The panel plant in Taiwan area actively expanding business opportunities open sea multiple layout

Panel industry with the global economy into a correction, China's Taiwan panel makers are more likely to face long-term orders may reduce the plight of. The main reason is the home appliance brand companies have their own investment in Japan and South Korea new generation panel production capacity, the future will be to meet its own panel procurement capacity of priority, while Taiwan generally lack of own brand panel factory and downstream business, order structure at a disadvantage. In order to improve the situation, the panel plant in Taiwan area recently actively expand the sea, but also diversified layout, in order to open up business opportunities.

AUO in components of supply chain from the aspects of color filter, polarizing plate, cold cathode tube CCFL and so on the whole, in 2008 a number of integration, and cross field layout. Not only in the backlight module factory and Fuxiang Kneip, strengthen the supply chain integration, and to establish a new joint venture company and the contract will be assembled into TV, AUO direct business category, show the ambition to strengthen and expand the sea.

In the cross field layout, AUO first established Ronda, new plants, import MOCVD machine, cut LED manufacturing. And in the fourth quarter officially set up energy project room, is expected in 2009 to set up an experimental line in Taichung Branch, the third generation technology to enter the film solar market.

Chi Mei Electronics in the supply of refining integration, the establishment of a subsidiary way straight cut the establishment of the group's internal capacity of the spindle, including backlight module, the various components, etc.. The sea layout is to its own brand CMO as the center, announced in May 2008 officially entered the mainland market, the fourth quarter also announced the mainland appliance brand manufacturers supply chain, for home appliances, huge potential business opportunities with positive attitude.

Cross field layout, not only through the subsidiary yuan Qi Mei investment respectively to 250 million yuan to obtain Chinese appliances 3.4% stake, and 600 million yuan to obtain a 40% stake in East Asia photoelectric, strengthen the backlight module of supply chain integration, and the breakthrough of new generation lighting. In addition, the CMO also set up their own production and marketing of photovoltaic Kellett has completed LED, MOCVD machines installed a total of 46 units, and the establishment of CMO to enter the solar energy. As for the next generation of display technology to odd crystal photoelectric input OLED, in addition to the production of small and medium size OLED panel, is expected to open 2009 large size.

Although the CPT in the cross field layout, the momentum is not as big two huge. But in fact, the whole Datong group in solar and LED layout is very positive, and has begun to show results. In terms of the integration of the sea expansion and supply chain, Datong TV TV panel to some capacity, group component manufacturers have CCFL sintronic, Howard, and color filter components production and so on.

Across the field layout, Datong group in 2008 has been completed from the upstream to the downstream layout of the epitaxial system. Through the group of semiconductor epitaxial plant LED subscription Shangzhi canyuan capital shares, both sides said the future will gradually expand cooperation. The middle package also by Fuhua and ITRI ACLED development, investment auxiliary lighting. As for the lower reaches of the bamboo and energy cooperation for the LED street lamp standard market, has been achieved in 2008, Taichung LED street lamp case orders.

According to the statistics from 2009 to 2011 ITRI, will continue to have a new generation panel production line, in addition to pure panel plant such as Taiwan AUO, Chi Mei, the 8.5 generation line will be opened in the third quarter of 2009 before the new capacity of South Korea's LGD 8.5 generation line will be put into operation in 2009. In addition, the Japanese home appliance manufacturers to invest in IPS-ALPHA's 8.5 generation line, Japan's Sharp line of the second generation, as well as the Samsung of the 11 generation line, are also planning to be completed between 2010 and 2011.

Because of LGD, Samsung, including SONY and so on, are the main source of orders, panel manufacturers in Taiwan cited on expected, with the new generation panel production related group or joint venture to build a self built, not only Taiwan panel makers to be able to fight for the purchase order market will shrink, even the existing order combination will also affected by the impact of.

ITRI and topology and so on research institutions recently have been gradually put forward the warning means panel factory in Taiwan area at the present stage of the start to think about the issue, has not only continued investment in new generation capacity, but the search for greater access to the sea, such as the "government" leading the integration of regional IT industry chain, and electromechanical industry, brand, cooperation the mainland market for electrical potential business opportunities and so on, and also the thinking into the new generation manufacturers display application technology, energy-saving technology.