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Share with friends and circle of friends with wechat scan QR code_ blank" href=" https://news.163.com/news/search?keyword=TCL "> TCL < / a > decided to go further in the field of medium size panel. < / P > < p > Korean manufacturers quit in 2020 < a target = "_ blank" href=" https://news.163.com/news/search?keyword=LCD "> LCD < / a > market, the global LCD production capacity scale is further concentrated in China. However, LG panel manufacturers still occupy a small part of the IT market share. < / P > < p > the epidemic situation of last year has accelerated the change of market pattern. On the demand side, the demand for home office and distance education is surging; but on the supply side, the production capacity of relevant Korean enterprises and Taiwan enterprises is growing slowly. < / P > < p > under such a market background, TCL < a target = "_ blank" href=" https://news.163.com/news/search?keyword=%E5%8D%8E%E6%98%9F "> Huaxing < / a > has set the goal of strategic transformation to full technology, full product and full scene in the next five years. Now, the goal is being implemented. On the evening of April 9, TCL Technology (000100. SZ) announced that the company plans to invest in the construction of a new generation 8.6 oxide semiconductor < a target = "_ blank" href=" https://news.163.com/news/search?keyword=%E6%98%BE%E7%A4%BA%E5%99%A8 "> display < / a > production line (hereinafter referred to as" T9 project "), with a total investment of 35 billion yuan, mainly produces and sells medium size high value-added IT panels (including high-end display, < a target ="_ blank" href=" https://news.163.com/news/search?keyword=%E7%AC%94%E7%94%B5 "> laptop < / a >, flat panel, etc.), vehicle display, medical, industrial control, aviation and other professional display, commercial display panel and other products. The project is planned to start in 2021 and put into operation in 2023. The design capacity is to process about 180000 pieces of 2250 mm × 2600 mm glass substrate per month. The after tax internal rate of return of the project is 10.94%, and the after tax static investment payback period is 8.54 years. < / P > < p > investment amount of Guangzhou Huaxing source: TCL technology announcement < / P > < p > the implementation subject of this project is Guangzhou Huaxing optoelectronic semiconductor display technology Co., Ltd. (hereinafter referred to as "Guangzhou Huaxing"), with a registered capital of 500 million yuan, 100% of which is held by TCL Huaxing. In order to ensure the smooth implementation of the T9 project, TCL Huaxing has reached a cooperation agreement with the Guangzhou Municipal People's government and the Management Committee of Guangzhou Development Zone. All parties plan to increase the registered capital of Guangzhou Huaxing to 17.5 billion yuan; "> among them, TCL Huaxing increased its capital to Guangzhou Huaxing by 9.125 billion yuan in cash, accounting for 55% of the shares; state owned enterprises coordinated by Guangzhou Municipal People's government and Guangzhou Development Zone Management Committee increased its capital to Guangzhou Huaxing by 7.875 billion yuan in cash, accounting for 45% of the shares. < / strong > < / P > < p > both parties also agreed that after three years of completion and trial operation of T9 project, Guangzhou government has the right to require TCL Huaxing or a third party designated by TCL Huaxing to buy back the corresponding equity held by Guangzhou government, and TCL technology will also undertake the guarantee of joint liability for the equity buyback obligation as agreed. In addition, in order to promote the smooth implementation of T9 project, TCL technology also announced a new fixed increase plan. According to the announcement, the issuance is aimed at no more than 35 specific investors. Of the 12 billion yuan to be raised, 9 billion yuan will be used for the implementation of the T9 project, and the remaining 3 billion yuan will be used to supplement the working capital. Source: TCL technology announcement in the announcement, TCL technology said that since its establishment in 2009, TCL Huaxing has gradually expanded to mobile phone, business display, it panel and other fields starting from TV panel, and constantly enriched its product business line is the main driving force for the company's continuous growth. Under the background of the rapid growth of medium size display market demand, T9 project is a key step for TCL Huaxing to grasp the value composition and development trend of display industry, optimize the production line and product layout, and enhance the output value per unit area and marginal contribution. TCL Huaxing will continue to consolidate and expand its leading position in the field of display panel, build a global ecosystem of semiconductor display industry chain, and enhance its comprehensive strength in the field of display panel. Besides the T9 project, TCL technology also plans to build a production line of Guangzhou Huaxing 8.5 generation flexible windable OLED display panel (hereinafter referred to as "t project") with a monthly processing capacity of about 60000 pieces of 2200mm × 2500mm glass substrate, which mainly produces and sells 32 inch to 95 inch 4K / 8K ultra high-definition large-size printed windable OLED TV, it and high value-added commercial display products. However, the T8 project needs to wait until the technical demonstration is mature, and then start the cooperative investment after all parties reach an agreement.

