Kum sawm chhung zet an inbeih hnuah China, Japan leh South Korea dinhmun "three kingdoms" dinhmun chu a tawp ta a, panel industry-a Chinese company-te dinhmun pawh a langsar chho zel a ni. September 1 khan Beijing Commercial Daily atanga reporter pakhat hnenah TCL Huaxing-a 8.5-Genum nakkumah Guangzhou-a 8.5-Generation Printed OLED production line neih tan a nih tur thu hriattir a ni. Hemi hma hian TCL CSOT chuan Suzhou Samsung Display Co., Ltd. lei a tum thu a puang chauh a, hei hian BOE leh TCL CSOT te a pun chak em avangin mainland China panel te chuan kum sawm chhungin corner overtaking an nei thei ta a ni. Panel lian tak tak man pek danah pawh hlawhtling taka thusawi theihna an nei mai ni lovin, South Korean leh Japan company-te nen pawh an dinhmun ang chiah hian display thar siam tura inelnaah an ding bawk.
Guangzhou-a TCL CSOT 8.5-generation printed OLED production line chu khawvela mass-produced 8.5-generation printed OLED production line hmasa ber a nih rin a ni tih an sawi. Hemi hma hian TCL CSOT chuan Huangpu District, Guangzhou City-a printing leh rollable display R&D leh production base siamnaah kum 2021 khan yuan tluklehdingawn 46 invest an tum a, printing technology hi OLED man to lutuk leh panel lian tak tak siam chhuahna atana hmanraw tangkai takah ngaih a ni.
Display technology thar zirchianna leh siam chhuah bakah technology thar hnuaia display panel siam bakah hian ka ram chhunga panel siamtute pawhin merger leh reorganization hmangin an scale an tizau bawk.
August 28 khan TCL Technology chuan company leh a holding subsidiary TCL CSOT chuan Samsung Display Co., Ltd nen inremna an ziak tih an puang a, TCL CSOT chuan Suzhou Samsung Electronics LCD Technology Co., Ltd. 60 chu US$1.08 billion ngaihtuah turin an lei dawn tih an puang. Suzhou Samsung Display Co., Ltd.-a equity leh 100% equity.
"Suzhou Samsung project kan neih hian kan production capacity pumpui a tipung lehzual dawn a, production line leh product portfolio layout pawh a ti hausa ang a, a tha chho zel bawk ang. Chutih rual chuan Suzhou Samsung hian Samsung VD, TCL, leh Sony te nen inzawmna tha tak a nei a ni. Strategic customer te nen thawhhona tha tak a nei a ni. TCL CSOT-a senior vice president Zhao Jun chuan Beijing Commercial aṭanga reporter pakhat hnenah nitin a sawi.
Suzhou Samsung Electronics LCD Technology Co., Ltd. hi kum 2011 khan din a ni a, LCD panel siamnaah a inhnamhnawih a, Mainland-a Samsung-in a thlah 8.5 chauh a siam chhuah theihna tur a ni tih hriat a ni. Suzhou Samsung Display Co., Ltd. chu a supporting module factory a ni a, thla tin mi maktaduai 3.5 vel an awm thei a ni. Suzhou Samsung Electronics rear panel processing bakah hian South Korea-a Samsung display atan module processing a pe bawk.
He thil lei zawh hnuah TCL technology hian 8.5{2}}generation pathum leh 11{4}}generation high-generation production capacity pahnih a nei dawn a ni. A tawpah chuan a pum puia siam chhuah a nih chuan, thla tin board lian 600,000 chuang, lian tak tak, a lian tham tak tak atanga an siam chhuah an hmu ang. Kum 2020 kum chanve hmasa berah khan TCL CSOT chu khawvel puma display market-ah pahnihna a ni. Kum 2021 tir lama Samsung Suzhou leh Second Generation 11 line te inzawmkhawm a nih takah chuan TCL CSOT hian thla 12 chhungin a production capacity chu 50% aia tam a tipung dawn a ni. Chutih rual chuan he transaction-ah hian Samsung chu share swap hmanga TCL CSOT shareholder lian ber pahnihna a ni ta a ni.
Industry Observer Shibin Hong chuan panel industry chain chuan China-ah a transfer chak hle niin a ngai a, tun hnaiah industrial cycle hniam zel leh tuna hri leng round-in nghawng a neih dan chuan inelna neitute zinga fittest-te dam khawchhuahna a ti chak zual hle niin a ngai. Resources hi company lar tak takah a innghat a ni. Competitive landscape hian merger leh reorganizations hmasawnna a zui a ni. Hrilhfiahna nasa tak a awm beisei a ni.
Technology-intensive industry angin display technology hi Japan leh South Korea te chuan hun rei tak chhung chu an lo thunun tawh a ni. Kum 2010 hma khan mainland China-a panel industry chu a la langsar lo hle. Display screen hi hmân laiin petroleum, chips, leh iron ore hnua import value nei, imported product lian ber palina a ni. January 4, 2013 khan National Development and Reform Commission-in price supervision, inspection leh anti-Monopoly Bureau-te chuan China ram chhunga LCD panel man chungchanga an monopoly avanga an monopoly vanga an monopoly vanga an tawrh tawh, South Korea-a Samsung, LG, Taiwan’s Chi Mei, leh AUO te pawh an awm tih an puang. National Development and Reform Commission economic sanction chu yuan maktaduai 353 a ni.
