After Chinese Taiwanese main liquid crystal faceplate enterprises claim to cut down the output, the second largest liquid crystal faceplate manufacturing enterprise South Korean LG Display in the world claims to begin to reduce the faceplate output of the liquid crystal too.

The analyst claims, near the period of time, the market of liquid crystal faceplate is in liberal supply, bring certain presure to price, so the price stabilization of the measure that the faceplate manufacturing enterprise of the liquid crystal wants to take and limit the production. And sold the declining trend of retreating in defeat successively from the beginning of this year for torsion, the domestic brand panel TV has already started to make a reduction on a large scale wisely successively, in order to vie for eating the Olympic market well blowout quotations.

Supplier drop the faceplate in production collectively

Notify according to LG Display respect, this company determines to drop by 10% in production until August, and reduce tortoise's tail and input amount of the liquid crystal faceplate production line glass substrate of slope state in the near future. LG Display relevant personage shows: "It is the vacation in North America and Europe from July to August, the phenomenon that is supply exceeds demand that may present the liquid crystal faceplate. "

The expert analyzes, it is the routine that the faceplate manufacturer of the liquid crystal takes measures of limiting the production etc. and rescues the city. When the actual demand is lower than the anticipated demand, manufacturers will often reduce the utilization of capacity of the factory, because the output surplus will cause the stock to be a bit high, and then bring the pressure of the fixed price, and may result in suffering the loss by a wide margin from this. Before this, main the intersection of liquid crystal and the intersection of faceplate and the intersection of enterprise and friend, Taiwan of China, reach photoelectricity and very beautiful electron and already represent and cut down the output, but emphasize and drop in production it is only temporarily, the company will adjust the output constantly according to market demand. At present, Samsung has not shown yet whether will participate in getting and dropping the ranks in production too.

Because the stock is too high in first half of main demand person of liquid crystal faceplate such as Hewlett-Packard, Dell, thus reduce stock one after another, cause the faceplate price of the liquid crystal drop sharply by by a wide margin June, July. The analyst expects, the amount of decrease of average price of the whole liquid crystal faceplate will reach 30%-45% in the whole year.

Reduction or becoming domestic to attack the good opportunity in retaliation

General manager of branch company of Hisense Guangzhou Yang YingShi revealed to the reporter, the upstream faceplate was on a price reduction by a wide margin yesterday, it increases panel TVs to be, especially middle to make a reduction in the space while being smaller objectively. "Hisense will involve the a full range of Item Model in the terminal price adjustment which will raise the amplitude peak of this year soon. "

Yang YingShi analyzes, the upstream liquid crystal faceplate from the beginning of this year because the supply of exceeds the demand to make a reduction continuously, though digested a part during May Day, the market still accumulated the equivalent stock in slack period of June-July. The terminal station that the faceplate lead to the fact makes a reduction, it is expected to besiege to experience foreign capitals brands of the first half of the year collectively domestic panel TVs to sell and play cardiotonic function.

General manager's high trunking of Guomei electrical appliance of Guangzhou reveals to the reporter, 8% at time when the market share of this channel has been already since May Day of domestic plateform rise to 30%. Data that would rather come from Su prove domestic brand sell and get warm again after a cold spell too.

View the same meet, with the intersection of Hisense and Yang, create, link the intersection of Guangdong and yellow heart, general manager of Branch, think even while being second, except reduction, domestic brand selling point advantage in function already come out, but the foreign capitals brand has not been broken through yet in this respect.

It is reported faceplate on a price reduction to influence liquid crystal, Hisense, create linking, TCL domestic brand, already begin to adjust the terminal price on a large scale, and strengthen the shop goods in the sales field of beautiful to the country, Su Ning,etc.. Country American personage claim, on a price reduction to concentrate inch of the intersection of bedroom and liquid crystals, 42 more than the intersection of large screen and the whole the intersection of high definition and field on, decreasing amplitude is above 30%.

"Escort the note and vie for the selling well blowout before and after eating the Olympic Games, during future week that accidents don't happen to, the domestic brand will lift and make a reduction collectively on a large scale for the first time from the beginning of this year. " One domestic brand boss insisting on anonymity shows to the reporter at the same time, Olympic Games and 11 golden week, whom domestic brand stake everything on a single throw best to attack the opportunity in retaliation, "if battle this fight fine, domestic brand make collective routed. "

DisplaySearch estimates the price of TFT-LCD graphoscope faceplate of this summer will drop fast. This reveal market research company think, in company with whom price drop, have the intersection of TV and faceplate and notebook computer graphoscope.

