Id-dar > Aħbarijiet > Il-kontenut

L-LCD Istorja Gwerra Globali (1996 -2011)

Feb 20, 2017

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OKS (OKS) hija l-kumpannija parent ta 'Chi Mei Grupp ġgant petrokimika Tajwan, bdiet topera fl-1997 filtru kulur, mixtrija mill-kumpanija CMK tal-Ġappun ta' second-hand filtru żgħir linja ta 'produzzjoni, li jappartjeni għall-linja 1 ġenerazzjoni, wara l-kapaċità trasformazzjoni ta '35000 xhur. Iżda l-aħħar investiment wara l-iskoperta ta 'Tajwan kważi ma tistax issib klijenti. F'dak iż-żmien biss unipac Optoelectronics Teknoloġija Heyuantai tnejn produzzjoni ta 'pannelli TFT, il-filtru kollha importati mill-Ġappun, il-OKS huwa diffiċli biex jidħlu f'dan is-suq. Ġestjoni OKS fil-valutazzjoni li, peress li ebda wieħed għandhom jixtru, aktar milli sempliċiment yourself. Fi kliem ieħor, hu għalhekk. Fl-1998 tal-grupp numru tnejn Chi Mei industrija tal-kumpannija opto-elettronika, li waħda minnhom hija l-produzzjoni ta 'OKS filtru kulur, ieħor huwa l-kristall fard LCD fotoelettrika TFT produzzjoni ta' pannelli. Mejju 2000 biex jippreparaw għall-elenkar, il-fużjoni, unifikat biex insemmu OKS.

F'Lulju 2001, il AUO ħabbret inqas minn erba 'xhur wara l-għaqda. Tajwan OKS ħabbret l-akkwist ta 'IBM fil-Ġappun YASU 3 linja ġenerazzjoni (IBM ħruġ mill-industrija LCD panel), u twaqqaf kumpannija joint venture u l IDT oħra. Selvaġġ Delta din il-kapaċità linja 3 ġenerazzjoni hija ta '75 elf, ekwivalenti għal HannStar żewġ kapaċità 3 linja. Il-fabbrika hija Ġappuniż kumpaniji veteran tat-teknoloġija kbar, it-trasferiment ikun ittrasferixxa teknoloġija TFT għall Scientology. Permezz tal-istabbiliment tal-kumpannija joint venture OKS kisbet privattiva u d-dritt li tuża l-klijentela oriġinali, il-OKS jsiru intrapriżi Tajwan biss trasferiment tat-teknoloġija ma għandekx tħallas l-ispejjeż tal-impriża, hija l-kumpanija proprjetà uniċi manifatturi filtru kulur . L-istess sena, il-kostruzzjoni ta 'linja 4 ġenerazzjoni fit-Tajwan Chi mei. 26 Awissu, 2002 elenkar. Sa tmiem l-2003 biex issir fid-dinja daqs kbir (20 pulzier jew aktar) LCD panel, l-akbar fornitur, it-tieni biss għall fil-Ġappun, SHARP. Fl-2005, is-sussidjarja IDT dipartiment tal-produzzjoni LCD panel OKS Ġappuniż ġiet akkwistata minn SONY. -Ħarifa tal-istess sena, Chi Mei bdew jibnu l-ewwel 7.5 linji, il-produzzjoni sa l-aħħar tal-2006 Fl-2007, Chi Mei jibnu wkoll 6 u 7.5 ġenerazzjoni u l-linja 8.5 ġenerazzjoni, jitħaddem fl-2008 il-wiċċ ta 'kriżi finanzjarja .

PVI twaqqfet f'Ġunju 1992, huwa b'żieda mal-manifatturi bord Tajwan TFT barra l-lianyou qodma. Yongfeng huwa l-azzjonist prinċipali ta 'grupp karta PVI Yu. Meta l-boxxla Huwa Shouchuan fid-dawl tal-wiri fuq panew ċatt se jissostitwixxi l-tendenza tal-karta, skala kbira fl-industrija TFT. Fl-1995 il-kostruzzjoni tal-linja 2 ġenerazzjoni. Fil-Ġappun ma setgħux jiksbu t-trasferiment tat-teknoloġija bil-kundizzjoni ta 'PVI flimkien mat-Tajwan ERSO teknoloġija u persunal tekniku li rritornati mill-Istati Uniti, it-teknoloġija tal-produzzjoni, li jispeċjalizzaw fil-pannelli żgħar u ta' daqs medju, finalment profitt fl-2003.

It-tielet tnaqqis industrija LCD fl-1997, sabiex l-intrapriżi jiksbu aċċess għal opportunitajiet Tajwan. Matul il-perjodu qasir ta '1999-2000, il-kumpaniji kollha fl-industrija bbenefikat minnha. Ir-raba 'reċessjoni toħloq aktar spazju għall-operaturi ġodda. Guang Hui, Innolux u TPO intrapriżi daħlu f'dan il-perjodu.

Guang Hui Electronics hija l-kumpannija parent tal-grupp quanta (OEM akbar kompjuter notebook tad-dinja) u impriża konġunta SHARP. Mejju 1999, Guang Hui u SHARP ffirmat kuntratt ta 'trasferiment tat-teknoloġija. Invest 15 biljun wan NT kostruzzjoni tal-linja 3.5 ġenerazzjoni, li tlesta f'Novembru 2000. Dan hu l-ġenerazzjoni 3.5 tat-Tajwan linja raba. Fl-2000, Quanta taħbit Toshiba, isiru manifattur fid-dinja notebook akbar. Iżda għall-prezz LCD panel ta 'spejjeż tal-manifattura kompjuter notebook 1/3 bdew jogħlew, furzar quanta personalment jissieħbu fl-industrija bord TFT. Dan SHARP u l-espansjoni tal-mira kapaċità ta 'produzzjoni Guihui saret jaqblu mingħajr qabel mingħajr konsultazzjoni minn qabel, it-Tajwan biss sors ta' ishma teknoloġija tal-kumpanija TFT.

Innolux twaqqfet fl Jannar 14, 2003, il-kumpanija parent tagħha, l-Onor Hai Preċiżjoni Tajwan (akbar intrapriżi tal-manifattura elettronika tad-dinja). Sychip hija l-kumpannija parent tal-grupp kompjuter Compal, id-daqs żgħir temperatura baxxa bord prinċipali TFT polisilikon. Tim tekniku huwa t-tim tekniku oriġinali mmexxi mill-deputat direttur tal-Istitut tal istitut ta 'riċerka teknoloġija elettronika. Frar 2001 bdiet il-bini tal-linja 3.5 ġenerazzjoni, u Sanyo biex jiżviluppaw teknoloġija tal-produzzjoni tal-massa.

