Foreign panel giants enter into Chinese Market; local companies have to rush to meet the challenge
Released on 2011-10-21 17:55 | readings
在今年一月份，随着外资企业的进入，中国高世代液晶面板持续将近一年的双头垄断格局将不复存在，中资面板企业将面临巨大的挑战。
刚刚拿到批文的三个国外大的面板制造商三星、LGD、友达可能就要上演一出“三英占吕布”的好戏，虽然中资的面板企业面临着很多的问题，但是这三大外资企业却当仁不让，跃跃欲试。三星电子中国公司有关人士说：“如果2011年1月开工，我们预计实现量产的最早时间是2012年6月，而并非此前预测的2012年底。” 而友达全资收购龙飞光电100%股权的谈判已经基本敲定，进而，龙飞光电停滞一年多的主体厂房建设也即将重启。获得了批文的三大外资企业很快便在中国进入了状态。据市场调查机构Displaysearch大中华区副总裁谢勤益说：“三星显然希望通过提速来找回因为审批浪费掉的时间，除了厂房建设需要加快外，按照三星电子在高世代线的成熟的量产技术，其爬坡期有望缩短至3个月，而京东方、华星光电则至少需要5个月。”
在这种情况下，国内的两家面板巨头京东方和华星光电就显有些被动了。虽然两家产商也与时俱进，试图在即将来临的激烈竞争之中抢得先机，在华星光电主动提速宣告主体厂房提前封顶的同时，京东方也筹齐了北京亦庄8代线所需要的所有280亿元资金，但是这些动向显然是在准备还不是很充分的情况下进行的，正如华星光电有关人士所说的：“虽然我们希望外资面板巨头进入中国市场，但是从竞争角度来看，我们希望他们进入地越晚越好。”
究其原因，在于这两个本土的面板巨头缺乏技术和量产经验，同时良品率对于它们来说也是一个巨大的挑战，尽管国面板巨头在这些关键的问题上尚未寻找到根本性的解决方法，但是在国外巨头纷纷进入国内市场的情况下，它们也只能仓促应战，或者能够把握住机遇，在竞争之中生存下来，或者被市场淘汰。正如谢勤益所说的：“对于大陆面板企业来说，由于上游配套严重滞后，所以京东方和华星光电都需要通过引进技术、合资等模式快速解决上游短板，这也是中国高世代线面临的最大难题，不过中国市场的高世代线建设热潮也吸引了这些上游企业来淘金，这也为中国企业弥补短板创造了机会。”
In January this year, the one-year long monopoly by two giants in Generation LCD panel in China will not exist with the incoming of foreign companies, which is one big challenge to the Chinese pane companies.
The three big foreign panel companies (Samsung, LGD and AUO) will compete with Chinese panel companies, which have many problems currently. Someone in Samsung China said that:”If we open out factory in January 2011, the expected mass production of our company is June 2012, rather than the end of 2012, as someone previously predicted.” The negotiations between AUO and Longfei Photoelectric Company about acquiring the whole 100% stake of Longfei Photoelectric Company have been finalized and the construction of main factory of Longfei Photoelectric Company which was delayed more than one year has also restarted. Qinyi Xie, the Greater China region vice president of Displaysearch, one Market Survey Organization, said: “It is obvious that Samsung want to get back to speed after application for approval wasted much time. Excluding the need to hasten the rate of factory construction, the climbing period was hoped to be three months because it owned mature technology of mass production, on the other side, the period was at least 5 months for BOE and Huaixng Photoelectric Company, the two largest panel companies in China. “
The two panel giants in China are in somehow passive situation. Although the two companies try to compete with the foreign companies, with the Huaixng Photoelectric Company fasting the contraction of its main factory and BOE collecting the 28 billion Yuan needed to construct the 8th generation line in Yizhuan Beijing, the move of these companies are initiated without full preparation. Someone familiar with the situation said:”although we hope the foreign panel giants to enter to Chinese market, we do not expect they entering so quickly.”
Two main reasons are two local panel giants’ lacking of related technology and mass production experience and the difficulty for them to improve the yields. Local panel giants have yet found the perfect solution for key problems, but they have to prepare to fight to foreign companies entering the Chinese market, and result maybe that they survive in the fierce competition, or they would die. Qinyi Xie said:”because of the serious lag of support facilities, the local panel giants including BOE and Huaixng Photoelectric Company need to use foreign technology and joint venture to solve the problem of support facilities, which is the greatest problem of Generation LCD panel in China. On the other hand, the enterprises attracted by the construction of Generation LCD panel provided Chinese panel with such opportunity.”
