Tsev > Xov xwm > Ntsiab lus

Lub ntiaj teb no ua tsov ua rog LCD History (1996 -2011)

Feb 20, 2017

Ib tug transnational merger

CMO (CMO) yog leej niam leej txiv lub tuam txhab ntawm Chi Mei Group Taiwan petrochemical giant, pib khiav hauj lwm nyob rau hauv 1997 xim lim, yuav los ntawm CMK tuam txhab ntawm Nyiv ib tug thib ob-tes me me lim cov kab ntau lawm, uas belongs rau lub 1 tiam kab, tom qab lub transformation muaj peev xwm ntawm 35000 lub hlis. Tab sis lub caij nyoog kawg no peev tom qab tus foundations ntawm nyob rau hauv Taiwan yuav luag nrhiav tsis tau cov neeg muas zaub. Nyob rau ntawm lub sij hawm xwb unipac Optoelectronics Technology Heyuantai ob lawm TFT vaj huam sib luag, cov lim tag nrho mas los ntawm Nyiv, lub CMO yog ib qhov nyuaj rau nkag mus rau qhov no kev ua lag luam. CMO tswj nyob rau hauv qhov kev soj ntsuam hais tias, vim tsis muaj ib tug yuav, es tsuas koj tus kheej. Nyob rau hauv lwm yam lus, uas yog vim li cas. Nyob rau hauv 1998 cov pab pawg neeg tus xov tooj ob Chi Mei optoelectronics kev lag luam lub tuam txhab, ib tug uas yog lub zus tau tej cov xim lim CMO, lwm yog tus khib siv lead ua photoelectric LCD vaj huam sib luag lawm TFT. Nyob rau hauv Tej zaum 2000 los npaj rau qhov teev, merger, koom rau CMO lub npe.

Nyob rau hauv Lub Xya hli ntuj 2001, AUO tshaj tawm tsawg tshaj li plaub lub hlis tom qab lub merger. Taiwan CMO tshaj tawm nrhiav tau ntawm IBM nyob rau hauv Nyiv Yasu 3 tiam kab (IBM tawm los ntawm qhov LCD vaj huam sib luag kev lag luam), thiab tsa ib tug sib koom venture lub tuam txhab thiab lwm yam IDT. Tsiaj qus Delta no 3 tiam kab muaj peev xwm yog 75 txhiab, sib npaug rau HannStar ob 3 kab muaj peev xwm. Lub Hoobkas yog ib tug Japanese qub tub rog loj technology tuam txhab uas muag, cov kev hloov tau kis TFT technology rau Scientology. Los ntawm lub tsev lag luam ntawm lub ob leeg mus tom ntej lub tuam txhab CMO tau ib tug patent thiab txoj cai rau siv cov thawj neeg puag, rau CMO ua Taiwan qhauj xwb ib tug technology hloov lwm lub tsev tsis tau them cov nqi ntawm cov enterprise, yog lub tuam txhab xwb muaj xim lim manufacturers . Hauv tib lub xyoo, qhov kev siv ntawm ib tug 4 tiam kab nyob rau hauv Taiwan Chi mei. Lub yim hli ntuj 26, 2002 daim qhia. By kawg ntawm xyoo 2003 los ua ib lub ntiaj teb no lub loj loj (20 inches los yog ntau tshaj) LCD vaj huam sib luag, qhov loj tshaj plaws tsum, zaum ob tsuas yog mus rau hauv Nyiv, ntse. Nyob rau hauv 2005, lub Japanese subsidiary IDT LCD vaj huam sib luag lawm department CMO twb kis tau los ntawm SONY. Lub caij nplooj zeeg ntawm lub tib lub xyoo, Chi Mei pib lub tsev thawj 7.5 kab, ntau lawm los ntawm tus kawg ntawm xyoo 2006. Nyob rau hauv 2007, Chi Mei kuj tsim 6 thiab 7.5 tiam thiab lub 8.5 tiam kab, muab tso rau hauv lub lag luam nyob rau hauv 2008 lub ntsej muag ntawm nyiaj txiag teebmeem .

PVI twb nrhiav tau nyob rau hauv Lub rau hli ntuj 1992, yog nyob rau hauv tas li ntawd mus rau lub Taiwan TFT vaj huam sib luag manufacturers sab nraum lub qub lianyou. Yongfeng yog lub ntsiab shareholder ntawm PVI Yu ntawv pab pawg neeg. Thaum cov thawj coj Nws Shouchuan nyob rau hauv view ntawm lub tiaj vaj huam sib luag zaub yuav hloov tus qauv ntawm daim ntawv, ib tug loj scale rau hauv lub TFT kev lag luam. Nyob rau hauv 1995 qhov kev siv ntawm 2 tiam kab. Nyob rau hauv Nyiv yuav tsis tau txais cov technology hloov lwm lub tsev nyob rau hauv lub zwj ceeb ntawm PVI ua ke nrog Taiwan erso technology thiab kev tus neeg uas rov qab los ntawm lub tebchaws United States, cov ntau lawm technology, specializing nyob rau hauv me me thiab medium-qhov loj qhov panels, thaum kawg profitability nyob rau hauv 2003.

Peb LCD kev lag luam downturn nyob rau hauv 1997, yog li ntawd qhauj tau nkag mus rau Taiwan lub sij hawm. Thaum lub sij hawm lub nyuag lub sij hawm ntawm 1999-2000, tag nrho cov tuam txhab uas muag nyob rau hauv lub lag luam pab los ntawm nws. Qhov thib plaub lub caij txom nyem tsim ntau qhov chaw rau cov tshiab entrants. Guang Hui, Innolux thiab TPO qhauj tau nkag mus rau hauv lub sij hawm no.

Guang Hui Electronics yog leej niam leej txiv lub tuam txhab ntawm quanta pab pawg neeg (lub ntiaj teb no tus loj tshaj plaws phau computer OEM) thiab ntse ob leeg mus tom ntej. Tej zaum 1999, Guang Hui thiab ntse kos npe rau ib technology hloov lwm lub tsev ntawv cog lus. Sib piv cov nqi 15 billion yuan NT tsim kho ntawm lub 3.5 tiam kab, ua kom tiav nyob rau hauv Kaum ib hlis 2000. Qhov no yog qhov 3.5 tiam ntawm Taiwan kab plaub. Nyob rau hauv 2000, Quanta yeej Toshiba, ua lub ntiaj teb no tus loj tshaj plaws phau chaw tsim tshuaj paus. Tab sis rau cov LCD vaj huam sib luag nqi ntawm phau computer 1/3 raug nqi tau nce, yuam quanta tus kheej tuaj koom nrog lub TFT vaj huam sib luag kev lag luam. Qhov no ntse thiab cov expansion ntawm lub peev xwm ntau lub hom phiaj Guihui los ua pom zoo tsis ua ntej tsis muaj yav dhau los kev sib tham, Taiwan tsuas ib qhov chaw ntawm technology shares ntawm TFT lub tuam txhab.

Innolux twb nrhiav tau nyob rau hauv Lub ib hlis ntuj 14, 2003, nws leej niam leej txiv lub tuam txhab, Taiwan lub Hon Hai Precision (lub ntiaj teb no tus loj tshaj plaws electronics raug qhauj). Sychip yog leej niam leej txiv lub tuam txhab ntawm Compal computer pab pawg neeg, lub ntsiab me me luaj li cas tsis muaj kub polysilicon TFT vaj huam sib luag. Kev pab neeg yog tus thawj kev pab neeg taws los ntawm tus Thawj Tub Ceev thawj coj ntawm lub koom haum ntawm hluav taws xob technology kev tshawb fawb lub koom haum. Lub ob hlis ntuj 2001 pib tsim kho ntawm lub 3.5 tiam kab, thiab SANYO los tsim loj ntau lawm tshuab.

Nyob rau hauv lub plaub muaj lub caij txom nyem, South Korean qhauj los tsim kom tau lub 5 tiam kab sib tw nrog Taiwan manufacturers. Tus tshiab 5 tiam kab coj mus rau ib tug tshiab puag ncig ntawm txoj kev vam meej ntawm kev ua lag luam, los ntawm 2003 mus 2004, thiab mus hauv lub golden hnub nyoog ntawm qhov kev lag luam. Taiwan manufacturers kom lawv muaj ib tug loj tus naj npawb ntawm siab tiam kab. Tam sim no, muaj yog ib tug qauv ntawm centralisation nyob rau hauv Taiwan vaj huam sib luag kev lag luam. Lub 2006 merger AUO vaj huam sib luag Wuhu "yog ib lub thoob plaws Hui, ib zaug nyob rau hauv lub scale approximation ntawm Samsung thiab LG. Nyob rau hauv Lub kaum hli ntuj 5, 2009, nrog sychip qunchuang. Nyob rau hauv Kaum ib hlis 14th ntawm lub tib lub xyoo, Hon Hai pab pawg neeg 7 billion 400 lab yuan nrhiav tau ntawm cmo. Nyob rau hauv lub peb hlis ntuj 18, 2010, Chimei thiab Innolux, TPO merged tshiab CMO twb thawm xyoo tsim, nws yog dhau lub ntiaj teb no peb loj tshaj plaws kev vaj huam sib luag Hoobkas.