Fir-raba 'reċessjoni industrijali, l-intrapriżi Korea t'Isfel biex tinbena l-5 ġenerazzjoni linja kompetizzjoni ma' produtturi Tajwan. Il-linja 5 ġenerazzjoni ġdida wassal għal sensiela ġdida ta 'prosperità tal-industrija, mill-2003 sa l-2004, u daħal l-età tad-deheb tal-industrija. Manifatturi Tajwan biex jinbnew numru kbir ta 'linja ġenerazzjoni għolja. Fil-preżent, hemm tendenza ta 'ċentralizzazzjoni fl-industrija bord Tajwan. L-amalgamazzjoni 2006 AUO bord Wuhu "wieħed mill-Hui wiesa ', darba fl-approssimazzjoni iskala ta' Samsung u LG. Fl Ottubru 5, 2009, bil qunchuang sychip. Fil Novembru 14 tal-istess sena, l-Onor Hai grupp għal 7 biljun 400 miljun wan akkwist ta 'CMO. Fl Marzu 18, 2010, Chimei u Innolux, TPO amalgamata OKS il-ġdida ġiet stabbilita formalment, huwa lil hinn tielet l-akbar fabbrika bord tad-dinja.

Wara li faqqgħet il-kriżi finanzjarja globali, manifatturi Tajwan LCD jaqgħu fil-tarf tal-produzzjoni. 2009 1-6 xhur, li ppreżentaw ruħhom mill-Ministeru tal-industrija, l-Uffiċċju Affarijiet Tajwan, żewġ organizzazzjoni manifatturi Ċina konsekuttivi TV disa kulur fit-Tajwan, jixtru l-LCD panel, l-ammont totali ta 'sa $ 4 biljun 400 miljun, total ta' aktar minn 12 miljun biċċa, it-Tajwan LCD negozju panel, barra mill-kriżi finanzjarja. U l-Ċiniż jiksbu qligħ, huwa stab fil-dahar. Kumpaniji Koreani nofsinhar minn Frar 2009 'il quddiem, f'daqqa waħda fi flus għax-xiri Tajwan 4 miljun biċċa ta' quanta, inventarju dwar l-OKS, u ffirmaw ftehim ta 'xiri għas-sena 2009. Din il-provvista tas-suq imġieba kontroll, sabiex il-kontinent bdiet jiffaċċjaw nuqqas serju ta 'pannelli. Fl-istess ħin, l-intrapriżi Korea t'Isfel biex jitnaqqas l-ammont ta 'esportazzjonijiet kristall likwidu lejn iċ-Ċina, bdew prezz. 2009 3-8 xahar tela aktar minn 30%, li jirriżultaw fil-kumpaniji TV kulur taċ-Ċina għal darb'oħra fl-inkwiet. Intrapriżi Tajwan jippermettu din is-sitwazzjoni, issegwi l-kontroll tal-produzzjoni, minn qligħ kbir.

It-taqlib finanzjarju globali wassal mill-bidliet industrijali

It-tieni nofs tal-2008, il-kriżi finanzjarja globali għal darb'oħra laqtet lill-industrija TFT, li jagħmilha waqfa kmieni mill-bidu tar-riċessjoni fl-2007 u mitfugħin fil riċessjoni. Iżda l-istorja ħarġu li din ir-reċessjoni jipprovdi opportunitajiet għall-laggards. Dan huwa l-intrapriżi kontinentali Ċiniżi.

Wara li faqqgħet il-kriżi finanzjarja globali, Samsung Korea t'Isfel u LG naqqsu r-ritmu biex iwaqqaf il-kostruzzjoni tal-linja 8 ġenerazzjoni. Għalkemm il-Ġappun tokkupa pożizzjoni importanti fil-jilħaq massimu tal-katina industrijali (tagħmir u materja prima), iżda numru kbir ta 'fabbrikanti jkunu waqfu espansjoni. L-ewwel li tistabbilixxi l-linja ta 'produzzjoni ta' NEC fi Frar 2004 ħabbret l-irtirar tal-industrija LCD, SONY għażlet li jibnu joint venture ma Samsung. Biss SHARP għadu jikkompetu ma 'kumpaniji Sud Koreani fil-linja tal-produzzjoni. Novembru 2007, Sharp bdiet il-bini ta 'l-ewwel linja 10 ġenerazzjoni tad-dinja (sottostrat 2880 x 3130mm ħġieġ). Iżda affettwati mill-kriżi finanzjarja, SHARP mitlufa $ 2008 fis-sena fiskali 1 biljun 300 miljun. Dan huwa l-ewwel telf SHARP peress li l-elenkar fuq il Tokjo Borża fl-1956.

Industrija Tajwan TFT minkejja d-daqs kbir (wara Korea t'Isfel), iżda fil-kriżi finanzjarja dinjija kixfet id-dgħjufija fatali tat-Tajwan b'differenza Ġappun u l-Korea t'Isfel, ma 'numru kbir ta' industriji downstream (mill-kompjuter u tat-televiżjoni terminal lokali) l enormi domanda, għandha tistrieħ fuq il-Ġappun u l-Korea t'Isfel u Ċiniż, xiri. Fil-każ ta 'domanda globali kajman, f'Awwissu 2008, SONY, Samsung, LG u kumpaniji Ġappuniżi oħra kanċellati l-ordnijiet ta' qabel għar-reġjun Tajwan, għall-provvista tagħhom stess. Dan wassal direttament għall-rata ta 'operazzjoni intrapriża bord Tajwan niżel għal 4, kważi fuq il-ponta tal-linja mewt. Fl-istess ħin, UA Optronics u Chi Mei se jkunu mibnija fil-linja ittardjat produzzjoni 7.5 u 8.5 ġenerazzjoni, u beda l-ħaddiema tal-produzzjoni fuq leave bla ħlas.

Fid-dawl tal-kriżi finanzjarja globali, f'pajjiż wieħed biss fid-dinja għandha domanda dejjem tikber għal pannelli LCD,-suq Ċiniż. F'dan il-każ, il-gvern taċ-Ċina forgives, mibgħuta lill-grupp akkwist provinċjali Tajwan, iffirmaw ordnijiet ta 'xiri bord ta' US $ 4 biljun 400 miljun, l-intrapriżi Tajwan barra mill-abyss.

