Nthuav Lus: Leej Twg Them Rau Cov Overcapacity Ntawm Cov Rooj Panels Hauv Suav Teb?

ZTE qhov teeb meem tau tshwm sim rau tib neeg cov kev txhawj xeeb txog lub neej yav tom ntej ntawm Tuam Tshoj lub chips. Lawv txhuam ntawm micro-raws thiab Weibo qhia lawv cov kev xav. Tuam Tshoj txoj kev lag luam tseem ceeb yog kev txhawj xeeb txog overcapacity ntawm cov panels hauv panels, thiab lawv kuj muaj tswv yim thiab cov tswv yim. Thaum lub tuam txhab Huike Electronics (Shenzhen) Co., Ltd. nyob rau hauv kev tsim kho ntawm Zhengzhou 11th tiam tsim lub teeb siab loj tsim thiab Mianyang 8.6th tiamthiab LCD vaj huam sib luag ntau lawm kab, cov neeg ua lag luam muaj ntau txhawj xeeb tias txoj kev loj hlob ntawm Tuam Tshoj tus qauv kev lag luam hauv LCD me ntsis tawm ntawm kev tswj, thiab kev lag luam hauv LCD yog nyob rau hauv ib qho kev coj thiab noj qab nyob zoo. Txoj kev mus rau txoj kev loj hlob yuav muab ntau yam kev phom sij. Nws tsis yog ib qho teeb meem ntawm overcapacity.

Raws li kev txheeb cais, hauv 2013, lub lag luam thoob ntiaj teb ntawm vaj huam sib luag rau hauv teb chaws Suav teb yog 11.4%, thiab lub TV vaj huam sib luag rau tus kheej txaus siab tshaj 35%. Nws ze li ntawm doubled by 2016, thiab thaj chaw xa khoom yog kwv yees li 57 lab square meters. Lub ntiaj teb kev muag zaub khw muag khoom muaj tshaj 30.%, qeb duas thib ob hauv lub ntiaj teb. Los ntawm tus kawg ntawm 2017, Tuam Tshoj tus loj-loj LCD vaj huam sib luag ntau lawm yuav txhawm rau 35.7% ntawm lub ntiaj teb kev ua lag luam sib, surpassing tsoos loj loj LCD vaj huam sib luag tsim lub teb chaws Kauslim Teb. Tuam Tshoj tau ua lub hom phiaj ntawm kev lag luam thoob ntiaj teb kev lag luam.

Txawm hais tias Tuam Tshoj los ua lub hom phiaj ntawm kev lag luam thoob ntiaj teb, cov koom haum vaj huam sib luag hauv zos tau sib tw los tsim cov chaw seem hauv LCD ua qauv ntawm Ma tiam, thiab qhov tshwm sim ntawm kev cia siab yog qhov cuab kev, uas yog, ntau tshaj qhov muaj peev xwm. Raws li kev txheeb cais los ntawm kev lag luam koom haum thiab cov koom haum tshawb nrhiav thib peb, cov txiaj ntsig zoo ntawm LCD TV panels nyob hauv lub ntiaj teb yuav tshaj li ntawm 12 mus rau 13%. Nyob rau hauv 2017, 75-inch ntiaj teb TV panels xa 156.7 pieces, uas txheeb rau 0.6% ntawm tag nrho cov kev ua lag luam. Nws kwv yees tau tias nyob rau hauv 2018, thoob ntiaj teb kev muag khoom thoob ntiaj teb yuav nce mus txog 2.6 lab, nce ntxiv tshaj 50% xyoo-rau-lub xyoo.

Kev siv lub 10.5-tiam TFT-LCD ntau lawm kab ntawm BOE Hefei yog ib qho piv txwv, cov khoom siv feem ntau yog 65/75-nti 8K ultra-siab daws teeb meem LCD. Lub peev xwm tsim yog 120,000 iav substrates rau ib lub hlis, thiab 10.5 cim kab (iav substrate loj 2940mmx3370mm) Piv rau lub 8.5 cim kab, txiav cov TV loj loj tau pom zoo. Piv txwv li 65 ntiv, 8.5 cim kab tsuas tuaj yeem txiav 3 daim, thiab 10.5 cim kab tuaj yeem txiav 8 daim, thiab qhov txiav ua tiav nce mus txog 95%. 70 ntiv los yog 75 nti, 10.5 cim kab tuaj yeem txiav mus rau 6 daim.

