Taste the layout of the LCD screen sweet TCL intends to recreate a "Hua Xing Optoelectronics"

On August 16, TCL Group harvested the most beautiful semi-annual report in history. According to the semi-annual report of TCL Group in 2013, the Group's revenue was 39.06 billion yuan, a year-on-year increase of 31.5%; the net profit was 1.07 billion yuan, a year-on-year increase of 122.2%. In its total revenue of 39.06 billion yuan, Huaxing Optoelectronics, which is the main LCD screen project, achieved revenue of 6.82 billion yuan.

Although revenue accounted for only about 17%, it is this new business that contributed about 83% of the company's profits (Huaxing Optoelectronics generated a profit of 892 million yuan). Li Dong, chairman of TCL Group, said in an interview with Huizhou before his birthday, "We are actively studying the possibility of building a second panel factory. This work has been carried out for more than half a year."

Huaxing Optoelectronics is fully sold

In an interview with reporters, Li Dongsheng said that at present, Huaxing Optoelectronics has ranked first in China and fifth in the world in the field of TV panels, and its global market share is about 9%. In the first half of this year, Huaxing Optoelectronics achieved full production and sales, and produced a total of 647,000 glass substrates, and sold a total of 10.15 million LCD panels and module products. At the customer level, 40% of Huaxing Optoelectronics' supply capacity is supplied to TCL Multimedia, a sister company under the group, to achieve industrial synergy. The remaining 60% of the production capacity is supplied to external manufacturers such as Samsung, TPV, LG and Sharp.

In the first half of this year, the LCD panel industry is actually facing the pressure of falling prices and falling prices. However, Huaxing Optoelectronics has introduced the second supplier of key components and partial localization by optimizing the model design and process flow, and reducing the loss of production materials. Maintain a high level of profitability in the face of the market. At the same time, due to the gradual withdrawal of the influence of home appliances to the countryside, energy-saving subsidies and other factors on 32-inch products, Huaxing Optoelectronics adjusted the production ratio at the beginning of this year, increased the output of 28-inch products, and grasped the structural shortage of the product. opportunity.

Li Dongsheng believes that the current panel industry is a period of balance between supply and demand. The price of LCD panels is expected to remain relatively stable in the second half of the year. It is expected that there is not much risk. Li Dongsheng said that he is cautiously optimistic about the sales revenue and profit of Huaxing Optoelectronics in the second half of the year. Huaxing Optoelectronics will continue to maintain the goal of selling 18 million LCD panels and module products throughout the year.

Research and build the next generation of factories

The entire group's 80% net profit comes from the panel project. In the long-term suffering of China's home appliance industry, which has suffered from the lack of core and less screens, TCL finally tasted the sweetness of the layout LCD screen. "We are actively studying the possibility of building a second panel factory. This work has been carried out for more than half a year." Li Dongsheng told reporters that at present, Huaxing Optoelectronics has only one production line, although the capacity of a single factory is large, but from the entire industry. It is obviously thinner, so it is actively promoting the construction of the next generation of factories.

"This aspect is to solve the problem of scale, on the other hand, there are also technical upgrade considerations, and new process technologies will be introduced in the next generation of factories." Li Dongsheng revealed that if the next-generation factory is launched, new technologies such as metal oxides and AMOLEDs will be introduced.

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