Tajwan u l-Ġappun huma l-irwol aktar insidjuż fl-iżvilupp ta 'industrija LCD taċ-Ċina. Għall-Tajwan, li hija wara l-tama Tajwan assistenza f'waqtha, l-intrapriżi panel ser twaqqaf fabbriki mal-kontinent, intrapriżi kontinentali jew akkwisti ta 'ekwità intrapriżi panel Tajwan. Madankollu, fil Ġunju 30, 2009, it-Tajwan ħabbret l-aħħar politika ta 'investiment kontinentali li jipprojbixxu intrapriżi kontinentali biex jinvestu fil-panel Tajwan, filwaqt li jillimita l-kumpaniji panel Tajwan biex jinvestu fil-kontinent. Sas-sena ta 'Awissu BOE ħabbret l-kostruzzjoni tal-linja 8.5 ġenerazzjoni, it-Tajwan fl 9 Fra 2010, qalbhom qablu li jirrilaxxa l-kumpaniji panel mħabbra jinvestu fil-kontinent linja ġenerazzjoni għolja, u għandhom iżommu ġenerazzjoni aktar mill-distakk teknoloġiku u l-gżira tat-Tajwan. B'żieda għal din il-politika diskriminatorja, il-manifatturi Tajwan jkunu ffissaw bejniethom mal-fabbrikanti Ġappuniżi u Koreani, tkompli tikkontrolla l-prezzijiet panel LCD, l-erożjoni tal-interessi tal-manifatturi u l--Ċina; Industrija Ċiniża LCD panel kompla penetrazzjoni, tentattiv biex jiksbu l-istatus ta 'kontroll. Din l-imġieba LXGF, ignoble.

F'Settembru 1998, Jilin caipin (proprjetà Jilin Electronics Grupp u l-Akkademja Ċiniża tax-Xjenzi Changchun Istitut u unitajiet oħra), $ 84,000,000 mill DTI Ġappun introdotti l-ewwel ġenerazzjoni TFT LCD linja ta 'produzzjoni (DTI hija mibnija fl-1991, il-linja qodma) u f'Ottubru 1999 il-produzzjoni ta 'prova fil Changchun, segwit minn serje ta' fatturi bħal kapital, teknoloġija, die suq.

Industrija tal-wiri Ċiniż fuq panew ċatt

Industrija pillola Ċiniża bdiet fis-seklu li għadda fl-aħħar tal 70ijiet,-Ministeru ta 'elettronika industrija 774 fabbrika (Beijing fabbrika tubu elettron, il-predeċessur tal-BOE tal), 77 fabbrika (Hunan, Changsha Shuguang Factory elettroniċi Tube), iċ-Ċina akkademja 713 fabbrika ( Henan XinXiang) u l-fabbrika tubu elettroniċi Shanghai, bniet 4 pulzieri TN LCD produzzjoni sperimentali linja tal-ħġieġ sottostrat, użat fil-produzzjoni ta 'arloġġi elettroniċi, kalkolaturi u xi prodotti istrument LCD. Tsinghua Università, Changchun Istitut tal-fiżika u l-unitajiet oħra ta 'riċerka bdew stabbiliti marda fl-iżvilupp tat-teknoloġija LCD. Iżda sal-1984, kemm jekk hija awto tagħmir jew tagħmir assemblaġġ huma introdotti mill-Istati Uniti, huwa żgħir linja sperimentali fuq skala, ffurmat produzzjoni fuq skala, iżda l-laboratorju u l-linji sperimentali tkun s-sisien għaċ-Ċina industrija LCD. A grupp ta 'nies li ħadmu fuq dawn l-esperimenti kellhom rwol importanti fl-iżvilupp ta' industrija LCD taċ-Ċina.

Fl-1984, il-kumpanija Catic Shenzhen Tianma mibnija l-ewwel speċifikazzjonijiet 4 pulzier ta 'linja ta' produzzjoni TN LCD, 77 fabbrika, mibnija l-ewwel 7 pulzier tagħmir daqs linja ta 'produzzjoni avvanzati (l-iskala tat-tagħmir maġġuri LCD introdotti mill-Ġappun mill Hongkong). Wara dan, il-grupp Shenzhen SAST u grupp Singapor Hui stabbilit joint venture fil-kumpanija HANSFI Shenzhen, huma wkoll ta 'speċifikazzjonijiet 7 pulzier tal linja ta' produzzjoni TN LCD, Shenzhen Jinghua, kważi fl-istess ħin wkoll mibni linja ta 'produzzjoni TN LCD, il linja ta 'produzzjoni li jokkupaw l-ewwel kumpanija Kangli fil-Hongkong tiġi trasferita wkoll għall-produzzjoni LCD Guangdong Huizhou. Imbagħad Tianma tnejn, bud kristall, it-Tajlandja u aktar minn 12 speċifikazzjonijiet oħra pulzier ġew mibnija wara linja oħra aktar massiv produzzjoni TN LCD. Minbarra l-kostruzzjoni domestika tal-linja tal-produzzjoni, l-ittra rappreżentat minn ħafna intrapriżi Hongkong f'dak il-perjodu kienu wkoll fil-kontinent biex jibnu TN - linja ta 'produzzjoni LCD. Fl-aħħar tal 80s, disgħin fil-bidu ta dan il-perjodu huwa meqjus li jkun l-ewwel perjodu tad-deheb industrija Ċina LCD, dan il-perjodu ffurmat skala konsiderevoli ta 'l-industrija TN LCD, il-kumpanija Shenzhen Tianma mill-bidu tal-linja 4 pulzieri, u hekk mibnija linja 1 7 pulzier, fil bidu 90s u mimlija linja 1 12 pulzier, meta d-daqs ta 'meta jkunu akbar, kwalità aħjar, tinġabar minn grupp ta' persunal tekniku ta 'livell għoli, u b'hekk stabbilixxa l-pożizzjoni tiegħu fl-industrija.

Kina huwa involut fil STN LCD mill-bidu tal disgħin, iċ-ċittadin proġett 85 pjan "640 × 200 proġett super mibrum kristalli likwidi" b'77, fabbrika u Tsinghua Università, Nanjing ħamsa u ħamsin flimkien. Wara l-1993, Tianma tliet - proġett Tianjun, Hebei Hebei ya, Wuxi SHARP, Shanwei Xinli tnejn, radju u TV Shanghai LCD, Mailcoat, bniet 12 x 14 x 14 pulzier jew 14 speċifikazzjonijiet pulzier linja ta 'produzzjoni STN LCD, il-produzzjoni tas-sistemi u prodotti ta 'daqs medju STN-LCD, filwaqt Anshan Sante elettroniku (issa Anshan iva Shantou, fotoelettrika) kumpanija ultrasound mibnija fil-linja ta' produzzjoni STN LCD, prinċipalment għall-produzzjoni ta 'prodotti ta' daqs żgħir, livell tekniku għoli ieħor tal-linja TN LCD f'dan perjodu skond id-domanda tas-suq, it-trasformazzjoni lokali kompatibbli mal-produzzjoni ta 'prodotti STN LCD, bħal Shenzhen, Formosa, Shanghai Haijing, iżda mibnija aktar minn linja ta' produzzjoni STN LCD Wuxi SHARP, il-produzzjoni ta 'kulur STN LCD produzzjoni oħra linji huma kkulurita biss u iswed u abjad mod ta 'produzzjoni STN LCD.

