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Shenzhen and Wuhan launched generation 10.5 panel lines at the same time, and overcapacity will become normal next year.

following the commencement of BOE Wuhan generation 10.5 supporting glass substrate project on march7,2018, the selection scheme of the 11th generation (also known as generation 10.5) TFT-LCD and AMOLED new flat panel display industrial park in Guangming New Area was also publicized, It indicates that the production capacity competition of ultra-high generation panel lines between BOE and csot, the two major panel giants in mainland China, has also entered a white hot state

the two cities launched the 10.5 generation line at the same time, and Wuhan started construction. Shenzhen announced that Wuhan had a good start on the "commencement day" of the first investment projects in the city on the 7th. A total of 62 projects with a total investment of 104.9 billion yuan were started, marking the official start of the implementation of investment projects in the city. Among the 6254 ordinary concrete small hollow block projects, there are not only the projects signed in 2017, but also the new projects this year. The projects mainly involve many industries and key fields, such as new materials, intelligent manufacturing, scientific and technological innovation, infrastructure construction, etc. It includes 31 industrial projects with a total investment of 45.7 billion yuan, including 10.5 generation TFT-LCD glass substrate project with an investment of 10billion yuan

according to the contents publicized by the development and Finance Bureau of Guangming New Area of Shenzhen, in order to strengthen the leading industry of Guangming New Area and promote the development of the new generation of information technology industry in Shenzhen, according to the administrative measures of Shenzhen Municipality on the supply of land for industrial and other industries (trial) (Shenfu [2016] No. 80), in combination with the development plan of Guangming New Area, Our bureau has formulated the selection scheme for the 11th generation (also known as 10.5 generation) TFT-LCD and AMOLED new flat panel display industrial park

the name of the project involved in the scheme is the 11th generation (also known as 10.5 generation) TFT-LCD and AMOLED new flat panel display Industrial Park (hereinafter referred to as G11 new flat panel display Industrial Park). The intended land user is Shenzhen Huaxing optoelectronic semiconductor display technology Co., Ltd. According to the overall planning of the construction project, the project will be divided into two phases to build a production industrial park. The production facilities mainly include production lines, power facilities, environmental protection facilities, safety facilities, fire-fighting facilities, management facilities and corresponding buildings (structures); Supporting facilities include shift dormitory, R & D building, activity center, etc

the land scale of the project is 788400 square meters in total, the land function is class I industrial land (M1), the construction scale is 3099000 square meters in building area, and the land supply method is listing transfer, with a term of 30 years. The investment intensity (project fixed assets investment amount/project construction land area) ≥ 300 million yuan/hectare, the output efficiency is the land output (project annual added value/project construction land area) ≥ 100 million yuan/hectare, and the energy conservation and environmental protection index is the added value energy consumption (project annual total energy consumption/project annual added value) ≤ 0.145 tons of standard coal/10000 yuan

in terms of industrial access conditions, the production technology requires that the enterprise or its controlling shareholders have at least five new display technologies, such as HVA plus, supergoa technology, hot technology, Poa technology, and printed OLED technology, have the production capacity of ultra large TFT-LCD and AMOLED display panels, and have the qualification of intelligent manufacturing pilot demonstration enterprise of the Ministry of industry and information technology

nine ultra-high generation panel lines are intensively invested and built in the world

in fact, the two 10.5 generation panel lines mentioned above are the second ultra-high generation panel line invested by BOE and csot. In addition, there are at least five 10.5 generation panel lines under intensive construction or planning. Altogether, nine ultra-high generation panel lines have been intensively invested and built in the world. These 10.5 generation panel production lines are:

built in december2015 in Hefei BOE 10.5 generation TFT-LCD panel production line, with a total investment of 45.8 billion yuan. The project mainly produces 65 inch 8K ultra-high resolution LCD, with a design capacity of 120000 glass substrates (3370mm) per month × 2940mm)。 The project was put into operation on December 20th, 2017

Huaxing optoelectronics G11 (also known as generation 10.5) project officially started on November 30, 2016, with a total investment of 53.8 billion yuan and a design capacity of 140k (glass substrate 3370 × 2940mm), which is planned to be put into production in early 2019. The main products are 43 inch, 65 inch and 75 inch display screens. The products focus on ultra-high definition and ultra large size products represented by 8K. The main plant of the project was capped on November 29th, 2017

the Foxconn Guangzhou generation 10.5 project, which was started on march1,2017, has a total investment of 67. The operators should read the manual carefully for 1billion yuan. The project will introduce the indiumgalliumzincoxide (igzo) technology, and will start mass production of large-size 8K ultra-high precision image LCD in 2019

in addition, Huike 11 generation (also known as 10.5 generation) TFT-LCD panel project is actively promoted in Zhengzhou, Henan Province. With a total investment of 40billion yuan, the project will mainly produce 4K and 8K LCD panels with large sizes ranging from 65 inches to 150 inches

and CEC group plans to build a generation 10.5 panel line in Nanjing. Hon Hai Group plans to build a generation 10.5 panel line in the United States, and LGD plans to build a generation 10.5 panel line in pozhou, South Korea