Raws li kev txheeb xyuas, BOE tsuas yog ib qho ntawm kab 10.5, nrog rau txhua xyoo tso tawm ntawm 65 inches ntawm 11.52 lab LCD panels; 70 nti lossis 75 nti ntawm 8.64 lab lub npo LCD. Raws li cov lus Hefei BOE tshaj tawm tam sim no, yield yield ntawm 70% ntawm 10.5 tiam kab tau mus txog ntau dua 8 lab daim thiab tshaj li 6 lab lub npov, raws li, raws li kev tawm los ntawm lub phiaj xwm ntawm 90.5 feem pua rau Hefei BOE 10.5 cim kab uas nce toj siab. Ntau tus tsim. Kev ua kom nce rau hauv TV qhov chaw ua lag luam ntawm 65 feem pua lossis ntau dua ntawm lub xyoo no, ib lub BOE 10.5 cim vaj huam sib luag muaj peev xwm ua tiav tau tag nrho.

Nyob rau hauv 23 xyoo tom ntej no, cov hlua ntawm 10.5 / 11 LCD panels, xws li BOE (Wuhan), Huaxing Optoelectronics (Shenzhen), Hon Hai SDP (Guangzhou), thiab Wisconsin (Zhengzhou), yuav raug muab tso rau hauv ib txoj haujlwm tom qab, thiab tag nrho yuav muab tso rau hauv kev loj hlob ntau lawm. Nws tau kwv yees tias qhov peev xwm txhua xyoo ntawm cov npoo ntawm lub npog siab tshaj li ntawm 65 nti yuav mus txog 38-50 lab pieces. Qhov no tsis yog qhov tsim kom muaj cov khoom vaj khoom tsev ntau ntawm cov kab hauv qab 8.5 thiab 8.5. Yuav ua li cas los daws kom tau xws li ib qho khoom loj loj?

Lub hauv paus ua rau cov kua siv ua kua ntau dhau

Kev tsim kho ntawm cov kua siv lead ua kua hluav taws xob rau qhov xwm txheej tam sim no tau tham txog los ntawm BOE.

Nyob rau hauv 2008, BOE thiab tsoomfwv Hefei tau txais kev pom zoo los tsim kom tau lub 6-generation LCD vaj huam sib luag ntau lawm. Nyob rau hauv 2009, nws kuj invested 8.5 tiam ntawm tiam nrog Beijing. Tam sim ntawd tom qab cov xov xwm tsoo tawm, nws tam sim ntawd xav tsis thoob lub ntiaj teb vaj huam sib luag hauv zej zog. Tam sim ntawd tom qab, Samsung, LGD, Sharp, AUO, Chi Mei (Chongqun), etc. tuaj rau lub mainland thov rau kev tsim kho ntawm high-generation LCD vaj huam sib luag ntau lawm kab. Txij ntawm no tus taw tes, BOE txoj kev nyhuv catfish tsoo lub vaj huam sib luag nyob hauv Nyiv, Kaus Lim Qab Teb, thiab Taiwan rau lub mainland. Lub monopoly thiab blockade ntawm high-generation LCD vaj huam sib luag ntau lawm kab daws qhov teeb meem ntawm cov ntxaij hauv Suav teb cov ntaub ntawv hluav taws xob, uas tsis muaj cov hauv paus thiab cov ntxiab.

BOE txoj kev kov yeej yog ib qho zoo tshaj plaws rau Tuam Tshoj tus loj-loj kua siv lead ua kev lag luam. BOE tau pom tias hom tsim rau nws tus kheej txoj kev loj hlob yog to taub, tab sis los ntawm cov kev xav ntawm Tuam Tshoj tus dav LCD vaj huam sib luag lag luam kev lag luam hauv xyoo tsis ntev los no, nws tau ua dog dig tawm ntawm kev tswj.

Vim li cas nws thiaj hais tias BOE txoj kev tsim qauv yog to taub?

