Recently, money of the first season signed up for the enterprise such as electron of east of Beijing of tycoon of industry of indication face plate, LGD, SamSung to give heat in succession 2018. From the point of data analysis, money of business of each big firm indication face plate signs up for the place that all has bright eye, but because get off-season influence, all appear compared to the same period different level glides, net profit performance is goodish also.

Suffer off-season effect effect, first quarterThe marketWhole is fatigued and weak, liquid crystal face plateThe priceGlide somewhat, face plate manufacturer suffers accordingly achieve. Because face plate firm is next high for generations product line start working is built or throw a quantity to produce in succession, The marketThe view of supply exceeds demand of face plate industry also appears on, especially the profit of face plate big plant such as Beijing east exceeds now to slip first quarter, can superfluous to producing hearsay also is to upsurge further. To this view, we visit face plate big plant first money of the first season signs up for a circumstance.

Beijing east

On April 23, beijing is Oriental (BOE) publish 2017 year report, show according to the report, beijing east realized business income last year 93.8 billion yuan of RMBs, grow 36.15% compared to the same period; Among them vest in appears on the market profit of company shareholder net 7.568 billion yuan of RMB, grow 301.99% compared to the same period, battalion of it may be said receives profit double bumper harvest.

Nevertheless, beijing east announces at the same time newspaper of money of the first season is very not hopeful however 2018.

According to money the newspaper shows, beijing is Oriental do business first quarter income twenty-one billion five hundred and sixty-seven million yuan of RMBs, decrease compared to the same period 1.32% ; Vest in appears on the market the net gain of company shareholder 2.019 billion yuan of RMB, glide compared to the same period 16% , buckle blame hind to glide 58% .

To Beijing east, close paragraph of time face plateThe priceFluctuant and frequent, it is a manufacturer no matter between ” price war ” or cost of material rises, it is Beijing east and competitor outstanding achievement unfavorable is main first quarter reason.

Nevertheless, shu power is in the Liu that force holds out Beijing east its article middle finger goes out, the achievement last year did not let Beijing east investor is disappointed, and because face plate price is periodic,the main reason that net first quarter gain glided 2018 also is drop.

Seek advice from photoelectricity research center according to market country (WitsView) data shows, computer of indication screen of computer of Beijing east flat, notebook showed screen shipment volume ranks the whole world 2017 the first, indication screen of smartphone liquid crystal, TV and monitor show rate of screen city war is the whole world the 2nd.

SamSung electron

On April 26, samSung electron also is announced money of the first season signed up for 2018. Show according to the report, samSung electron do business first quarter income is 60.56 trillion Han yuan (about 354.9 billion yuan of RMB) , grow 19.8% compared to the same period; Among them net profit is 11.69 trillion Han yuan (about 68.5 billion yuan of RMBs) , grow 52% compared to the same period.

Among them, IT and mobile branch / profit of semiconductor branch net grows compared to the same period is 82.13%/83.04% respectively, be main net profit grows SamSung electron first quarter origin. Be worth what carry is, sale of branch of indication face plate is 7.54 trillion Han yuan () of about 44.2 billion yuan of RMB, 3.43% what grow compared to the same period; Business profit is 410 billion Han yuan () of about 2.4 billion yuan of RMB, drop compared to the same period 68.46% .

Visible, money of the first season signs up for SamSung electron hopeful backside, the demand that is memory chip actually masked demand of indication face plate to put the corner of delay. Research center of advisory photoelectricity of the state that occupy part (WitsView) point out, the sales volume of the IPhone X of screen of malic embarking OLED under anticipate, the video business that brings about SamSung electron is in the utilization rate that lowered its product line first quarter.

To this, samSung electron expresses to say, market of indication face plate is fatigued and weak and aggravate of high-end smartphone competition is the main reason that brings about profit margin of branch of indication face plate to drop, the challenge that face butt joint comes down, samSung states trade of smartphone of second half of the year will be much demand OLED face plate, will greet at the appointed time rebound.

LGD

On April 25, LG Display is announced money of the first season signed up for 2018. Show according to the report, LGD business income is 5.68 trillion Han first quarter yuan (about 33.3 billion yuan of RMB) , decrease compared to the same period 19.6% ; Business deficit makes an appointment with 98 billion Han yuan (about 575 million yuan of RMB) , loss of profit of the net after duty 49 billion Han Yuan (about 287 million yuan of RMBs) .

Be worth what carry is, this is LGD appears first since 20 quarters deficit.

LGD is infrequent first quarter occurrence deficit, it is reported is main the reason is the market rise ceaselessly to demand of OLED face plate, LGD is meet competitor SamSung head-on, produce to raise OLED face plate can and invested a large number of capital.

Before this, research center of market country advisory photoelectricity (WitsView) the analyst ever pointed out, LGD is become probably exclusive first quarter the factory of professional face plate of an occurrence deficit, slide continuously besides face plate price outside, the heavy heavy burden that place of business of size dimensions OLED derives is carried, also be to make model of this face plate unripe take the lead in appearing the reason of deficit. And will look from current result, face plate of the first season cheapened 2018 still be in happen continuously, application of large size of a few mainstreams still is in report of TV, monitor, pen demand is fatigued and weak enter with stylish produce can minatory in yield environment.

Group achieve friend to amount to

Besides, manufacturer of Taiwan face plate group achieved He Youda to also be announced money signs up for first quarter, its outstanding achievement gives now to slip likewise.

As we have learned, group achieve photoelectricity business income of the first season is new station money 66.8 billion yuan (about 14.4 billion yuan of RMBs) , decrease compared to the same period 22.4% ; Large size face plate is amalgamative shipment volume adds up to 28.07 million, with the four seasons spent photograph comparing to decrease last year 8.1% ; Amalgamative shipment measures small size face plate in add up to 68.57 million, with the four seasons spent photograph comparing to decrease last year 7% .

Friend is amounted to do business first quarter income is new station money 74.44 billion yuan (about 16 billion yuan of RMBs) , decrease compared to the same period 15.9% . Shipment of large size face plate measures about 28.58 million, increase compared to the same period 5.0% ; Shipment of small size face plate measures about 46.57 million in, increase compared to the same period 27.8% . Will look from data, although do business,income glides as before compared to the same period, but grow somewhat however on volume of face plate shipment.

The 2nd season is filled with face plate factory benefit beforehand appraise

The data of newspaper of money of the first season from face plate big plant is not ugly piece, each big firm profit all glides somewhat really, it is price of liquid crystal face plate drops continuously firstly, it is to be affected the terminal market demand such as TV by exhausted weak correlation secondly, it is devoted nextCapitalCast to new product line build and show side of technical innovation research and development. This says palpability shows face plate industry still is having very strong weak peak period periodic, can not let produce apparently can superfluous will carry in full charge on the back.

In the past, market of indication face plate is held by day Han manufacturer and mesa area manufacturer dominant position, mainland manufacturer rises abruptly ceaselessly nowadays, of the enterprise such as photoelectricity of east is in Beijing, China star present as leading role to fall, manufacturer of chinese mainland face plate begins to send market of power race to control amain, and in this process, produce can superfluous circumstance to exist really, this also makes the competition between face plate manufacturer intense. Seek advice from photoelectricity research center according to market country (WitsView) data shows, price of face plate of global TV liquid crystal from from 2017 second half of the year rises enter price inflection point, drop repeatedly 9 months, demand did not see get warm again after a cold spell, the profit of manufacturer of face plate of the 2nd season is behaved also may more austere.