Mill-bidu tat-tmiem tal 90s, STN LCD daħlu fil-perjodu linja sħun kostruzzjoni produzzjoni kulur, PHILPS f'Shanghai biex jibnu żewġ 14 x 16 kulur pulzier STN LCD linja, STN linja ta 'produzzjoni modulu u pre mibnija f'Shanghai flimkien, jippruvaw jibnu belt PHILPS Shanghai LCD, u verament fil-monokromi linja tal-produzzjoni STN LCD fis linja ta 'produzzjoni CSTN LCD. U l-investiment biex jibnu speċjali kulur CSTN LCD linja ta 'produzzjoni, kumpaniji Ġappuniżi fil-Ġappun apparat ġdid bniet linja ta' produzzjoni CSTN LCD Guangdong Dongguan. Premju u OPTRIX rispettivament fil Suzhou u Zhangjiagang, l-istabbiliment tal-Suzhou Premju u Zhangjiagang elettronika OPTREX u linja ta 'produzzjoni mibnija, jispeċjalizzaw fil-produzzjoni ta' daqs STN żgħir u medju u l-kulur STN LCD, Shenzhen Tianma fl-2003 biex jitlesta l-fażi erbgħa inġinerija Tianlong, produzzjoni ta 'l-iskrin bil-kulur, PDA STN LCD idejn magna ma' linja ta 'produzzjoni CSTN pulzier 14 x 16. Korea t'Isfel Samsung wara STN linja ta 'produzzjoni modulu Dongguan bnew kulur STN LCD linja ta' produzzjoni, Changchun AlliedSignal mibnija linja ta 'produzzjoni bil-kulur STN LCD biex jidħlu istadju tal-produzzjoni tal-massa, Ko Byd fil Shenzhen, Shantou fl-2004 wara li jidħlu fil-ultrasound wkoll mibnija linja ta 'produzzjoni bil-kulur STN-LCD, diġà bdiet il-produzzjoni u l-lott ta' prova produzzjoni ta 'kulur STN LCD.

Industrija TFT bidu diffiċli lezzjoni uġigħ

Qabel l-2000, ix-xogħol taċ-Ċina fl-TFT kien limitat għall-ħidma ta 'riċerka bażika ta' istituti ta 'riċerka xjentifika. F'Settembru 1998, Jilin caipin (proprjetà Jilin Electronics Grupp u l-Akkademja Ċiniża tax-Xjenzi Changchun Istitut u unitajiet oħra), $ 84,000,000 mill DTI Ġappun introdotti l-ewwel ġenerazzjoni TFT LCD linja ta 'produzzjoni (DTI hija mibnija fl-1991, il-linja qodma) u f'Ottubru 1999 jitħaddem prova fil Changchun, iżda ma setgħetx twaqqaf permezz tal-ostaklu tar-rendiment mhuwiex għoli. -Produzzjoni biss juża biss 16.1 pulzier u 10.4 tarf pulzier prodotti, il-proġett wassal għall-falliment għall-produzzjoni reali. Xinhua Nanjing, bi spiża ta '$ 54,000,000, l-introduzzjoni ta' linja 1 ġenerazzjoni mill-Ġappun fabbrika NEC Kagoshima (mibnija fl-1991, lura għall-linja qodma) wara li l-pajjiż ma setgħetx produzzjoni tal-massa.

F'April 2002, radju Shanghai u t-Televiżjoni Grupp (qabel Shanghai fabbrika TV) iffirmaw ittra ta 'intenzjoni ma' l-NEC Ġappuniż, flimkien investit 114 biljun 600 miljun yen (10 biljun wan), fil-kostruzzjoni tal-Żona Industrijali Shanghai Xhenzhuang, 5 linja ġenerazzjoni, l-ishma SVA ammontaw għal 75%, NEC ammontaw għal 25%. Mill-kumpannija joint venture li tixtri privattivi u t-teknoloġija relatati NEC, fl Ottubru 8, 2004, l-ewwel 5 linja ġenerazzjoni taċ-Ċina jitħaddem f'Shanghai (is-seba linja fid-dinja tal-ġenerazzjoni 5), il-qatgħa prinċipali tal-15 pulzier screen LCD.

F'Jannar 2003, Beijing BOE bi prezz ta '$ 380 miljun akkwist tan-negozju LCD Koreana moderna elettroniċi (inklużi 2.5 linja ġenerazzjoni, 3 ġenerazzjoni u 3.5 linja ġenerazzjoni), u f'Settembru ta' dik is-sena f'Beijing Yizhuang Żona ta 'Żvilupp ekonomiku u Teknoloġiku, investiti $ 1 biljun 200 miljun biex tibni linja 5 ġenerazzjoni (1100 x 1300mm sottostrat tal-ħġieġ), il-produzzjoni f'Mejju 2005. F'Ġunju 2006, Jiangsu Kunshan Ivo, mibnija tielet linja 5 ġenerazzjoni Ċina. Ivo għall-Żona ta 'Żvilupp ekonomiku u Teknoloġiku Kunshan, u Tajwaniżi jidħlu fl-intrapriżi konġunti. Kunshan art, l-infrastruttura, il-politiki preferenzjali u fatturi oħra ta 'ishma, li jammontaw għal 51% tal-ishma. Tajwan grupp Baocheng (-dinja manifatturi żraben akbar), moderat (Nista Yu) huwa azzjonist ewlieni, hemm ammont żgħir ta 'ishma mill-maniġer ġenerali tal-kumpanija IDTech tal-Ġappun, Hashimoto Takaku, ex OKS ta' TFT direttur fabbrika Wang Guohe et al ditta ta 'konsultazzjoni teknoloġija NVTech, iż-żamma ta' investiment teknoloġija. Ivo jiddependu fuq it-teknoloġija u l-ġestjoni mit-Tajwan aktar minn 130 timijiet ta 'inġiniera.

Sa tmiem l-2008, Ċiniż daħħal id-intrapriżi ewlenin fl-industrija TFT ma SVA, BOE u Dragun Kunshan, allura dawn għandhom linja 5 ġenerazzjoni. Iżda din is-sitwazzjoni l-industrija emerġenti mhix tajba, it-tfaqqigħ 2008 tal-kriżi finanzjarja globali, meqruda iċ-ċiklu profitt suq LCD panel. F'Marzu 2009, SVA minħabba insolvenza u trustee riorganizzazzjoni, linja ġenerazzjoni tagħha 5 huwa s-sors ewlieni ta 'telf (2008 telf ta' 1 biljun 800 miljun wan), hekk fil-proċess ta 'ristrutturar huwa li jbiegħ 2 biljun 500 miljun wan li grupp Catic (Shenzhen Tianma). BOE u Ivo batiet ukoll telf. Barra minn hekk, minħabba l-prodotti tal-linja 5 ġenerazzjoni mhumiex adattati għall-kbar iskrin LCD TV (biss maqtugħin 15-27 bord pulzier), sabiex kulur industrija tat-TV taċ-Ċina għadu meħtieġ li jistrieħu fuq l-importazzjonijiet panel LCD.