how to view the necessity and feasibility of the 10.5 generation high-generation panel line

in terms of the necessity and feasibility of the high-generation panel line, Shenzhen said that the new display represented by flat panel display is expected to reduce energy consumption per unit of industrial added value by more than 4% year-on-year, and water consumption per unit of industrial added value by about 6% year-on-year. Technology is one of the supporting industries of the electronic information industry. With the global capital accumulation and technological progress, The flat panel display industry has become another industry with an annual output value of more than 100 billion US dollars in the electronic information field after semiconductors. At present, the global TFT-LCD industry has developed more mature, but most of the panels used in large-size display terminals produced in China come from imports. The construction of a more advanced new flat panel display park is of great significance to alleviate the import pressure of large-size panels in China and enhance the international competitiveness of the flat panel industry

Shenzhen believes that at present, the output value of TFT-LCD panels accounts for more than 90% of the overall flat panel display industry, and will always occupy the dominant position of display panels for a period of time; AMOLED technology is currently in the lead-in period of its life cycle and is the most promising new generation display technology in the future. As the global color TV manufacturing base and product market, China's color TV output accounts for more than 70% of the global TV shipments, but the supply of 40-45 inch and 65 inch products depends on imports for a long time. The dimensions and specifications of the main products of the project meet the domestic demand, and the completion of the project can effectively improve the domestic self-sufficiency rate. According to the prediction of IHS, the overall output value of the global flat panel display industry will reach US $159.6 billion in 2020. In the next five years, the industry will maintain steady growth and steadily increase at a compound annual growth rate of 3%. The project products have broad market prospects. After the completion of the project, it is expected that the annual sales revenue will reach about 30billion yuan, creating about 5600 jobs directly and more than 10000 jobs indirectly. It is expected that after the completion of the project, various taxes will be created every year of 900million yuan, which plays an important role in the economic and social development of Guangming New Area

10.5 generation ultra-high panel line aims at 5g + 8k

in this year's mwc2018, BOE (BOE) and Huawei demonstrated the world's largest 110 inch 8K ultra-high definition display, which has a 7680 × The 4320 has high display resolution and adopts the unique adsds super hard screen technology of BOE. The details of the screen are shown in minute detail. Combined with the advanced 5g technology that has come, it brings 8K ultra-high definition shocking visual experience to the scene

8k refers to screen resolution up to 7680 × 4320, the display effect is 4 times that of 4K display screen, and its total pixels are about 33million, 16 times that of the current mainstream high-definition (FHD) resolution, which can make people have a 4.3 times high-definition visual experience. 8K display technology has already passed the superhi vision standard certification recognized by the International Telecommunication Union (ITU) and the society of motion picture and Television Engineers (SMPTE), forming a set of standard system, including picture frame rate, standard viewing distance, viewing angle mode and audio standard. Standard resolution is 7680 × 4320, with a total of 33million pixels, and a unified picture frame rate of 120fps

in addition to ultra-high definition display, 8K will promote changes in work, education, family social networking, entertainment safety, health care, property transaction procurement and other fields. 8K is not only used in the field of TV display, but also closely related to other lifestyles of people, and thus forms a complete ecosystem

another 5g era is approaching, which can bring greater data flux. The downlink speed will reach a new height. High quality and high-resolution video can be transmitted in seconds. At present, the popularization of 5g technology also needs to wait until at least 2020, and it should take at least 3 years for 8K TV to truly enter consumers' homes. Therefore, the capacity deployment of major panel manufacturers on the 10.5 generation ultra-high generation panel line also coincides with the popularization of 5g + 8K technologies, which is destined to bring about a revolutionary change in electronic equipment. Theoretically, the peak rate of 5g can reach 20gbps. At the same time, more than 1million devices can be linked per square kilometer, and the link delay is only 1ms. The high-speed transmission characteristics of 5g make it possible to play 8K video

all parties are worried about overcapacity.

the construction of multiple generation 10.5 panel lines will bring about a huge increase in capacity. Nine generation 10.5 lines can cut 97.5 million 65 inch TV panels or 73 million 75 inch TV panels per year according to the calculation of cutting 65 inch and 75 inch panels. Based on the global TV panel shipments in 2017, about 260million 3D plastic printers will be the fastest-growing plastic processing equipment, that is to say, the replacement probability of 65 inch and 75 inch large-size 8K TVs in three years will need to reach about 30% of the annual production capacity

therefore, there are voices in the industry that the construction of a large number of generation 10.5 panel lines will bring many risks to the panel industry. Once they are put into operation, the panel prices will develop towards a faster price reduction trend, and panel enterprises will also face many difficulties. Pengshuanglang, chairman of Youda optoelectronics, said at the Spring Festival meeting today that although there are many new panel production lines in Chinese Mainland this year, because most manufacturers are novices from manufacturing to equipment, the learning curve is long. If the learning curve does not meet expectations, the supply may even be insufficient this year. However, it is inevitable for panel factories in Chinese Mainland to increase production capacity, and the panel oversupply will become the norm from next year

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