Tom qab lub phaum ntawm lub ntiaj teb no nyiaj txiag teebmeem, Taiwan LCD manufacturers poob mus rau hauv lub ntug ntawm ntau lawm. 2009 1-6 lub hlis, los rau pem hauv ntej los ntawm tus Ministry ntawm kev lag luam, lub Taiwan Affairs chaw ua hauj lwm, ob lub koom haum Tuam Tshoj cuaj xim TV ntxhab nyob rau hauv Taiwan, kev yuav khoom LCD vaj huam sib luag, tus nqi tag nrho mus txog rau $ 4 billion 400 lab, ib tug tag nrho ntawm ntau tshaj li 12 lab daim, Taiwan LCD vaj huam sib luag ua lag ua luam, tawm ntawm cov nyiaj txiag teebmeem. Thiab Suav tau ib tug rov qab, yog ib tug nkaug nyob rau hauv lub rov qab. South Korean tuam txhab uas muag ntawm Lub ob hlis ntuj 2009 onwards, mam li nco dheev nyob rau hauv cov nyiaj ntsuab mus rau lub Taiwan purchase 4 lab daim quanta, CMO cov lus nug, thiab kos npe rau ib daim ntawv cog lus yuav khoom rau lub xyoo 2009. Qhov no tswj kev ua lag luam mov cwj pwm, yog li ntawd lub mainland pib mus fim ib tug loj txaus ntawm panels. Nyob rau tib lub sij hawm, lub South Korean qhauj los txo tus nqi ntawm cov kua siv lead ua exports rau Tuam Tshoj, pib nqi. 2009 3-8 hlis sawv ntau tshaj 30%, uas ua nyob rau hauv Tuam Tshoj tus xim TV tuam txhab uas muag ib zaug dua nyob rau hauv cov teeb meem. Taiwan qhauj cia qhov teeb meem no, raws li cov ntau lawm tswj, los ntawm kev loj gains.

Lub ntiaj teb no nyiaj txiag nyuaj siab ntxhov plawv txhais los ntawm kev ua lag luam kev hloov

Qhov thib ob ib nrab ntawm 2008, lub ntiaj teb no nyiaj txiag teebmeem ib zaug dua ntaus TFT kev lag luam, ua rau nws ib tug thaum ntxov so los ntawm qhov pib ntawm lub caij txom nyem nyob rau hauv 2007 thiab plunged rau hauv lub caij txom nyem. Tab sis keeb kwm tau qhia peb hais tias qhov no lub caij txom nyem muab cib fim rau cov laggards. Qhov no yog Suav mainland qhauj.

Tom qab lub phaum ntawm lub ntiaj teb no nyiaj txiag teebmeem, South Kauslim lub Samsung thiab LG tau slowed down kom tsis txhob tsim kho ntawm lub 8 tiam kab. Txawm tias Nyiv occupies ib tug tseem ceeb txoj hauj lwm rau hauv lub Upper nce mus txog ntawm lub industrial saw (khoom thiab raw cov ntaub ntawv), tab sis ib tug loj tus naj npawb ntawm manufacturers tau nres expansion. Tus thawj kom txhim tsa lub ntau lawm kab ntawm NEC nyob rau hauv Lub ob hlis ntuj 2004 tshaj tawm tshem ntawm cov LCD kev lag luam, SONY xaiv los tsim kom tau ib tug sib koom venture nrog samsung. Tsuas yog ntse yog tseem sib tw nrog South Kauslim tuam txhab uas muag nyob rau hauv cov kab. Kaum ib hlis 2007, ntse pib tsim kho ntawm lub ntiaj teb no tus thawj 10 tiam kab (2880 x 3130mm iav substrate). Tab sis cuam tshuam los ntawm nyiaj txiag teebmeem, ntse poob $ 2008 nyob rau hauv lub xyoo 1 billion 300 lab. Qhov no yog ntse tus thawj poob txij thaum lub qhia rau lub Tokyo Tshuag pauv nyob rau hauv 1956.

Taiwan TFT kev lag luam txawm lub loj loj (tom qab South Kauslim Teb), tab sis nyob rau hauv lub ntiaj teb no nyiaj txiag teebmeem tau raug tus neeg tuag taus tsis muaj zog ntawm Taiwan tsis zoo li teb chaws Nyiv Pooj thiab South Kauslim, nrog ib tug loj tus naj npawb ntawm downstream lag luam (los ntawm lub zos computer thiab TV davhlau ya nyob twg) lub loj loj thov, yuav tsum cia siab rau Nyiajpoom teb thiab South Kauslim thiab Suav, yuav khoom. Nyob rau hauv cov ntaub ntawv ntawm sluggish ntiaj teb no thov, nyob rau hauv lub yim hli ntuj 2008, SONY, Samsung, LG thiab lwm yam Japanese tuam txhab uas muag tso tseg yav dhau los txiav txim rau cov Taiwan cheeb tsam, rau lawv tus kheej mov. Qhov no ncaj qha coj mus rau lub Taiwan vaj huam sib luag enterprise kev khiav hauj lwm tus nqi poob mus rau 4, yuav luag rau lub verge ntawm txoj kev tuag kab. Nyob rau tib lub sij hawm, AU Optronics thiab Chi Mei yuav tau ua nyob rau hauv lub 7.5 thiab 8.5 tiam kab ncua ntau lawm, thiab pib zus neeg ua hauj lwm nyob rau hauv them nyiaj tawm.

Nyob rau hauv lub wake ntawm lub ntiaj teb no nyiaj txiag teebmeem, tsuas yog ib lub teb chaws nyob rau hauv lub ntiaj teb no muaj ib tug loj hlob coob rau LCD panels, Suav kev ua lag luam. Nyob rau hauv cov ntaub ntawv no, tsoom fwv Tuam Tshoj yuav zam txim rau, xa mus rau lub Taiwan xeev ceev pab pawg neeg, kos npe rau ib vaj huam sib luag purchase kev txiav txim ntawm US $ 4 billion 400 lab, Taiwan qhauj tawm ntawm lub abyss.

Taiwan thiab Nyiv yog cov feem ntau insidious luag hauj lwm nyob rau hauv txoj kev loj hlob ntawm Tuam Tshoj tus LCD kev lag luam. Yuav kom Taiwan, uas yog tom qab txoj kev cia siab Taiwan raws sij hawm pab, vaj huam sib luag qhauj yuav teem factories mus rau lub mainland, mainland qhauj los yog kev ncaj ncees acquisitions Taiwan vaj huam sib luag qhauj. Txawm li cas los, nyob rau hauv Lub rau hli ntuj 30, 2009, Taiwan tshaj tawm qhov tseeb mainland peev txoj cai txwv tsis pub lub teb chaws qhauj nqis peev pab rau Taiwan vaj huam sib luag, thaum limiting tus Taiwan vaj huam sib luag tuam txhab uas muag tau mus nqis peev nyob rau hauv lub mainland. Kom txog rau thaum lub xyoo Lub yim hli ntuj BOE tshaj tawm qhov kev siv ntawm cov 8.5 tiam kab, Taiwan nyob rau hauv Lub ob hlis ntuj 9, 2010, reluctantly pom zoo kom tso cov tshaj tawm vaj huam sib luag tuam txhab uas muag investing nyob rau hauv thooj av loj siab tiam kab, thiab yuav tsum muaj ib tug tiam ntau tshaj qhov technology kis thiab cov kob ntawm Taiwan. Nyob rau hauv tas li ntawd mus rau qhov saib tsis taus txoj cai, Taiwan manufacturers tau colluded nrog lub Japanese thiab Korean manufacturers, txuas ntxiv mus tswj lub LCD vaj huam sib luag nqi, lub yaig ntawm qhov kev txaus siab ntawm manufacturers thiab tus Tuam Tshoj; Suav LCD vaj huam sib luag kev lag luam txuas ntxiv allergic, los mus muab tau cov kev tswj raws li txoj cai. Qhov no LXGF tus cwj pwm, ignoble.

Nyob rau hauv lub Cuaj Hli Ntuj 1998, Jilin caipin (muaj los ntawm Jilin Electronics Group thiab Suav Academy ntawm Sciences Changchun lub koom haum thiab lwm yam units), $ 84 lab los ntawm DTI Nyiv qhia ib tug thawj tiam TFT-LCD ntau lawm kab (DTI yog ua nyob rau hauv 1991, tus laus tus kab) thiab nyob rau hauv Lub kaum hli ntuj 1999 mus sib ntau lawm nyob rau hauv Changchun, ua raws li los ntawm ib tug series ntawm yam tseem ceeb xws li capital, technology, kev ua lag luam tuag.