SVA NEC jaqgħu lura, l-aktar hija l-istrateġija tas-suq u fatturi umani fl ix-xellug u lemin. F'Ottubru 2004, wara l-operazzjoni biex jitnaqqsu SVA 15 pulzier kompjuter LCD screen, is-suq mainstream gradwalment daru għall-iskrin 17 pulzier. Meta 2005 SVA iddeċieda li jduru għal 17 suq pulzier, il-manifatturi Korea t'Isfel fit-Tajwan b'valur produzzjoni fuq skala kbira tagħha hit-suq, is-sitwazzjoni provvista eċċessiva, il-prezzijiet panel 17 pulzier malajr niżel għal inqas minn $ 160, li jirriżulta fl SVA mhux ta 'profitt. Imbagħad f'Settembru 2006, il-maniġer ġenerali ta 'qabel ta' SVA NEC Zhou Jiachun irtirat, il-maniġer ġenerali Yue Zhi Dianguang oriġinali elettroniku (Tajwaniżi) ħadet f'idejha. Wara Shi Yuezhi fl-arja, iżda wkoll mit-Tajwan li ġġib numru kbir ta 'impjegati, u numru kbir ta' fornituri Tajwan sostituzzjoni. SVA NEC daħlu fil-"Taiwan" era dominati. Ftit aktar minn 1 snin, Novembru 2007, SVA livell ġenerali kollettiv, Shi Yuezhi irriżenja mill-President Gu Weimin bħala SVA Electronics Co. Ltd It-taqlib ġestjoni tal-persunal u tnejn Huanshuai l-konfużjoni, ejja biss jitħaddem 3 snin tal-linja 5 ġenerazzjoni sofriet telf enormi fil-jum moderat. Fil-deprezzament tagħmir għoli tmiem, il-prezz għoli ta 'materja prima importata, prodotti, nuqqas ta' kompetittività u turbulenza tekniċi persunal, jistrieħu fuq NEC Ġappun (ħlasijiet ta 'liċenzji ta' teknoloġija għolja, li jammontaw għal ħamsa mill-bejgħ annwali ta '3%) blow tqil, SVA NEC "Introduzzjoni assimilazzjoni" mod ta 'l-aħħar. Mitsui konsorzju Ġappun sar l-benefiċjarji finali fihom. Tajwaniżi jkollhom rivali potenzjali.

Eżatt taħt il-burdata pessimisti 'l-industrija TFT Ċiniż. Fl-2009, xorta telf fil-BOE, bdew jespandu lil hinn mill-aspettattivi, kontinwament nediet il-linja 6 ġenerazzjoni ta 'Hefei Beijing u l-linja Yizhuang 8.5 ġenerazzjoni, tpaċi maltempata ta' kristall likwidu ". Kumpaniji barranin TFT kbar (Samsung, LG, SHARP, eċċ) matul il-lejl biddel l-attitudni ta 'imblokk teknoloġija taċ-Ċina, bdew fiċ-Ċina biex tibni linja proġett ġenerazzjoni għolja.

Mexxej industrija mill-qerda

Eqred il-BOE LCD strateġiku oriġinaw f'dak li esperjenzat "Qerda". Hija mhux biss esperjenzaw l-qerda tas-suq tal-impriżi l-aktar statali fiċ-Ċina, iżda wkoll esperjenza l-qerda kkawżata mill-bidla teknoloġika industrijali. Matul l-aħħar 30 sena, ħafna qodma impriżi statali tal-kompetizzjoni fis-suq li jaqgħu, kollha għandhom ikunu b'saħħithom, BOE huwa wieħed minnhom.

Il BOE huwa l-predeċessur tal-Ministeru tal-elettronika industrija taħt il-fabbrika tubu elettroniċi f'Beijing (kodiċi fabbrika 774). 15, industrija elettronika taċ-Ċina. 1952, fl-Unjoni Sovjetika u r-Repubblika Demokratika tal-Ġermanja (Ġermanja tal-Lvant) appoġġ tekniku, Beijing bdew jibnu Jiuxianqiao żona industrijali elettroniċi. 15 Ottubru, 1956, Beijing fabbrika tubu elettroniċi miżmuma ċerimonja revoluzzjonarju, Viċi Premier Li Fuchun, marixxal Nie Rongzhen u mexxejja oħra attendew il-diskors. L-impjant għandha investiment totali ta '100 miljun wan, bi produzzjoni annwali ta' 12 miljun 200,000 tubi elettroniċi, Asja huwa l-akbar fabbrika tubu elettroniċi fil 60s, in-numru totali ta 'impjegati kważi għaxart elef. Barra minn hekk, Jiuxianqiao mibnija wkoll Beijing kbir fabbrika bil-mutur, Tramuntana Ċina Tagħmir tar-radju fabbrika konġunti (706, 707, 718, taħt il-ġurisdizzjoni ta '751, 797, 798, Beijing fabbrika kejbil) impjant ta' enerġija (738 fabbrika), Tramuntana Ċina teknoloġija fotoelettrika istitut ta 'riċerka. Issa l-famuż Beijing 798 Arti Żona hija ffurmata fil-rikostruzzjoni ta 'sit tal-fabbrika.

Qabel 80s, Beijing fabbrika tubu elettroniċi ġie taċ-Ċina ikbar u aktar qawwija komponenti elettroniċi fabbrika, hija industrija elettronika taċ-Ċina u s-sinsla ta 'l-industrija tad-difiża nazzjonali. Iżda wara r-riforma u ftuħ, bl-iżvilupp ta 'semikondutturi teknoloġija integrata ċirkwit qed jissostitwixxi malajr l-teknoloġija tubu elettron, l-ordnijiet ċivili u militari tiċkien malajr, il-waqgħa fondazzjoni "miljun Dachang". Fl-1985, il-fabbrika żviluppat minn irġiel elettroniċi f'Beijing, il-kumpaniji jeħtieġu li jerfgħu l-piż tqil: mhux biss li tinżamm il-katina tal-prodott kumpless (dajowd, triodu, tubu protezzjoni, ħġieġ, moffa, partijiet elettroniċi ipproċessar, l-enerġija, eċċ) li iżommu kindergartens, skejjel, canteens, u bagalji proprjetà oħra soċjali kumpannija manutenzjoni, hemm aktar minn 8000 ħaddiem irtirat. Bl-qed tiċkien tas-suq tal-prodott, Beijing fabbrika tubu elettroniċi 1986-1992 għal 7 snin konsekuttivi ta 'telf, fil-dejn tista' tiġi mqajma fuq il-xifer ta 'falliment.