" large and medium size, all of them "< / strong > < / P > < p > large size panels are mainly used in TV products. According to TCL's previously published data, TCL Huaxing TV panel's market share has jumped to the second place in the world, among which 55 inch product share is the first in the world, 32 inch product share is the second in the world, and 65 inch and 75 inch product share is the second in the world. In the field of commercial display, the shipment volume of interactive whiteboard is the largest in the world The ball comes first. < / P > < p > but TCL obviously has a bigger goal. In October 2020, TCL Huaxing officially announced at its global display ecology conference that in the next five years, TCL Huaxing will make a strategic transformation from TV panel to full technology, full product and full scene. < / strong > this means that TCL Huaxing's goal is to win the lead in all aspects, not just in the TV panel market. < / P > < p > after the South Korean panel manufacturers announced that they would withdraw from the LCD market in 2020, the global LCD panel production capacity is further concentrated in China. However, in the medium size panel field represented by it panel that TCL intends to expand this time, LG and some Taiwan manufacturers still occupy a large market share. The data of omdia, a market research company, also shows that in 2020, Youda and Qun Chuang will occupy 22% and 20% of the global IT panel market respectively, while South Korean LGD will occupy 15% of the global IT panel market. Omdia predicts that in 2021, the planned capacity of global pen electricity is expected to be 232 million, with an annual growth rate of only 2%. In the future, the supply and demand relationship of it panel market will continue to be tense. < p > < p > market share of pen and TV panel in 2020 source: Xinda securities < / P > < p > but on the demand side, downstream products are affected by the epidemic, the demand for home office and distance education is surging, and medium-sized products have entered a short-term explosion. According to the report of canalys, a research institution, the global total shipment of notebook computers, desktop computers (monitors) and tablet computers will reach 458.2 million units in 2020, with a year-on-year growth of 17%, reaching a record high since 2015. Among them, in the fourth quarter of 2020, the total single quarter shipment reached 143.7 million units, a year-on-year increaseUp to 35%. < p > < p > according to the survey data of Jibang consulting, in 2020, the shipment of LCDs will reach 18.4 million, with a year-on-year increase of 105%; it is expected that the growth trend will continue in 2021, with the shipment volume expected to reach 25.9 million, with an annual increase of 41%. The market demand of IT products can be seen. Photo source: Cinda Securities believes that the sales volume of global medium-sized IT products will grow explosively, catalyzing the market demand for differentiated products and advanced processes. The construction of this T9 project will effectively match the development trend and market capacity of global high value-added it and commercial display products, and also effectively promote the penetration development trend of current high-end products. At the same time, oxide technology is also a key driver for the development of new display industry. It will provide technical support and product development verification for the preparation of flexible OLED / qled display, and speed up the process of commercial mass production. On March 11, TCL technology released its 2020 annual report. In 2020, the company achieved an operating revenue of 76.68 billion yuan, a year-on-year increase of 33.9%, and a net profit of 4.39 billion yuan, a year-on-year increase of 67.6%.

2023-03-22 10:04:31