1 thought on “Zeng Mi Hua's supply has been raised, causing a crisis of life and death. Why dare not be arrogant today?”
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Text | Chinese Shang Tao Lue Wu Su In recent years, domesticization has become a social consensus. The reason for this is because if key components are not realized, enterprises are likely to fall into the crisis of life and death. If this, the panel industry is quite typical, and it involves first -line companies such as Huawei and Xiaomi. In 2011, Huawei launched P1 ultra -thin mobile phones based on Samsung's OLED screen to launch an offense to the high -end mobile phone market. for. This trick makes Huawei's subsequent P1 models have no screen available. Since then, Huawei's high -end models have intentionally or unintentionally "stay away from" Samsung. Until 2018, Samsung gave huge compensation, and the two parties re -established screen procurement channels. Is, Xiaomi also offended the Samsung executives because of the person in charge of the supply chain at the time. Samsung decided not to supply the screen to Xiaomi, which directly caused the Xiaomi curved screen mobile phone Note 2 to postpone it for one year. After Xiaomi chooses other suppliers, there are problems such as dark spots, yin and yang screen, and side leakage. later, Lei Jun admitted, "Xiaomi came to the juncture of life and death at that time." The small OLED panel will make Huawei and Xiaomi "plant" one after another, indicating its importance to the smartphone industry. In fact, this is the biggest "firepower point" of China and South Korea after the LCD panel industry. Speaking of the LCD panel industry, many netizens think that it is Samsung and other Korean companies to withdraw from the initiative to give China Enterprise development space. In fact, there is never a free lunch, only a feast for hard work. In the LCD panel industry, South Korea relied on the 1997 Asian financial crisis to expand its production counter -cyclical and defeat Japan. Now, domestic panel companies have risen with the advantages of industrial scale and low cost, which constitutes a challenge to Korean companies. The data shows that from the second half of 2017, new production capacity such as BOE Fuzhou 8.5 generation line and the 8.6 generation line of Taiwan's Taiwan enterprise group continued to enter the market. Essence For more than two years that continued to fall, the LCD business of Korean companies such as Samsung and LGD continued to lose money, and they chose to gradually exit the LCD market and completely transfer to OLED. At the same time, with the rich market resources of China, coupled with the strong support of the country, domestic manufacturers such as BOE and TCL Technology have risen rapidly. If in other words, it is not Samsung and LGD's "self -discipline", but China Enterprise's production capacity has repelled them and won the LCD panel global capacity champion. and in the OLED panel industry, because early entry and large investment in investment, Korean companies have formed a certain advantage. As analysts said, "Samsung does on the OLED mobile phone screen well, LGD does on the OLED TV screen, doing it on the OLED TV screen "Well", the two are the "overlords" that are unjust in this field, and they are known as "South Korea Twin Heroes". "Double Heroes" In the front, how do Chinese companies fight in the tough battle of OLED panel? The key is "team battles". In order to catch up with Samsung, the state has strongly supported domestic manufacturers such as BOE, Victoria, and Tianma. Taking BOE as an example, from 2006 to 2018, only the direction of additional issuance was 70.5 billion yuan, of which the government subsidized 6.1 billion yuan. Inned funding blessings, technology research and development will increase horsepower. It, in terms of OLED flexible screen technology, BOE has become the most invested domestic enterprise. For the time being, in other years, in 2018, BOE has invested 90 billion yuan to build a flexible screen production line, and its production capacity is second only to Samsung in the world. In more importantly, domestic manufacturers also have the assists of "own people". For example, when Huawei Mate X was launched, the price reached 16999 yuan, which was three thousand yuan higher than the 13999 yuan of Samsung Fold. You may not think that Huawei Mate X still lost 60 to 70 million US dollars (About 400 million yuan). Even so, Huawei still cooperates with BOE in order to support domestic flexible screens and breakout. Moch -to -party efforts make Chinese enterprises eye -catching in the OLED panel industry. INK to enter the Apple supply chain, and the research institution predicts that BOE was expected to supply more