Suav tiaj vaj huam sib luag zaub lag luam

Suav ntsiav tshuaj lag luam pib nyob rau hauv lub xyoo pua xeem nyob rau thaum xaus ntawm 70s, lub yav tas Ministry ntawm electronics kev lag luam 774 Hoobkas (Beijing electron raj Hoobkas, lub BOE tus thawj), 77 Hoobkas (Hus Nas, Changsha Shuguang Hauv Tube Hoobkas), Tuam Tshoj academy 713 Hoobkas ( Henan Xinxiang) thiab lub Shanghai hluav taws xob raj Hoobkas, tau ua 4 nti TN-LCD sim ntau lawm kab iav substrate, siv nyob rau hauv qhuav ntawm hluav taws xob watches, cov cav laij leb thiab ib co ntsuas LCD khoom. Tsinghua University, Changchun lub koom haum ntawm physics thiab lwm yam kev tshawb fawb units tau pib mus teem ko taw nyob rau hauv txoj kev loj hlob ntawm LCD technology. Tab sis kom txog thaum 1984, seb nws yog nws tus kheej assembling khoom los yog cov khoom muaj tswvcuab los ntawm lub tebchaws United States, yog ib tug me me scale sim kab, tau tsim ib tug ntau lawm scale, tab sis txoj kev kuaj thiab kev sim kab tau muab lub hauv paus rau Tuam Tshoj LCD kev lag luam. Ib pab pawg neeg ntawm cov neeg uas tau ua hauj lwm nyob rau hauv cov thwmsim tau ua si ib tug tseem ceeb luag hauj lwm nyob rau hauv txoj kev loj hlob ntawm Tuam Tshoj tus LCD kev lag luam.

Nyob rau hauv 1984, Catic Shenzhen Tianma lub tuam txhab ua lub thawj 4 nti specifications ntawm TN-LCD ntau lawm kab, 77 Hoobkas, ua lub thawj 7 nti loj cov khoom advanced cov kab ntau lawm (lub scale ntawm LCD loj cov khoom ua tswvcuab los ntawm Nyiv los ntawm Hongkong). Tom qab no, Shenzhen SAST pab pawg neeg thiab Singapore Hui pab pawg neeg tsim ib tug sib koom venture nyob rau hauv Shenzhen hansfi lub tuam txhab, lawv kuj ib tug 7 nti specifications ntawm TN-LCD ntau lawm kab, Shenzhen Jinghua, yuav luag tib lub sij hawm kuj los ua ib tug TN LCD ntau lawm kab, qhov ntau lawm kab mus nyob thawj Kangli lub tuam txhab nyob rau hauv Hongkong yog tseem kis mus rau lub LCD tso zis Guangdong Huizhou. Ces Tianma ob, siv lead ua cos, Thaib teb thiab lwm yam ntau tshaj li 12 nti specifications tau ua ib tug tom qab lwm ntau loj heev TN LCD ntau lawm kab. Nyob rau hauv tas li ntawd mus rau lub domestic kev tsim kho ntawm lub ntau lawm kab, tsab ntawv sawv cev los ntawm ntau qhauj nyob rau hauv Hongkong nyob rau hauv uas lub sij hawm kuj tau nyob rau hauv lub mainland los tsim kom tau TN - LCD ntau lawm kab. Qhov kawg ntawm 80s, cuaj caum thaum pib ntawm lub sij hawm no yog xav tau cov thawj golden lub sij hawm Tuam Tshoj LCD kev lag luam, lub sij hawm tsim ib tug txiav txim scale ntawm TN-LCD kev lag luam, Shenzhen Tianma lub tuam txhab los ntawm thaum pib ntawm lub 4 nti kab, thiab sai ua 1 7 nti kab, nyob rau hauv thaum ntxov 90s thiab ua kom tiav 1 12 nti kab, thaum lub loj ntawm thaum loj, zoo zoo, sau ib pab pawg neeg ntawm high-qib kev cov neeg ua, thiab yog li tsim nws txoj hauj lwm nyob rau hauv lub lag luam.

Tuam Tshoj yog muab kev koom tes nyob rau hauv STN-LCD los ntawm thaum pib ntawm cuaj caum, lub teb chaws 85 npaj project "640 x 200 super cov kua siv lead ua zaub project" los ntawm 77, Hoobkas thiab Tsinghua University, Nanjing tsib caug-tsib ua ke. Tom qab 1993, Tianma peb - Tianjun project, Hebei Hebei ya, Wuxi ntse, Shanwei Xinli ob, Shanghai xov tooj cua thiab TV LCD, Mailcoat, tau ua ib tug 12 x 14 x 14 nti los yog 14 inch specifications STN LCD ntau lawm kab, zus tau tej cov loj thiab nruab nrab tsuas STN-LCD khoom, thaum Anshan Sante hluav taws xob (tam sim no Anshan yog Shantou, photoelectric) ultrasound tuam txhab ua nyob rau hauv STN-LCD ntau lawm kab, mas rau zus tau tej cov me me luaj li cas khoom, lwm cov kev theem ntawm TN-LCD kab nyob rau hauv no lub sij hawm raws li kev ua lag luam thov, lub zos transformation tshaj zus tau tej cov STN-LCD khoom, xws li Shenzhen, Formosa, Shanghai Haijing, tab sis ua ntau tshaj li STN-LCD ntau lawm kab nyob rau hauv Wuxi ntse zus tau tej cov xim STN-LCD, lwm yam ntau lawm kab tsuas dawb lias thiab dub thiab dawb STN-LCD lawm hom.

From thaum pib ntawm lub kawg ntawm 90s, STN-LCD nkag mus hauv cov xim ntau lawm kab kub siv lub sij hawm, PHILPS nyob rau hauv Shanghai los tsim kom tau ob 14 x 16 nti xim STN-LCD kab, STN module cov kab ntau lawm thiab pre ua nyob rau hauv Shanghai ua ke, ua kom tsim PHILPS Shanghai nroog LCD, thiab tiag tiag nyob rau hauv lub monochromatic STN-LCD ntau lawm kab mus rau hauv CSTN-LCD ntau lawm kab. Thiab peev los tsim kom tau ib tug tshwj xeeb xim CSTN-LCD ntau lawm kab, Japanese tuam txhab uas muag nyob rau hauv teb chaws Nyiv Pooj tshiab cov khoom siv los ua ib tug CSTN-LCD ntau lawm kab nyob rau hauv Guangdong Dongguan. EPSON thiab OPTRIX feem nyob rau hauv Suzhou thiab Zhangjiagang, lub tsev lag luam ntawm lub Suzhou EPSON thiab Zhangjiagang optrex electronics thiab ua cov kab ntau lawm, specializing nyob rau hauv zus tau tej cov me me thiab medium loj STN thiab xim STN-LCD, Shenzhen Tianma nyob rau hauv 2003 mus ua kom tiav cov plaub theem ntawm Tianlong engineering, zus tau tej cov xim screen, PDA STN-LCD tes tshuab nrog ib tug 14 x 16 nti CSTN ntau lawm kab. South Kauslim lub Samsung tom qab STN module cov kab ntau lawm nyob rau hauv Dongguan los ua ib tug xim STN-LCD ntau lawm kab, Changchun AlliedSignal ua xim STN-LCD ntau lawm kab mus nkag rau loj ntau lawm theem, ib tug Byd Co nyob rau hauv Shenzhen, Shantou nyob rau hauv 2004 tom qab nkag mus rau lub ultrasound kuj tau ua tau xim STN-LCD ntau lawm kab, twb pib mus sib ntau lawm thiab batch zus tau tej cov xim STN-LCD.

TFT kev lag luam yooj yim pib mob zaj lus qhia

Ua ntej mus rau 2000, Tuam Tshoj tus ua hauj lwm nyob rau hauv TFT twb tas rau qhov yooj yim cov kev tshawb fawb ua hauj lwm ntawm kev tshawb fawb tsev. Nyob rau hauv lub Cuaj Hli Ntuj 1998, Jilin caipin (muaj los ntawm Jilin Electronics Group thiab Suav Academy ntawm Sciences Changchun lub koom haum thiab lwm yam units), $ 84 lab los ntawm DTI Nyiv qhia ib tug thawj tiam TFT-LCD ntau lawm kab (DTI yog ua nyob rau hauv 1991, tus laus tus kab) thiab nyob rau hauv lub kaum hli ntuj 1999 muab tso rau hauv sib lag luam nyob rau hauv Changchun, tab sis muaj tsis tau ua txhaum los ntawm lub bottleneck ntawm tawm los yog tsis siab. Tsuas yog tus ntau lawm siv xwb 16.1 nti thiab 10.4 nti ntug khoom, peb tes num coj mus rau lub tsis ua hauj lwm rau tiag tiag lawm. Xinhua Nanjing, them tus nqi ntawm $ 54 lab, cov kev taw qhia ntawm ib tug 1 tiam kab ntawm Nyiv NEC Kagoshima Hoobkas (ua nyob rau hauv 1991, rov qab mus rau lub qub kab) tom qab lub teb chaws tau tsis tau loj ntau lawm.

Nyob rau hauv lub Plaub Hlis 2002, Shanghai xov tooj cua thiab TV Group (hu ua Shanghai TV Hoobkas) kos npe rau ib tsab ntawv ntawm lub hom phiaj nrog rau cov Japanese NEC, koom tes ua ke ua lag luam 114 billion 600 lab yen (10 billion yuan), nyob rau hauv kev tsim kho ntawm lub Shanghai Xhenzhuang Industrial Zone, ib tug 5 tiam kab, qhov svÄ shares lees paub rau 75%, NEC lees paub rau 25%. Los ntawm ob leeg mus tom ntej tuam txhab yuav NEC txog patents thiab technology, nyob rau hauv Lub kaum hli ntuj 8, 2004, Tuam Tshoj tus thawj 5 tiam kab muab tso rau hauv lub lag luam nyob rau hauv Shanghai (lub ntiaj teb no lub xya kab ntawm lub 5 tiam), lub ntsiab txiav ntawm 15 nti LCD screen.

