Color: 08 years in the panel should be shipped up to 10 million pieces, will promote cooperation with the LED plant strategy

Color crystal panel factory general manager Zhou Dinghui pointed out that in 1, 08 years of color crystal five generation line will be officially cut in the size of the production work, to meet the needs of downstream customers and brand product itself to the initial planning will be moved from 20K to 30K capacity space, the future will be adjusted depending on the customer orders. The expected to Nanjing factory LCM supporting capacity adjustment in place, the slowest since June in size can be entered into the production stage panel product supply, at the same time the year 08 in the size of shipments shall be up to 10 million levels, at the same time because of its products will all use LED backlight solution, so now also started contact with domestic LED manufacturers, plans to promote closer cooperation strategy.

Caijing deputy general manager and chief spokesman Zhou Zhihao pointed out that the color crystal through its five generation line capacity compared to the 4.5 generation line for better economic development of each cutting edge, size of products more diversified, early will be 7 inch and 8 inch to supply the spindle, the design of the overall product line will cover only 7 inches to 10 "and the size of the wide screen all kinds of models, will be under the five generation line capacity to further develop the actual" 5.3 line ", the glass cutting rate of more than 92% investment advantages.

It is understood that the 5.3 generation of color crystal "line" production capacity, 7 inch, 8 inch and 9 inch respectively can be cut out of 91, 66 and 54, compared with the 4.5 generation line of the size of the actual output, which can be up to 7% to 15%; while the plant capacity in the same area for production size of output value, will be more than 15% to 20% production monitor panel.

Zhou Dinghui also pointed out that the expected size of the panel price cannot avoid correction trend but expected this year will not be a crash situation, so the internal monitor panel adopting portfolio optimization and adjustment, production in the size of panel the advantages of economies of scale, so that the color crystal under the loss of 1 seat three generation plant the value of the contribution, the total level of revenue, this year is still equivalent to the annual capacity to fight but is expected to monitor the trend of ASP panel was the big key.

In addition, Zhou Dinghui pointed out that, due to its size in the panel will be LED backlight products, so in order to effectively reduce the material cost and sprint economic scale under consideration, will also promote the internal strategic alliance with domestic LED manufacturers, has been associated with industry contacts and in all aspects of the second assessment; the development trend of terminal products, focusing on the touch human-machine interface, and also has several touch panel industry in the negotiations on the size of product application opportunities for cooperation.

In the LCM supporting capacity, Caijing said, estimated Nanjing factory maximum monthly capacity of up to 1 million, but due to internal locking in size distribution of products, so the production line will be part of a number of adjustments, this part is expected in late June and early to full capacity collocation, to supply production stage, is expected to the future size LCM demand will have 2/3 homemade, the remaining 1/3 will be the proportion of outsourcing.

Source: Lean news