In 2009, the State Council announced the revitalization plan for the electronic information industry, which caused the high-generation LCD panel projects in various parts of the country to spring up. However, behind the investment boom of more than 150 billion yuan, the upstream supporting and localization of LCD panels Still a short board.
On May 18th, the website of the National Development and Reform Commission announced the “Notice on Continued Organization and Implementation of the Specialization of Industrialization of Color TV Industry Strategic Transformation in 2010â€, focusing on the “upstream upstream†of the flat-panel TV industry and the “third-generation display technologyâ€. The so-called AM-OLED research and development and industrialization put forward new requirements.
The reporter learned that more than 90% of the supporting materials upstream of the LCD panel still need to be imported, which leads to high cost of panel manufacturers and is at a disadvantage in the competition.
It is worth noting that the NDRC did not include LCD glass substrates that accounted for about 20% of the cost of LCD panels. According to the analysis, this is because the core technology of liquid crystal glass substrates is still controlled by Corning (including Samsung Corning), Asahi Glass, Electric Glass, and other US and Japanese companies, and it is unlikely that they will move the previous development and production to China in the short term.
Support "upstream upstream"
According to the "Notice" of the National Development and Reform Commission, the first thing to support this time is the development and industrialization of key supporting materials for flat panel display, such as color filters, polarizers, liquid crystal materials, driver ICs, backlights, etc. for LCD panels. Glass substrate, photosensitive electrode paste, phosphor, etc., as well as glass substrates for OLED panels, high-purity organic materials, wet chemicals, and the like.
Corresponding to the high-profile support of the National Development and Reform Commission, the current upstream of the domestic LCD panel industry is awkward.
At present, more than 80% of the upstream supporting enterprises of LCD panel production lines that have been built or under construction in China are foreign companies, including 3G company-controlled glazing films, Corning, Asahi Glass and other three companies controlling liquid crystal glass substrates, and some rare gases. Need to buy from foreign giants.
Yang Dongwen, vice president of Skyworth Group, said, “In the cost of LCD panels, material costs account for up to 75%, of which glass substrates, backlight modules, polarizers, and color filters account for 80% of the cost of materials.
The panel giants in Korea, Japan and Taiwan have basically completed the control of the upstream package. The reporter learned that both Samsung and Sharp have joint ventures with Corning, while New Chimei and AUO in Taiwan have established all supporting industries except glass substrates and glossators. The backlight module and the driver IC are separately produced, while the color film and the polarizer are homemade, and AUO's supporting companies such as Dahong, Daxin, and Wei Limeng are their subsidiaries.
So far, the layout of domestic enterprises in glass substrates is almost zero. Although Rainbow Group has plans to build liquid crystal glass substrates in Xianyang, Hefei, Zhangjiagang and Ancai, it is mainly based on 5th generation and 6th generation. At present, liquid crystal glass substrates of 6 generations or more are purchased 100%.
At the same time, in the 5th generation line of BOE and SVA, the current color filters are basically purchased from Hexin and DNP, and the polarizers are purchased from LG Chem and Nitto Denko. The backlight module, especially the large-size backlight module of 37 inches or more, has to be purchased from South Korea and Stanley, Shengna Road, and Shengdis in Taiwan.
Although some LCD panel production lines under construction are attracting investment from Japanese and Korean giants including Nitto Optoelectronics and DNP, the profits of these investments are still taken away by Japanese and Korean giants.
Yang Dongwen said, "In the case that the upstream is still subject to people, even if the investment of high-generation LCD panels is completed, its cost will still be higher than that of its competitors. This is the reason why the National Development and Reform Commission has introduced the supporting upstream industry."
Difficult localization
For the high-generation LCD panel and plasma panel enterprises under construction, it is not easy to find the upstream supporting enterprises to build factories nearby. The main players in the domestic color TV industry transformation, such as Changhong and TCL, have also had headaches. .
The reporter learned that although the first phase of the Hongou plasma panel was mass-produced in January this year through joint research and development with Rainbow Group, the breakthroughs in the upstream supporting fields are still limited to phosphors, filter membranes, etc. The glass substrate and the photosensitive electrode paste are still completely imported.
Wu Yingjian, vice president of Changhong Group, said, “Although both Mianyang City and Changhong have made efforts to introduce supporting industries, from the current point of view, neither the introduction of projects nor the independent research and development results are very good, especially in the upstream enterprises with monopoly status. Technology transfer and joint research and development are repulsive."
The reporter learned from relevant channels that the NDRC will jointly support the Ministry of Industry and Information Technology to provide independent investment in the upstream supporting industries of the panel with a guiding capital of 2 billion yuan. At the same time, it will give tax and other preferential policies for the introduction of projects, but from the current perspective, domestic enterprises Advantages such as Founder, SMIC, and Lekai have not yet been reflected.
According to reports, at present, Huaxing Optoelectronics has conducted detailed exchanges with Asahi Glass and Corning, the world's leading LCD panel glass manufacturers. It is planned to build a glass processing post-stage process in Shenzhen, and then invest in the front-end process such as glass furnace according to the situation.
Li Dongsheng, chairman of TCL Group, said, "The glass substrate project will definitely land in Guangdong before 2011, but it is still unclear in Guangzhou or Shenzhen."
In this regard, Zhang Bing, marketing director of Display search China, a market research organization, said, “Whether anyone invests, independent innovation in the upstream of domestic LCD panels will still face backward risks if they are not forward-looking.â€
Focus on the risk of OLED
It is worth noting that while building the upstream industrial chain of LCD and plasma panels, the document issued by the National Development and Reform Commission also aimed at AM-OLED technology, and proposed to encourage qualified enterprises to focus on breaking through the key technologies of next-generation display technologies such as AMOLED. Gradually form industrialization capabilities, including AMOLED substrate technology, vacuum coating technology, and thin film packaging technology.
The reporter learned that at present, many enterprises including Visionox, Rainbow, Changhong Hongshi, Shentianma and BOE have begun to deploy OLED panel fields. The current total investment scale has exceeded 3 billion yuan, and some enterprises have begun. Ready to invest in the 4.5-generation large-screen OLED panel.
For the domestic OLED panel investment boom, He Chengming, senior vice president of TCL Group, said, “Currently, LCD panels are still the most mainstream display technology in the world, and their life cycle will be determined jointly by upstream investment companies and markets, while third-generation display technologies are still There are many technologies such as OLED, electronic paper, laser TV, LCOS projection TV, etc., which compete in research and development. At present, no technology has matured to the extent that it can replace liquid crystal."
It is reported that OLED panels are still mainly used in mobile phones, GPS, MP4 and other digital products. Although Samsung and Sony have tried to launch 12-inch OLED TVs in their home markets, Sony has stopped production at the end of last year due to problems in terms of service life. OLED TV.
Shi Jinjin, head of the global BD&3D strategy of Sony Group, said, "From the current point of view, OLED is the third generation of display technology is still too early. In the early stage of the second generation of display technology, there are also competitions in technologies such as liquid crystal, plasma and SED. After nearly 10 years of hard work, it has become a mainstream. OLED still has many problems in technology."
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