Business Daily News (LI) will appear on future market BOE ("BoE") brand TV. Internal LCD panel production of leading enterprises of Beijing BoE announcement said last night, to implement the BoE Beijing factory machine manufacturing industry and established unit S1 project research and development, production, sales and integration of the company — — Beijing Oriental video technology co., Ltd. This means that the company formally entered the whole area, LCD TV with flat panel TV giant carved year sales more than 2000 million units, sales of nearly $ 100 billion of the Chinese market.
Beijing Oriental video technology co., a total investment of RMB, expected 3.86 fixed investment liquidity demand 0.66 billion, according to item 3.2 million operation term of seven years, the internal rate of 20%, payback period is 5 static more years.
"Boe on into LCD TV total market has been brewing for a long time. "China electronic video Association under allwin Consulting Vice President Kim Xiaofeng told reporters that" overall, upstream and downstream industry chain open areas in the LCD TV has a successful precedent like Korea LG, Samsung, sharp, Sony Japan. BoE to enter this market have certain advantages, since by virtue of the Panel, the price control will have the right to speak, can earn money through panel can also earn money through the machine. ”
BoE into the whole market, in addition to increasing profitability, with its huge channel Panel production capacity also has a lot to do. Industry observers liubuchen analysis that the BoE into the Panel and the overall market shows that the company on future LCD TV market, especially in the Chinese market is very promising. However, as the BoE next panel supply increasing, a question is urgent, and that is how the digestion BoE enormous productivity? "it is clear that their access to the machine production areas is a digest of the most effective method. "Liubuchen analysis.
Current BoE have been produced with a monthly production capacity of 10 million tablets can be 5-generation LCD panel production line, one can already in operation to produce 3 million tablets of 4.5 generation LCD panel production lines under construction 6 generation LCD panel production line can produce up to 9 million in the fourth quarter of next year, in the production of measure built 8-generation LCD line monthly output can also be up to 9 million pieces. Recent national multiple local launched multiple LCD Panel items, Overstock worry has appeared.
In addition, the consumption of these few lines go BoE a lot of money. LCD panel market has been a long-period of investment, a LCD panel production line, at a cost of tens of billions of dollars, but the recycling investment to generate earnings slow. Currently, the BoE has more than one quarter of losses. Yesterday the BoE announcement of third quarter results show, the first three quarters of the company's losses 7.5 billion yuan, the annual budget deficit of 10 million Yuan.
Commenting on the BoE into LCD TV total market prospects, liubuchen said TV market is a market brand identities, since 2003, a large number of non-CTV enterprises entering the field, as is the LCD TV Party, BenQ, etc, but really in the market on the competitiveness of the final or traditional TV business. Top five brand TCL, KONKA, CHANGHONG, Xiamen China and Hisense occupy the market share of 70%. This explains the new incoming enterprises are to establish a strong position is very difficult. Not to mention also face Korea, Japan and other international giant scramble. "My prediction is that the BoE is difficult to establish the status of the whole market. "Liubuchen stressed.
The analysis also gold Xiaofeng, the BoE has the advantage that the upstream also has many machine customers, and the relationship between the machine manufacturers are currently working relationship. But if you enter the whole market, and the relationship between machine manufacturers by mere cooperation becomes both cooperation and competition, which will inevitably affect the part of the customer relationship, how to balance this relationship is the BoE to resolve problems. This is also why Taiwan Panel enterprise does not extend to the River.
"However, in General, flat panel display industry is large with a few years ago, the whole downstream manufacturers have tentacles into upstream module or Panel; the upper panel, modular enterprise also actively extend to the downstream equipment. This description of the field in China is moving towards a flat plate with healthy direction. "Golden Xiaofeng said.
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