TCL美国宣布:华星光电拟投78亿美元建11代全球最大液晶面板厂
作者:fpdwin 日期:2016年05月22日 来源:视界之窗

导读:TCL美国子公司TCL USA 5月18日在官网上宣布,旗下华星光电准备投下78亿美元(约510亿元人民币),近期将在深圳开工兴建全球最大的11代线LCD面板厂,生产65吋以上的高画质大尺寸电视面板。 声明中指出,当这座面板11代厂完工时,将超越中国最大面板制造商京东方于去年12月动工的合肥10.5代厂,成为全球最大的面板11代厂。

TCL美国子公司TCL USA 5月18日在官网上宣布,旗下华星光电准备投下78亿美元(约510亿元人民币),近期将在深圳开工兴建全球最大的11代线LCD面板厂,生产65吋以上的高画质大尺寸电视面板。

声明中指出,当这座面板11代厂完工时,将超越中国最大面板制造商京东方于去年12月动工的合肥10.5代厂,成为全球最大的面板11代厂。

2009年11月成立、2011年8月投产的华星光电,是中国第2大、全球第6大面板制造商,在广东深圳的光明新区有两座8.5代厂,主要生产22~55吋的面板,且在武汉新成立的面板6代线,也在今年2月投产。

若华星光电的11代厂投产,势必使已入主夏普的鸿海(2317)压力更大。

负责销售与营销的TCL副总裁Chris Larson在声明中说:「由于TCL在美国成长快速,华星光电的产能扩大,对我们因应需求的能力非常重要。」

「我们已经获益于垂直整合的供应链,使TCL相对于竞争对手有成本优势,而这项投资(面板11代厂)将使TCL能满足这块市场的客户需求。」

声明中也提到,尽管传统面板的成长趋缓,大尺寸高画质面板的需求庞大,估计全球大尺寸电视的需求将以每年20%以上的速度快速成长。

不过,TCL声明中并未提到面板11代厂的预定完工及投产时程,也没有提及这座工厂的规划产能。


深圳市委书记马兴瑞调研华星光电时强调 以更大力度支持重大项目建设

华星光电其实更想建的是10.5代?

中国家电网20日报道,实际上TCL自己更想投建的是10.5代线,11代线是深圳政府更想推动的投建意愿。因为国内面板投建背后都有政府的力量,京东方背后有北京与合肥这些政府力量支持。深圳政府也希望建一条全球最大的高世代面板线,获得地方影响力。

10.5代线和11代线到底有何差异?上述人士称,10.5代线其实是更好的选择,更容易实现经济切割,尺寸比较兼容,也有利于市场推广。如果是比较差异化的11代线,下游整机厂家、代工厂家在选择上会有顾虑,反而不利于面板企业的推广,投建11代线没有更大意义。

据记者了解,目前京东方拥有一条在建的10.5代线,这条线于2015年12月在合肥开工,总投资400亿左右,京东方投建这条高世代面板线意在往大尺寸面板布局。主要生产65英寸以上大尺寸超高清液晶显示屏,设计产能为每月9万片玻璃基板,预计2018年二季度投产。据悉,该条面板线的投建,将有力补充京东方在大尺寸面板上的产能布局。

TCL投建类似一条高世代面板线也有产能布局上的重要考虑。TCL旗下的华星光电已经是国内第二大面板制造商,仅次于京东方,在全球三星、LG等面板大厂中排名第六。华星光电在深圳拥有T1和T2两条8.5代线,目前深圳T1每月产能150万片。2016年2月华星光电在武汉投产了6代线,主要生产面向手机的LTPS小尺寸屏。

但无论是京东方还是华星光电,目前最高世代面板布局以8.5代线为主,华星光电副总裁车汉澍认为,国内8.5代面板线未来几年逐渐释放产能,但实际上存在着结构性短缺,有一些尺寸是8.5代线的盲点,尤其40英寸-45英寸以及65英寸,核心原因是面板利用率不高以及带来的产能和良率损失,制约了40英寸-45英寸以及65英寸的出货量。

