With the entry of Samsung, LGD, and AUO's three "squid," Chinese high-generation LCD panels have been breaking through for nearly a year.
After Huaxing Photovoltaic actively announced that the main building was capped in advance, BOE, another domestic panel giant, has finally raised all of the 28 billion yuan of funds needed for the 8th generation of Beijing Yizhuang Line.
After successfully raising 8.9 billion yuan in funds through private placement in October this year, BOE announced on November 30th that BOE Display and the loan syndicate led by China Development Bank had signed the "8th generation thin film transistor equivalent to 10.5 billion yuan". Liquid Crystal Display (TFT-LCD) Project Syndicated Loan Contract.
It is reported that the participating banks include the Beijing Economic and Technological Development Zone Branch of China Agricultural Bank Co., Ltd., Beijing Changan Street Branch of China Everbright Bank Co., Ltd., Beijing Yizhuang Branch of Hua Xia Bank Co., Ltd., and Cheng Sheng of Beijing Rural Commercial Bank Co., Ltd. Temple Branch, and the loan quota was RMB 5.175 billion and $800 million, and the loan period was 9 years.
At the same time, among the three foreign panel giants that have just received approval, Samsung and AUO have performed the most positively. A related person from Samsung Electronics China stated that “If we start work in January 2011, we expect the earliest time to achieve mass production will be June 2012, not the end of 2012 as previously forecast.â€
The AUO's 100% equity acquisition of Longfei Optoelectronics has basically been finalized, and the construction of the main plant that Longfei Photoelectric has held for more than one year is also about to restart. It is clear that for the two major panel giants in China, although the NDRC's approval is extended, After giving it its first-mover advantage, the test of the ramp-up period for good yields has indeed exposed it to an unprecedented crisis.
Forced to speed up "Although we hope that foreign panel giants will enter the Chinese market, but from a competitive point of view, we hope that they will enter as late as possible." Huaxing Optoelectronics related people told this reporter on December 29th.
However, foreign panel giants that finally obtained approval have quickly entered the state. According to the original plan of Samsung Electronics, the construction started in early 2010 and mass production of the 7.5-generation line in Suzhou could be achieved in the third quarter of 2011. However, after the Korean government granted conditional release at the beginning of this year, the approval of the National Development and Reform Commission consumed a total of 8 In the month, this disrupted Samsung’s $3 billion investment plan.
After approval was passed in mid-November, Samsung Electronics immediately started to set up a wholly-owned company and advanced the mass production plan to June 2012. If it is calculated according to the normal construction period of 18 months and the climbing period of 6 months, Samsung Electronic 7.5-generation line production in Suzhou will be six months ahead of normal speed.
Xie Qinyi, vice president of market research organization Displaysearch Greater China, said, "Samsung clearly hopes to speed up the recovery of the time spent for approval. Apart from the need to speed up the construction of the plant, in accordance with the mature mass production technology of Samsung Electronics at the senior generation line, The climbing period is expected to be shortened to three months, while BOE and Huaxing Optronics will take at least five months."
However, AUO, which was officially approved by the Taiwanese side in December, had some policy details to negotiate with relevant parts of the mainland and Taiwan on the acquisition of Longfei Optoelectronics, but Longfei Optoelectronics had previously completed the 7.5-generation line of environmental assessments and land. Smooth, will soon enter the main plant construction phase.
Moreover, Taiwan’s policy is expected to relax further. Shi Yanxiang, the economic affairs officer of the “Ministry of Economic Affairs†of Taiwan, stated on December 28 that when setting up Taiwan’s enterprises to invest in the mainland at the beginning of this year, the new factory was opened as an open condition and it was not open. The mergers and acquisitions were made because the mainland did not have a panel factory at the time. The situation has changed so far. If the business needs it, it can be handled properly and the decision is being evaluated.
Obviously, this opened up a hole for AUO to participate in Longfei Optoelectronics, and also provided an opportunity for Chi Mei to invest in the Chinese market. The joint venture between LGD and Skyworth and Guangzhou Kaide will also be established. Although the speed is slow, it will be achieved by the end of 2012. Production is still its main goal.
It is worth noting that the Nanjing Panda plc Sharp, which was temporarily eliminated in the "5 elections 2" plan, even proposed a plan to invest 36 billion yuan to build a 10th-generation line with a monthly production capacity of 80,000 tablets and it is undergoing EIA. In response, industry insiders said: "Sharp's 10th-generation line in Japan was put into operation last October. It is completely impossible to invest in the 10th-generation line in China. EIA can submit materials. Even if it passes, it is difficult to implement."