Nyob rau hauv Lub ib hlis ntuj 2003, Beijing BOE ntawm ib tug nqi ntawm $ 380 lab nrhiav tau ntawm lub LCD ua lag ua luam Korean niaj hnub hluav taws xob (xws li 2.5 tiam kab, 3 tiam thiab 3.5 tiam kab), thiab nyob rau hauv lub Cuaj Hli Ntuj xyoo nyob rau hauv Beijing Yizhuang economic thiab Technological Development Zone, nyiaj ua lag luam $ 1 billion 200 lab los tsim kom tau ib tug 5 tiam kab (1100 x 1300mm iav substrate), ntau lawm nyob rau hauv Tej zaum 2005. nyob rau hauv Lub rau hli ntuj 2006, Jiangsu Kunshan Ivo, ua peb rau 5 tiam kab Tuam Tshoj. Ivo rau lub Kunshan economic thiab Technological Development Zone, thiab Taiwanese koom nyob rau hauv kev sib koom pheej hmmo ua mus. Kunshan av, infrastructure, preferential kev cai thiab lwm yam ntawm shares, ris rau 51% ntawm cov shares. Taiwan Baocheng pab pawg neeg (lub ntiaj teb no tus loj tshaj plaws khau manufacturers), hauj sim (Can Yu) yog ib qho loj shareholder, yog ib tug me me npaum li cas ntawm shares los ntawm cov dav dav saib xyuas ntawm IDTech tuam txhab ntawm Nyiv, Hashimoto Takaku, yav tas los CMO ntawm TFT Hoobkas thawj coj Wang Guohe thiab al technology noj kev haus ruaj NVTech, lub tshuab peev tuav. Ivo cia siab rau technology thiab kev tswj los ntawm Taiwan ntau tshaj 130 pawg ntawm engineers.

By kawg ntawm xyoo 2008, Suav nkag mus hauv lub ntsiab qhauj nyob rau hauv TFT kev lag luam nrog svÄ, BOE thiab Kunshan zaj, ces lawv muaj ib tug 5 tiam kab. Tab sis qhov no tawm kev lag luam qhov teeb meem no yog tsis zoo, tus 2008 mas ntawm lub ntiaj teb no nyiaj txiag teebmeem, rhuav tshem cov LCD vaj huam sib luag kev ua lag luam nyiaj voj voog. Nyob rau hauv lub peb hlis ntuj 2009, svÄ vim insolvency thiab reorganization trustee, nws 5 tiam kab yog qhov tseem ceeb ntawm losses (2008 tsis 1 billion 800 lab yuan), li ntawd, nyob rau hauv tus txheej txheem ntawm restructuring yog muag 2 billion 500 lab yuan rau CATIC pab pawg neeg (Shenzhen Tianma). BOE thiab Ivo kuj raug kev txom nyem losses. Nyob rau hauv tas li ntawd, vim lub 5 tiam kab cov khoom uas tsis haum rau cov loj screen LCD TV (tsuas txiav 15-27 nti vaj huam sib luag), li ntawd, Tuam Tshoj tus xim TV kev lag luam yog tseem yuav tsum tau mus vam khom rau tus LCD vaj huam sib luag txawv teb chaws.

SvÄ NEC poob qab, qhov ntau yog kev ua lag luam zoo thiab tib neeg yam nyob rau hauv rau sab laug thiab txoj cai. Nyob rau hauv Lub kaum hli ntuj 2004, tom qab lub lag luam mus txiav svÄ 15 nti computer LCD screen, cov mainstream ua lag luam tau maj tig mus rau lub 17 nti screen. Thaum 2005 svÄ txiav txim siab tig mus rau 17 nti ua lag luam, South Korean ntxhab nyob rau hauv Taiwan nrog nws loj lawm scale ntaus lub lag luam, oversupply teeb meem no, 17 nti vaj huam sib luag nqi sai sai poob mus rau tsawg tshaj li $ 160, uas ua nyob rau hauv svÄ unprofitable. Ces nyob rau hauv lub Cuaj Hli Ntuj 2006, lub yav tas dav dav saib xyuas ntawm svÄ NEC Zhou Jiachun so, lub dav dav saib xyuas Yue Zhi Dianguang hluav taws xob thawj (Taiwanese) coj tshaj. Tom qab Shi Yuezhi plav, tab sis kuj los ntawm Taiwan mus coj ib tug loj tus naj npawb ntawm cov neeg ua haujlwm, thiab ib tug loj tus naj npawb ntawm hloov Taiwan lwm. SvÄ NEC nkag mus hauv lub "Taiwan" dominated era. Cia li tshaj 1 xyoo, Kaum ib hlis 2007, svÄ general theem collective, Shi Yuezhi resigned los ntawm Thawj Tswj Hwm Gu Weimin li svÄ Electronics Co Ltd. Lub neeg tswj kev kub ntxhov thiab ob Huanshuai cov feeb tsis meej, cia li muab tso rau hauv lub lag luam 3 xyoo ntawm lub 5 tiam kab tau raug kev txom nyem loj loj losses nyob rau hauv ntsis hnub. Nyob rau hauv lub siab kawg khoom poob tus nqi, tus nqi siab ntawm mas raw cov ntaub ntawv, cov khoom, tsis muaj competitiveness thiab kev cov neeg ua kiv, cia siab rau Nyiv lub NEC (high technology daim ntawv tso cai cov nqi, ris rau tsib ntawm txhua xyoo kev muag khoom ntawm 3%) hnyav tshuab, svÄ NEC lub "Introduction assimilation" hom ntawm lub kawg. Nyiv lub Mitsui Consortium tau ua qhov kawg beneficiaries nyob rau hauv lawv. Taiwanese muaj ib tug tej zaum cov yeeb ncuab.

Cia li nyob rau hauv lub phem heev mus ob peb vas ntawm Suav TFT kev lag luam. Nyob rau hauv 2009, tseem muaj ib tug poob rau hauv lub BOE, pib nthuav tshaj tag nrho cov kev ntshaw, tsis tu ncua launched lub 6 tiam kab ntawm Hefei Beijing thiab Yizhuang 8.5 tiam kab, teem ib lub tawm cua daj cua dub ntawm cov kua siv lead ua ". Foreign loj TFT tuam txhab uas muag (Samsung, LG, ntse, thiab lwm yam) thaum hmo ntuj hloov tus cwj pwm ntawm Tuam Tshoj tus technology blockade, tau pib nyob rau hauv Tuam Tshoj los tsim ib tug siab tiam kab project.

Ib tug kev lag luam thawj coj ntawm kev puas tsuaj

Ua kom puas rau BOE LCD xaiv yaam originated nyob rau hauv hais tias nws muaj tej "puas tsuaj". Nws tsis tau tsuas yog tej kev ua lag luam kev puas tsuaj ntawm feem ntau lub xeev-muaj qhauj nyob rau hauv Tuam Tshoj, tab sis kuj muaj kev puas tsuaj tshwm sim los ntawm muaj hauj hloov. Tshaj yav dhau los 30 xyoo, ntau yam qub xeev-muaj qhauj nyob rau hauv kev ua lag luam sib tw rau lub caij nplooj zeeg, txhua tus neeg yuav muaj zog, BOE yog ib tug ntawm lawv.

Lub BOE yog tus thawj ntawm lub Ministry ntawm electronics kev lag luam nyob rau hauv lub Beijing hluav taws xob raj Hoobkas (Hoobkas code 774). 15, Tuam Tshoj lub tshuab hluav taws xob kev lag luam. 1952, nyob rau hauv lub Soviet Union thiab cov German ywj pheej koom pheej (East lub teb chaws Yelemees) kev them nyiaj yug, Beijing pib ua Jiuxianqiao hluav taws xob muaj zoo noj. Lub kaum hli ntuj 15, 1956, Beijing hluav taws xob raj Hoobkas muaj ib tug groundbreaking ceremony, Vice Premier Li Fuchun, Marshal Tsis Rongzhen thiab lwm cov thawj coj tau mus kawm lub hais lus. Cov nroj tsuag muaj ib tug tag nrho cov peev ntawm 100 million yuan, nrog ib tug txhua xyoo tso zis ntawm 12 lab 200 txhiab hluav taws xob hlab, yog cov teb chaws Asia coob hluav taws xob raj Hoobkas nyob rau hauv 60s, tag nrho cov xov tooj ntawm cov neeg ua hauj lwm ze li ntawm kaum txhiab. Nyob rau hauv tas li ntawd, Jiuxianqiao kuj ua ib tug loj Beijing lub cev muaj zog Hoobkas, North Tuam Tshoj xov tooj cua cov khoom ob leeg Hoobkas (706, 707, 718, nyob rau hauv lub cheeb tsam ntawm 751, 797, 798, Beijing cable Hoobkas) fais fab nroj tsuag (738 Hoobkas), North Tuam Tshoj photoelectric technology kev tshawb fawb lub koom haum. Tam sim no tus naas ej Beijing 798 Art Zone yog tsim nyob rau hauv lub reconstruction ntawm lub Hoobkas site.