Vim tias qhov kev lag luam niaj xyoo ntawm LCD vaj huam sib luag 180 billion tus nqi nyiaj (tseem ceeb hauv qhov loj loj hauv LCD), tsoom fwv muaj lub tswv yim tiag tiag los txhawb cov kev lag luam hauv zos los hloov cov khoom lag luam, lub tuam txhab nkaus xwb BOE, muaj lub siab xav ua lag luam no, tsis muaj nyiaj, ib qho 8.5 tiam Qhov kev lag luam hauv qhov chaw dav hlau ntawm LCD xav tau ob peb rau peb billion yuan hauv peev, thiab BOE them tsis taus nws lawm. Vim li no, tsoomfwv tsuas yog kho qhov teebmeem xwb. Hauv tsoom fwv hauv zos tsis tuaj yeem siv BOC los them rau nws. Es tsis txhob, nws muaj peev xwm siv daim ntawv ntawm peev kev txhaj tshuaj rau ib lub tuam txhab thiab tom qab ntawd ces tsis ncaj nraim nws. Piv txwv, lub BOE Chongqing 8.5 cim LCD vaj huam sib luag ntau lawm yuav tsum muaj peev nyiaj tag nrho ntawm 32,8 billion yuan. BOE tau tawm 10 billion shares nyob rau hauv ib tug targeted raws. Raws li lub khw muag khoom ntawm 2.1 shares muag rau tsoom fwv lub peev txhaj tshuaj, nws tau tiav 21 billion yuan, thiab tau tsa 11.8 billion yuan los ntawm cov tsev txhab nyiaj syndicated. Cov nyiaj yuav tsum tau daws. Lub 8.5-tiam LCD vaj huam sib luag yuav muaj peev xwm tsim ib qho kev tso zis ntawm tsib mus rau ib xyoos tom qab nws muab tso rau hauv ntau lawm. Tom qab tau txais nyiaj lawm, lub tuam txhab peev txheej tau txais kev txhawb nqa tus thawj xibfwb thiab tus paj laum, thiab tsoomfwv cheeb tsam tseem tuaj yeem rov qab tau cov nyiaj los ntawm kev muag cov khoom tsim los ua qhov kev ua tau zoo.

Qhov hom ntawm tsoom fwv kev txhawb zog qauv tau tawm hauv South Kauslim thiab Taiwan, thiab nws tau ua zoo, albeit hauv txoj kev thiab cov hau kev. Yog li ntawd, lub 6/8.5 / 10.5 cim vaj huam sib luag ntawm cov qauv siv kab uas txuas ntxiv rau BOE tom qab ntawd yog tsim los ntawm kev pab ntawm tsoom fwv hauv zos xws li Hefei, Fujian, Beijing, Wuhan, Chengdu thiab Chongqing.

Nrog lub peev xwm thiab kev ua lag luam ntawm South Kauslim thiab Taiwan, Kauslim tsoom fwv thiab Taiwanese cai yuav txhawb tau ob los yog peb ntawm pawg tuam txhab uas muag. Tab sis nws yog tsis tsim nyog los tso lawv nyob rau hauv mainland Tuam Tshoj. Lub ntim ntawm tag nrho kev ua lag luam tsis zoo li qub. Tom qab BOE tsoo los ntawm 8.5 cim LCD ntau lawm tshuab, Ntse, Samsung, LGD, AUO, Chi Mei (tam sim no Chuangchuang), lub tuam txhab muag TCL, thiab Longfei Optoelectronics thov rau kev tsim kho cov vaj huam sib luag siab hauv paus vaj huam sib luag.

Tom qab qhov tshwm sim ntawm lub rooj vaj huam sib luag ntawm tus qauv siab ntawm kev lag luam thiab kev tsim kho, nws tau ua tib zoo saib xyuas cov tuam tsev hauv lub xeev. Yuav kom tsis txhob siv cov khoom siv pov tseg los ntawm kev tsim kho, Tsoomfwv Kev Txhim Kho thiab Kev Hloov Kho Kom Tsim Nyog tau txiav txim siab tsim kho kev tsim ntawm tsib lub cim tsim xyoo thaum ntxov xyoo 2010.

Thaum lub sij hawm, BOE Beijing 8.5-tiam kab, TCL Shenzhen 8.5 cim kab thiab Kunshan Longfei Opto-electronics 8.5 cim kab (lub xeem hloov mus rau 6-tiam LTPS ntau lawm kab) tau txais kev pom zoo. Muaj 2 tshuav 5 qhov chaw. Muaj tsib sib tw sib tw rau cov chaw no: nrog rau tiam 8 ntawm Nanjing Sharp, Hefei Xinyin Optoelectronics (BOE-coj) 8.5 cim kab, Samsung 7.5 qib kab (tom qab hloov mus rau kab 8th tiam), LGD Guangzhou 8.5 cim kab, thiab Chengdu Foxconn 8.5 tiam kab. Nyob rau hauv lub "Tsib Ntxov Ob" kev sib tw tau tsis tshua muaj neeg tsiv lawm. Qhov kawg ntawm xyoo 2010, Lub Teb Chaws Asmeskas Kev Txhim Kho thiab Kev Txhaum Cai Kho Kev Pom Zoo tau tsim Samsung Suzhou 7.5-tiam tom ntej thiab LG Guangzhou 8.5-tiam kab project, nrog Japanese thiab Taiwanese cov tuam txhab tawm tag nrho.

