Kugula kukuru mu mdauko wa mafakitale gha LCD panel panel kuzamufika! Mazuŵa ghachoko waka agho ghajumphapo, BOE yikapharazga kuti yikukhumba kusanga 80.831% ya mzere wa Nanjing CLP Panda wa 8.5---mzere wa mtundu wa 8.591 biliyoni yuan, ndipo pa nyengo yeneyiyo, yikughanaghana kuti yikhale pasi pa 6.526 biliyoni yuan. Wakasanga kuti 55% yikukhala mu mzere wa mtundu wa Chengdu 8.6. Kugula uku nkhwakukhwaskana na makampani gha panelo panyuma pa kusanga Shanghai Broadcasting na Televishoni 5th line 5th line na AVIC ( kampani ya ŵapapi ŵa Shentianma) mu 2009, na kugula Samsung Display Suzhou's 8.5th line na TCL Technology mu Ogasiti chaka chino. Lili na nkhongono yikuru pa mafakitale.
Mu vyaka viŵiri ivyo vyajumpha, chifukwa chakuti nkhongono zakupanga LCD zikukura mwaluŵiro, mpikisano wa mafakitale wazgoka wankhongono chomene, uwo wapangiska kuti mafakitale ghasinthe mwaluŵiro. Mafakitale gha ku South Korea ghajara mizere yakupanga LCD, iyo yapangiska kuti mafakitale ghaŵe ghanandi, agho ghakuwonekera chomene mu chigaŵa cha msika mu charu chikuru cha China. Malinga na data yakufuma ku Qunhi Consulting, mu hafu yakwamba ya 2020, mu chigaŵa cha msika wa TV pa charu chose, awo ŵakupanga vinthu vya pa charu chose chapasi ŵafika pa 55.5%, kukwera kwa 9 peresenti kufuma pa nyengo yeneyiyo chaka chamara. Pakwamba, mafakitale ghakapanga kusanda na kumanyiska vinthu vinandi pa ivyo vikufuma mu kugura uku. Vinthu ivyo vingaŵapo vikusazgapo mtengo wakugulira, kuŵika mzere wa kampani yakupanga, kwali uyo wakugura wakugomezga kuti uyo wakugura wakugomezga kuti wangakwaniska kufiska mpikisano wake, ndiposo chinthu icho wakugura chikuwonekera Kupima kwa luso la tekinoloje na vyakugwiriskira ntchito vya makasitomala, na vinyake.
Kupharazga uku kukulongora kuti mzere wa Nanjing G8.5 na mzere wa Chengdu G8.6 uli na tekinoloje yakukhwima, kukhazikiska kwakukwana, kupanga vinthu vyakukhazikika, luso lakukhora, nkhongono zikuru zakutukuka, na mtengo unyake wakugula. Kugula uku kukukolerana na chilato cha BOE cha kuŵa mulongozgi mu munda wakulongolera semiconductor ndipo kungapangiska kuti paŵe phindu linyake la vyachuma na vyakukhalira ku BOE. Pamanyuma pa kumalizga kugura uku, chigaŵa cha msika cha mafakitale gha LCD chizamuwunganaso ku ŵakupanga ŵalongozgi. Qunzhi Consulting yikuyowoyerathu kuti pamanyuma pakuti BOE yasanga CEC Panda G8.5 na G8.6 LCD mizere kupanga mizere, pamoza na kukura kwake kwa nkhongono zake, pa 2022, chigaŵa chake cha msika ukuru wa pa charu chose- size msika wa LCD uzamufika pa 28.9%. Pa nyengo yeneyiyo, msika wa vinthu vichoko na vyapakatikati - size panel panel uzamuchitikaso. Iwo ŵakuti pa 2022, chigaŵa chose cha msika wa ŵakupanga mapanelo gha Top6 pa charu chose chapasi chizamuŵa pafupi na 85%.
Nanjing 8.5 mzere wa CLP Panda ukupanga chomene TV, IT na mafoni gha foni, apo mzere wa Chengdu 8.6 mibadwo chomenechomene ukupanga chomene - size vinthu vya TV. Li Yaqin, uyo ni manejara mulara wa Qunzhi Consulting, wakati apo wakadumbiskana na mtola nkhani wa ku China Electronics News kuti kugura vinthu ivi kuzamuŵa na nkhongono yikuru pa mpikisano wa mpikisano wa TV na msika wa panelo wa IT. Pa nyengo yasono, BOE yazgoka wakupeleka chomene mu msika wa TV wa pa charu chose. Pamanyuma pa kugula CLPanda, mtengo wake na phindu lake la mpikisano vyawoneka chomene. Vinthu vya CLP Panda pa TV vikupangika chomene na mzere wa G8.6 ku Chengdu, na IGZO na VA luso nga ni chinthu chikuru, kuŵika mtima pa masaizi ghakuru, nga ni masentimita 50, 58 inches na 70 inches, ndipo vikukolerana chomene na mitundu ya m'nyumba na ya pa charu chose.