Ua ntej 80s, Beijing hluav taws xob raj Hoobkas tau Tuam Tshoj tus loj tshaj plaws thiab feem ntau haib hluav taws xob Cheebtsam Hoobkas, yog Tuam Tshoj tus electronics kev lag luam thiab lub caj qaum ntawm lub teb chaws tiv thaiv kev lag luam. Tab sis tom qab kho kom zoo thiab qhib tau, nrog rau cov kev loj hlob ntawm semiconductor kev Circuit Court technology yog sai hloov lub electron raj technology, pej xeem thiab cov tub rog txiav txim shrinking sai heev, lub "lab Dachang" foundation cev qhuav dej. Nyob rau hauv 1985, lub Hoobkas tsim los ntawm hluav taws xob cov txiv neej nyob rau hauv Beijing, tuam txhab uas muag yuav tsum dais cov nra hnyav: tsis tsuas kom muaj lub complex khoom saw (diode, triode, kev tiv thaiv raj, iav, pwm, hluav taws xob qhov chaw ua, lub hwj chim, thiab lwm yam) rau muaj kindergartens, cov tsev kawm ntawv, canteens, thiab lwm yam kev vaj tse txij nkawm lub tuam txhab hnab nqa taug kev, muaj ntau tshaj li 8000 retired neeg ua hauj lwm. Nrog rau cov shrinking ntawm cov khoom lag luam, Beijing hluav taws xob raj Hoobkas los ntawm 1986 mus 1992 rau 7 xyoo sib law liag ntawm losses, mus rau hauv cov nuj nqis yuav tau tsa ceg rau lub verge ntawm cov ntaub ntawv bankruptcy.

Lub hauv paus ntawm qhov teeb meem lus dag nyob rau hauv lub teem sij hawm nyiaj txiag system, deprived ntawm lub hwj chim ntawm R & D Enterprises, ua nyob rau hauv lub ceev ceev poob ntawm lub enterprise nyob rau hauv nthwv dej ntawm hauj upgrading. Nyob rau hauv qhov tseeb, lub 774 tsob nroj nws muaj nws tus kheej kev tshawb fawb thiab kev loj hlob muaj peev xwm. Tuam Tshoj tus thawj zaug xwb siv lead ua pob zeb ntais, tus thawj semiconductor kev Circuit Court project yog lub tshuab hluav taws xob raj Hoobkas. Txawm li cas los, nyob rau hauv lub tswv yim npaj kev khwv nyiaj txiag system, ib zaug ib lub project yog mature, nws yuav tsum mus ua mus rau siab dua cov tub ceev xwm, los tsim kom tau ib tug tshiab Hoobkas. Tsuas yog 774 factories nyob rau hauv Tuam Tshoj ua hluav taws xob Hoobkas no mus txog ntau tshaj li 20, 70 xyoo twb tseem ntsiab lus tawm ob peb cob qhia nyob rau hauv Guizhou, Sichuan, Shaanxi thiab lwm cov cheeb tsam peb kab siv.

Beijing hluav taws xob raj Hoobkas no kuj yog ib qhov ntxov tshaj plaws tuam txhab uas muag nyob rau hauv Tuam Tshoj los nqa tawm cov kev tshawb fawb thiab kev loj hlob ntawm cov kua siv lead ua zaub technology. Nyob rau hauv 1981, lub tuam txhab tau ntse tsim lub TN-LCD LCD screen, tab sis cov tsis muaj nyiaj thiab rho me nyuam tawm. Txij thaum ntawd los txiav txim siab rau lub STN-LCD project, nws thiaj li rho me nyuam tawm. Los ntawm 1992, lub Dachang 14000 neeg, txhua xyoo cov nyiaj tau los ntawm tsuas 80 lab yuan, khoom vaj khoom tsev lav piv mus txog 90%, txhua txhua lub hli mus rau qiv nyiaj nyiaj ua hauj lwm, lub enterprise muaj mus rau lub brink. Nyob rau hauv lub Cuaj Hli Ntuj 2, 1992, lub 35 xyoo Wang Dongsheng (Zhejiang, Dongyang, kawm tiav los ntawm Hangzhou lub koom haum ntawm Electronics Engineering) raws li cov electron raj Hoobkas, pib ua SNAP qhia ob leeg-Tshuag transformation ntawm Enterprises, txo lub tsam lub cev redundancies, daim ntau quav tso thiab lax neeg, kom rectify qhov kev txiav txim (thaum cog nroj tsuag thiab txawm nqaij qaib); yuav ua kom paub sab nraud cov nyiaj, lub mobilization ntawm neeg ua hauj lwm nyob rau hauv shares. Nyob rau hauv lub Plaub Hlis 1993, Beijing hluav taws xob raj Hoobkas los tswj cov cuab tam peev, ntau tshaj 2600 cadres thiab neeg ua hauj lwm mus nce 6 lab 500 txhiab yuan (tsuas txaus xa ib tug 3 lub hli nyiaj hli) peev, thiab bank nqi, lub tsev lag luam ntawm mixed cov tswv cuab ntawm lub Beijing Orient Electronics Group Co, Wang Dongsheng cai Dong, tus tswj thiab tus thawj tswj hwm. Nws kuj tsa 6 lab 500 txhiab yuan nyob rau hauv lub ob txhais tes ntawm cov neeg ua haujlwm rau cov nqi tsev, tau vaj huam sib luag rau bank nyiaj txais, qhov no yog thawj BOE "noob nyiaj".

Phoenix Nirvana rebirth

Tus tshiab khiv tsim BOE, thawj qhov teeb meem yog cov ciaj sia taus. Nyob rau hauv thiaj li yuav daws tau cov tsis muaj nyiaj ntsuab flow, lub tuam txhab nyob rau hauv kev koom tes nrog ib tug Singapore lub tuam txhab tsim cov Oriental Hengtong vaj tse lub tuam txhab, lub chaw ua hauj lwm ntawm hluav taws xob raj Hoobkas thiab ib feem ntawm cov nroj tsuag kev loj hlob tau ua tus "Oriental vaj", nyiam Nestle, Abb thiab lwm yam nto moo Enterprises, thiab nyiaj xauj tsev kom muaj lub tuam txhab lag luam. Tag nrho cov kev tswj ntawm lub tuam txhab tsiv los ntawm lub tsev mus rau tej yam yooj yim chav chaw ua hauj lwm, cov thawj lawm tau tsiv mus rau lub qub tsev.

Raws li los ntawm cov kev hloov ntawm cov khoom qauv, lub tuam txhab ntau lawm muaj peev xwm mus CRT raj fittings. Early 90s yog lub ceev ceev sawv ntawm Tuam Tshoj tus xim TV kev lag luam, tab sis yog tus yuam sij Cheebtsam xws li iav rods, hluav taws xob phom, thiab lwm yam yog mas los ntawm Nyiv, ib tug zoo deal ntawm localization. Thaum cov tsoos nqus raj technology thiab CRT raj technology muaj ib tug tej yam tseem ceeb, cov BOE txiav txim siab los cuam tshuam nyob rau hauv lub electron phom, xws li iav txoj kev ntau npaum li cas ntawm lub peev ua lag ua luam.

Nyob rau hauv Kaum ib hlis 1993, lub BOE thiab Asahi Corporation, ib leeg mus tom ntej nyob rau hauv Beijing Asahi Hauv Khob Co. Ltd. (tom qab renamed lub Beijing Asahi Hauv Iav), zus tau tej cov kinescope iav pas nrig thiab tsawg melting point solder iav. Lub tuam txhab full postpartum, ris rau 62% ntawm cov domestic kev ua lag luam qhia tawm, ris rau lub ntiaj teb no kev ua lag luam qhia tawm ntawm 20%. Txij li thaum lub Kaum Ob Hlis 1995, cov BOE thiab Nyiv davhlau ya nyob twg Corporation ob leeg mus tom ntej, zus tau tej cov terminals thiab connectors; Plaub Hlis Ntuj 1996 thiab nishin Corporation ob leeg mus tom ntej, zus tau tej cov hluav taws xob rab phom thiab nws accessories. Rau ntawm no theem, cov BOE nyob rau hauv ib tug tsis muaj zog txoj hauj lwm, tus txha venture peev xwm tsis ntau tshaj 50%.

Tom qab 4 xyoo ntawm lub sij hawm cov nyiaj khaws tseg lub zog, BOE maj mastered rau lub tuav raws li txoj cai nyob rau hauv cov pob qij venture ntawm lub zog. Nyob rau hauv 1997, lub BOE thiab Taiwan AOC technology ob leeg mus tom ntej, teem Oriental AOC Electronics Co Ltd (BOE shares lees paub rau 51%), muab tso rau hauv lub lag luam nyob rau hauv 1999 tom qab qhov kev vam meej ntawm cov nyiaj, lub desktop computer zaub mus cuag lub ntiaj teb no tus thawj CRT.