Objectively hais lus, tsib qib siab cov vaj huam sib luag LCD cov kab ntau lawm tau muab tso rau hauv huab hwm coj lawm kom tau raws li cov kev xav tau ntawm kev ua lag luam hauv plhaub rau LCD panels. Lub Tsoom Fwv Kev Txhim Kho thiab Kev Txhaum Cai Kho Mob pom zoo tsuas yog tsib cov neeg laus ntawm cov kws txawj thiab kws tshawb fawb kom ncav kev txawj ntse thiab tsim nyog. Txawm li cas los xij, tom qab xyoo 2012, nrog rau Xeev Council thiab ministries thiab commissions tshem txoj cai ntawm kev ntsuam xyuas kev pom zoo thiab kev pom zoo, thiab tom qab lub xeev qib hauv zos tsoom fwv qib, cov kua siv lead ua lag luam uas tau tshem tawm cov kev sib ceg lawm. Lub siab ntawm cov vaj huam sib luag hauv cov qauv hauv plawv hauv Suav teb tau pom ib lub tshuab. Eruptions thiab blossoms thoob plaws hauv lub teb chaws.

Los ntawm nam ntawm ntau lub tuam txhab, nws yog ib qhov tsis yooj yim sua kom tsis nco qab mus rau lub loj ncuav mog qab zib ntawm 180 billion US nyiaj nyob rau hauv lub LCD LCD vaj huam sib luag lag luam. Nrog cov cuab yeej, txuj ci thiab ntau cov nyiaj, ntawm chav kawm, nws yuav xav ua kom sim. Boeing thawj zaug nkag tus BOE nrog technology thiab txuj ci ua tus thawj coj; thiab TCL's Huaxing Optoelectronics kuj nce mentsis ntxiv nrog Taiwan qhov kev sib tw vaj huam sib luag nrog rau tsoom fwv hauv nroog Shenzhen; Kauslim tuam txhab uas muag Samsung thiab LGD tau ntes tus thawj yoj ntawm kev tsim kho nyob rau hauv lub tsev kawm ntawv Muaj ntau lub cib fim rau lub koob yees duab ntawm lub cim xeeb tom ntej tau ua cov txiaj ntsim loj loj. Tuam Tshoj tus qauv kev lag luam hauv LCD nws tseem noj qab haus huv thiab tsim nyog. Txawm li cas los xij, thaum cov kev txwv ntawm cov kev cai tsis muaj txiaj ntsim zoo, nyob rau hauv kev ua lag luam ntawm kev tsim vaj tse siab ua haujlwm, cov tuam txhab Taiwan cov chaw muag khoom poob, thiab Korean cov tuam txhab tsis tau nqis peev nyiaj txiag tshiab. Nyij Pooj tsuas xav muag cov tshuab los sis cov khoom siv technology. Cov lag luam feem ntau, cov lag luam hauv zos, kom ua kom npaj siab tsim vaj huam sib luag hauv siab, los yog khawb cov Japanese thiab Korean Taiwanese los yog yuav siv cov khoom vaj huam sib luag, , tso siab rau kev nthuav dav ntawm tsoom fwv cov nyiaj, tag nrho Cov kua siv lead ua kev lag luam hauv vaj huam sib luag zoo li Tang Shengrou, thiab nws mus tag ib qho. Raws li niaj hnub no, muaj ze li 30 qib siab tsim ntau lawm hauv cov tiam neeg thib 6 thiab 6 ntawm qhov mainland, thiab txoj kev loj hlob ntawm kev noj qab haus huv thiab kev ua kom pom kev lag luam hauv LCD teeb meem tau raug cuam tshuam los ntawm latecomers, ua rau kev tswj tsis saib xyuas ntawm tag nrho cov LCD vaj huam sib luag kev lag luam.

