NDRC 2 billion yuan to support the upper reaches of the upstream"

The electronic information industry in 2009 the State Council announced the revitalization plan for high generation LCD panel project across the country such as the "risk" out like bamboo shoots after a spring rain, but more than 150 billion yuan in total investment boom, the upstream supporting LCD panel and its localization is still a short board.

In May 18th, the national development and Reform Commission published on the website of "on 2010 continue to organize the implementation of circular" TV industry strategic transformation of industrial projects, focusing on the flat-panel TV industry "upstream", and "the third generation display technology research and development" of the AM-OLED industry and put forward new requirements.

Reporters learned that, at present, more than 90% of the LCD panel supporting materials need to be imported, which led to the high cost of panel manufacturers, in a competitive disadvantage.

It is worth noting that the NDRC did not account for about 20% of the LCD panel LCD glass substrate into the scope of support. Analysts believe that this is because the core technology of LCD glass substrate is still Corelle (including Samsung Corelle), Asahi, electric glass and other Japanese enterprises to master, and in the short term they will be moved to the front of R & D and production Chinese unlikely.

Support upstream upstream"

According to the NDRC's "notice", the first to support the flat panel display is a key supporting materials R & D and industrialization, such as LCD panel supporting the color filter, polarizer, liquid crystal materials, driving IC, backlight, plasma panel supporting glass substrate, photosensitive electrode paste and fluorescent powder, and the glass substrate, the Oled panel supporting high pure organic materials, wet chemicals etc..

Corresponding to the NDRC's high-profile support is that the current domestic LCD panel industry upstream supporting embarrassment.

More than 80% LCD panel production line at home has been built and the construction of the upstream supporting enterprises are foreign companies, including American Zengguang tablets 3M control, LCD glass substrate Corelle, Asahi and other 3 companies control, as well as some rare gas need to buy from abroad at the head of the giant.

Yang Dongwen, vice president of SKYWORTH group, said, in the cost of the LCD panel, the cost of materials accounted for up to 75%, of which the glass substrate, backlight module, polarizer, color filter and accounted for the material cost of 80%.

South Korea, Japan and Taiwan, China's panel giant is basically completed the control of the upper reaches. The reporter understands, Samsung, SHARP and Corelle joint venture company, Taiwan China new CMO and AUO are established in addition to all the supporting industrial glass substrate, Zengguang tablets abroad, such as the United States and its odd is Ling, the production of backlight module and driving the wonders of IC, and the color film and the polarizer are homemade, while supporting the company as AUO Wellypower Hong, Thaksin, etc. are its subsidiaries.

So far, domestic enterprises in the layout of the glass substrate is almost zero, although the rainbow group in Xianyang, Hefei, Zhangjiagang, Ancai group has the construction of LCD glass substrate plan in Zhengzhou, but mainly in the 5 and 6 generation, the 6 generation of the LCD glass substrate 100% purchased.

At the same time, the BOE, SVA 5 generation line, the color filter is basically from Xin, DNP purchasing, Polaroid from LG chemical and ensequence procurement. The backlight module, especially large-size backlight module of 37 inches or more to buy from South Korea and Taiwan region Stanley, Chinese Sheng, shengdisi Na Lu etc..

Although some in the construction of LCD panel production line is comprised of DNP, such as Japan and South Korea East photoelectric giant nearby investment, but the investment profit is still our giant away.

Yang Dongwen said, "in the upper reaches is still under the condition of complete heteronomy, even if the high generation LCD panel investment, its cost is still higher than competitors, this is the introduction of the reason to support the NDRC upstream supporting industries. "

Difficult localization

For the construction of high generation LCD panel and plasma panel enterprises, the upstream matching enterprises seeking to nearby factories is not easy to achieve, and the transformation of the domestic color TV industry is the subject of Changhong TCL and other industry giants also have a headache.

The reporter learned that, although with the joint development of the rainbow group, COC plasma panel project in January this year in production, but the supporting areas in the upper reaches of the two sides of the breakthrough is still limited in phosphors, filters and other fields, in the glass substrate, photosensitive electrode slurry is still to be fully imported.

Changhong group vice president Wu Yingjian said, "although Mianyang and Changhong have made efforts for the introduction of supporting industries, but from the current point of view whether the project introduction or independent research results are not very good, especially a lot of upstream monopoly enterprises wary of technology transfer and joint research and development. "

This reporter learned from relevant sources, the NDRC will jointly with the Ministry to the upper panel of independent innovation supporting industries to 2 billion yuan of funds to support and guide, and at the same time for the introduction of projects to give preferential tax policies, but domestic enterprises from the current point of view, such as the founder, SMIC, lucky the advantages are not reflected.

According to reports, at present, Huaxing Electric has with the world's leading manufacturer of LCD panel glass Asahi and Corelle made a detailed plan to exchange, the construction of a glass processing procedure in Shenzhen, later as investment glass furnace front process.

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