Cov cai ntawm cov ciaj sia taus lub tswv yim, BOE pab kov yeej lub feem ntau nyuaj lub sij hawm ntawm entrepreneurship. Nyiaj los ntawm 1994 (8 lab yuan), nyob rau hauv 1997 mus txog ib tug profit ntawm $ 50 lab. Nyob rau hauv Lub rau hli ntuj 10, 1997, cov BOE B shares uas muaj npe nyob rau hauv Shenzhen Tshuag txauv, tsa HK $ 350 lab. Qhov no yog thawj lub sij hawm lub BOE yuav siv tau los sib piv cov nqi cov nyiaj. Nyob rau hauv lub nyob tej yam kev mob ntawm qhauj kom huv si tuaj, BOE npaj txhoj puab heev ua lag ua luam zoo. Ib tug tau ua tus lag luam thawj coj nyob rau hauv lub enterprise, yuav tsis kam rau lwm tus neeg. Tub rog qhauj tawv cim, thiab cov hloov ntawm kev ntshai, cia lub BOE tswj kev txiav txim siab: yuav nkag mus rau ntawm cov tsoos sau mus rau lub tshiab zaub ua lag luam.

Yav tas los, txawm nyob rau hauv lub feem ntau nyuaj lub sij hawm ntawm lub enterprise, tseem khaws cia nyob rau hauv lub BOE LCD division. Nws yog ib qhov nyuaj los pab txhawb, ib tug loj tus naj npawb ntawm kev cov neeg ua hais kom tawm. Nyob rau ntawm lub sij hawm, cov thawj ntawm cov engineer npaj mus rau lub Tsinghua University engineering chaw. Wang Dongsheng tsis pom zoo, tab sis, ces kuv xav tias, tsis muaj nyiaj, tsis tsuas cia lawv mus, nrog rau lub xeev cov nyiaj kom muaj tus kab lis kev cai ua kua ntawm tej txuj ci, raws li ntev raws li koj muaj peev xwm rov qab los rau ntawm kab. Yog li ntawd, nyob rau hauv thawj 5 xyoo ntawm tus BOE coj cov ciaj sia taus lub tswv yim, lub biggest lub hom phiaj yog kom muaj cov neeg txoj kev kawm system. Lawv yuav tsis tau tsuas yog muaj ib tug loj tus naj npawb ntawm cov neeg ua mus rau lub ob leeg mus tom ntej thiab kev kawm nyob rau hauv tsev kawm ntawv qib thiab universities rau ntxiv txoj kev tshawb no, muab ib co neeg mus rau teb chaws Nyiv Pooj rau txoj kev kawm. Lub sij hawm ntev lub tswv yim kom meej meej, cia lub BOE pib ob peb xyoos ua ntej ntawm kev lag luam kev txawj reserves, uas yog ib qho tseem ceeb nyob rau hauv yeej.

Nyob rau hauv 1998, TFT-LCD nyob rau hauv lub ntiaj teb no tiaj-vaj huam sib luag zaub technology kom zoo dua maj ntshiab, lub BOE pib rau qhov layout nyob rau hauv lub tiaj vaj huam sib luag zaub teb. Nyob rau hauv Kaum ib hlis xyoo tshaaj ntawm Zhejiang Nqus Electronics Co., Ltd. 60% ntawm cov shares, tus tsim ntawm Zhejiang BOE, nyob rau hauv thiaj li yuav nkag mus rau lub VFD teb (me me luaj li cas cov zaub). 1999 nrhiav tau ntawm Shenzhen tsab ntawv Choj ntse technology tuam txhab, tsim Shenzhen BOE ntse zaub system, nyob rau hauv thiaj li yuav nkag mus rau lub LED. Nyob rau hauv lub Kaum Ob Hlis 2000, BOE A shares muab nyob rau hauv Shenzhen, nyiaj 970 lab yuan. Yog li ntawd, nyob deb, cov BOE tau flex nws cov nqaij muaj zog.

图片 13.jpg


Nrhiav tau ntawm niaj hnub Korean LCD ua lag ua luam

Lub cib fim yeej ib txwm nyiam cov uas npaj tau. Tom qab cov neeg Esxias nyiaj txiag teebmeem nyob rau hauv 1997, Hyundai Group nyob rau hauv 2000, lub rov tshwm sim ntawm ib tug cov nyiaj ntsuab flow los xij, ua nyob rau hauv lub Korean ua lag luam Tshuag nyuaj siab ntxhov plawv. Cov niaj hnub pab pawg neeg mus rau hauv lub niaj hnub hluav taws xob yuav vau sib nrug heev, sib cais, renamed HYNIX semiconductor Corporation, thiab HYDIS (Niaj hnub nimno zaub Technology Co Ltd) yog lub luag hauj lwm rau cov LCD ua lag ua luam nyiaj pab. By 2001, Hyundai tau tau tsis tau mus txuas ntxiv mus ua lag luam nyob rau hauv lub LCD ua lag ua luam, thiab txiav txim siab los muag cov HYDIS ceg txheem ntseeg.

Rau cov TFT-LCD kev lag luam yog cov pib, saib mus rau ib lub sij hawm ntawm lub BOE, qhov no yog ib lub caij nyoog ntawm ib tug lub neej. HYDIS muaj 2 thiab 3 tiam, 3.5 tiam ntawm peb ntau lawm kab, txhua xyoo lub peev xwm ntau ntawm ntau tshaj 3 million, qeb duas cuaj nyob rau hauv lub ntiaj teb no tus ntau tshaj 20 vaj huam sib luag Enterprises, nws ua ib tug 17 nti zaub yog ranked peb nyob rau hauv lub ntiaj teb no; nws muaj ib tug neeg sab nraud R & D tsev, R & D tej yaam num yuav tsum vov ntaub ntawv, spare qhov chaw, kua siv lead ua ntaus ntawv thiab nws cov ntaus ntawv yog kev koom tsim lub 4 lithography thiab kua siv lead ua xa me nyuam rov technology, nrog 300 patents, txoj kev loj hlob ntawm lub FFS dav foundations ntawm technology yog ib tug ntawm lub ntiaj teb no peb mainstream technology; nws kuj muaj ib tug ua li network kev pab ua kom tiav kev ua lag luam muaj peev xwm, tag nrho cov thoob lub ntiaj teb.

Nyob rau ntawm lub sij hawm pom qhov nrhiav tau ntawm kev txaus siab nyob rau hauv lub tebchaws United States, Nyiv, Taiwan thiab lwm yam Enterprises, nyob rau hauv thiaj li yuav txo txoj kev pheej hmoo ntawm txawv teb chaws mergers thiab acquisitions, BOE xaiv thiab Taiwan ob leeg twv rau lub tuam txhab ntawm hniav ntaj hniav riam. Nyob rau hauv Lub rau hli ntuj 2001, lub BOE ob leeg qhauj thiab niaj hnub pab pawg neeg kos npe rau ib tsab ntawv ntawm lub hom phiaj, tus transferee 80.1% ceg txheem ntseeg nyob rau hauv HYDIS, cov seem 19.9% yog nyob rau ntawm lub Hyundai pab pawg neeg. Nyob rau hauv kaum ib hlis xyoo ntawd, lub BOE yog ywj siab ntawm nrhiav tau ntawm STN-LCD thiab HYNIX lub OLED ua lag ua luam, thiab tsim ib qho kev ywj lub tuam txhab nyob rau hauv South Kauslim. (Taiwan rab ntaj degree nyob rau hauv cov txheej txheem thiab cov BOE kev koom tes, txawm me me taw, lub BOE tus txawj ntse rau South Kauslim thiab South Kauslim; tab sis lub sij hawm no lub BOE tau tsim muaj ib tug zoo kev sib raug zoo, raws sij hawm qhia mus rau lub BOE BOE, ces tawm. Cov Taiwan lub tuam txhab kos npe ib tug tsuas yog daim ntawv cog lus nrog HYDIS yuav HYDIS rau $ 650 lab thiab them ib tug tso nyiaj ntawm $ 10 lab, tab sis thaum kawg ua tsis tau tejyam rau nce nyiaj rau rho me nyuam tawm. Taiwan rab ntaj nyob rau hauv 2004 los ntawm cov Taiwan lub takeover, renamed li Hong Technology).

Taiwan rab ntaj ntawm tawm, lub BOE comeback nyob rau hauv 2002 thiab HYNIX kos npe rau ib daim ntawv cog lus ntawm lub hom phiaj, vim hais tias ntawm cov niaj hnub pab pawg neeg nqi ntsoog deepens, ua ke nrog tus thib ob ib nrab ntawm 2002 LCD raug kev txom nyem lub caij txom nyem lub sij hawm, lub nroos muag. South Kauslim pom zoo mus rau qhov kawg nqi ntawm $ 380 lab, tag nrho cov kev ncaj ncees hloov lwm lub tsev ntawm HYDIS rau juggle cov. Nyob rau hauv kev txiav txim kom tsis txhob muaj kev pheej hmoo, lub BOE teem BOE nyob rau hauv South Kauslim (BOE) -HYDIS, thiab rau sab qab teb Kauslim cuab tam nyiaj txais muas tsev subsidiary, kev vam meej cov nyiaj txais ntawm $ 230 lab los ntawm lub bank ntawm Kauslim, ntxiv rau qhov BOE peev ntawm $ 150 lab, lub ob sab nyob rau hauv lub ib hlis ntuj 21, 2003 officially muag, lub sij hawm no los ntawm thaum pib rau ze li ntawm ob xyoos.