Los ntawm kev xav ntawm tsoom fwv hauv zos, kev qhia ntawm lub tuam tsev qib high-generation tiam sis txhais tau hais tias muaj ntau feem peev xwm siv ntau feem peev nyiaj siv thiab ntau yam kev lag luam loj, tsim kom muaj ntau yam kev lag luam thiab nqes ntws hauv cov lag luam thiab cov chaw ua haujlwm ntawm ntau pua pua billions , tsis hais txog kev ua se thiab kev ua haujlwm. Cov nyiaj khwv tau los, nyiaj txiag kev loj hlob, thiab lwm yam yog txhua yam txaus nyiam, thiab txhua txhua nom tswv hauv zos yuav xav txog nws los ntawm nws qhov kev xav.

Kev ua haujlwm ntawm Beijing tsoom fwv hauv lub tsib lub xyoos BOE kab yog ib qho piv txwv, cov peev txheej no yog qhov zoo heev. Chav BOE tsib tiam neeg tsim muaj ntau tshaj RMB 1 billion txhua lub xyoo, thiab cov chaw txhawb nqa cov nyiaj txhawb them 2.78 billion yuan hauv se. Beijing tsoom fwv tus nqi ntawm BOE sawv ntawm 2.72 yuan rau 12 yuan nyob rau hauv lub "nqi-sib nraus swap". Tsoomfwv Beijing tsoomfwv muag ib nrab ntawm nws qhov kev ua lag luam muag 2 billion yuan thaum nws cov nqi kwv yees yog 10 yuan, thiab cov khoom lag luam muaj nqis tshaj $ 2.5 billion yuan. Ntxiv nrog rau recovering lub peev thawj tswj, Beijing tsoom fwv kuj tau ua ib tug nqa nyiaj ntawm 1.7 billion yuan. Qhov no tsis yog cov nyiaj khwv tau los txhua xyoo ntawm ze li ntawm 3.8 billion yuan thiab ntau tus neeg ua haujlwm hauv zos. Cov kev sib tw rau lub vaj huam sib luag hauv LCD tsim tau teeb tsa ib qho qauv.

Yog li, thaum peb hnov tias vaj huam sib luag cov tswv yim muaj lub tswv yim los nqis peev hauv kev ua haujlwm tshiab, ntau tshaj li kaum tawm hauv tsoom fwv hauv zos yuav khij. Raws li Wikko tau tsim thiab tsim kom muaj 8.6 / 11-generation LCD vaj huam sib luag ntau lawm, nws hu tsoom fwv thoob plaws lub teb chaws xws li Chongqing, Mianyang, Beihai, Kunming, Guiyang thiab Zhengzhou mus sib tham txog peev, kev tsim, kev faib tawm, av, hydropower, thiab preferential cov cai. Yuav kom sib tw rau cov kev pab cuam zoo dua qub. Nyob rau tib lub sijhawm, ntau lub zos cov nom tswv thiab cov neeg sib tw yuav tsum xav txog BOE, Tuam Tshoj Hnub Nyoog Optoelectronics, Tuam Tshoj Fais Panda, thiab South Kauslim cov Samsung, LGD, Taiwan-nyiaj Hon Hai thiab lwm cov tuam txhab. Yuav Tuam Tshoj txoj kev lag luam hauv tshuab hluav taws xob puas tseem muaj peev xwm zoo li no? ?

Niaj hnub nim no, thaum nws los tawm tswv yim ua lag luam tshiab, cov kev lag luam thawj thawj zaug tsis yog thaum pib tsim kho. Nws yuav hais tias cov kab txuas tshiab ntxiv yuav tsis ntxiv rau cov lus nug ntawm lub LCD cov npog ntau tshaj.

Kev daws cov kua siv ua kua ntau dhau

Ouyang Zhongcan, tus kws tshaj lij ntawm Suav Academy ntawm Sciences, hais tias tam sim no TFT-LCD ultra-siab tiam peev yog overheated thiab kev taw qhia yuav tsum tau strengthened. Niaj hnub no, nyob rau ntau qhov chaw, txawm tias tsis muaj cov technologies uas tab tom nqis peev hauv cov kab ua ke, peb yuav tsum ceev faj tiv thaiv ntau lub peev thiab tsis txhob rov ua yuam kev ntawm cov xyoo dhau los 'cov duab photovoltaics. Nyob rau hauv no regard, lub Tuam Tshoj cov tuam txhab yuav tsum ntsuas kev txaus ntshai thaum tsim lawv cov kab, cov nom tswv hauv zos yuav tsum tau siv ceev faj, thiab lub teb chaws yuav tsum ntxiv dag zog thiab kev tswj xyuas.