在今年一月份，随着外资企业的进入，中国高世代液晶面板持续将近一年的双头垄断格局将不复存在，中资面板企业将面临巨大的挑战。
刚刚拿到批文的三个国外大的面板制造商三星、LGD、友达可能就要上演一出“三英占吕布”的好戏，虽然中资的面板企业面临着很多的问题，但是这三大外资企业却当仁不让，跃跃欲试。三星电子中国公司有关人士说：“如果2011年1月开工，我们预计实现量产的最早时间是2012年6月，而并非此前预测的2012年底。” 而友达全资收购龙飞光电100%股权的谈判已经基本敲定，进而，龙飞光电停滞一年多的主体厂房建设也即将重启。获得了批文的三大外资企业很快便在中国进入了状态。据市场调查机构Displaysearch大中华区副总裁谢勤益说：“三星显然希望通过提速来找回因为审批浪费掉的时间，除了厂房建设需要加快外，按照三星电子在高世代线的成熟的量产技术，其爬坡期有望缩短至3个月，而京东方、华星光电则至少需要5个月。”
在这种情况下，国内的两家面板巨头京东方和华星光电就显有些被动了。虽然两家产商也与时俱进，试图在即将来临的激烈竞争之中抢得先机，在华星光电主动提速宣告主体厂房提前封顶的同时，京东方也筹齐了北京亦庄8代线所需要的所有280亿元资金，但是这些动向显然是在准备还不是很充分的情况下进行的，正如华星光电有关人士所说的：“虽然我们希望外资面板巨头进入中国市场，但是从竞争角度来看，我们希望他们进入地越晚越好。”
究其原因，在于这两个本土的面板巨头缺乏技术和量产经验，同时良品率对于它们来说也是一个巨大的挑战，尽管国面板巨头在这些关键的问题上尚未寻找到根本性的解决方法，但是在国外巨头纷纷进入国内市场的情况下，它们也只能仓促应战，或者能够把握住机遇，在竞争之中生存下来，或者被市场淘汰。正如谢勤益所说的：“对于大陆面板企业来说，由于上游配套严重滞后，所以京东方和华星光电都需要通过引进技术、合资等模式快速解决上游短板，这也是中国高世代线面临的最大难题，不过中国市场的高世代线建设热潮也吸引了这些上游企业来淘金，这也为中国企业弥补短板创造了机会。”
In January this year, the one-year long monopoly by two giants in Generation LCD panel in China will not exist with the incoming of foreign companies, which is one big challenge to the Chinese pane companies.
The three big foreign panel companies (Samsung, LGD and AUO) will compete with Chinese panel companies, which have many problems currently. Someone in Samsung China said that:”If we open out factory in January 2011, the expected mass production of our company is June 2012, rather than the end of 2012, as someone previously predicted.” The negotiations between AUO and Longfei Photoelectric Company about acquiring the whole 100% stake of Longfei Photoelectric Company have been finalized and the construction of main factory of Longfei Photoelectric Company which was delayed more than one year has also restarted. Qinyi Xie, the Greater China region vice president of Displaysearch, one Market Survey Organization, said: “It is obvious that Samsung want to get back to speed after application for approval wasted much time. Excluding the need to hasten the rate of factory construction, the climbing period was hoped to be three months because it owned mature technology of mass production, on the other side, the period was at least 5 months for BOE and Huaixng Photoelectric Company, the two largest panel companies in China. “
The two panel giants in China are in somehow passive situation. Although the two companies try to compete with the foreign companies, with the Huaixng Photoelectric Company fasting the contraction of its main factory and BOE collecting the 28 billion Yuan needed to construct the 8th generation line in Yizhuan Beijing, the move of these companies are initiated without full preparation. Someone familiar with the situation said:”although we hope the foreign panel giants to enter to Chinese market, we do not expect they entering so quickly.”
Two main reasons are two local panel giants’ lacking of related technology and mass production experience and the difficulty for them to improve the yields. Local panel giants have yet found the perfect solution for key problems, but they have to prepare to fight to foreign companies entering the Chinese market, and result maybe that they survive in the fierce competition, or they would die. Qinyi Xie said:”because of the serious lag of support facilities, the local panel giants including BOE and Huaixng Photoelectric Company need to use foreign technology and joint venture to solve the problem of support facilities, which is the greatest problem of Generation LCD panel in China. On the other hand, the enterprises attracted by the construction of Generation LCD panel provided Chinese panel with such opportunity.”