なお先月(4/20)には同投資についての観測記事が流れていた。中国では大型液晶工場の投資が相次いでいる。
TCL has announced that its subsidiary China Star Optoelectronics Technology Co. (CSOT) will soon begin building a new Gen 11 LCD panel factory in Shenzhen, China. TCL says the new plant will be the world's largest LCD panel factory, and it will focus on producing larger-sized panels, with screen sizes of 65 inches and up. The Gen 11 plant will reportedly cost $7.8 billion.
From TCL
TCL is positioned to maintain its leadership and add even more large size TVs to its award-winning lineup. China Star Optoelectronics
Technology Co., Ltd. (CSOT), a leading TV panel supplier and a
subsidiary of TCL Group, will soon begin construction of the world's
largest Gen 11 LCD panel fabrication plant in Shenzhen, China. The
plant, estimated to cost $7.8 billion, will produce extra-large
high-resolution flat panel displays targeting 65" and larger LCD TV
markets. When complete, the new production line will surpass BOE's Gen
10.5, which started construction in December 2015, in terms of
generation and investment, marking a new milestone in the display area
for CSOT.
This new production capability adds to TCL's
continued investment in making CSOT, which first began production in
2009, one of the world's leading panel factories. CSOT currently runs
two Gen 8.5 lines which are ideal for producing panels as large as 55",
while the Gen 11 higher-generation production lines offer great
efficiency for larger-size panels. With the over-supply of traditional
panels through competitors' Gen 8.5 capabilities and few suppliers with
large size capabilities, the decision to build a Gen 11 fab was born.
"As TCL grows rapidly in the U.S., the expanded capabilities of CSOT
are critical in helping us keep up with demand," said Chris Larson, vice
president, sales and marketing, TCL. "We already benefit from a
vertically integrated supply chain that gives us cost advantages over
our competitors, and this investment will allow us to take a leadership
position in large size TVs."
While the growth rate of
traditional displays is slowing down, there's a huge demand for
large-size high resolution panels. The global market has seen the
mainstream TV size shifting, with demand for large-size TVs estimated to
grow at an annual rate of more than 20 percent. Although displays
bigger than 55" account for only 10 percent of today's TV market, the
prospect of extra-large LCD panels is promising, and large-size
high-resolution TVs will soon be mainstream. Upon completion, the Gen 11
panel fab will allow TCL to meet the needs of consumers in this
emerging segment.
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