Under the situation that foreign panel giants accelerated, the 8th-generation line of Beijing BOE, which had achieved the capping of the main plant in September this year, also completed the final financing. After a private placement and financing of 8.9 billion yuan, this time it signed a total of 10.5 billion with a number of banks. Yuan loan contract.
However, beforewards, Huaxing Optoelectronics has already solved the necessary fund of RMB24.5 billion through the TCL Group A-share private placement and syndicated loans. This time, BOE will use all the land use rights and houses and other houses (including the corresponding land) within the 8-generation line project. The right to use), existing and existing equipment will be mortgaged to the loan syndicate.
Obviously, the two major domestic panel giants are accelerating. This is also related to the LCD panel industry's pick-up since November. According to Peng Shuanglang, AUO's executive vice president, the overall economic prosperity of the panel industry will be better next year than this year. In November this year, Taiwan’s large-size panel sales reached a record high of 61.4 million units, and LCD panel prices stabilized.
Gold boom in the upper reaches of the panel Although the liquid crystal panel giant's investment competition in the mainland has opened up, and for the two major panel giants in the country, the technology and mass production experience is its lack, and the next equipment purchase and installation should be no problem, but The climb of yields will be a big test, but these panel giants' upper battle has already entered the middle game.
Xie Qinyi said, “According to the progress of the five lines currently approved, the second half of 2012 will enter the mass production stage. For the upstream glass substrate and other accessories manufacturers, the Chinese market is the last opportunity for expansion. It is also an opportunity to change their market share."
Zhang Yu, director of public relations at BOE, stated that "up to now, upstream and downstream supporting companies including Corning and TPV have signed an agreement to enter Beijing Digital TV Industrial Park, and BOE's upstream supporting industries will be improved."
It is worth noting that this is Corning's first plan to move all glass substrate production lines including front-end furnaces to China, and it will also occupy glass substrate suppliers in the Suzhou Samsung 7.5-generation line by virtue of its many years of joint venture with Samsung. The status.
Its competitor, Asahi Glass, is not to be outdone. In addition to the signing of investment intentions with Kunshan City in May this year, its cooperation intention with China Star Optoelectronics will be implemented. Among the three lines that have already been finalized for glass substrate manufacturers, Asahi Glass has Occupy two.
In addition to the competition in the field of glass substrates, companies in Taiwan, South Korea, and Japan in the upstream material fields such as color filters and polarizers also compete, and AUO’s color filter factory Taiwan Toppan International Color Optics (CFI) grabbed the competition. Top Lot will invest 167 million U.S. dollars following AUO to set up a factory in Kunshan, mainland China.
According to reports from Taiwan’s media, AUO’s related component factories, including BenQ Materials, Junhao, Fuxiang, Weilimeng, etc., are all expected to benefit from AUO’s 7.5-generation factory in mainland China. LG Group's supporting companies.
It is reported that although the Guangzhou LGD project has not officially started yet, because LGD has planned a three-phase investment plan in Guangzhou, except for the 8.5-generation plant planned for the first phase will be completed in 2012, the second phase is also expected to be launched in 2015-2016. As for the third issue, it will be completed in 2020.
In order to cooperate with these three high-generation lines, LG Display will advance together with South Korean cooperative companies such as LG Chemical, LG Innotek, LG International and other Korean subsidiary companies.
Obviously, in the supporting industries, panel companies in South Korea and Taiwan rely on many years of cooperation and they also have the upper hand. The Chinese manufacturers such as China Star Optoelectronics are relatively slow to negotiate. In addition to the signing of the polarizer supply agreement with Nitto, the color filter Huaxing Apart from self-manufacturing, Optoelectronics has already signed a cooperation agreement with DNP. As for chemical gases, there are air-chemical, air-liquid, and Linde groups. Photoresist includes Sumitomo Chemical, Toyo Ink, and JSR.
Huaxing Optoelectronics CEO He Chengming stated: "The key is to put our production lines into production. If there is a corresponding upper-stream enterprise supporting production, it will be more active. The glass substrate project including Asahi Glass is expected to start construction in 2012."
Xie Qinyi said, “For the mainland panel companies, due to the serious lag in upstream support, BOE and China Star Optoelectronics need to quickly resolve the upstream short board through the introduction of technology, joint ventures and other models, which is the biggest problem facing China's senior generation line, but China The upsurge of building a high generation line in the market has also attracted these upstream companies to rush for gold, which also creates opportunities for Chinese companies to make up for the short board."
