The hottest generation of panel blowout upstream g

High generation panel blowout: the upstream giant 4.1 billion built a factory to take a share of the huge market of 8.5 generation line panels in the mainland, and the blowout performance of BOE and csot in 2013 attracted the upstream glass substrate giant Japan electric nitrate Co., Ltd. (hereinafter referred to as electric nitrate)

on January 27, BOE a issued the revised announcement of 2013 annual performance forecast, and the net profit increased by 772% to 810% year on year; On January 14, 2013, TCL released the 2013 annual performance forecast, which showed that the net profit was 1.9 billion yuan to 2.2 billion yuan, with a year-on-year increase of 139% to 176%; Shenzhen Tianma a also issued a revised announcement of 2013 annual performance forecast on January 13, with a net profit of 104 million to 125 million yuan, an increase of 90% to 130% year-on-year

according to the "Straits Herald" on January 25, on January 24, when the glass rate of electric nitrate liquid crystal substrate was ≥ 0.05%fs/s, the project was officially signed and settled in Xiamen Torch High tech Zone. The project belongs to the 8.5 generation TFT liquid crystal glass substrate manufacturer, and the equipment investment is about 70billion yen (about 4.1 billion yuan). The first phase of the project is planned to start construction in September 2014 and put into operation in the fourth quarter of 2015

it is reported that electric nitrate is one of the three largest liquid crystal substrate glass manufacturers in the world, and its global market share of liquid crystal substrate glass exceeds 20%

it is noted that the 8.5 generation glass substrate project that electric nitrate will soon build in Xiamen is its first 8.5 generation line project in Chinese Mainland, but the type of glass substrate and capacity planning of the project have not been disclosed by the official. When calling Mr. Huang of the investment promotion center of Xiamen Investment Promotion Bureau on this issue, the other party also said that he was not clear

it is understood that at present, the 8.5 generation panel production line in mainland China is only officially mass produced by BOE Beijing project and TCL's Huaxing optoelectronics project, and both are full production and full sales. However, Samsung Suzhou project was put into operation in October 2013, and BOE Hefei project was officially put into operation in December of the same year. In addition, the CLP panda Nanjing project and LG are arranged in descending order; Guangzhou Project and csot phase II will also be put into operation successively. What electric nitrate values or the market demand they bring

Wu Rongbing said that at present, the competitive advantage of electric nitrate has not been established in the market pattern of glass substrates in the mainland. In the low generation line (generation 4, generation 5 and generation 6), Corning and Asahi occupy the vast majority of the market, and the remaining markets are occupied by Dongxu optoelectronics and *st rainbow. In the high generation line, it is basically monopolized by Corning and xunizi. Among them, the products of Corning are mainly used in BOE and Samsung Suzhou projects, and the products of xunizi are mainly used in csot and CLP panda Nanjing projects. Only by establishing a stable strategic relationship with the main panel manufacturers through the speed regulation system to control the servo electromechanical rotators, can the electric nitrate occupy a large market share