The strategy of DisplaySearch Company analyzes the executive vice president David Barnes is in " display unit " Claim in the news flash of the business, cause the reason that the price drops to be the excessive heating investment of the wafer factory, thus make the faceplate supplier eager to sell its products. Look according to the cycle situation of before, the price of PC display unit faceplate drops by 50% every year on average. Barnes claim the intersection of PC and the intersection of display unit and average the intersection of price and for 30% to 45% decreasing amplitude in June and July of faceplate according to market index, the decreasing amplitude later was comparatively mild.

PC display unit faceplate production for first quarter of 2008 increases, this is contrary to routine seasonal law. On the developed market, the demand for the desktop is slowing down or reducing.

The infiltration rate of LED backlight source in the middle small dimension faceplate is high at present, and LED backlight source which the notebook computer liquid crystal faceplate uses, infiltration rate its from 1% for 2007, improve 3% in will it be the beginning 2008 slowly, watch 15% at a lot of manufacturer can expect the end of 2008, the next by 2009 can be more than 50% in 2010ing. At present the intersection of LED and the intersection of backlight source and technical notebook computer ' Grades 12.1, 13.3) The price is still high, it is expected it is until 2008 the second half years have apter to let the products which consumers accept make that wants, the essence infiltration rate of LED backlight source in NB faceplate probably rises by a wide margin.

And another meeting use more the intersection of LED and in a poor light application of chip, or comparatively larger LCD TV, considered as the important battle field, S.Korean manufacturers Samsung Electronics and Japanese big factory Sony have cut and developed actively already.

The intersection of faceplate and manufacturer, friend, factory of Taiwan, reach to the outside showing LED backlight source can have several times of price differential with the traditional CCFL backlight source to apply the intersection of TV and end to the present stage, but demand and solve the power consumptive problem with the big international factory for the environmental protection in the future, the friend has reached and already established the special project to plan, need to carry on the development of using LED backlight source of the LCD TV, and predict TV faceplate of its outloading adopts LED backlight source in an all-round way 5 years later. This company only thinks the white light led that the LED LCD TV in a poor light used even more, may be up to 40% of the whole white light LED supply of LED industry.

After Chinese Taiwanese main liquid crystal faceplate enterprises claim to cut down the output, the second largest liquid crystal faceplate manufacturing enterprise South Korean LG Display in the world claims to begin to reduce the faceplate output of the liquid crystal too.

The analyst claims, near the period of time, the market of liquid crystal faceplate is in liberal supply, bring certain presure to price, so the price stabilization of the measure that the faceplate manufacturing enterprise of the liquid crystal wants to take and limit the production. And sold the declining trend of retreating in defeat successively from the beginning of this year for torsion, the domestic brand panel TV has already started to make a reduction on a large scale wisely successively, in order to vie for eating the Olympic market well blowout quotations.

Supplier drop the faceplate in production collectively

Notify according to LG Display respect, this company determines to drop by 10% in production until August, and reduce tortoise's tail and input amount of the liquid crystal faceplate production line glass substrate of slope state in the near future. LG Display relevant personage shows: "It is the vacation in North America and Europe from July to August, the phenomenon that is supply exceeds demand that may present the liquid crystal faceplate. "

The expert analyzes, it is the routine that the faceplate manufacturer of the liquid crystal takes measures of limiting the production etc. and rescues the city. When the actual demand is lower than the anticipated demand, manufacturers will often reduce the utilization of capacity of the factory, because the output surplus will cause the stock to be a bit high, and then bring the pressure of the fixed price, and may result in suffering the loss by a wide margin from this. Before this, main the intersection of liquid crystal and the intersection of faceplate and the intersection of enterprise and friend, Taiwan of China, reach photoelectricity and very beautiful electron and already represent and cut down the output, but emphasize and drop in production it is only temporarily, the company will adjust the output constantly according to market demand. At present, Samsung has not shown yet whether will participate in getting and dropping the ranks in production too.

Because the stock is too high in first half of main demand person of liquid crystal faceplate such as Hewlett-Packard, Dell, thus reduce stock one after another, cause the faceplate price of the liquid crystal drop sharply by by a wide margin June, July. The analyst expects, the amount of decrease of average price of the whole liquid crystal faceplate will reach 30%-45% in the whole year.

