China Securities Network News (Reporter Wan Yu) Liu Xiaolan, vice president of TCL Huaxing, a subsidiary of TCL Technology, said in an interview with china securities journal recently that on the whole, the panel industry will continue to recover in demand this year, and TCL Huaxing will need to fix production, maintain healthy inventory and optimize the supply chain system to ensure delivery when the market changes. At the same time, TCL Huaxing will continue to lay out and maintain a high growth rate in the fields of fast-growing folding screens and car screens.
Since the fourth quarter of last year, panel prices have continued to rise, and the panel industry has attracted the attention of investors. According to the research report of Huaxi Securities, the price of TV panels in early March is close to the high price in September last year. Due to the better downstream demand expectation and the early stocking of the whole machine factory, the current supply and demand are still tight. Huaxi Securities expects that the price of TV panels will still rise in the second quarter, and the price of TV panels is expected to break through the high level last year.
Regarding the trend of the panel industry, Liu Xiaolan thinks that with the moderate economic recovery in China and the downward inflation in Europe and America, the overall purchasing power of consumers is rising, and the sales of TV, notebook computers, monitors and other products will be driven by the superposition of domestic "618" and summer holidays. On the demand side of the panel, she predicts that this year will be more optimistic than last year. On the supply side, panel enterprises have generally changed their business philosophy, from pursuing full production and full sales to fixing production according to demand. As a whole, the inventory of the panel industry is relatively healthy, and the panel price is relatively stable, so there is no more ups and downs.
She introduced that TCL Huaxing will pay close attention to the changes in demand and ensure the flexibility of factory production, so that it can timely respond to the adjustment of production brought about by changes in the market. As a head enterprise, TCL Huaxing has built its own moat in the upstream supply chain. The company will also give full play to this advantage, continue to strengthen cooperation with the upstream supply chain, especially the strategic partners of key materials, establish strong links, share information, optimize the supply chain system, and ensure that TCL Huaxing’s factory can respond to uncertain situations in time and ensure the delivery of the whole supply chain.
TCL Huaxing is also actively deploying in the fast-growing sub-categories such as folding screens and car screens. Liu Xiaolan said that folding screen mobile phones have become a fast-growing segment of mobile phone products in recent years. TCL Huaxing has launched a number of folding screen products, and has industry-leading technologies such as LTPO and PLP. On the one hand, the company will continue to make breakthroughs in folding screen technology in the future, reducing the weight and thickness of the screen, extending the battery life and service life. On the other hand, it will start with materials and design, reduce the cost of folding screens, and make folding screens more widely used in mobile phones, tablets, laptops and other products.
TCL Huaxing’s shipments of in-vehicle screens also maintained a high growth trend. TCL Huaxing did not enter the in-vehicle field for a long time. Last year, the shipments were about 5 million pieces. Although the shipments were not large, the growth rate was large, which doubled and reached the first place in the industry. "In the past, we only made efforts on high-end car screens. At that time, we didn’t have a production line of amorphous silicon," Liu Xiaolan said. "After the mass production of t9 production line last year, we developed a lot of amorphous silicon car displays, and we will catch up with them at a very fast speed."
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