数据显示,国内六大电视机品牌去年对40英寸-45寸电视面板采购总量为1900万台全是从韩国和台湾进口。对65英寸面板采购总量为66万台全部依赖于进口。

目前面板大尺寸化的发展是一种不可遏制的趋势,尤其在中国大陆市场表现的更为明显。国内电视面板零售市场今年的平均尺寸是46英寸,这远高于全球平均尺寸。再过4年,全球平均尺寸达到45.6英寸,而中国预计达到50英寸,未来三四年55英寸、65英寸甚至75英寸会成为市场的主流。

对于TCL、京东方来说,布局10.5代高世代线是弥补其市场竞争短板的必然趋势,未来也会改善国内大尺寸面板需求大部分依赖于进口的现状。(明彦华)


华星人的自豪

以下为TCL美国官网新闻:

May 18, 2016| Gen 11 LCD Panel Factory

TCL to BuildWorld’s Largest Gen 11 LCD Panel Factory

CORONA,CA, May 18, 2016 - TCL® ,one of the world’s largest television manufacturers and America’s fastest growing television brand, is positioned to maintain its leadership and add evenmore large size TVs to its award-winning lineup. China Star Optoelectronics Technology Co., Ltd. (CSOT), a leading TV panel supplier and a subsidiary of TCL Group, will soon begin construction of the world’s largest Gen 11 LCD panel fabrication plant in Shenzhen, China. The plant, estimated to cost $7.8billion, will produce extra-large high-resolution flat panel displays targeting 65" and larger LCD TV markets. When complete, the new production line will surpass BOE’s Gen 10.5, which started construction in December 2015, in terms of generation and investment, marking a new milestone in the display area forCSOT.

This new production capability adds to TCL’s continued investment in making CSOT, which first began production in 2009, one of the world’s leading panel factories.CSOT currently runs two Gen 8.5 lines which are ideal for producing panels as large as 55", while the Gen 11 higher-generation production lines offer great efficiency for larger-size panels. With the over-supply of traditional panels through competitors’ Gen 8.5 capabilities and few suppliers with large size capabilities, the decision to build a Gen 11 fab was born.

“As TCL grows rapidly in the U.S., the expanded capabilities of CSOT are critical in help ingus keep up with demand,” said Chris Larson, vice president, sales and marketing, TCL. “We already benefit from a vertically integrated supply chain that gives us cost advantages over our competitors, and this investment will allow us to take a leadership position in large size TVs.”

While the growth rate of traditional displays is slowing down, there’s a huge demand for large-size high resolution panels. The global market has seen the mainstream TV size shifting, with demand for large-size TVs estimated to grow at an annualrate of more than 20 percent. Although displays bigger than 55" accountfor only 10 percent of today’s TV market, the prospect of extra-large LCD panels is promising and large-size high-resolution TVs will soon be mainstream.Upon completion, the Gen 11 panel fab will allow TCL to meet the needs of consumers in this emerging segment.

About TCL

TCL is one of the fastest growing consumer electronics and TV brands in North America.Founded in 1981, TCL (The Creative Life) established itself as a worldwide leader before recently launching in the U.S. TCL prides itself on offering customers high quality products with stylish design and the latest technologyat a great value. TCL’s manufacturing expertise, vertically integrated supply chain, and state-of-the-art China Star panel factory, allows them to make large size TVs, premium design, and leading edge technology affordable for the U.S.consumer.

About CSOT

Shenzhen China Star Optoelectronics Technology Co., Ltd. is a China-based display makerestablished on November 16, 2009, owned by TCL, Century Science&Technology Investment and Samsung Display. The company now has three production lines, namely T1, T2 and T3, producing small and large LCD panels for TVs, smartphones and tablets. For more information, please visit http://www.szcsot.com/ .

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fpdwin 会员:fpdwin  刚刚 2
TCL澄清未确定为11代线,乌龙了!
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TCL澄清未确定为11代线,乌龙了!

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