After Huaxing Photovoltaic actively announced that the main building was capped in advance, BOE, another domestic panel giant, has finally raised all of the 28 billion yuan of funds needed for the 8th generation of Beijing Yizhuang Line.
After successfully raising 8.9 billion yuan in funds through private placement in October this year, BOE announced on November 30th that BOE Display and the loan syndicate led by China Development Bank had signed the "8th generation thin film transistor equivalent to 10.5 billion yuan". Liquid Crystal Display (TFT-LCD) Project Syndicated Loan Contract.
It is reported that the participating banks include the Beijing Economic and Technological Development Zone Branch of China Agricultural Bank Co., Ltd., Beijing Changan Street Branch of China Everbright Bank Co., Ltd., Beijing Yizhuang Branch of Hua Xia Bank Co., Ltd., and Cheng Sheng of Beijing Rural Commercial Bank Co., Ltd. Temple Branch, and the loan quota was RMB 5.175 billion and $800 million, and the loan period was 9 years.
At the same time, among the three foreign panel giants that have just received approval, Samsung and AUO have performed the most positively. A related person from Samsung Electronics China stated that “If we start work in January 2011, we expect the earliest time to achieve mass production will be June 2012, not the end of 2012 as previously forecast.â€
The AUO's 100% equity acquisition of Longfei Optoelectronics has basically been finalized, and the construction of the main plant that Longfei Photoelectric has held for more than one year is also about to restart. It is clear that for the two major panel giants in China, although the NDRC's approval is extended, After giving it its first-mover advantage, the test of the ramp-up period for good yields has indeed exposed it to an unprecedented crisis.
Forced to speed up "Although we hope that foreign panel giants will enter the Chinese market, but from a competitive point of view, we hope that they will enter as late as possible." Huaxing Optoelectronics related people told this reporter on December 29th.
However, foreign panel giants that finally obtained approval have quickly entered the state. According to the original plan of Samsung Electronics, the construction started in early 2010 and mass production of the 7.5-generation line in Suzhou could be achieved in the third quarter of 2011. However, after the Korean government granted conditional release at the beginning of this year, the approval of the National Development and Reform Commission consumed a total of 8 In the month, this disrupted Samsung’s $3 billion investment plan.
After approval was passed in mid-November, Samsung Electronics immediately started to set up a wholly-owned company and advanced the mass production plan to June 2012. If it is calculated according to the normal construction period of 18 months and the climbing period of 6 months, Samsung Electronic 7.5-generation line production in Suzhou will be six months ahead of normal speed.
Xie Qinyi, vice president of market research organization Displaysearch Greater China, said, "Samsung clearly hopes to speed up the recovery of the time spent for approval. Apart from the need to speed up the construction of the plant, in accordance with the mature mass production technology of Samsung Electronics at the senior generation line, The climbing period is expected to be shortened to three months, while BOE and Huaxing Optronics will take at least five months."
However, AUO, which was officially approved by the Taiwanese side in December, had some policy details to negotiate with relevant parts of the mainland and Taiwan on the acquisition of Longfei Optoelectronics, but Longfei Optoelectronics had previously completed the 7.5-generation line of environmental assessments and land. Smooth, will soon enter the main plant construction phase.
Moreover, Taiwan’s policy is expected to relax further. Shi Yanxiang, the economic affairs officer of the “Ministry of Economic Affairs†of Taiwan, stated on December 28 that when setting up Taiwan’s enterprises to invest in the mainland at the beginning of this year, the new factory was opened as an open condition and it was not open. The mergers and acquisitions were made because the mainland did not have a panel factory at the time. The situation has changed so far. If the business needs it, it can be handled properly and the decision is being evaluated.
Obviously, this opened up a hole for AUO to participate in Longfei Optoelectronics, and also provided an opportunity for Chi Mei to invest in the Chinese market. The joint venture between LGD and Skyworth and Guangzhou Kaide will also be established. Although the speed is slow, it will be achieved by the end of 2012. Production is still its main goal.
It is worth noting that the Nanjing Panda plc Sharp, which was temporarily eliminated in the "5 elections 2" plan, even proposed a plan to invest 36 billion yuan to build a 10th-generation line with a monthly production capacity of 80,000 tablets and it is undergoing EIA. In response, industry insiders said: "Sharp's 10th-generation line in Japan was put into operation last October. It is completely impossible to invest in the 10th-generation line in China. EIA can submit materials. Even if it passes, it is difficult to implement."
