Cross-strait cooperation in the tablet industry panel shortage"

Panel industry rebound since the beginning of the year. In mainland China, home appliances to the old and new policy stimulus, recently, the demand for color TV business growth, the panel industry is in short supply situation, and lead to rising prices. In response to this situation, the mainland color TV companies began to seek the depth of cooperation with the Taiwan panel enterprises, looking forward to ease the panel shortage through cooperation".

32 inch panel up to $210

It is understood that the recent mainland color TV factory overweight to AUO, CMO and CPT panel factory purchasing LCD panel, resulting in a serious shortage of Taiwan panel, panel prices continue to rise. In 32 inch LCD TV panels, for example, in late June to early July quotes rose $5 to $10 after breaking the $200 mark, the actual transaction price of up to $210. Orville consulting general manager Yu Liangxing said that the recent LCD panel demand situation in 5, the 6 generation line, which led to the main reason for this situation is due to the shortage of raw materials upstream glass substrate industry.

It is reported that the 5 and 6 generation line to cut 26, 32 inch screen, industry analysts believe that in late June and early July more than 22 inch LCD TV panel prices at least by 5 to $10. From the current situation of the color TV market feedback, there has been a change in the price of the panel color TV prices fluctuate signs. Reporters learned from home appliance stores, 32 inch LCD TV prices have disguised price increases.

Yu Liangxing said, according to the present situation, the LCD panel price fluctuations will continue at least until the third quarter, however, this is just the phase fluctuations, according to the normal cycle, should be at the end of this year will return to normal. In the mainland, the proportion of the purchase of color TV manufacturers, the Taiwan panel about 50% to 60% of the proportion, which may lead to short-term price fluctuations in LCD tv. But in the mainland TV factory procurement, as well as some from Japan and South Korea panel enterprises, like Samsung and other enterprises at present does not appear out of stock, make up the balance, as a whole, does not make a large change in the price of LCD tv.

Depth cooperation on both sides of the flat panel industry

Mainland color TV industry is currently facing a lack of core less screen dilemma, especially in the large screen display panel is completely in a passive situation. 9 color TV giants in the mainland earlier this month to $2 billion 200 million to implement the "Taiwan screen" purchasing order, some experts called for the tablet industry the two sides should carry out in-depth cooperation, rather than a simple trading relationship. The day before the Changhong joint venture production AUO LCD TV module, which marks the industrial integration of TV industry on both sides have to depth. AUO is one of the panel of the largest enterprises in Taiwan in early June of this year, the "color TV enterprises in mainland China to buy" activities, AU Optronics and Chi Mei is the most important purchaser.

It is understood that Changhong will jointly invest 100 million yuan in the construction of LCD module project, the first phase of construction of four glass substrate and the backlight module assembly production line, annual production capacity of 3 million 600 thousand pieces. Securities analysts believe that Changhong's strategic cooperation, from an investment perspective more cautious. Optimistically estimated that the project can basically achieve the year of investment, then put into operation, when the profit, in the country's macroeconomic policy under the traction to achieve win-win.

Chinese video industry association secretary general Bai Weimin believes that AUO and Changhong joint venture will further promote close cooperation between enterprises in taiwan. She believes that on the one hand, flat panel, giant collective facing "shortage", the passive situation of expanding market size for mainland manufacturers eager to change the heteronomy; on the other hand, in the face of the global financial crisis, the Taiwan giants face plate depends largely on South Korea business orders, also need to seek new market.

Mainland enterprises to Taiwan

LED investment opportunities

In the Taiwan panel LCD module production line will be transferred to the mainland at the same time, mainland TV companies are looking for opportunities to invest in Taiwan electronics industry. According to Taiwan media reports, executive vice president Wang Ning China Electronic Chamber of Commerce led by Haier, Hisense and so on before the mainland more than and 10 electronics companies to visit Taiwan, looking for investment opportunities in Taiwan electronic industry. Members of the group are interested in the LED industry in Taiwan and are interested in purchasing LED related equipment, products, and even factories. LED technology is widely used, only the TV field, energy saving and environmental protection, LED TV has a slim profile and superior color performance, higher contrast technology highlights, with the same size LCD TV can save 40% compared, therefore highly optimistic about the industry.

Wang Ning stressed that the organization of the mainland to visit Taiwan electronics companies, as part of the mainland enterprises to invest in Taiwan, as to what to invest in electronic industry and the company, he did not disclose more information. The first batch of mainland Taiwan to investigate purchasing groups to Taiwan group and early June are essentially different, focusing on investment in the electronics industry in Taiwan in search of opportunity, one of the key technology of communication is the taiwan. Insiders pointed out that the mainland enterprises to look for investment opportunities, is from pure money to buy a product to Taiwan, the transition to Taiwan directly to the capital input, not only will make the enterprises in Taiwan is still low benefit, mainland enterprises will therefore enhance their international competitiveness and technology.

Industry wind

Domestic flat touch net breakthrough

In the field of flat-panel TVs, in order to catch up with the upper reaches of the control of the core components and the ability to form a vertical integration of industrial chain Samsung, SONY and other foreign brands, TCL, Changhong