Color crystal 08 years and LED plant to promote strategic partnership

Color crystal panel factory general manager Zhou Dinghui pointed out that in 1, 08 years of color crystal five generation line will be officially starting 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, expected the Nanjing factory LCM supporting capacity adjustment in place, the slowest since June in the size of panel products can be entered production delivery stage, 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 and Taiwan LED manufacturer. Plan 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 of better economic development of the cutting edge, the size of the product more diversified, early will be 7 inches and 8 inches for the supply of the spindle, but the overall product line design will cover 7 inches to 10 the size in inches and 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 inches, 8 inches and 9 inches respectively cut into 91 pieces, 66 pieces and 54 pieces, 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 the production of size the value of the contribution, will be more than 15% to 20% production monitor panel.

Zhou Dinghui also pointed out that the expected average panel size cannot be avoided but the expected correction trend this year will not fall, so the internal monitor panel products adopting the optimal combination of the adjustment and operation in panel size economies of scale advantages, make the color crystal under the loss of 1 seat three generation plant output the contribution of total 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 Taiwan LED manufacturers, has been associated with industry contacts and all aspects of the assessment work; secondly, the development trend of terminal products focus on touch human-machine interface, and also has several touch panel industry in the negotiations on the size of the 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 the size of the product layout, 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 in the future in size LCM demand will have 2/3 homemade, the remaining 1/3 will be the proportion of outsourcing. It is understood that the size of the product has accounted for 60% of the proportion of the overall LCM sales in the new China, will be one of the main supplier of color crystal LCM outsourcing objects.

Source: Lean news