Reduction or becoming domestic to attack the good opportunity in retaliation

General manager of branch company of Hisense Guangzhou Yang YingShi revealed to the reporter, the upstream faceplate was on a price reduction by a wide margin yesterday, it increases panel TVs to be, especially middle to make a reduction in the space while being smaller objectively. "Hisense will involve the a full range of Item Model in the terminal price adjustment which will raise the amplitude peak of this year soon. "

Yang YingShi analyzes, the upstream liquid crystal faceplate from the beginning of this year because the supply of exceeds the demand to make a reduction continuously, though digested a part during May Day, the market still accumulated the equivalent stock in slack period of June-July. The terminal station that the faceplate lead to the fact makes a reduction, it is expected to besiege to experience foreign capitals brands of the first half of the year collectively domestic panel TVs to sell and play cardiotonic function.

General manager's high trunking of Guomei electrical appliance of Guangzhou reveals to the reporter, 8% at time when the market share of this channel has been already since May Day of domestic plateform rise to 30%. Data that would rather come from Su prove domestic brand sell and get warm again after a cold spell too.

View the same meet, with the intersection of Hisense and Yang, create, link the intersection of Guangdong and yellow heart, general manager of Branch, think even while being second, except reduction, domestic brand selling point advantage in function already come out, but the foreign capitals brand has not been broken through yet in this respect.

It is reported faceplate on a price reduction to influence liquid crystal, Hisense, create linking, TCL domestic brand, already begin to adjust the terminal price on a large scale, and strengthen the shop goods in the sales field of beautiful to the country, Su Ning,etc.. Country American personage claim, on a price reduction to concentrate inch of the intersection of bedroom and liquid crystals, 42 more than the intersection of large screen and the whole the intersection of high definition and field on, decreasing amplitude is above 30%.

"Escort the note and vie for the selling well blowout before and after eating the Olympic Games, during future week that accidents don't happen to, the domestic brand will lift and make a reduction collectively on a large scale for the first time from the beginning of this year. " One domestic brand boss insisting on anonymity shows to the reporter at the same time, Olympic Games and 11 golden week, whom domestic brand stake everything on a single throw best to attack the opportunity in retaliation, "if battle this fight fine, domestic brand make collective routed. "

On the 18th, the standing meeting of the State Council reviews and passes the electronics and information industries in principle and adjusts and revitalizes planning. This is following car, steel, textile, equipment and manufacture, the third batch of trades passed adjust and revitalize planning. The electronics and information industries are strategic, basic and guiding pillar industries of the national economy. In interview, trade analyst think the planning make, play a strong heart needle electronic information industry that financial crisis maul not merely, in industry upgrading at the same time, spur economic growth, arrange for employment respect to play an important role.

It is reported, be stepped up on horse by suspensory large-scale investment in the past, the recombination among the industries will be merge in full preparation tooed. Every local government was keen on " Silicon Valley " " optical valley " Construction, has referred to the aspect of national strategy for the first time too. And learn at reporter,Beijing the east that be laid aside for a long time at faceplate, at rise broadcasting and TV, dragon " trinity " The scheme, the surface of water will float again within the next few days.

At the secondary market, electronic messaging plate all fronts high to turn on, industry mark the height of the pole turn on 7%.

The key industry of electron is supported newly

The speedup of China's electronic information industry glides the expectation which goes beyond a lot of people, one may well say it is " shocking " . The trade situation allows of no optimist too, visit from head to foot a land swarming with famished refugees, such as the integrated circuit industry, the speedup is dropped from 24.3% in 2007 to 7.1% from January to October of 2008 suddenly; The first negative growth in the past 10 years has appeared in the fourth quarter. From January to October, PC output amplification drops by 19.5% compared with the same period of last year, the color TV export was lowered suddenly too last year, the volume of export of several big leading enterprises was reduced by 30%.

Electronic messaging trade researcher of the Bohai Sea securities research institute analyst Cui Jian thinks, there is hysteresis on influence of the electronics and information industries in the financial crisis, so estimate the situation of 2009 will worsen further. Revitalize and plan to make at this moment, one may well say that has a long-felt need satisfied.

Plan to confirm the three key tasks of the electronics and information industries of the following 3 years: First, improve industry's system, guarantee the key industry increases steadily; Second, based on autonomous innovation, break through critical technology; Third, by employing tapes to develop, promote business innovation and service mode to innovate in a more cost-effective manner, application of ruggedization in economics and society in various fields of information technology. "Not only the industry upgrading of helping hand, autonomous innovation of three major tasks, still can create and obtain employment in a large amount, promote industry's scale greatly. " Cui Jian thinks.

