According to an announcement by BOE in previous years, the Fuzhou 8.5-generation line covers an area of ​​approximately 1,100 mu, with a designed capacity of 120,000 glass substrates per month, and it mainly produces and supplies mainstream TV size display panels of 55 inches or less. In addition to major TV manufacturers in South China East China, target customers include overseas brand factories such as LG and Samsung. Fuzhou 8.5 production line mainly produces liquid crystal display products such as high-resolution, narrow-bezel TVs and desktop displays. It is by far the largest individual investment project in Fuzhou's electronic information industry.
It is understood that from the third quarter of last year, LCD panel prices continued to rise. Due to the impact of Samsung's closure of the L7-1 production line last year, Sharp's suspension of Samsung and Hisense TV panels, nearly 6% of global supply was affected. If Samsung considers continuing to shut down the L7-2 production line this year, the supply and demand of LCD panels will become increasingly serious. Although the global demand for panel purchases declined in the first quarter of 2017, industry insiders are still expected to be subject to the spring release of major manufacturers. LCD panel prices will continue to remain high in the first quarter, which means that the market expects to seek out the LCD panel in the first half of the year. Falling prices will be hard to come by.
In addition to the Fuzhou production line, BOE also has three 8.5-generation lines in Chongqing, Hefei and Beijing. Chengdu 6th-generation line will be mass-produced in the fourth quarter of this year. At the same time, BOE recently announced that it has signed an investment agreement with Hefei Xinzhan Hi-tech Industrial Development Zone Management Committee, Hefei City Industrial Investment Holdings (Group) Co., Ltd. and Hefei Venture Capital Guide Fund Co., Ltd. to plan an investment agreement for the Hefei Printing OLED Technology Project. Established and improved the printing OLED technology platform in Hefei, Anhui Province, and jointly developed technology with upstream and downstream manufacturers, and reserved production technology to jointly promote the maturity of the entire industry chain. The total investment of the project is about RMB 1 billion.
BOE's 30 billion production line 8.5 generation
The production line integrates display technologies such as MMG cut-cutting technology, copper process technology, COA technology, light alignment technology, and oxide technology, and realizes the world's first 43-inch 10-cut design, which greatly improves the utilization of glass substrates. BOE said that the production line also has The industry's thinnest substrate direct investment capability of the 8.5 generation line can better meet the increasing demand for high-end display. According to the latest IHS report, shipments of global TV panels have continued to increase in size in recent years. The industry predicts that in 2017, the global large-size panel shipment area will grow by approximately 3.8%. Every inch increase in the average size of TV panels can consume an 8.5-generation capacity. It is understood that from the third quarter of last year, LCD panel prices continued to rise. Due to the impact of Samsung's closure of the L7-1 production line last year, Sharp's suspension of Samsung and Hisense TV panels, nearly 6% of global supply was affected. If Samsung considers continuing to shut down the L7-2 production line this year, the supply and demand of LCD panels will become increasingly serious. Although the global demand for panel purchases declined in the first quarter of 2017, industry insiders are still expected to be subject to the spring release of major manufacturers. LCD panel prices will continue to remain high in the first quarter, which means that the market expects to seek out the LCD panel in the first half of the year. Falling prices will be hard to come by.
In addition to the Fuzhou production line, BOE also has three 8.5-generation lines in Chongqing, Hefei and Beijing. Chengdu 6th-generation line will be mass-produced in the fourth quarter of this year. At the same time, BOE recently announced that it has signed an investment agreement with Hefei Xinzhan Hi-tech Industrial Development Zone Management Committee, Hefei City Industrial Investment Holdings (Group) Co., Ltd. and Hefei Venture Capital Guide Fund Co., Ltd. to plan an investment agreement for the Hefei Printing OLED Technology Project. Established and improved the printing OLED technology platform in Hefei, Anhui Province, and jointly developed technology with upstream and downstream manufacturers, and reserved production technology to jointly promote the maturity of the entire industry chain. The total investment of the project is about RMB 1 billion.
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