Under the situation that foreign panel giants accelerated, the 8th-generation line of Beijing BOE, which had achieved the capping of the main plant in September this year, also completed the final financing. After a private placement and financing of 8.9 billion yuan, this time it signed a total of 10.5 billion with a number of banks. Yuan loan contract.
However, beforewards, Huaxing Optoelectronics has already solved the necessary fund of RMB24.5 billion through the TCL Group A-share private placement and syndicated loans. This time, BOE will use all the land use rights and houses and other houses (including the corresponding land) within the 8-generation line project. The right to use), existing and existing equipment will be mortgaged to the loan syndicate.
Obviously, the two major domestic panel giants are accelerating. This is also related to the LCD panel industry's pick-up since November. According to Peng Shuanglang, AUO's executive vice president, the overall economic prosperity of the panel industry will be better next year than this year. In November this year, Taiwan’s large-size panel sales reached a record high of 61.4 million units, and LCD panel prices stabilized.
Gold boom in the upper reaches of the panel Although the liquid crystal panel giant's investment competition in the mainland has opened up, and for the two major panel giants in the country, the technology and mass production experience is its lack, and the next equipment purchase and installation should be no problem, but The climb of yields will be a big test, but these panel giants' upper battle has already entered the middle game.
Xie Qinyi said, “According to the progress of the five lines currently approved, the second half of 2012 will enter the mass production stage. For the upstream glass substrate and other accessories manufacturers, the Chinese market is the last opportunity for expansion. It is also an opportunity to change their market share."
Zhang Yu, director of public relations at BOE, stated that "up to now, upstream and downstream supporting companies including Corning and TPV have signed an agreement to enter Beijing Digital TV Industrial Park, and BOE's upstream supporting industries will be improved."
It is worth noting that this is Corning's first plan to move all glass substrate production lines including front-end furnaces to China, and it will also occupy glass substrate suppliers in the Suzhou Samsung 7.5-generation line by virtue of its many years of joint venture with Samsung. The status.
Its competitor, Asahi Glass, is not to be outdone. In addition to the signing of investment intentions with Kunshan City in May this year, its cooperation intention with China Star Optoelectronics will be implemented. Among the three lines that have already been finalized for glass substrate manufacturers, Asahi Glass has Occupy two.
In addition to the competition in the field of glass substrates, companies in Taiwan, South Korea, and Japan in the upstream material fields such as color filters and polarizers also compete, and AUO’s color filter factory Taiwan Toppan International Color Optics (CFI) grabbed the competition. Top Lot will invest 167 million U.S. dollars following AUO to set up a factory in Kunshan, mainland China.
According to reports from Taiwan’s media, AUO’s related component factories, including BenQ Materials, Junhao, Fuxiang, Weilimeng, etc., are all expected to benefit from AUO’s 7.5-generation factory in mainland China. LG Group's supporting companies.
It is reported that although the Guangzhou LGD project has not officially started yet, because LGD has planned a three-phase investment plan in Guangzhou, except for the 8.5-generation plant planned for the first phase will be completed in 2012, the second phase is also expected to be launched in 2015-2016. As for the third issue, it will be completed in 2020.
In order to cooperate with these three high-generation lines, LG Display will advance together with South Korean cooperative companies such as LG Chemical, LG Innotek, LG International and other Korean subsidiary companies.
Obviously, in the supporting industries, panel companies in South Korea and Taiwan rely on many years of cooperation and they also have the upper hand. The Chinese manufacturers such as China Star Optoelectronics are relatively slow to negotiate. In addition to the signing of the polarizer supply agreement with Nitto, the color filter Huaxing Apart from self-manufacturing, Optoelectronics has already signed a cooperation agreement with DNP. As for chemical gases, there are air-chemical, air-liquid, and Linde groups. Photoresist includes Sumitomo Chemical, Toyo Ink, and JSR.
Huaxing Optoelectronics CEO He Chengming stated: "The key is to put our production lines into production. If there is a corresponding upper-stream enterprise supporting production, it will be more active. The glass substrate project including Asahi Glass is expected to start construction in 2012."
Xie Qinyi said, “For the mainland panel companies, due to the serious lag in upstream support, BOE and China Star Optoelectronics need to quickly resolve the upstream short board through the introduction of technology, joint ventures and other models, which is the biggest problem facing China's senior generation line, but China The upsurge of building a high generation line in the market has also attracted these upstream companies to rush for gold, which also creates opportunities for Chinese companies to make up for the short board."
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