The five generation LCD hit a lot of money down fruit expansion upstream material battle

"We will not consider cooperation with the BOE or SVA, fifth generation LCD production line can only cut out middle inch panel, and we are optimistic about 40 inches large LCD TV products." In March the media conference, Xiamen Overseas Chinese electronics brand promotion department Sun Guangrong confirmed to reporters that.

Sun Guangrong said that although the SVA offer lower, but has no attraction for overseas chinese. In his opinion, Xoceco by purchasing large quantities, can also get a very low price from the upper reaches of the panel manufacturers in Japan and South korea.

Previously, the industry rumors, a 15 inch LCD panel prices Shanghai SVA -NEC reported out of less than $100, the average price of similar products in Taiwan Lejoin science and technology news out (ASP) to more than $22. But SVA -NEC immediately denied the rumors.

SVA SVA NEC, President of the company chairman Gu Peizhu in the last year, SVA fifth generation LCD production line ceremony said that the LCD panel production line project will continue to put money once launched, "like a big pit". Since the establishment of the mainland investment respectively before two LCD panel production line, BOE and SVA NEC boarded the "pirate ship money constantly".

Throw money game

In the race to the LCD production line, BOE and SVA has hit a lot of money.

In September 20th last year, the BOE in Beijing announced its investment of nearly $1 billion 200 million in the five generation line has entered the equipment installation and commissioning phase. Two months later, Shanghai radio and television group and NEC hand in hand to spend $1 billion to build the production line of the five generation put into operation, and the introduction of the latest products of the five.

Gu Peizhu told reporters, Shanghai radio and Television Group also plans to build two more than five or five generation TFT-LCD production line in three to five years, and will be built Chinese SVA optoelectronic display R & D and manufacturing base.

It is understood that the LCD panel production line from the first generation to the development of the most advanced seventh generation, the scale of its investment is quite large. Monthly production capacity of 60 thousand substrates for the production line, the four generation line investment to $7 billion 500 million, the five generation line to $10 billion, the six generation line to $20 billion, the current generation of SHARP to build the line of up to 302 billion yuan. That is to say, even if the same two build up the five generation line, also need 20 billion yuan.

In order to make the product competition and the BOE, grab in front of the opponent, SVA NEC also invested heavily in information construction. The reporter learned from the radio communications project, SVA NEC optical EPR system construction by the company will be close to 100 million yuan.

How the product outlet

In the last production conference, general manager of SVA LCD display division Shen Ganying said repeatedly, a liquid crystal display 80% of the cost from the LCD screen, and the radio and the upstream product prices and the whole industry chain and logistics is its biggest advantage.

He believes that the current Suzhou, Nanjing in the Yangtze River Delta region has become the world's TFT-LCD important production base and supporting industrial process module of the gathering area, the annual production capacity of 32 million units, but the display is entirely dependent on imports, "up very optimistic about this market".

However, not only the SVA fancy here not long ago, SANYO announced to the LCD panel production line moved to Suzhou, in order to better meet the user's production.

It is reported that, according to the conventional 15 inch, up a joint venture with NEC's five generation line will have an annual production capacity of 6 million 500 thousand panels, products are mainly used in large screen LCD TV, LCD display field. But it is worth noting that, at the beginning of this year, SHARP's six generation line, September Samsung SONY's seven generation line have been put into production, Samsung SONY even intend to produce the eighth generation line of product, and the product is still relatively backward, the fourth and fifth generation products. So, in the SVA and BOE investment at the beginning, the industry has just investment behind ".

Unfortunately, in the mainland home appliance manufacturers have been betting flat-panel TV situation, but no one stands out in cooperation with the LCD production line.

Amoi home department deputy general manager Chen Feng said in an interview with reporters, the company's partners are Japan and South Korea and China Taiwan manufacturers, not SVA and BOE into account.

SVA NEC liquid crystal display Co. Ltd. Mr. Gaoping said in an interview with reporters, because of the radio and television industry is in the new entrants, currently rely on low-cost strategy.

It seems that the industry is not low price SVA NEC Weakness lends wings to rumours.

Snatch upstream

SVA NEC strategic development department director Jiang Kai told the media that the day before, SVA NEC is the fifth generation LCD panel line expansion feasibility study, plan from 52 thousand / month to the current expansion of 90 thousand / month. SVA NEC deputy general manager Yang Ronghua explained: "SVA NEC the most important thing is to expand production, because there is a certain size, will not be able to attract many upstream raw materials manufacturers settled."

But perhaps it is so, will spread for Corelle and SVA and BOE cooperation terms.

Currently only three companies could be used in the production of glass substrate of a liquid crystal panel, are the United States, Japan, South Korea LNG Corelle asahi. But Asahi LNG and South Korea are currently no Chinese to the mainland market investment plan, which clearly shows that the investment in China of Corelle, will undoubtedly become the highlight for SVA and boe.

Perhaps BOE in this regard has been the first step. March 2nd, Beijing