Nws yog undeniable tias Tuam Tshoj txoj kev lag luam yuav ua rau lub ntiaj teb tus naj npawb ib ntawm 2020 thiab ua lub hom phiaj ntawm lub ntiaj teb. Txawm li cas los xij, muaj feem yuav ua rau cov kua siv ua kua ntau heev hauv hluav taws xob hauv Suav teb. Cov ntaub ntawv los ntawm cov tuam txhab kev tshawb fawb thib peb thiab cov koom haum kev lag luam kwv yees tias txij xyoo 2018 txog 2020, ua vaj huam sib luag rau cov neeg tsim khoom nce ntxiv, Qhov sib piv ntawm kev thov thiab kev thov xyoo 2019 yuav nce siab mus rau 8.3%, 8.8% ntawm 2020, thiab 9.3% ntawm 2021. Nws yuav raug txiav txim tias qhov kev pheej hmoo ntawm oversupply ntawm LCD panels yuav nce ntawm 2019 mus rau 2021, thiab qhov kev pheej hmoo ntawm yam ntxwv Overcapacity yuav nce.

Rau cov xwm txheej tam sim no ntawm qhov chaw lag luam hauv LCD kev lag luam, yuav ua li cas nrog rau cov teeb meem tom ntej ntawm cov khoom seem? Tus kws sau ntawv ntseeg hais tias nws yuav raug daws los ntawm cov hauv qab no.

1. Vam cia rau lub zog ntawm kev ua lag luam rau kev pab nyiaj txiag kom zoo thiab yeej yog qhov kev sib tw.

LCD lub voj voog yog ib lub lag luam siab, high-tech, thiab muaj kev ua lag luam peb-siab. Thaum lawv nkag qhov kev ua si, lawv tuaj yeem ua tsis tau. Lub vaj huam sib luag rau cov tuam txhab yuav tsum tau khiav raus mus rau hauv qab hauv kev kho tshiab, kev cob qhia, thiab kev ntsuas ntau. Los ntawm cov chaw lag luam hauv chaw lag luam tam sim no, lub 10.5 / 11 cim LCD vaj huam sib luag ntau lawm kab tau ntau-tsim los yog npaj rau kev tsim kho nyob rau hauv Suav teb, thiab kev sib tw ntawm cov tuam txhab tsim hluav taws kub ntau lawm tau los xaus. Yog hais tias muaj kev sib tw nyob hauv thaj tsam AMOLED vaj huam sib luag. Nyob rau thaj tsam ntawm cov npoo ntawm LCD, qhov kev sib tw tam sim no ntawm cov lag luam yog qhov sib tw rau lub sij hawm ntim, qhov nqi nce ntawm cov qoob loo, thiab muaj peev xwm tsim ntau yam ntawv thov kev lag luam.

Ntawm chav kawm, overcapacity yuav inevitably ua rau vicious kev sib tw nyob rau hauv lub lag luam. Tus nqi tsov rog yuav tsis muaj kev tiv thaiv. From mainland China mus rau lub ntiaj teb no, kev ua lag luam nqi tsov rog yuav muaj kev kaj siab. Los ntawm kev ua lag luam rog, cov kev pab cuam hauv lub vaj huam sib luag hauv LCD yuav raug muab faib thiab tshem tawm hauv kev sib tw. Lag luam muaj peev xwm, khoom muag thiab lag luam.

2. Tsoomfwv qib siab hauv lub xeev yuav tsum tsim cov qauv kev ceeb toom ntxov rau cov teeb meem loj hauv kev ua haujlwm.

Cov peev hauv LCD vaj huam sib luag txug tej yaam tseem ceeb heev. Kev saib xyuas zoo yuav tsum tau muab rau ntau yam, ib qho kev ceeb toom txog kev ceeb toom ntxov tsim nyog rau kev tsim loj ntawm qhov project yuav tsum tau tsim, muaj kev pheej hmoo yuav tsum raug tiv thaiv, thiab kev paub txog txoj haujlwm ntawm cov thawj coj ntawm lub tswv yim yuav tsum nco ntsoov nco ntsoov. Tam sim no, lub teb chaws tau qhia ib lub neej muaj lub luag haujlwm saib xyuas haujlwm rau cov haujlwm loj. Vim tias cov txiaj ntsim loj ntawm cov khoom ntiag tug ntawm lub xeev, cov thawj coj hauv lub zos yuav raug tuav pov hwm thiab tshem tawm qhov teeb meem kev txiav txim siab ntawm lub hlwb kev txhawj xeeb.

