If Sino US relations deteriorate further, I am afraid that the whole panel industry will be restructured

文章来源:华云视界 发表时间:2020-08-21

China and the United States compete for technological hegemony. First, the telecommunications equipment giant Huawei was sanctioned, which caused the mainland's semiconductor industry to frustrate, and even recently even software companies such as TikTok and WeChat were blocked. In this regard, some analysts said that if Sino-US relations further deteriorate, I am afraid the entire panel industry will be reorganized.


The U.S. government first included Huawei on the entity list last year, which prevented Huawei from using GMS services and suffered a blow to its overseas business. The Trump administration also actively lobbied allies to ban Huawei’s 5G equipment. In May of this year, it announced that all companies The shipment of semiconductor products containing US technology requires approval, which puts Huawei in a great dilemma.


Over the past few years, hundreds of mainland companies and entities including Huawei, ZTE, Fujian Jinhua, a major semiconductor manufacturer, and mainland security giant Hikvision, have been included in the entity list, especially Huawei and its more than 100 affiliated technology companies. Be included in the list.


Although mainland technology companies have been hunted down every time, the panel industry has not yet come under direct pressure from the US government. In recent years, in order to develop the panel industry, the mainland has received substantial subsidies from the Beijing authorities, and various panel makers have fought price wars, causing major panel makers to lose money in a fiercely competitive environment. Samsung also announced earlier this year that it would withdraw from traditional LCD panel production and switch to OLED panel production.


According to a report by the Taiwanese media "Central News Agency," Chen Jianzhu, a senior market analyst at IDC, an international research organization, believes that if the Sino-US conflict deepens, even if there are still no panel manufacturers in the United States that are sufficient to supply US demand, mainland panel makers may also be affected. The production chain may also face reorganization.


With LGD and Samsung Display successively announcing plans to withdraw from the LCD market, the inflection point of the display panel industry has been revealed. At the same time, under the dual influence of the industry's continued downturn in the past two years and the epidemic this year, a new round of reshuffle of the panel industry is approaching.


The industry generally believes that OLED is the next-generation technology direction and the future of the industry after LCD, but at present, OLED technology has not yet entered a true commercial maturity period. Subject to the constraints of production and manufacturing costs and the technology itself, it will be mature for a long time. Periodic LCD still dominates the market.


In the second half of this year, with the reshaping of the industrial supply and demand pattern and the recovery of the consumer market after the epidemic has gradually faded, the LCD market has brought benefits to leading companies-product prices have rebounded and consumer market demand has also risen simultaneously, generating revenue for major panel manufacturers Provides an excellent market environment.

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