According to Taiwan media reports, the mainland is expected to purchase 440 million US dollars of Taiwan's panel in 2009. The actual procurement is only over 3 billion US dollars due to the shortage of glass substrates. In 2010, it is estimated that the purchase of Taiwan's panel is 5.3 billion US dollars. Bai Weimin, the head of the mainland procurement team, affirmed that there is no problem.
Due to the large demand for Continental TV panels, Bai Weimin, vice president and secretary general of China Electronics Video Industry Association, negotiated with Taiwan panel makers. In an interview with the media, he said that in 2009, mainland LCD TVs shipped 60 million units, which must exceed this figure this year.
Regarding the issue of whether mainland LCD TVs shipped more than 65 million units this year, Bai Weimin said that it is “not easy to say.†Bai Weimin said that mainland manufacturers have provided relevant figures according to their own needs, so the mainland’s estimated purchase of Taiwan’s panels this year is $5.3 billion, including Signed the order.
Last year, the glass substrate was out of stock, but this year, the upstream components of the light-emitting diode (LED) were out of stock. However, the LCD TV market has a tendency to move closer to the LED backlight TV.
Bai Weimin stressed that this year, Taiwan's panels are purchased, and LED backlight panels account for at least 30%.
For the mainland procurement panel of 5.3 billion US dollars to achieve the goal, AU Optronics Vice Chairman Chen Xuanbin said that we must observe again. As for the development of the panel market in the third quarter, Chen Xuanbin said that it is not convenient to express his views at present; however, he pointed out that the current shortage of LEDs will still be lacking in the second half of the year.
Due to the large demand for LED backlight TVs this year, upstream components are out of stock, LED manufacturers are giving priority to TV manufacturers Sony, Samsung, and other color TV manufacturers including the mainland are also actively looking for sources of supply.
AUO's LED manufacturer Longda Electronics provides LED backlights to AUO to manufacture panel modules. Longfeng General Manager Su Fengzheng said that there are also LED suppliers in the mainland and provide demand for export TV market. How many LED backlights will be used in the purchase of Taiwanese panels in the mainland?
Chi Mei Electronics ranked first in the mainland TV panel market last year. When asked whether it can be maintained this year, Xu Chunhua, senior deputy general manager of Chi Mei Electronics, said that the market share is still difficult to talk about, but Chi Mei’s shipments in the mainland market will grow. .
He said that the panel market was very stable in the first half of the year, and it was just beginning in the second half of the year.
For the LED backlight panel demand is booming, Xu Chunhua believes that the LED upstream material is lacking all the way, especially the light guide plate used by LED TV is lacking, it should be missing until next year.
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