than 10 million flexible OLED mobile phone panels to Apple in 2021. The data from Qunzhi Consultation shows that BOE has supplied flexible OLED mobile phone panels to Apple, Samsung, OPPO, Honor and other. Only second only to BOE. The government funds, enterprises to increase technological research and development, and ecological partners must be supported. Chinese enterprises have the confidence of calling and even driving overtake Korean enterprises. Cinno research statistics show that in the first half of 2021, the total revenue of major panel factories in the world in the first half of 2021 was nearly 74.8 billion U.S. dollars. The total revenue of panel factories is 42%, and the revenue scale is the first place in the world for the first time, while South Korea's global market proportion of revenue in the same period has fallen to 33%and a decrease of 7 percentage points. It's profits of panel companies, BOE has surpassed Samsung first in the world with absolute advantages, accounting for 26%of the operating profit of global panel factories. Samsung, Qunchuang, and TCL Huaxing ranked second to fourth. The mainland panel company revenue has become a global hegemon, and BOE profits surpass Samsung to become the world's number one. They all show that Chinese enterprises have strong potential energy in the panel industry, accumulating more funds and experience for the next technology research and development. This has made a lot of pressure to Korean companies such as Samsung. An obvious move is that some time ago, Samsung QD-OLED panel was officially mass-produced, and it was "seized" in a large-sized OLED panel. The foreseeable foreseeable Chinese enterprises such as BOE, TCL Technology, and Weixinno have accelerated the attack. This tough battle will become more intense. Who can laugh at the end? Time will give the answer! Reference information: 1. "The folding screen is another 8848? ", Market value list 2." panels have increased price again, industry logic has changed ", huge wave business review 3." There is no retreat, the Chinese panel depends on this last battle! ", Huashang Tao strategies 4." Global Panel Factory's operating profit of $ 11 billion in the first half of 2021, hitting a record high ", Cinno Research -End — Copulation, prohibited to reprint privately without permission Intersection
Text | Chinese Shang Tao Lue Wu Su
In recent years, domesticization has become a social consensus. The reason for this is because if key components are not realized, enterprises are likely to fall into the crisis of life and death.
If this, the panel industry is quite typical, and it involves first -line companies such as Huawei and Xiaomi.
In 2011, Huawei launched P1 ultra -thin mobile phones based on Samsung's OLED screen to launch an offense to the high -end mobile phone market. for.
This trick makes Huawei's subsequent P1 models have no screen available. Since then, Huawei's high -end models have intentionally or unintentionally "stay away from" Samsung. Until 2018, Samsung gave huge compensation, and the two parties re -established screen procurement channels.
Is, Xiaomi also offended the Samsung executives because of the person in charge of the supply chain at the time. Samsung decided not to supply the screen to Xiaomi, which directly caused the Xiaomi curved screen mobile phone Note 2 to postpone it for one year. After Xiaomi chooses other suppliers, there are problems such as dark spots, yin and yang screen, and side leakage.
later, Lei Jun admitted, "Xiaomi came to the juncture of life and death at that time."
The small OLED panel will make Huawei and Xiaomi "plant" one after another, indicating its importance to the smartphone industry. In fact, this is the biggest "firepower point" of China and South Korea after the LCD panel industry.
Speaking of the LCD panel industry, many netizens think that it is Samsung and other Korean companies to withdraw from the initiative to give China Enterprise development space. In fact, there is never a free lunch, only a feast for hard work.
In the LCD panel industry, South Korea relied on the 1997 Asian financial crisis to expand its production counter -cyclical and defeat Japan. Now, domestic panel companies have risen with the advantages of industrial scale and low cost, which constitutes a challenge to Korean companies.
The data shows that from the second half of 2017, new production capacity such as BOE Fuzhou 8.5 generation line and the 8.6 generation line of Taiwan's Taiwan enterprise group continued to enter the market. Essence
For more than two years that continued to fall, the LCD business of Korean companies such as Samsung and LGD continued to lose money, and they chose to gradually exit the LCD market and completely transfer to OLED.