Cov uas tsim nyog lw, qhov tus me nyuam ntawm cov cuab tam nyob rau hauv Lub ib hlis ntuj 2003 tom qab kawm tiav ntawm lub sij hawm luag, lub ntiaj teb no vaj huam sib luag kev ua lag luam tus nqi tam sim ntawd pib mus rau sawv, txoj kev vam meej mus ntxiv kom txog thaum Lub rau hli ntuj 2004. Thaum lub sij hawm no lub sij hawm BOE-HYDIS cov nyiaj tau $ 60 million. Cov nrhiav tau ntawm cov kev pab, daws tau qhov kev qhov chaw, BOE patent teeb meem, pib lub lag luam thiab cov tub ntxhais kev cov neeg ua thiab lwm yam kev xaiv yaam teeb meem. Yuav kom nteg ib lub hauvpaus khov rau cov BOE "txawv teb chaws acquisitions, domestic rooted txoj kev.

Nyob rau hauv lub Cuaj Hli Ntuj 26, 2003, cov BOE nqis peev 10 billion 300 lab yuan nyob rau hauv Beijing Yizhuang economic thiab Technological Development Zone, ua thawj 5 kab (thib ob). The BOE BOE shares accounted for 75%, South Korea $125 million investment in shares accounted for 25%. The success of overseas acquisitions, domestic 5 generation line construction and the time of liquid crystal cycle increases, prompting Wang Dongsheng's "ambition" expansion, he will rapidly expand the business scale, go with liquid crystal giants. The BOE has carried out three major strategies: immediately grounded plan, overseas listing and team ownership. The "root plan" is through the 5 line construction, the ability to acquire the localization; "overseas listing" is based on the LCD business in the overseas market, to raise the funds required for the 5 generation line; "team ownership" is the implementation of equity incentive plan, with the BOE together into the back lock shaft. Wang Dongsheng's wishful thinking is this: if the overseas listing is successful, can be used to raise $1 billion 200 million in funding the 5 generation line investment within 5 years, then holdings of 12 to $3 billion, while the construction of the 6 generation and the 7.5 generation of a line. If these goals can be reached, the BOE in 2008 to enter the world top 5, a chance to win the top three industry.

But this idea was destroyed by a small event. In June 2, 2004 the "Beijing News" published an article on "BOE curve MBO hidden wealth surge puzzle" article executives, questioned the BOE management stock ownership plan, the Commission halted the BOE Hongkong listing plan. Listing and financing after the bursting of the BOE had to seek bank loans for the construction of the 5 generation line financing. In April 8, 2005, led by the Construction Bank China, including CDB, Chinese bank, bank, bank, Huaxia Bank, China Merchants Bank, Beijing bank, Xiamen international bank, nine bank syndicate, signed a $740 million loan contract with the BOE 5 generation line for construction. In addition, the Beijing municipal government provided 2 billion 800 million yuan of loans. 90% of the total investment of the 5 generation line from bank loans, such a financial structure was later proved to be a lot of risk, but also to make its original idea of the expansion plan aborted.

In order to ensure that there is a market starting in 2003, BOE spent HK $1 billion 30 million acquisition of Taiwan AOC 26.38% stake, becoming its largest shareholder. AOC was the world's largest computer monitor on behalf of industry and commerce, annual sales of more than 22 million units, accounting for the global market share of 35%. The acquisition of AOC to solve the marketing problems of BOE 5 generation line 1/3. In May 25, 2005, BOE 5 generation production line successfully. Since then, the production of high yield, from the initial stage of the monthly production in March, expanded to 60 thousand in August 2006, in September 2007 reached 80 thousand, in July 2008 has reached a monthly output of 100 thousand. Become one of the best production lines of international operation efficiency and profitability.

The 5 generation of the successful production line, as the BOE industry personnel training "learning platform". In the process of development, the BOE professional engineers from less than 300 people, the rapid growth to more than 2 thousand people; then continue to expand production capacity, to provide manpower reserve. In the aspect of technology, the BOE in acquiring the South Korean modern FFS wide viewing technology, continuous research and development of a large number of additional proprietary patents, especially the HYDIS 3.5 generation line amplification to the 5 generation line, a large number of unique technology breakthrough, the formation of AFFS wide angle patent system. Because AFFS is more advanced than SHARP's VA technology, Samsung and LG have proposed cooperation with. At the same time, the BOE 5 generation line, also attracted dozens of upstream manufacturers (by international enterprises) investment in the vicinity of Yizhuang, the. Suppliers to join, become an important source of BOE absorb external of the latest technology.

图片 14.jpg 

Beijing Yizhuang BOE 5 generation line production workshop

Almost died before dawn

The liquid crystal cycle began to rise from 2003, 15 inch LCD panel prices had soared to $230 per piece, which had just acquired South Korea HYDIS BOE group, 11 billion 180 million yuan, a record year revenue soared 133.7%; net profit of 403 million yuan, increased 386.7% over the previous year. But from the beginning of the second half of 2004, the LCD cycle into the recession, 15 inch panel prices fell to $145. Not only South Korea began to BOE Beijing 5 generation line losses, and in 2005 the first production also coincided with the trough. Because this is the first production line of BOE, the initial yield is not high resulting in operating losses, coupled with the 5 generation line that must be extracted 1 billion 300 million yuan of equipment depreciation, loss of 1 billion 600 million yuan in 2005 boe. This is the first annual loss since the company was founded in 93. In 2006, the market is still sluggish, prices continue to decline, BOE annual loss of more than 1 billion 700 million yuan.

Two consecutive years of losses brought great pressure to the boe. An important reason is that the pressure is almost unbearable: when the 5 generation line not listed overseas financing, but with bank loans, the BOE's financial burden is very heavy. 5 generation line equipment depreciation takes 7 years, and bank loans require settlement in 5 years. By April 2007, the 5 generation line into the syndicated loan repayment period. At this time the BOE is unable to repay, the only way is to get the loan, otherwise the company's cash flow will break.

Under great pressure, the BOE began around for help, please Beijing municipal government to coordinate, and invited each bank in syndicated to Beijing 5 generation line to visit, to explain why they need extension. After hard work, in the end of May 2007, the banks agreed to extend the loan period from 5 years to 10 years. This is what makes the BOE back to life. In order to alleviate the financial crisis, some BOE began to sell assets to obtain cash. In May 2007, the BOE to HK $2 billion 400 million sold a stake in AOC. The money used to repay the loan, the company's debt ratio decreased from 78% to 50%.

Later BOE Korea BOE-HYDIS shares are sold, although not entirely out of the financial pressure. After entering the LCD recession, BOE-HYDIS began to lose. Originally prepared to adjust structure of the BOE (such as the production of labor-intensive Chinese moved from 1700 workers, will be cut to 800), but was firmly opposed to the local union. The BOE had put forward the patent ownership buy it all as the injection conditions, but did not talk to. Due to insolvency, BOE-HYDIS entered the judicial process. In May 2007, the Korean court will start the regeneration process, BOE-HYDIS to $300 million transferred to Taiwan PVI, BOE all exit (BOE-HYDIS also holds a 10% stake in Beijing 5 generation line).

The crisis also contributed to the growth of enterprises, in the huge financial pressure, the BOE internal started the "3020" action, that is to improve the product value of 30%, 20% to reduce the unit cost, speed and quality. All the staff were mobilized and several thousands of improvement measures were put forward to reduce the production cost. In order to stabilize the team, the BOE will wages increased by 20-40%, the initiative to further stimulate the employees. At the same time, the BOE to further strengthen the marketing power, reorganization of the sales department, the sales team stationed in the factory to the customers, enhance customer service response speed. By 2006, the BOE has customers including Samsung, LG, PHILPS and DELL and other famous company. At the same time, efforts to explore the market crisis, the BOE in China market rapidly rising sales, by July 2007, China district sales have reached 55 thousand a month, 8 times a year ago, China similar products in the market, almost entirely by the BOE occupation.

The ability of rapid growth in the crisis, which laid the foundation for the BOE better operating conditions. In June 2007, the global LCD panel market began to pick up, the BOE realized the first quarter earnings. The 5 generation of all-round improvement of the operation of the line, the BOE in 2007 net profit of 700 million yuan, and at this stage quickly paid off most of the debt. But the roller coaster effect LCD cycle continues, the first half of 2008, BOE profit 700 million yuan, to the second half of the year, the financial tsunami, the global TFT market once again plunged into recession. The BOE flagship 19 inch LCD screen as an example, the first half of 2008 the price of $120 per piece, to January 2009 has dropped to about $50, resulting in the first half of the loss of more than 1 billion 300 million yuan. The draw, 2008 annual loss of 800 million yuan boe.

But with a recession confound different, the latest round of this recession, despite the losses, the financial basis of the BOE, because most of the pay off bank loans, much more stable than before. Especially after 1 years before the test of life and death, the BOE for LCD cycle has a very strong psychological ability. Then, with a struggle for survival on the contrary, in the liquid crystal recession cycle has not ended, the BOE began a massive expansion of the pace. This is a global TFT LCD panel industry nervous cycle of anti cycle.

