Panel Duo Battle TCL technology hian Boe hi a hneh thei em? TCL Technology hian kum nga chhung zet a zawnin stock man a tisang a, tuna a sang chhoh zelna tura thil tichaktu lian ber chu panel production capacity transfer a ni. A sumdawnna hlui divest hnuah TCL chuan semiconductor field-a merger leh acquisition-ah te sum a seng chhunzawm zel a ni. Korean company-te sum lakluhna a zawna an lak chhuah chuan ram chhunga LCD panel company-te tan hun remchang tam zawk a chhuah zalen ta a ni. Tin, TCL Technology leh BOE te chuan domestic panel company lian pahnih an nih angin share tam zawk an la dawn a ni. Panel shipment awmsa aṭanga thlir chuan TCL technology leh BOE inkar gap chu zawi zawiin tihbo a ni tawh a, khawvela LCD panel supplier lian ber ni thei tur chuan Boe a phak ngei a rinawm.
November 6 khan TCL Technology chuan Zhonghuan Electronics-a 100% equity public delisting-a company-in a tel thu a sawi a, hei hi a hlawhtling hle. Hemi hnuaiah hian TCL hi kumin chhunga upstream industry-a a inzarpharh chhunzawm zel a ni. Data atanga a lan dan chuan TCL technology hian kum 2019 khan asset restructuring leh delivery lian tak a zo a, a sumdawnna hlui thenkhat chu a divest bawk. Tunah chuan a sumdawnna kalphung ber chu semiconductor display leh materials business, industrial finance leh investment business, leh sector lian dang pathum a ni. A sumdawnna a reorganize hnuah TCL hian semiconductor industry chain-a innghat strategic investment leh merger leh acquisition te chu active takin a siam a ni.
Boe leh TCL huaxing te hi China rama LCD panel lian pahnih an ni a, an zingah hian mi 100 chuang an tel a ni. Kum 2009 atang khan Boe leh TCL Huaxing te chuan production capacity tihpunna tur inelna an nei tan a. Kum 2017-a khawvela khawvela 10.5-generation line hmasawn ber hmasa ber a nih hnuah BOE chu siam chhuah a nih hnuah BOE chu a inpe zo ta a ni. Global LCD Panel Leader dinhmun luah tur hian TCL huaxing chu kum 2019-a thlah 11-a line hmasa ber siam chhuahnaah chauh siam a ni a, kum 2018 aṭang khan panel man a tlahniam a, industry-a company tam zawk chuan hlohna an tawk a ni.
Mahse, kum 2018-a Global LCD panel man tlahniam chhunzawm zel karah khan TCL Huaxing chuan kumina a net profit tlahniam chu a inelpui te aiin a tlem zawk hle a, chu chuan LCD panel-te overcapacity dinhmunah a siam a ni. Expansion momentum pawh a vawng reng a, a ranking chu Global LCD panel market-ah pangana aṭangin pahnihnaah a kai chho bawk. Large-size panel man a tlahniam zel a, kum 2019 tawp lamah khan Japan leh Korean manufacturer tam tak chuan LCD market atanga an inhnuhdawh tur thu an puang a. Global Panel industry hian inthlak danglamna nasa tak a thlen a, original oversupply dinhmun pawh a titawp bawk.
Supply leh demand tihchangtlun a nih tak avangin kumin chhung hian a man pawh a sang chho zel a, a man pawh a sang chho zel a, Korean company-te’n an hnukkir lehna chu domestic LCD panel company-te tan hun remchang tam zawk a pe chhuak ta a ni. Kumin hian TCL hian BOE a hmachhawn theih nan Nanjing CLP Panda G8.5 Generation line-ah 80.831% stake a nei a ni. TCL Huaxing chuan Samsung-a Suzhou plant chu a lei a. Samsung-a Suzhou plant-ah hian LCD panel production line 8.5-a siam a awm a, hei hi khawvela TV panel shipment lian ber a ni ta a, a pahnihna chu a ni a, kum 2021 quarter hmasa berah pawh tihpun tum a ni a, TCL LCD panel-te siam chhuah theihna a pun belh zel chuan boe-a inthlauhna chu a tifai thei a ni. Kumin quarter linaah chuan TCL huaxing hian Boe chu a phak lo mai thei a, khawvela LCD panel supplier lian ber a ni ang a, TV-ah a lut ang.
