Domestic LCD panel industry chanchina lei tam ber chu a tla thla dawn a ni! Ni engemaw zat kalta khan Boe chuan Nanjing CLP Panda-a 8.5-generation line 80.831% chu yuan tluklehdingawn 5.591 aia tlem loin lei a tum thu a sawi a, chutih rual chuan yuan tluklehdingawn 6.526 aia tlem lo hman a tum thu a sawi bawk. Chengdu 8.6 generation line-ah 51% stake a nei. He thil lei hi kum 2009-a Shanghai Broadcasting and Television 5th Generation Line-in AVIC (Shentianma’s Parent Company)-in an lei hnua panel company-te'n an hmalakna dang a ni a, kumin August thlaa TCL technology hmanga Suzhou-a 8.5th Generation line-a Samsung-in a lantir bawk. Industry-ah nghawng thui tak a nei a ni.
Kum hnih kalta chhung khan LCD panel production capacity tihpun chak zel a nih avangin industry inelna a nasa hle a, hei hian industry reshuffle a ti chak hle. South Korea panel factory-te chuan LCD production line-te chu a hnungzuiin an khar a, hei hian industry concentration a tisang a, hei hi China ram chhunga market share concentration-ah a lang ber a ni. Qunzhi Consulting-a data aṭanga a lan danin, kum 2020 kum chanve hmasa berah khan khawvel puma TV panel market share-ah mainland Chinese panel manufacturer-te chu 55.5% an tling a, nikum aiin percentage point 9-in an pung a ni. Tun hma chuan he industry hian he thil hmuhchhuah result chungchangah hian analysis leh prediction tam tak a lo siam tawh a ni. Influence factors awm thei te chu a lei man te, a lei tu production line positioning te, a lei duhtuin a neih tur target a neih chuan a inelna a tihpun theih a rin leh nih loh te, leh purchasor ten technology leh customer resources te complementarity of technology leh customer resources, etc. te an siam chhuah theih a rin leh nih loh te, etc. te a ni.
He thuchhuah hian Nanjing G8.5 Generation line leh Chengdu G8.6 generation line te hian technology puitling, configuration kimchang, technology nghet tak, hmasawnna theihna ropui tak, leh acquisition value engemaw zat an nei tih a tarlang. He thil lei hi Boe-in semiconductor display field-a hmahruaitu nih a tumna nen a inmil a, Boe-ah hian economic leh social lama hlawkna engemaw zat a thlen thei a ni. He thil lei zawh hnuah hian LCD industry-a market share chu head manufacturer-te hnenah a pungkhawm leh dawn a ni. QUNZHI Consulting chuan BOE-in CEC PANDA G8.5 leh G8.6 LCD production lines, a mah ngeiin a capacity expansion a neih belh hnuah, kum 2022-ah chuan khawvel puma a chanvo-size LCD market chu 28.9% a tling tawh dawn niin a sawi. Chutih rual chuan small leh medium-sized panel makers te market share chu a squeeze lehzual dawn a ni. Kum 2022-ah chuan Global Top6 panel siamtute market share zawng zawng chu 85% vel a hnaih tawh dawn niin an chhut.
CLP Panda-a Nanjing 8.5 generation line hian TV, IT leh mobile phone product a siam tam ber a, Chengdu 8.6 generation line-ah hian TV product lian tak tak-size a awm ber thung. Qunzhi Consulting General Manager Li Yaqin chuan China Electronics News atanga reporter pakhatin TV leh IT panel market-a inelna boruakah nghawng lian tak a neih tur thu a sawi. Tunah hian BOE hi khawvel puma TV market-a supplier lian ber a ni tawh a, hei hi a hlawhtling hle. CLP Panda an lei hnuah chuan a scale leh competitive advantages te chu a langsar zual ta hle a ni. CLP Panda TV products hi Chengdu-a G8.6 Generation line hmanga siam a ni ber a, Igzo leh VA technology te chu an ngaih pawimawh ber a ni a, a size lian tak tak, inches 50, inches 58 leh inches 70 te hi a ngaih pawimawh ber a, domestic leh international brand-te nen pawh an thawk dun hle.