Make the investment and pull, lighten the burden and work along both lines in enterprises

As far as reporter know, sales amount of leading enterprise such as the rainbow NEC, torch strength of Zhuhai in core world of China, China drop by a wide margin, and present hugely and suffer the loss. The amplification of the sales amount dropped by 15% compared with the same period of last year last third quarter in Lenovo, negative growth appeared with enterprises such as square, the Great Wall, Seven Up,etc.. Yongyou, Kingdee, etc are in the crisis " As to making warm " Trade reduce wound that is at various degrees such as order too, glide,etc. sales amount.

" it is the support to enterprise's maximum that the property tax supports and lightens the burden " Wang Wenjing, Chairman of Yongyou, showed a few days ago, to software enterprise when being interviewed by this newspaper, hope new planning can extend the at once due software tax revenue preferential policy. The reporter sees in the programme, besides accelerating issuing and implementing the support policy of the property tax, lengthen the due software product value-added tax policy of 2010 clearly, exempt from enterprise's business tax of software.

To export enterprise, profit meagre export enterprise too anxious to wait for to raise the rate of return tax of export day by day, while revitalizing and planning, raise proportions of export tax rebate of 25 kinds of key electronic products such as the colored picture tube, glass bulb,etc. to 17%, strengthen the supporting in respects such as export credit, credit insurance,etc..

Except lighten the burden for enterprises on the property tax, the reporter sees it was only " Silicon Valley " where every local government was keen on in the past " optical valley " Construction, has referred to the aspect of national strategy for the first time, the foundation investment of information is obviously strengthened, for example direct against key industries such as integrated circuit, panel display,etc., " revitalize and plan " the key project listing clearly to need to stand, for example support " 909" Staging project, build the production line of integrated circuit of 12 inches, support the leading enterprise to build to 6 generations and more than liquid crystal screen production lines, support the construction plasma of leading enterprise to reject the production line, support the radio operator to accelerate realizing the digital television full coverage of ground etc..

These key projects have contained the integrated circuit, six key fields of fostering in panel display, TD-SCDMA industry, digital television, computer and Internet's application, software and information service of future generation etc..

The intersection of faceplate industry and serious the intersection of rising space and tabletop integration

According to planning, support advantage enterprises to merge and recombinate, the financial institution has priority to restructure to the electronic messaging for support; Recently, software, chip industry and dull and stereotyped industry, are recombinating the rumor merged and spreading constantly, a few days ago, two major software epiboly companies of China's maximum announced amalgamation, shocked it inside and outside the trade. In the chip industry, regardless of designing the end or making the end, integration is imperative, the analysts of Wall Street estimate through integration, in the following several years, several hundred will have no semi-conductive design company of production line to disappear in China. At faceplate,Beijing the east on it lay aside for a long time, at rise broadcasting and TV, dragon " trinity " The scheme floats above the surface of water again.

"As to such a basic industry of the chip plateform, it is only very difficult to apply by the market to cultivate leading enterprises. " Chinese semi-conductive director of employer's organization information interchange department Li Ke claims, in the past, many manufacturers reflect industry's support is deficient, the chip manufacturer states outright the policy harshly, wide little marketing dept. manager of Electronics Co., Ltd. Sheng thinks, " the support that chip enterprises need the government is on the policy at first, secondly it is the fund. "

In view of international experience, there is national strength to stand behind each industry, like chip, panel display, basic technology to store these, utilize the strength of the government to support. Such as the beginning of the eighties of last century, Taiwan made the transition in electronic manufacturing industry and chip industry while meeting the predicament of intensive industry upgrading of labour force, supported by government, Hsinchu Scien-tech garden has become the fourth largest semi-conductive base in the world, second only to U.S.A., Japan and South Korea. The dull and stereotyped family property cites Chinese strength to support especially in South Korea.

Data

Though the whole world falls into the economic crisis, the market at present - -Especially on new developing markets such as China,etc. - -The demand for the high-quality LCD faceplate still runs high. The European market is the same, here is one of the overseas markets of the maximum of Sharp at the same time.

For meet market demand, Sharp first the 10th generation of LCD faceplate factory of city go into operation for time five months ahead of time in Japan it, scheduled to go into operation in October of 2009 now.