October 29-a TCL Technology-in quarterly report pathum a tihchhuahah, January 2020 thleng khan, reorganization caliber ang chiah atanga chhut chuan, TCL technology chuan operating income 48.71 billion yuan a hmu a, chu chu 18.4% year- kum- kum 18.4%-in a pung a, net profit attributable to shareholders of listed companies. One-time restructuring gains tih loh hnuah, listed company-a shareholder-te hnena net profit attributable chu 28.9% year-on year-in a pung a ni.
Chumi zingah chuan, quarter thumna chhunga listed company-te shareholder-te hnena net profit attributable chu yuan maktaduai 817 a ni a, kum- kum khat chhunga kum khat chhunga 68.5% a pung a ni. Core company TCL Huaxing hian quarter thumnaah net profit 700 million yuan a hmu a, a performance contribution chu 85% a ni. TCL Technology hian third quarter-a an performance-ah beisei a phak lo a, a chhan ber chu TCL Huaxing-in capacity lama hmasawnna a neih vang a ni. A lian-size production lines T1, T2, leh T6 te chuan full production leh sales an hmu vek a. Sales area hi square meter maktaduai 20.71 a tling a, kum 44.9% zetin a pung-on- kum 1000 khan a hralh chhuah zat chu 34.48 million a ni. .
TCL huaxing hian super-size leh high-specification products-a high-generation line-a production advantage-te chu full play a pe bawk. 55- market share hian khawvela market share lian ber a vawng nung chhunzawm zel a, khawvela market share inch 32-a sang chu pahnihna a ni a, inch 65 leh inch 75-a sang market share chu khawvela hmun thuma ṭhena hmun khat, inch 75-a sei 8k mled star screen-ah chuan mass-produced a ni a, chutih rualin commercial display field-ah chuan active takin market a tizau a ni. khawvelah pahnihna a ni. TV panel lian tham tak tak lo thang lian zelna tur driving force lian ber chu size lian tak a ni. Tun hnaiah khawvel puma TV hralhna chu unit maktaduai 220-230 vel a la ni a, mahse a zatve aia tam chu a pung zel a ni.
Size lian tih awmzia chu economy leh efficiency tam zawk tihna a ni. 7.5-generation line leh 10.5-generation line chu entirnan la in, product line pahnih hian 65-inch products pawh an cut ve bawk a, 7.5-generation line hian panel substrate pathum chauh a cut thei a, utilization rate chu 64% vel chauh a ni. 10.5 generation line hian panel 8 a cut thei a, substrate utilization rate pawh 80% aia tam a ni. Tunah hian, thil siamtu hrang hrangte ruahmanna ang chuan, kum 2022-ah chuan Boe, China Star, LG leh Foxconn leh panel siamtu dangte chuan hmun hrang hrangah 10.5-generation plant pasarih an siam dawn a ni. Hengte hi kum engemaw zat lo awm turah chuan panel lian tak tak siam theihna thar siamna chakna ber a ni tawh dawn a ni.
Tuna LCD industry-a turning point hi a lo thleng tawh mai thei. Domestic LCD production capacity a sang chho a, technology pawh a puitling tawh tih background hnuaiah hian Korean manufacturer te chuan hlawkna an nei lo. Loss tihtlem nan LG leh Samsung te hian product line chu LCD atanga OLED ah an nawr a, LCD thenkhat an off bawk. Production line atan chuan 8.5-generation line chu OD-oled TV panel-ah zawi zawiin thlak tum a ni a, chu chuan domestic 10.5-generation line-a mass production impact lo thleng tur chu a veng thei ang. Tuna panel man hi a bottom out tawh a ni. Domestic production capacity a san leh Korean production capacity a san chhoh zel dan ngaihtuah chuan LCD man hian price tihsan cycle a thlen mek a ni. Nakin lawkah chuan Gen 10.5 line tam zawk siam chhuah a nih dawn avangin domestic production capacity chu South Korea a phak dawn a, global panel industry lian ber a ni dawn a ni.