Pakuyowoya za tekinoloje, pamanyuma pa kusanga gulu la Hydis na luso, BOE yalutilira kukuzga nkhongono zakupanga IPS na nkhongono za luso, kweni luso la VA lili na ndondomeko yichoko. Nkhongono ya TV ya CLP Panda ndiyo nkhongono zose za VA. Ntheura, kusanga mzere wa kupanga CLP Panda kungapangiska kuti paŵe nkhongono yakukhozgera na luso ilo lilipo, ndipo pakughanaghanira ivyo vikukhumbikwa ku ŵamakasitomala ŵa pasi pa mlonga wa IPS na VA, ivyo viwovwirenge kuti vinthu viŵe makora ndiposo kuti ŵamakasitomala ŵaŵe ŵakukhora. Pa nyengo yeneyiyo, CEC Panda yili na ma patent ghanandi gha VA na IGZO, agho ghangakhozgaso ndondomeko ya BOE mu chigaŵa ichi na kuwezgeraso bizinesi yake ya TV na IT. Mu vyaka viŵiri ivyo vyajumpha, CEC Panda yalutilira kusazgirako msika wake wa IT mwa kugwiriskira ncito uwemi wa tekinoloje wa IPS na IGZO. Iwo ukukolerana waka yayi na TPV Group mu chigaŵa cha vithuzithuzi, kweni ukukoleranaso chomene na mabizinesi gha vyakulembapo vyakulemba nga ni ASUS, ACER, na Xiaomi.
Kulingana na ivi, kugula uku kuzamuwovwira BOE kulimbikiska malo ghake gha msika wa IPS mu msika wa kulongora. BOE sono ndiyo yikupeleka chomene mu msasa wa IPS, kweni umo yikuchitira mu msika wa e{{ 1}}sports msika ukaŵa wakuchedwa chomene mu nyengo yakale. Usange nkhongono ya kupanga oxide ya CEC Panda yingagwiliskirika nchito makora na kuphatikizgika na nkhongono zake za luso, yingakhozgaso e-sports line line ya katundu Mpikisano wa China na kusintha kwa nkhongono zake zakupereka viŵikenge fawundeshoni yakukhora ya chitukuko chake mu chigaŵa cha msika ukuru wa e-sports. BOE yikuŵika pa malo ghakwamba pa msika wa mabuku gha pa charu chose, na msika wa 28%, ndipo uli na mpikisano wankhongono. CEC Panda ya makompyuta ya makompyuta ghakupangika na IPS + Oxide, chomenechomene mu mzere wa makompyuta wa makompyuta, wali na mtengo wankhongono -}}kugwira ntchito. Pamanyuma pa kugula, mpikisano wakupambana wa chigaŵa ichi cha msika uzamukhozgeka.
Kugula uku kukukolerana na chilato cha BOE cha chitukuko cha kuŵa mulongozgi wa pa charu chose mu munda wakuwoneskera semiconductor. Iwo ungapeleka maseŵero ghose ku nkhongono za kampani na kusanga vitumbiko mu msika, tekinoloje, na kugwira ntchito, kusintha kugwa kwa mafakitale kuŵa mwaŵi wa kupanga, kusintha vinthu vya kampani, na kukhozga nkhongono zakupangira vinthu. , Kunozga potifoliyo ya katundu, kukhozga mgwirizano wa makasitomala, kukuzga msika wa katundu wapachanya-end, na kulutilira kukhozga malo ghakulongozga mu mafakitale.
Li Yaqin said that the acquisition will bring both opportunities and risks to BOE. The opportunity is not only to increase BOE's overall production capacity and market share, but also to a certain℃of complementarity between the production capacity and technology of the two parties. If the integration effect is achieved, it will effectively support BOE's further enhancement of the competitiveness of the global display industry. However, this will also expose BOE to two levels of risks: First, as the production capacity becomes larger, if it hopes to achieve the effect of 1+1>2, yizamuyezga kuphatikizgika na kulongozga nkhongono za vipani vyose viŵiri; chachiŵiri, nkhongono ya kupanga vinthu vinandi, vyakufumamo vyakukhazikika Para katundu ngwakuzirwa chomene. Na sikelo yikuru nthena, pakuwona ivyo vikukhumbikwa pa msika wakusuzga na wakusintha, nchakukhumbikwa kusanga mtende pakati pa kugwira ntchito kwakukhazikika na kusinthasintha na kugwira ntchito makora.
Pa nkhani iyi, BOE yikalongosora mu chipharazgo chakuti kampani iyi yizamukhozga kumanya kwa msika, kusintha kusakanizga vinthu, ndalama zakulongozgera, kusintha mwaluŵiro, kusintha mwaluŵiro mzere wa kupanga, na kupereka maseŵero ghose gha tekinoloje kuti ghapeleke ku makasitomala vinthu vinandi na viwemi. Munthazi, kuphatikizgika kwa mafakitale gha maji gha kristalo gha maji kuzamuŵa na mwaŵi wa kupanga vinthu ku kugaŵira vinthu vyakupambanapambana vya mafakitale, mpikisano wa mitengo yambura kumanyikwa, na unyolo wa mafakitale ghawemi chomene. Hu Chunming, mulara wa ŵalara ŵa boma-pafupifupi ya nthambi ya LCD ya China Optics na Optoelectronics Industry Industry Association, pakwamba wakakhozgeranga pakwamba pa kufumbana na mtola nkhani kufuma ku China Electronics News kuti awo ŵakupanga vinthu ku China pakwamba ŵakapanga mwaŵi wakuyaniska mu chigaŵa cha LCD, kweni ŵakuwoneka chomene mu nkhongono zakupanga, kutumizgika na mtengo wakufumamo. Kweni, vichali pa suzgo pa nkhani ya mtengo wakusazgikira. Munthazi, tikukhumbikwira kugwira ntchito mwamwamphu kuti tichitenge mwaluŵiro chomene pa nyengo ya tekinoloje ya tekinoloje na kusintha, na kuŵika mtima pa mpikisano wa phindu.