Nyob rau lub Kaum Ib Hlis 14, 2016, Lub Chaw Haujlwm General ntawm Lub Xeev Lub Tuam Txhab muab "Txoj Haujlwm Npaj Ua Xibhwb rau Cov Nyiaj Thoob Plaws Hauv Xeev Khwv Kev Kub Ntxhov", uas qhia meej tias lub hauv paus tseem fwv tsis kam them rau cov tsoom fwv hauv zos. Cov nom tswv hauv zos tau lav leej them rov qab cov nuj nqi qiv nyiaj rov qab.

3, txoj cai thiab nyiaj hlais thiab txhawb nqa

Hauv kev npaj rau kev tsim cov lag luam tshiab, lub xeev yuav tsum tau muab qaij rau hauv cov cuab yeej tseem ceeb, cov ntaub ntawv, thiab cov cheeb tsam EL pom raws li nyiaj, cai, thiab lwm yam., Maj mam txo nyiaj pab rau lub tuam txhab hauv cov tuam txhab LCD, thiab hloov cov nyiaj mus rau qhov tseem ceeb cov khoom siv, cov ntaub ntawv, thiab cov twj EL. Yog li ntawd, raws li lub hwj chim ntawm kev rov xyuas dua thiab kev pom zoo, cov cai ntawm lub teb chaws tsis tuaj yeem tsis muaj zog, thiab lawv yuav tsum siv cov cai los tuav cov nom tswv hauv zos. Txawm hais tias txoj cai tswjfwm no tsis txaus ntshai rau cov kev nyiam hauv zos, nws yog qhov tsawg kawg yog txoj kev ceeb toom.

4. Lub vaj huam sib luag rau sab nraum lub mainland pheej thov rau kev tsim kho thiab peev.

Tshwj tsis yog muaj kev sib txawv los yog ntau tshaj pom kev yees technologies, kev tsim ua lag luam tsis pom zoo. Zoo li Taiwan tus tswv ntawm Hon Hai tus SDP Guangzhou 11th tiam kev lag luam LCD khoom tsim tawm, Hoobkas Japanese siv lub 10.5 cim ntawm IGZO tshuab los tsim 8K ultra-siab-txhais duab LCD panels; dua, xws li Guangzhou LGD 8th tiam sis OLED ntau lawm kab tsim; Tom qab cov Suav mainland cov chaw lag luam hauv LCD cov tuam txhab muaj kev sib tw, cov kev lag luam hauv microscopic LCD yuav tsis tas yuav rov qab thov daim ntawv thov vaj huam sib luag sab nraum lub teb chaws. Raws li kev lag luam sources, China mainland ntev tau tso cai pom zoo tso cai ntawm cov qauv siab ua haujlwm siab hauv LCD, ces tom qab BOE tus thawj 8.5 -thiab LCD vaj huam sib luag kab, thawj yoj ntawm LCD boom, Taiwan-nyiaj txiag vaj huam sib luag tuam txhab muaj lub sijhawm Lub neej yav tom ntej tias lub BOE tsim kom muaj 10.5 cim kab, Gou Mingming pheej hais tias tom qab tsim cov kab hauv high-generation tom qab lub mainland tsis tau ncaim, ua si nyob rau hauv Guangzhou tiag tiag, vim nws tuav Handan cog Trump card, nrog cog qoob loo .

5. Lub teb chaws qib siab tsim los txhawb kev sib koom, nyiaj txiag, sib koom ua ke, thiab hloov kev hloov

Yog tias lub teb chaws cov kev cai tsis muaj kev ywj pheej, qhov kev lag luam tseem vam tias yuav muaj lub tswv yim zoo, xws li thaum muaj kev sib koom ntawm lub xeev CSR thiab CNR hauv CRRC, los ua haujlwm rau cov chaw lag luam ntawm lub xeev tus tswv cov lag luam thiab theem tawm rov qab cov kab ntau. , hloov (hloov mus rau qhov kev hloov ntawm cov khoom tsim tawm), transformation (lub tuam txhab tau teem ib sab los tsim cov kab ua haujlwm AMOLED), thiab lwm yam, competes nrog txawv teb chaws tuam txhab uas muag muaj zog,