Technology lamah chuan Hydis team leh technology an neih hnuah BOE hian IPS siam chhuah theihna leh technical strength a tizau zel a, mahse VA technology hian layout a nei tlem hle. CLP Panda TV capacity chu VA capacity zawng zawng a ni. Chuvangin, CLP PANDA production line lei hian technology awmsa nen chuan complementary effect a siam thei a, downstream customer-te technical demand chu IPS leh VA atana hman a ni thei a, hei hian product layout tihchangtlun leh customer stickiness tihpunna kawngah a pui dawn a ni. Chutih rual chuan CEC Panda hian VA leh Igzo patent tam tak a nei a, hei hian he hmuna Boe-a patent layout pawh a tichak thei a, a TV leh IT sumdawnna pawh a chawm belh thei bawk. Kum hnih kalta chhung khan CEC Panda chuan IPS leh Igzo technological advantages hmangin IT market share a tipung chhunzawm zel a ni. Display panel field-ah TPV group nen an thawkdun mai bakah notebook industry chain enterprise hrang hrang ASUS, Acer, leh Xiaomi te nen pawh an thawkdun bawk.
Chumi atanga chhut chuan he lei hian Boe chu display market-a IPS market dinhmun a tihchak theih nan a pui dawn a ni. Tunah hian Boe hi display IPS camp-a supplier lian ber a ni a, mahse consumer E-sports market-a a performance hi tun hmain a tlahniam hle. CEC PANDA-a oxide siam chhuah theihna chu a taka hman theih leh a technical theihna nena inzawm chuan E-sports product line-a China inelna leh a supply theihna tihchangtlunna chuan E{4}}sports market segment lian bera a hmasawnna tur lungphum nghet tak a siam thei ang. BOE hi Global Notebook Panel market-ah pakhatna a ni a, market share 28% a nei a, inelna nasa tak a nei bawk. CEC Panda-a Notebook Computer Panel product line IPS+oxide hmanga siam, a bik takin gaming computer panel product line-ah chuan a man a to hle-a thatna a tha hle. Acquisition zawhah hian he market segment-a differentiated competitiveness hi tihchangtlun a ni ang.
He thil lei hi Boe hmasawnna tum nen a inmil hle a, semiconductor display field-a khawvel huapa hmahruaitu nih a tum a ni. Company theihna kimchang tak leh market, technology, leh operation-a hlawkna a tawn theihna tur full play a pe thei a, industry tlakhniamna chu hmasawnna hun remchangah a chantir thei a, company technical reserve a tichangtlung thei a, thil siamchhuah theihna a tipung thei bawk. , product portfolio tihausa, customer thawhhona tichak, high-end product market tihzauh, industry-a hmahruaitu dinhmun tihngheh chhunzawm zel.
Li Yaqin said that the acquisition will bring both opportunities and risks to BOE. The opportunity is not only to increase BOE's overall production capacity and market share, but also to a certain℃of complementarity between the production capacity and technology of the two parties. If the integration effect is achieved, it will effectively support BOE's further enhancement of the competitiveness of the global display industry. However, this will also expose BOE to two levels of risks: First, as the production capacity becomes larger, if it hopes to achieve the effect of 1+1>2, a party pahnihte inzawmna leh enkawl theihna a test dawn a; Pahnihnaah chuan, production capacity a tam poh leh stable output a pawimawh zawk a ni. Chutiang lian tak a nih chuan, market demand buaithlak leh danglam thei tak tak hmachhawn chungin, stable operation leh flexibility leh efficiency inkara balance hmuh a ngai a ni.
Hemi chungchangah hian Boe chuan company chuan market insights a tichak ang a, product mix a siamrem ang a, control cost a siam ang a, efficiency a ti sang ang a, production line competitiveness a ti tha ang a, a technological advantages chu full play a pe ang a, customer te chu product quality tha zawk leh tha zawk a pe ang tih a puang. Nakin lawkah chuan liquid crystal industry inzawmkhawmna chu industrial resource allocation tha zawk, irrational price competition tlem zawk leh industrial chain benign zawk lam hawiin a lo thang chho thei dawn a ni. Hu Chunming, Executive Deputy Secretary-General of the LCD Branch of China Optics and Optoelectronics Industry Association chuan a hmain China Electronics News News-a reporter pakhatin a tirah chuan a tir lamah LCD field-ah tehkhin theihna a siam tih a sawi uar hle a, mahse, an siam chhuah theihna, lawng leh thil siam chhuah hlutnaah an lang tlangpui a ni. Mahse, product added value lamah chuan a la dinhmun a la ṭha lo hle. Nakin lawkah chuan technological iteration leh upgrade chak zawk nan kan la thawkrim a ngai a, benefit competition lam kan ngaihtuah a ngai bawk.