L-għerq tal-problema tinsab fis-sistema ekonomika ppjanata, imċaħħad mill-poter ta 'intrapriżi ta' R & D, li jirriżulta fil-deklin rapidu tas-intrapriża fil-mewġa ta 'titjib teknoloġiku. Fil-fatt, l-impjant 774 għandha stess kapaċitajiet tagħha ta 'riċerka u żvilupp tekniċi. Ewwel silikon taċ-Ċina monokristallin, l-ewwel semikondutturi integrat proġett ċirkwit hija l-fabbrika tubu elettroniċi. Madankollu, taħt is-sistema ekonomija ppjanata, malli l-proġett huwa matur, se jkunu ħielsa li jmorru lill-awtoritajiet ogħla, biex tinbena fabbrika ġdida. 774 biss fabbriki fiċ-Ċina mibnija fabbrika elettroniċi hija sa aktar minn 20, 70 sena kienet ukoll tindika f'diversi workshops fil Guizhou, Sichuan, Shaanxi u reġjuni oħra tal-kostruzzjoni tlieta linja.

Beijing fabbrika tubu elettronika hija wkoll waħda mill-kumpanniji aktar kmieni fiċ-Ċina biex iwettqu l-riċerka u żvilupp ta 'teknoloġija tal-kristalli likwidi. Fl-1981, il-kumpanija tkun żviluppat b'suċċess l TN LCD screen LCD, iżda n-nuqqas ta 'fondi u abort. Minn dakinhar deċiżi fuq il-proġett STN LCD, eventwalment abort. Sa l-1992, il Dachang 14000 poplu, dħul annwali ta 'biss 80 miljun wan, proporzjon responsabbiltà assi laħaq 90%, kull xahar li jissellef pagi flus, l-intrapriża għandha l-xifer. Fil Settembru 2, 1992, il-Wang Dongsheng 35 sena qodma (Zhejiang, Dongyang, gradwat mill Hangzhou Istitut ta 'Inġinerija Elettronika) bħala l-fabbrika tubu elettron, bdew jagħmlu trasformazzjoni snap ta' titoli konġunti ta 'intrapriżi, tnaqqas il-korpi minfuħ sensji, mitwi u nies laxka, biex jirrettifika l-ordni (meta l-impjant tal-pjanti u anke tiġieġ); li tintroduċi finanzjament estern, il-mobilizzazzjoni ta 'ħaddiema fl-ishma. F'April 1993, fabbrika tubu elettroniċi Beijing biex jamministraw investiment assi, aktar minn 2600 cadres u l-ħaddiema biex jgħollu 6 miljun 500,000 wan (biss biżżejjed biex jibagħtu salarju ta '3 xhur)-investiment, u d-dejn tal-bank, l-istabbiliment tas-sjieda mħallta ta' Beijing Orient Electronics Group Co, Wang Dongsheng Ren Dong, president u president. Huwa qajjem ukoll 6 miljun 500,000 wan fl-idejn tal-ħaddiema għall-ipoteki, tikseb ugwali għal self mill-bank, dan huwa l-ewwel BOE "flus żerriegħa".

Phoenix Nirvana rebirth

Il BOE għadu kif ġie stabbilit, l-ewwel problema hija sopravivenza. Sabiex jiġu solvuti n-nuqqas ta 'likwidità, il-kumpanija b'kooperazzjoni ma' kumpannija Singapor stabbilita l-kumpannija proprjetà Hengtong Orjentali, l-uffiċċju tal-fabbrika tubu elettroniċi u parti mill-iżvilupp impjant sar l- "Garden Orjentali", jattiraw Nestlé, ABB u intrapriżi famużi oħra, u dħul mill-kiri li jkomplu jaħdmu tal-kumpanija. L-amministrazzjoni tal-kumpannija mċaqalqa mill-bini l-uffiċċju kamra sempliċi, il-produzzjoni oriġinali mxiet lejn l-cottage qodma.

Segwita mill-aġġustament tal istruttura tal-prodott, kapaċità ta 'produzzjoni tal-kumpanija li fittings ta' tubi CRT. 90s kmieni hija ż-żieda mgħaġġla ta 'industrija taċ-Ċina televiżjoni bil-kulur, iżda l-komponenti ewlenin bħall-vireg tal-ħġieġ, pistoli elettroniċi, eċċ huma importati mill-Ġappun, ammont kbir ta' lokalizzazzjoni. Filwaqt li l-teknoloġija tradizzjonali tubu vakwu u t-teknoloġija tubu CRT għandu relevanza partikolari, il-BOE ddeċidiet li tintervjeni fil-gun elettron, bħal ħġieġ li jifforma kemm tan-negozju ta 'investiment.

F'Novembru 1993, il-BOE u Asahi Korporazzjoni, joint venture f'Beijing Asahi Elettroniċi Ħġieġ Co Ltd (aktar tard imsejjaħ il-Beijing Asahi Elettroniċi ħġieġ), produzzjoni ta 'virga tal-ħġieġ kinescope u punt ta' dewbien ħġieġ baxx istann. Il-twelid sħiħa kumpanija, li jammontaw għal 62% tas-sehem tas-suq domestiku, li jammontaw għal sehem tas-suq dinji ta '20%. Minn Diċembru 1995, il-BOE u l-Ġappun Korporazzjoni terminali joint venture, il-produzzjoni ta 'terminals u konnetturi; April 1996 u joint venture nishin Korporazzjoni, il-produzzjoni ta 'kanun elettroniċi u aċċessorji tagħha. F'dan l-istadju, il-BOE f'pożizzjoni dgħajfa, il-joint venture ma tistax taqbeż il-50%.

Wara 4 snin ta 'saħħa tfaddil żmien, BOE gradwalment mhaddma l-istatus azjenda fl-impriża konġunta ta' enerġija. Fl-1997, il-joint venture BOE u t-Tajwan AOC teknoloġija, imwaqqaf AOC Electronics Co Ltd (ishma BOE ammontaw għal 51%) Orjentali, jitħaddem fl-1999 wara s-suċċess ta 'profitt, il-wiri tal-kompjuter desktop li jinkiseb ewwel CRT fid-dinja.