This modernized production centre has built since the end of 2007, has lain in the city near Osaka, it factory with 10 generations under one roof, can process 8.7 square meters of (2,880 mm x 3,130 mm) Glass substrate,it is Off-The-Shelf than Sharp for 8 generation glass substrate that factory can process roomy 60%. 10 the intersection of motherboard and size of factory can cut out 6 the intersection of piece and 60 or 8 piece 50 inches of LCD faceplateses.

It is in poor demand to receive the depressed directly ballistic consumption electronic product of economy, the middle small dimension faceplate factory has already set about to adjust and produce in the 2nd quarter, among them, the faceplate factory of the domain of small dimension in the original document is cut by jumbo size, except that small dimension in very beautiful electricity has already begun to drop in production, reflect by China and vast space color transfer, increase display unit and the intersection of low price and the intersection of NB,etc. and the intersection of IT and faceplate, throw a slice of quantity too while being brilliant, insult faceplate factories of small dimension such as the huge and interconnected system treasure,etc., the modem dynamic of the cereals has already been dropped to about ninety percent, and take the lead in reducing the rear-stage liquid crystal module (LCM) Output.

Because the intersection of small dimension and the intersection of faceplate and the intersection of demand and getting prosperous whole year under 2007, in addition, market light in slack period in in the past relatively too will it be 1st quarter 2008, the faceplate factory shows, the demand begins the rapid situation that lowers the temperature since the 2nd quarter, really unexpected, because the expectancy of the 2nd quarter is lost accurately, the prosepect to the second half year, most deflections of every faceplate factory are looked around, dare absurd to down the conclusion, in this case, most faceplate factories have already entered and dropped stage in production tentatively, including such faceplate factories of jumbo size as very beautiful electricity, color are brilliant slow down and throw smaller specific gravity and speed in the film, factory's productivity utilization factor of small dimension faceplate such as insulting hugely, interconnected system treasure are slightly reduced to about ninety percent too, and reduce rear-stage LCM to produce preferably.

Go, take productivity to be very fast as to jumbo size, middle the intersection of small dimension and faceplate cut more than leaf number, inventory level its can looks relatively considerable too, in addition, customized intensity high, so faceplate factory does not dare the intersection of small dimension and the intersection of faceplate and stock make in advance easily, especially LCM module stock, in this case, the terminal demand is reduced in the 2nd quarter, middle small dimension LCM productivity follows to reduce too, there are 3 generations of lines and 3.5 generations collinear faceplate factories at present, throw scenes of productivity, drop about ninety percent to already, output beyond the the intersection of order and demand accomplish semifinished material of section Cell only.

Among them, faceplate factory represents, all control small dimension at certain level even if it is a semifinished material, mainly because answer in busy season the demand may be urgent according to rebounding requiredly, will not produce the stock of the semifinished material simply.

With 3 generations of lines of Tower 2 to defeat China, this company tactics to depend on the intersection of order and production, so the utilization factor of the productivity is less than the same trade in the original document of slack period promptly, the external world estimates about fifty percent alone of utilization factor of its productivity, also the present minimum level of the same trade or business.

The news of Taibei: Taiwan " industry's economy and trend research center (IEK) of research institute of the industrial technology " Point out today, Taiwan is in jumbo size (more than ten inches) this year The output value of TFT-LCD faceplate, will surmount South Korea for the first time, will supply the area as the first largest faceplate in the world; Meanwhile, Taiwan occupies the global primary importance on the faceplate output of jumbo size too.

According to " central news agency " Report on the fifth, IEK flat panel display device industry's analyst Zhong JunYuan shows, the jumbo size of this year in Taiwan (more than ten inches) The intersection of TFT-LCD and the intersection of faceplate and the intersection of output value and about the intersection of Damien and the intersection of new Taiwan dollar and 769,660 million, account for percent 45 seven proportion of output value of the global jumbo size faceplate, surmount the intersection of South Korean and the intersection of proportion and percent 39 5.

Taiwan will reach 131 million slices on jumbo size TFT-LCD faceplate production this year, account for percent 47 9 proportion of faceplate production of global jumbo size, lead South Korean percent 40 point one proportion too.

Zhong JunYuan points out, the liquid crystal monitor that Taiwan supplies uses the faceplate with faceplate and LCD TV, exceed over half of global demand, supply the ground as the first largest; Count the intersection of liquid crystal and monitor that Taiwan supply to account for percent 53 3 proportion of global market with faceplate this year, South Korea percent 34 4, the LCD TV that Taiwan supplies accounts for 53% proportion of global market with the faceplate, South Korea is 36%.