The hottest glass substrate restricts the developm

2022-07-26
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Glass substrates restrict the development of the domestic LCD panel industry

competing to launch the LCD panel production line does not mean that Chinese enterprises can master the voice of the flat panel display industry

for a long time, the LCD panel has been valued by the industry for accounting for more than 60% of the overall cost, and has triggered a domestic construction boom. However, few people pay attention to the glass substrate, polarizer, color filter and other parts and raw materials that constitute the LCD panel, which are concentrated in the hands of a few foreign-funded manufacturers, and have a higher profit margin, These manufacturers directly control the production "life gate" of global panel manufacturing enterprises

take the glass substrate as an example. Although this component only accounts for 17% of the total cost of the LCD panel, it is the most delicate and expensive. The transportation cost is very high, and its output directly affects the output of color filters above the 5th generation line. 3. It can carry out static experiments such as uniaxial and biaxial stretching of 10 shaped samples and uniaxial and biaxial tightening of square samples. It is the most critical link in panel production. At present, more than 99% of the global TFT-LCD glass substrate supply is concentrated in the hands of several major manufacturers, such as Corning in the United States and Asahi nitko in Japan, while only Corning and Asahi nitko can supply the fifth generation line and sixth generation line glass substrates, of which Corning accounts for more than 50% of the global market share. As an industry with high capital and technical barriers, glass substrates are almost a seller's market

at present, the only domestic enterprise with TFT-LCD glass substrate technology and production capacity is rainbow group, but its yield is very low, which can not be compared with Corning and other giants

the world's second largest manufacturer of liquid crystal glass substrates. 2. A senior manager of xunizi who replaced different fixtures said: "the demand growth rate of China's high-generation panels in the next few years is between 10% and 20%, which is a huge driving force for the growth of glass substrate business." Isplaybank, a South Korean Flat Panel Industry Research Institute, also believes that d-neopentyl-2 alcohol is a good solvent. Isplaybank also believes that the annual growth rate of global glass substrate demand will reach 10% in 2011, and the demand will be 1. 900million pieces, while the Chinese market accounts for the largest proportion in the world, more than 20%. Unfortunately, such a huge market can only be controlled by others

a few days ago, xunizi announced that in order to meet the large demand of panel enterprises in Chinese Mainland for large-size glass substrates, xunizi display glass (Kunshan) Co., Ltd. will be established in Jiangsu Province with an initial investment of US $35million and is expected to be put into operation in the autumn of 2011

operation mode: the product with the highest added value will occupy the top of the industry automatically. Many industry analysts believe that "the construction of xunitizi factory in China has sounded a new alarm for the local panel industry." "While entering panel production, domestic manufacturers must actively advance to the upstream links such as glass substrates and polarizers.". Otherwise, the foreign-funded manufacturers will stage a scene of "the mantis catches the cicada, and the Yellow finches are behind" - in the case of the key panel components and raw materials in the upper reaches, in the end, the local enterprises will still be unable to get rid of the fate of being controlled by others

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