Id-dritt tal-istrateġija sopravivenza, BOE jgħinu biex jingħelbu l-perjodu l-aktar diffiċli ta 'intraprenditorija. Qligħ mill-1994 (8 miljun wan), fl-1997 laħaq profitt ta '$ 50 miljun. Fil Ġun 10, 1997, l-ishma BOE B elenkati fil-Borża Shenzhen, imqajma HK $ 350 miljun. Dan huwa l-ewwel darba li l-BOE jistgħu jintużaw biex jinvestu l-flus. Fil-kundizzjonijiet tal-għajxien ta 'intrapriżi mtejba sewwa, BOE propost istrateġija tan-negozju aggressivi. Wieħed kienet il-mexxej industrija fl-intrapriża, mhux se jkunu lesti li ħaddieħor. Intrapriżi militari karattru iebsa, u l-sostituzzjoni ta 'biża', ħalli l-deċiżjoni ta 'ġestjoni BOE: biex jidħlu mid-dominju tradizzjonali għall-industrija tal-wiri ġdid.

Preċedentement, anki fil-ħin l-aktar diffiċli tal-intrapriża, għadu hemm fid-diviżjoni BOE LCD. Huwa diffiċli li tappoġġja, numru kbir ta 'persunal tekniku tintalab li titlaq. F'dak iż-żmien, l-inġinerija propost biex tmur fil-ċentru inġinerija Tsinghua Università. Wang Dongsheng ma qabilx, iżda mbagħad ħsibt, l-ebda flus, mhux sempliċiment li jħallu lilhom imorru, bil-flus istat li jżommu l-likwidu kultura ta 'talent, sakemm inti tista' terga 'lura fuq il-linja. Għalhekk, fl-ewwel 5 snin tal-BOE tieħu istrateġija sopravivenza, l-għan akbar huwa li tinżamm is-sistema ta 'taħriġ tal-persunal. Dawn mhux se jkunu biss numru kbir ta 'persunal għall-impriża u taħriġ konġunt fl Kulleġġi u universitajiet għal aktar studju, taw xi nies li jmorru lejn il-Ġappun għat-taħriġ. L-istrateġija fit-tul b'mod ċar, ħalli l-BOE beda bosta snin li ġejjin tar-riservi talent industrija, li hija fattur importanti fl rebbieħa.

Fl-1998, TFT LCD fil-vantaġġ globali display teknoloġija fissa panel gradwalment ċara, il-BOE bdew tqassim fil-qasam wiri fuq panew ċatt. F'Novembru tal-istess sena l-akkwist ta 'vakwu Zhejiang Electronics Co, Ltd 60% tal-ishma, il-formazzjoni ta' Zhejiang BOE, sabiex jidħlu fil-qasam VFD (wirja daqs żgħir). 1999 akkwist ta 'ittra Shenzhen Pont kumpanija ta' teknoloġija intelliġenti, stabbilita Shenzhen BOE sistema display intelliġenti, sabiex jidħlu fil-LED. F'Diċembru 2000, BOE A ishma ħruġ fil Shenzhen,-finanzjament 970 miljun wan. S'issa, il-BOE kellu flex saħħa muskoli tagħha.

图片 13.jpg


Akkwist ta 'moderna negozju LCD Koreana

L-opportunità dejjem tiffavorixxi lil dawk li huma ppreparati. Wara l-kriżi finanzjarja Ażjatika fl-1997, Grupp Hyundai fl-2000, it-tfaċċar ta 'xi diffikultajiet ta' likwidità, li jirriżulta fit-taqlib istokk tas-suq Korean. Il-grupp moderna fil-moderna elettronika se jaqgħu barra, separati, isem ġdid Hynix Semiconductor Corporation, u Hydis (Moderna Teknoloġija tal-Wiri Co Ltd) hija responsabbli għall-sussidjarja negozju LCD. Sa 2001, Hyundai ma setgħetx ikomplu jinvestu fin-negozju LCD, u ddeċidiet li jbiegħu l-sehem Hydis.

Għall-industrija TFT LCD huwa l-limitu, tħares lejn l-opportunità tal-BOE, din hija opportunità ta 'ħajja. Hydis tkun 2 u 3 ġenerazzjoni, 3.5 ġenerazzjoni ta 'tliet linji ta' produzzjoni, kapaċità ta 'produzzjoni annwali ta' iktar minn 3 miljun, disa ranking fl-intrapriżi tad-dinja panel aktar minn 20, hija tipproduċi display 17 pulzier hija kklassifikati terzi fid-dinja; hija għandha ta 'R & Ż indipendenti istituzzjonijiet, proġetti R & Ż li tkopri materja, spare parts, apparat bil-kristalli likwidi u apparat tagħha qed tiżviluppa b'mod attiv il-litografija 4 u kristalli likwidi twaqqa teknoloġija, bi 300 privattivi, l-iżvilupp tal-FFS perspettiva wiesgħa tat-teknoloġija hija waħda mill-teknoloġija mainstream tad-dinja tlieta; it also has a marketing network resources complete market ability, all over the world.

At that time showed the acquisition of interest in the United States, Japan, Taiwan and other enterprises, in order to reduce the risk of overseas mergers and acquisitions, BOE selection and Taiwan joint bid for the company of the sword. In June 2001, the BOE joint enterprises and modern group signed a letter of intent, the transferee 80.1% stake in HYDIS, the remaining 19.9% is held by the Hyundai group. In November of that year, the BOE is independent of the acquisition of STN-LCD and HYNIX's OLED business, and established an independent company in South korea. (Taiwan sword degree in process and the BOE cooperation, even small movements, the BOE's intelligence to South Korea and South Korea; but this time the BOE has established a good relationship, timely informed to the BOE BOE, then exit. The Taiwan company signed an exclusive agreement with HYDIS to buy HYDIS for $650 million and pay a deposit of $10 million, but ultimately failed to raise money for abortion. Taiwan sword in 2004 by the Taiwan's takeover, renamed as Hong Technology).

Taiwan sword of exit, the BOE comeback in 2002 and HYNIX signed an agreement of intent, because of the modern group debt crisis deepens, coupled with the second half of 2002 LCD suffered recession period, the rush to sell. South Korea agreed to the final price of $380 million, all of the equity transfer of HYDIS to the boe. In order to avoid risks, the BOE set up BOE in South Korea (BOE) -HYDIS, and to the South Korean assets mortgage subsidiary, successful loan of $230 million from the Bank of Korea, plus the BOE investment of $150 million, the two sides in January 21, 2003 officially sold, this time from the beginning for nearly two years.

The appropriate transaction, the delivery of assets in January 2003 after the completion of the preliminary, the global panel market prices immediately began to rise, prosperity continued until June 2004. During this period BOE-HYDIS earnings $60 million. The acquisition of resources, solve the technical sources, BOE patent barriers, starting the market and core technical personnel and other strategic issues. To lay a solid foundation for the BOE "overseas acquisitions, domestic rooted road.

