22. märtsi õhtul teatas BOE A, et tema tütarettevõte Wuhan BOE kavatseb ära kasutada ehituse algstaadiumis reserveeritud 25,000 klaasist substraati kuus ja koguda 3,775 miljardit jüaani. laiendada Hiinas Wuhanis asuvat tehast. Mahutavus.
Igakuine tootmisvõimsus kasvas 180,{1}} lehele
Teate kohaselt on Wuhan BOE Hiinas laienemise konkreetne ehituslik sisu olemasoleva 10,5. põlvkonna õhukese kiletransistori vedelkristallekraani (TFT-LCD) tootmisliini laiendamine, sealhulgas tootmis- ja abiseadmed. tootmisrajatised, elektrirajatised, keskkonnakaitserajatised, ohutusrajatised, tulekustutusrajatised-. Pärast ehituse lõppu suurendatakse igakuist tootmisvõimsust 155,000 substraadilt 180,000 substraadini ja tööjõudu suurendatakse 945 inimese võrra. 2022. aastal on oodata protsessiseadmete sissekolimist ja täistoodangu saavutamist.
According to the announcement, at the beginning of the construction of the factory, 25,000 substrates/month are reserved for plant space. Through capacity expansion, the existing plant space can be fully utilized to avoid idle space. At the same time, in addition to the purchase of new equipment, the expansion project also fully considered the capacity of existing equipment to tap the potential, and formulated a series of plans to maximize equipment capacity to improve the operating efficiency of existing equipment. Based on the utilization of the existing plant and the potential of the production capacity of the equipment, the investment amount required for the new production capacity of this expansion unit is much lower than that of the new factory. The completion of the project will significantly improve the profitability and competitive advantage of Wuhan BOE.
In January 2021, BOE A released a fixed increase plan of 20 billion yuan. One of the proposed investment directions is to increase its holdings in Wuhan BOE. BOE A intends to purchase 14.44 percent and 9.62 percent of the equity of Wuhan BOE, China held by Wuhan Lingkong Port Industrial Development Investment and Changbai Fund, respectively, for a total price of 6.5 billion yuan. After the completion of the acquisition, the company will hold 47.14 percent of Wuhan BOE.
The revenue of BOE Wuhan, China is mainly derived from the 10.5th generation TFT-LCD production line. The product will be lighted up in September 2019 and mass production will be achieved at the end of December 2019. In 2020, Wuhan BOE realized operating income of 1.775 billion yuan and a net profit loss of 156 million yuan.
Nõudlus suurte{0}}suuruste paneelide järele kasvab jätkuvalt
The background of the increase in holdings and production expansion is the high prosperity of the large-size LCD panel industry. According to the forecast of the research institute Qunzhi Consulting, due to the continued strong stocking demand of downstream brands and the limited actual supply of panels due to the shortage of upstream, especially chip supply, the supply and demand of the global LCD TV panel market remained tight in March, and it is expected that the supply and demand relationship in the second quarter will not be obvious. Improved, panel prices maintain an upward trend, and large-size panels may expand.
BOE A ütles, et uute tehnoloogiate (nt 5G, asjade internet ja suurandmed) väljatöötamisega on järgmised viis aastat 4K/8K ülikõrge-kõrge{4}} arendamise kuldperiood. definitsiooni kuvamise tehnoloogia. Tehnoloogiauuendused soodustavad displeitarbijate toodete pidevat üleminekut kõrgekvaliteedilistele-keskmistele ja suurtele suurustele. .
BOE A predicts that the demand for medium and large-size panels will continue to grow in the next five years, and the demand for 65-inch and 75-inch products that are economically cut sizes for the 10.5-generation production line will usher in substantial growth. In order to meet the incremental demand of customers and further seize the incremental market for medium and large-size panels, Wuhan BOE must implement a production line expansion project to expand the production capacity of corresponding medium and large-size panels to ensure a competitive advantage.
