an advantage certainly however. ” Hong Shibin expresses.

Dong Yi wisdom complements, the television industry nowadays still is faced with Cong Dabing to change Xiang Xiaobing, the fragment is changed and consume the extruding that upgrade, internet company intervenes a television the industry before, as happy inspect be on the wane, the TV business of millet is progressively and powerful, this is the pressure that the company of traditional TV production such as sea letter should face.

When does overseas market position show result

Law the reporter notices on the weekend, the one big strong point that overseas market Ceng Shihai believes electric equipment outstanding achievement to grow, ever grew 23.18% compared to the same period 2016. Before this in nearly 6 years, the overseas market of sea letter electric equipment appeared one year to grow quickly (increase rate prep above 20% ) , a year slow fast growth (increase rate under 9% ) phenomenon.

Last year, the sea believes electric equipment former deputyGeneral manager, hold concurrentlySaleCompanyGeneral managerHu Jian emerges general manager of electric equipment of preferment sea letter. He expresses at that time, future should accomplish overseas market sales volume 3 years to be more than home market, accelerate the sea to believe the pace of network of whole world of electric equipment layout, promote the whole worldBrandOperationAbility.

After this, the sea believes sports of electric equipment layoutSale, for example, assistance 2016 Olympic Games of European cup, Brazil, made upgrading to transform and expand produce to Mexican factory can.

Basis 2017 annals, sea letter still is become 2018 sponsor of government of FIFA world cup, be entrusted to develop match video technology to watch an experience in order to promote an audience. Sea letter is sharp announce, this denounce endowment is close 100 million dollars, and the world cup that mentioned in money newspaper 2017 explodes paragraph product: Make an appointment price believes E75A for 6399 yuan sea (cent mixes 55 inches 65 inches two) wait for a world cup custom-built money color television has begun to open to booking.

Nevertheless, up to on May 15, 2018 midday, sea letter world cup is custom-built of the E75A of the paragraph make an appointment price appears for many times to depreciate, cost price is 65 inches of 6599 yuan moneys to was returned on May 14 is 6399 yuan, and the left and right sides will reach 5999 yuan suddenly at 10 o’clock on May 15, and 55 inches E75A also will reach 3999 yuan 4399 yuan by cost price. The sea of two dimension believes the government-owned net of E75A to book a number to all be 12 people.

In addition, in March 2018, occupy round-the-world net to report, the sea believes a group to buy the complete a business transaction of subsidiary of Toshiba TV business to was finished on Feburary 28. The sea believes president Zhou Houjian to express, the argument that buys Toshiba besides the brand that takes a fancy to Toshiba, what still have the technology of Toshiba and sea letter industry and Japanese industry is complementary.

“The ultimate goal that supports a world cup is to extend overseas market. ” Liu Buchen thinks, on one hand, sea letter buys Toshiba TV, it is the inadequacy that the hope makes up for the sea to believe brand overseas market with Toshiba brand, after all the force of brand of market of sea letter overseas is too weak; On the other hand, sponsorring a world cup is to hope through the world cup this platform promotes the sea letter TV in the whole world famous degree, achieve exciting sea to believe TV overseas market therebySalepurpose, “As to this purpose whether achieve or can achieve a few into, bad still now to make conclusions ” . Legal evening paper

Japan Display of 5. day factory rolls out VR face plate of special and high-definition screen;

Wear overhead fictitious fact condition (VR) device, the distance of screen and eye is very adjacent, so the solution of screen resembles spending to it is important to be, solution resembles spending small conference to make resemble element very apparent the experience with influence VR, solution resembles spending enough Gao Zeling the experience is more distinct, let an user have close one by one the feeling of its condition. Japanese made recently business Japan Display announces to roll out the screen that is VR device only, offer freeboard resolution.

Two VR that Japan Display just announced are special 3.25 display screen, PPI value is respectively 1, 001 with 803, technology of use LTPS TFT LCD. As a result of the eyeball of user of press close to, these two indication screen will provide extremely clear indication result. This is announced should be a good news for the player to PlayStation, because Japan Display is had jointly by Sony, Hitachi and Toshiba, believe Sony has an opportunity to use this new VR in the PS VR of next generation special screen.

The 5.7 screen of uptodate PS VR has 386PPI only, the 615PPI compared with HTC Vive Pro is low much; Special screen also has new nevertheless VR its defect, the refresh rate of 803PPI is obliged 90Hz, and 1, 001 PPI has 120Hz refresh rate that, look askance with uptodate PS VR neat. Japan Display expresses, two VR special screen predicts to be able to be in next year consign, if Sony is announced this year brand-new PS VR product also won’t be used. Origin: Ubergizmo