BOE's first quarter results showed that the company achieved a net profit of 286 million yuan, an increase of 158%. BOE achieved net profit of only 258 million yuan last year. The profit in the first quarter of this year has exceeded the profit level of last year.
Despite the good news, the industry is still full of worries, because Korean companies represented by Samsung and LG are entering the OLED industry, but domestic companies are not investing much in the OLED industry.
A few days ago, BO Dongsheng, the chairman of BOE, came out to blame, saying that BOE’s LCD industry technology accumulation can achieve double-edged sculptures, not only to make the LCD industry bigger and stronger, but also to prepare for transformation.
BO Dong Chairman Wang Dongsheng said that the industry's concerns do not exist, because TFT-LCD and AM-OLED are not an alternative relationship. AM-OLED and TFT-LCD production processes are 70% compatible. AM-OLED needs Developed on the basis of TFT. Therefore, as long as the AM-OLED technology is mature, the existing TFT-LCD production line can be transformed into an AM-OLED production line.
In Wang Dongsheng's view, as far as the current development trend is concerned, it is at least more than ten years for AM-OLED to surpass TFT-LCD to become mainstream. "We have a good layout for AM-OLED technology reserves. The goal now is to mass-produce AM-OLEDs two years later. We are not afraid of technology upgrades and updates. Other technical aspects, such as 240/480 Hz, 3D We have reserves for many technologies such as touch."
Concerning the overcapacity of the panel industry, Wang Dongsheng believes that from the global market point of view, the international mobile phone business has a large amount of screen orders, which is almost difficult to complete; while high-end displays such as Pad, notebook, TV and telemedicine monitors are currently Both are in short supply, and the demand in the domestic market is also at a high level; in terms of the number of screens used for TV sets, by 2015, it will take ten 8.5 generation lines to meet the screen demand for TV production. The domestic production line is obviously not enough.
Despite the good news, the industry is still full of worries, because Korean companies represented by Samsung and LG are entering the OLED industry, but domestic companies are not investing much in the OLED industry.
A few days ago, BO Dongsheng, the chairman of BOE, came out to blame, saying that BOE’s LCD industry technology accumulation can achieve double-edged sculptures, not only to make the LCD industry bigger and stronger, but also to prepare for transformation.
BO Dong Chairman Wang Dongsheng said that the industry's concerns do not exist, because TFT-LCD and AM-OLED are not an alternative relationship. AM-OLED and TFT-LCD production processes are 70% compatible. AM-OLED needs Developed on the basis of TFT. Therefore, as long as the AM-OLED technology is mature, the existing TFT-LCD production line can be transformed into an AM-OLED production line.
In Wang Dongsheng's view, as far as the current development trend is concerned, it is at least more than ten years for AM-OLED to surpass TFT-LCD to become mainstream. "We have a good layout for AM-OLED technology reserves. The goal now is to mass-produce AM-OLEDs two years later. We are not afraid of technology upgrades and updates. Other technical aspects, such as 240/480 Hz, 3D We have reserves for many technologies such as touch."
Concerning the overcapacity of the panel industry, Wang Dongsheng believes that from the global market point of view, the international mobile phone business has a large amount of screen orders, which is almost difficult to complete; while high-end displays such as Pad, notebook, TV and telemedicine monitors are currently Both are in short supply, and the demand in the domestic market is also at a high level; in terms of the number of screens used for TV sets, by 2015, it will take ten 8.5 generation lines to meet the screen demand for TV production. The domestic production line is obviously not enough.
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