Korean capacity re charge LCD panel OA panel orders to Taiwan

According to Taiwan news media, Taiwan color crystal panel factory general manager Zhou Dinghui pointed out that the recent trend of Samsung Electronics will re charge LCD TV panel production capacity is more and more obvious, and the proportion to the Taiwan OA panel orders improved, OA panel color crystal shipments to South Korea currently has reached two hundred thousand monthly level, ca. for single monthly shipments 20%, including Samsung, as for panel orders from LG electronics, estimated to be heated in June.

According to the current understanding of equipment manufacturers, Samsung and SONY joint venture of the seven generation line of S LCD, has been confirmed although mass production of the production line, but the glass substrate monthly investment amount is still small, so if you want to expand the shipments of LCD TV panel, I must use the existing five generation plant capacity to support.

Zhou Dinghui said recently, South Korea can already see the OA panel order return status is quite obvious, fifteen, seventeen, nineteen inch panel including color crystal, the number of single month sold to South Korea has reached two hundred thousand, the follow-up will continue to increase.

Market participants believe that, when the South Korean panel capacity tension on the occasion, often will be insufficient or for operating benefit contribution lower products "outsourcing" by Taiwan manufacturers to produce, for Taiwan manufacturers, OEM production panel although the gross profit is not high, but also not to lose money production and delivery point therefore, for raising productivity is still quite useful.