At the same time, with the rich market resources of China, coupled with the strong support of the country, domestic manufacturers such as BOE and TCL Technology have risen rapidly.
If in other words, it is not Samsung and LGD's "self -discipline", but China Enterprise's production capacity has repelled them and won the LCD panel global capacity champion.
and in the OLED panel industry, because early entry and large investment in investment, Korean companies have formed a certain advantage. As analysts said, "Samsung does on the OLED mobile phone screen well, LGD does on the OLED TV screen, doing it on the OLED TV screen "Well", the two are the "overlords" that are unjust in this field, and they are known as "South Korea Twin Heroes".
"Double Heroes" In the front, how do Chinese companies fight in the tough battle of OLED panel? The key is "team battles".
In order to catch up with Samsung, the state has strongly supported domestic manufacturers such as BOE, Victoria, and Tianma. Taking BOE as an example, from 2006 to 2018, only the direction of additional issuance was 70.5 billion yuan, of which the government subsidized 6.1 billion yuan.
Inned funding blessings, technology research and development will increase horsepower.
It, in terms of OLED flexible screen technology, BOE has become the most invested domestic enterprise. For the time being, in other years, in 2018, BOE has invested 90 billion yuan to build a flexible screen production line, and its production capacity is second only to Samsung in the world.
In more importantly, domestic manufacturers also have the assists of "own people".
For example, when Huawei Mate X was launched, the price reached 16999 yuan, which was three thousand yuan higher than the 13999 yuan of Samsung Fold. You may not think that Huawei Mate X still lost 60 to 70 million US dollars (About 400 million yuan). Even so, Huawei still cooperates with BOE in order to support domestic flexible screens and breakout.
Moch -to -party efforts make Chinese enterprises eye -catching in the OLED panel industry.
INK to enter the Apple supply chain, and the research institution predicts that BOE was expected to supply more than 10 million flexible OLED mobile phone panels to Apple in 2021.
The data from Qunzhi Consultation shows that BOE has supplied flexible OLED mobile phone panels to Apple, Samsung, OPPO, Honor and other. Only second only to BOE.
The government funds, enterprises to increase technological research and development, and ecological partners must be supported. Chinese enterprises have the confidence of calling and even driving overtake Korean enterprises.
Cinno research statistics show that in the first half of 2021, the total revenue of major panel factories in the world in the first half of 2021 was nearly 74.8 billion U.S. dollars. The total revenue of panel factories is 42%, and the revenue scale is the first place in the world for the first time, while South Korea's global market proportion of revenue in the same period has fallen to 33%and a decrease of 7 percentage points.
It's profits of panel companies, BOE has surpassed Samsung first in the world with absolute advantages, accounting for 26%of the operating profit of global panel factories. Samsung, Qunchuang, and TCL Huaxing ranked second to fourth.
The mainland panel company revenue has become a global hegemon, and BOE profits surpass Samsung to become the world's number one. They all show that Chinese enterprises have strong potential energy in the panel industry, accumulating more funds and experience for the next technology research and development.
This has made a lot of pressure to Korean companies such as Samsung. An obvious move is that some time ago, Samsung QD-OLED panel was officially mass-produced, and it was "seized" in a large-sized OLED panel.
The foreseeable foreseeable Chinese enterprises such as BOE, TCL Technology, and Weixinno have accelerated the attack. This tough battle will become more intense. Who can laugh at the end? Time will give the answer!
Reference information:
1. "The folding screen is another 8848? ", Market value list
2." panels have increased price again, industry logic has changed ", huge wave business review
3." There is no retreat, the Chinese panel depends on this last battle! ", Huashang Tao strategies
4." Global Panel Factory's operating profit of $ 11 billion in the first half of 2021, hitting a record high ", Cinno Research
-End —
Copulation, prohibited to reprint privately without permission Intersection