Chumi hnuah chuan, panel manufacturer te BOE leh TCL CSOT te active layout a nih avangin, multiple high-generation lines siam a nih tak avangin China display panel production capacity pawh a zau zel a ni. Chutih rual chuan kum 2016 khan Japanese leh Korean manufacturer te chuan an production capacity structure an siamrem tan a, multiple low-End production lines an khar ta a ni. Kum 2016 vel khan Japan chuan Large-size LCD panels field atanga inhnuhdawh tumin hma a la a; Kum 2020 khan Samsung leh LG te pawhin an schedule chu large-size LCD panel production lines khar nan an ti chiang hle a, chu chu kum 2020 tawp lamah chuan SDC leh LGD te chuan South Korea-a an LCD TV zawng zawng chu panel production line atan an khar vek dawn a, Samsung-in Suzhou production line a hralh hnuah, "Mainland China-a Koreang-te chu lgd's "singlele-ah an hralh a ni.
Khawthlang lamah chuan Korean factory siam chhuah theihna chu a inhnukdawk a, a lehlamah chuan tun hnaia China mainland siamtute pawh an lo zau zel a, hei vang hian khawvel puma LCD display panel production capacity pattern-ah pawh danglamna nasa tak a thleng a ni. Sigmaintell atanga data atanga a lan danin, LCD TV panel siam chhuah theihna atanga thlir chuan kum 2020 atang khan mainland Chinese manufacturer te hian 50% aia tam an nei dawn a, nakin lawkah chuan 70% vel an ni tawh dawn a ni. Production capacity chu a concentrate hle a; Korean manufacturer zat chu a tlahniam chak hle laiin, 20% chhungah a tlahniam chho zel a, 5% velin a tlahniam lehzual bawk.
Manufacturer te ngaihdan atang chuan LCD TV panel production capacity hi BOE leh TCL CSOT ah te a tam hle a, industry hian "double giant" competition pattern thar a siam dawn a ni. Qunzhi Consulting atanga data atanga a lan danin, BOE leh TCL CSOT te hian kum 2020 chhunga khawvel puma LCD TV panel siam chhuah theihna 35% aia tam an nei dawn a, nakin lawkah chuan G10.5 line thar tam tak siam chhuah leh merger leh acquisition hmanga thil siam chhuah theihna tihpun chhunzawm zel a nih dawn avangin, enterprise-te market share chu 50% aia tam a ni ang a, "Two Superpowers" te hian an siam chak ang.
Panel industry merger leh reorganization te nen hian panel man pawh trough atang hian a rawn chhuak zauh zauh a, hei hian panel siamtu lar tak takte chu long-lost sweetness te chu an ei thei bawk.
Kum 2020-a TCL technology-a kum 2020-a TCL technology, reorganization hnua caliber ang chiaha chhut chuan, TCL technology chuan kum chanve hmasa berah operating income 29.33 billion yuan a hmu a, kum- kum - kum 12.3%-in a pung a ni. Hriat tur chu TCL technology hian nikum kum chanve hmasa berah khan a terminal business chu restructuring vangin a divestiture avangin one-time gain 1.15 billion yuan a nei a ni. Asset restructuring gains te chu paih chhuah a nih chuan, kumin kum chanve hmasa lama listed company-te shareholder-te hnena net profit attributable chu 7.6% year-on-kumah a pung ang. Quarter hnihnaah hlawkna a pung nasa hle a, listed company yuan maktaduai 800 vel shareholder-te net profit attributable a hmu a, hei hi quarter hmasa aiin 96% zetin a pung a ni.
Qunzhi Consulting-a research data-a a lan dan chuan, a tlakchham avangin, July thlaa mainstream size chu June nena khaikhin chuan℃hrang hrangin a pung a, a sang ber chu 15% a ni. August thla khan downstream TV siamtute stocking demand chu a chak hle a, large -size LCD panel production capacity zawng zawng supply zawng zawng chu a la tight hle a, panel man pawh a sang chho zel a ni. Mainstream 32-inch, 55-inch leh 65-inch panel man inmil chu US$44, US$132, leh US$187 a tling tawh a, a man tihsan chu 10% a tling leh tawh bawk.
Hriat tur chu Samsung leh LGD te hian LCD production lines khar an tum emaw, an inbuatsaih mek emaw a nih pawhin, Korean panel siamtute chuan active takin next-generation display technology an deploy a, track thar an thlang a, an tan leh a, khawvel puma TV market technological direction an kaihruai a ni.
Home Appliance analyst Xu Yiqiang chuan LCD technology chu nakin lawkah hun rei tak chhung chu thunun chhunzawm zel ni mah se, LCD TV-in a hmachhawn chhunzawm zel tur harsatna chu a langsar hle tih a sawi. Chinese panel siamtute chuan technology zirchianna leh hmasawnna lama investment tihpun zel tur a ni a, kawng khatah chuan LCD-a image quality tihsan leh OLED products nena gap tihtlem A lehlamah chuan OLED technology research leh reserve te chu large-size field ah hian tihpun a ni.
Printed OLED field-ah chuan BOE hian sum tam tak a seng tih hriat a ni-size printed RGB OLED. A hnuaia-Generation Display Technology field hrang hrang Mini-Led, Micro-Led, Printed Flexible OLED, QLED leh display technology, material leh process thar dangte ang chi, TCL CSOT hian thawhhona, mahni inhriatthiamna, inzawmkhawm leh acquisition hmangin key strategic control link leh value te chu active takin a luah a ni. node leh ecological layout kimchang tak hmanga khawvel pum huapa hmahruaitu advantage din.
"China display technology hi tunah hian Japan leh South Korea te nen starting line-ah a awm mek a. Khawthlang lamah chuan kan sumdawnna awmsa scale kan tizau ang a, a lehlamah chuan active takin kan deploy ang a, a dawt leh tur chu kan hmang ang. Zhao Jun chuan a ti a.