A contrarian expansion LCD storm

As the LCD industry development calendar proves , enter this industry was like riding a tiger, uncomfortable riding down, but more dangerous. As long as you do not want to quit, you must continue to expand the scale of investment. BOE management is very clear: the 5 generation line cutting panel, and can supply the most potential market, large screen LCD tv. China is the world's largest LCD TV market, annual sales of more than 30 million units, the output value of more than one hundred billion yuan. As the core of the large-size LCD panel, all rely on imports.

BOE 5 generation line after the completion of the expansion plan, should start from the "dragon plan" in Shenzhen. The second half of 2005, in support of the Shenzhen municipal government, by restricting the import panel the pain of SKYWORTH, TCL, Konka, Changhong and other four color TV giant, plans for a joint venture in Shenzhen construction of the 6 generation LCD panel production line. But in the pursuit of technical support to foreign companies, or simply refused, or be asked for a huge transfer fee. So they take the initiative to find the BOE, each accounted for 40% of the shares, plus the super company (on behalf of the Shenzhen municipal government) accounted for 20% of the shares, the formation of the Shenzhen Julong photoelectric company (registered capital of 8 million yuan). Shenzhen municipal government also expressed willingness to provide 7 billion 700 million yuan of financial support.

In fact, in the preparation of BOE 5 generation line, while the establishment of the B2 project of the 6 generation line, just because the overseas listing plan to implement the abortion. Dragon plan agreed immediately on the formation of the BOE technology team of hundreds of people. But after the news came out of the Dragon plan, the Japanese SHARP in June 2006 to take the initiative to build a 7.5 generation line of Shenzhen's plan, the Shenzhen municipal government and the four major color TV giants have shaken. Changhong simply do the withdrawal of plasma (PDP), BOE languishes in. After a year of negotiations, SHARP violated its original commitment to require the transfer of technology under the control of the case, leading to negotiations to terminate in September 2007. SHARP later went to Shanghai when the spoiler, SHARP and SVA cooperation of the 6 generation line project has been approved, it withdrew from the. In this way, the Japanese played around the country after a circle, so that China's high generation LCD panel production line at least postponed 2-3 years. China's imports of more than 30 billion US dollars a year panel.

At the end of 2006, the BOE and SVA NEC losses were 1 billion 500 million and 2 billion yuan, Ivo is difficult. In this case, the three companies have explored the integration, but it is difficult to reach a consensus on the management of the dominant. By 2007 the market improves, it will settle a matter by leaving it unsettled. In the next development strategy, think on the high generation line of BOE to the risk is too big, so I decided to choose a into can attack, retreat to the road of low generation line construction investment scale is small, small and medium-sized market in the LCD panel market to the strongest, and then to Gao Shidai to Xian Kuozhang.

In 2007 through the financial crisis, the BOE had started to expand the opportunity, and the first step is the construction of Chengdu in a 4.5 generation line. This project comes from the Dragon plan, several local governments (Wuhan, Chengdu, Changchun etc.) the possibility of actively looking for talks at the local BOE production line. Because of Chengdu city to provide better conditions, the two sides hit it off.

Although not built high generation production line, but the Chengdu 4.5 generation line to take the mode of financing, is a significant breakthrough for later BOE construction of the 6 generation and 8.5 generation line opened a financing channel. The success of this model from the Beijing municipal government to invest in the 5 generation line. Previously, the Beijing municipal government (by SASAC Beijing industrial investment company) 2 billion 800 million loan to the BOE to support the 5 generation line construction. In the later encountered financial difficulties, the BOE BOE loans into shares, on the one hand can help the BOE survive, while the government can still through the capital market recovery funds.

The Beijing municipal government agreed to this approach. It turned out that this investment is very cost-effective for Beijing. In addition due to the project and get revenue (profit and $about 1000000000 each year on the 5 generation line upstream matching enterprises taxes paid 2 billion 780 million yuan), later BOE's stock price from 2.72 yuan debt of up to 12 yuan, the Beijing municipal government in the share price of 10 yuan will be half of the Equity Cash sold 2 billion yuan and the rest of the equity market capitalization of more than 2 billion 500 million yuan.

This experience shows a new way of financing for the BOE: to the government or the specific "strategic investors" issuance of shares to obtain enough capital. So this model is applied to the Chengdu project. Chengdu in addition to providing land, tax and other aspects of support, but also provide financial support. In July 2008, the BOE had a private placement for the Chengdu 4.5 generation line, Chengdu to the issuance of shares of 1 billion 800 million yuan. In addition, the National Development Bank led consortium to provide 1 billion 600 million yuan of loans, and the repayment period is 10 years. In March 2008, second of the TFT line of BOE, Chengdu 4.5 generation line project, a total investment of 3 billion 400 million yuan, to mass production in October 2009, April 2010 reached full production. The utility model relates to a small size liquid crystal screen which is mainly used for mobile multimedia terminals. The completion of this round of investment, the BOE's capital channel and industrial development through the basic relationship.

Once you find a new financing mode, the BOE "ambition" re initiation, start looking for the construction of the 6 generation line opportunities; and the target is mainly aimed at three areas of the Yangtze River Delta, Pearl River Delta and Bohai bay. Originally the BOE still consider the choice of Shenzhen, in addition to transportation, market and other factors, the 6 generation line to finance 17 billion 500 million yuan, must be with the city has the resources to talk about cooperation. In April 2008, the management of the BOE was invited to visit Anhui Hefei, a Hefei municipal government moved. Site of the Hefei land area has been ready, Shenzhen also promised to how much they gave much. After the evaluation, the BOE found that Hefei is a good choice. Here the east west of the Yangtze River Delta, the hinterland of central China, more important is full of water and electricity supply (a 6 generation line of daily water consumption of more than 20 thousand tons, the power consumption, the Yangtze River amazing) and Chaohu, and Anhui province is a power output. In addition, Hefei's technical personnel intensive, ranking fifth in the country, but the staff is relatively stable. At the same time, Hefei has accumulated a number of relative size of the household electrical appliance industry, but because of the technical content is not high and unstable. Hefei municipal government in full consideration of the risks, make the BOE 6 generation line project.

The autumn of 2008, BOE signed with the Hefei city 6 generation line capital framework agreement, Hefei promised invested 6 billion yuan, and 9 billion yuan in additional promise guarantee is not successful. In April 13, 2009, plans to invest 17 billion 500 million yuan in the BOE 6 generation line in Hefei started. Due to the construction of the BOE 6 generation line, has been for 3 years, so technically very confident. November 17, 2010 Hefei 6 generation line production, the design of the monthly production capacity of 90 thousand, the main cutting 18-37 inch TV and computer display.

In June 8, 2009, the BOE is approved by the Commission after the announcement, the issuance of 12 billion yuan for the Hefei 6 generation line orientation. As the community optimistic about the LCD industry (the central government has been listed as the focus of the development of new types of monitors), coupled with the local government to join, making investors confidence. The BOE smoothly from the capital market to raise 12 billion yuan, the Hefei municipal government only paid 3 billion yuan, let the 6 generation line settled in Hefei. And after the 6 generation line construction, has attracted more than a dozen supporting enterprises in Hefei development zone. This cluster of industries, so that Hefei had to apply to the central government to increase the Development Zone land permit.

After the financial crisis in 2008, in response to the threat of recession, the Chinese government has also launched a counter cyclical investment, launched a 4 trillion investment plan. Beijing municipal government for stimulating domestic demand, investment projects, the person in charge of the Yizhuang Development Zone, immediately think of the BOE 8 generation line. In fact, early to declare BOE 8 generation line project to the city, but was then busy with the Olympic leaders to attend to the matter. The support from the government, the BOE 8 generation line immediately enter the program implementation phase. In August 31, 2009, BOE 8 generation line (after adjustment for the 8.5 generation line) foundation in Beijing Yizhuang Development Zone, a total investment of 28 billion yuan. Since the 8.5 generation line in the process of the line with the 6 generation and there is no essential difference, but the process has increased the difficulty, so the project is advancing very quickly. Samsung, LG, SHARP are built in the 5, after the 6 generation line, built the line of the 8 generation

BOE 8.5 generation line project construction area of about 710 thousand square meters, is located in Beijing Yizhuang economic and Technological Development Zone East of C1, C2, C5, C6 block, including the array of factories, into a box factory and color film factory, factory module and comprehensive power station, comprehensive office building, sewage treatment plant and other facilities. Design capacity of 90 thousand glass substrates per month, substrate size 2200mm * 2500mm. In July 31, 2010, building the main structure of the cap, the end of December 2010 began to move into the process equipment. Plans to put into operation in 2011, the three quarter of June 2011 to achieve mass production. After the project put into operation, can drive a large number of supporting enterprises, the annual output value of nearly 100 billion yuan, providing more than 20 thousand jobs. Beijing municipal government, the national development and Reform Commission and the Ministry of industry has given strong support for the project. In April 2009, the national development and Reform Commission approved the first Chinese TFT-LCD technology in the establishment of the National Engineering Laboratory, boe. In order to promote the development of liquid crystal display devices, the integration of upstream and downstream technology, marking and personnel training.

图片 15.jpg


The remnants of the 798 Art District in Beijing bauhaus. This huge factory was originally Beijing radio three factory, built in 1957. Since the 50s of last century, China has built a large number of electronic enterprises, but in the planned economy system, most of these enterprises failed to form competitiveness. To the 80s of last century, a large number of technological transformation in bankruptcy.