In September 26, 2003, the BOE to invest 10 billion 300 million yuan in Beijing Yizhuang economic and Technological Development Zone, built the first 5 lines (second). The BOE BOE shares accounted for 75%, South Korea $125 million investment in shares accounted for 25%. The success of overseas acquisitions, domestic 5 generation line construction and the time of liquid crystal cycle increases, prompting Wang Dongsheng's "ambition" expansion, he will rapidly expand the business scale, go with liquid crystal giants. The BOE has carried out three major strategies: immediately grounded plan, overseas listing and team ownership. The "root plan" is through the 5 line construction, the ability to acquire the localization; "overseas listing" is based on the LCD business in the overseas market, to raise the funds required for the 5 generation line; "team ownership" is the implementation of equity incentive plan, with the BOE together into the back lock shaft. Wang Dongsheng's wishful thinking is this: if the overseas listing is successful, can be used to raise $1 billion 200 million in funding the 5 generation line investment within 5 years, then holdings of 12 to $3 billion, while the construction of the 6 generation and the 7.5 generation of a line. If these goals can be reached, the BOE in 2008 to enter the world top 5, a chance to win the top three industry.

But this idea was destroyed by a small event. In June 2, 2004 the "Beijing News" published an article on "BOE curve MBO hidden wealth surge puzzle" article executives, questioned the BOE management stock ownership plan, the Commission halted the BOE Hongkong listing plan. Listing and financing after the bursting of the BOE had to seek bank loans for the construction of the 5 generation line financing. In April 8, 2005, led by the Construction Bank China, including CDB, Chinese bank, bank, bank, Huaxia Bank, China Merchants Bank, Beijing bank, Xiamen international bank, nine bank syndicate, signed a $740 million loan contract with the BOE 5 generation line for construction. In addition, the Beijing municipal government provided 2 billion 800 million yuan of loans. 90% of the total investment of the 5 generation line from bank loans, such a financial structure was later proved to be a lot of risk, but also to make its original idea of the expansion plan aborted.

In order to ensure that there is a market starting in 2003, BOE spent HK $1 billion 30 million acquisition of Taiwan AOC 26.38% stake, becoming its largest shareholder. AOC was the world's largest computer monitor on behalf of industry and commerce, annual sales of more than 22 million units, accounting for the global market share of 35%. The acquisition of AOC to solve the marketing problems of BOE 5 generation line 1/3. In May 25, 2005, BOE 5 generation production line successfully. Since then, the production of high yield, from the initial stage of the monthly production in March, expanded to 60 thousand in August 2006, in September 2007 reached 80 thousand, in July 2008 has reached a monthly output of 100 thousand. Become one of the best production lines of international operation efficiency and profitability.

The 5 generation of the successful production line, as the BOE industry personnel training "learning platform". In the process of development, the BOE professional engineers from less than 300 people, the rapid growth to more than 2 thousand people; then continue to expand production capacity, to provide manpower reserve. In the aspect of technology, the BOE in acquiring the South Korean modern FFS wide viewing technology, continuous research and development of a large number of additional proprietary patents, especially the HYDIS 3.5 generation line amplification to the 5 generation line, a large number of unique technology breakthrough, the formation of AFFS wide angle patent system. Because AFFS is more advanced than SHARP's VA technology, Samsung and LG have proposed cooperation with. At the same time, the BOE 5 generation line, also attracted dozens of upstream manufacturers (by international enterprises) investment in the vicinity of Yizhuang, the. Suppliers to join, become an important source of BOE absorb external of the latest technology.

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Beijing Yizhuang BOE 5 generation line production workshop

Almost died before dawn

The liquid crystal cycle began to rise from 2003, 15 inch LCD panel prices had soared to $230 per piece, which had just acquired South Korea HYDIS BOE group, 11 billion 180 million yuan, a record year revenue soared 133.7%; net profit of 403 million yuan, increased 386.7% over the previous year. But from the beginning of the second half of 2004, the LCD cycle into the recession, 15 inch panel prices fell to $145. Not only South Korea began to BOE Beijing 5 generation line losses, and in 2005 the first production also coincided with the trough. Because this is the first production line of BOE, the initial yield is not high resulting in operating losses, coupled with the 5 generation line that must be extracted 1 billion 300 million yuan of equipment depreciation, loss of 1 billion 600 million yuan in 2005 boe. This is the first annual loss since the company was founded in 93. In 2006, the market is still sluggish, prices continue to decline, BOE annual loss of more than 1 billion 700 million yuan.

Two consecutive years of losses brought great pressure to the boe. An important reason is that the pressure is almost unbearable: when the 5 generation line not listed overseas financing, but with bank loans, the BOE's financial burden is very heavy. 5 generation line equipment depreciation takes 7 years, and bank loans require settlement in 5 years. By April 2007, the 5 generation line into the syndicated loan repayment period. At this time the BOE is unable to repay, the only way is to get the loan, otherwise the company's cash flow will break.

Under great pressure, the BOE began around for help, please Beijing municipal government to coordinate, and invited each bank in syndicated to Beijing 5 generation line to visit, to explain why they need extension. After hard work, in the end of May 2007, the banks agreed to extend the loan period from 5 years to 10 years. This is what makes the BOE back to life. In order to alleviate the financial crisis, some BOE began to sell assets to obtain cash. In May 2007, the BOE to HK $2 billion 400 million sold a stake in AOC. The money used to repay the loan, the company's debt ratio decreased from 78% to 50%.

Later BOE Korea BOE-HYDIS shares are sold, although not entirely out of the financial pressure. After entering the LCD recession, BOE-HYDIS began to lose. Originally prepared to adjust structure of the BOE (such as the production of labor-intensive Chinese moved from 1700 workers, will be cut to 800), but was firmly opposed to the local union. The BOE had put forward the patent ownership buy it all as the injection conditions, but did not talk to. Due to insolvency, BOE-HYDIS entered the judicial process. In May 2007, the Korean court will start the regeneration process, BOE-HYDIS to $300 million transferred to Taiwan PVI, BOE all exit (BOE-HYDIS also holds a 10% stake in Beijing 5 generation line).

The crisis also contributed to the growth of enterprises, in the huge financial pressure, the BOE internal started the "3020" action, that is to improve the product value of 30%, 20% to reduce the unit cost, speed and quality. All the staff were mobilized and several thousands of improvement measures were put forward to reduce the production cost. In order to stabilize the team, the BOE will wages increased by 20-40%, the initiative to further stimulate the employees. At the same time, the BOE to further strengthen the marketing power, reorganization of the sales department, the sales team stationed in the factory to the customers, enhance customer service response speed. By 2006, the BOE has customers including Samsung, LG, PHILPS and DELL and other famous company. At the same time, efforts to explore the market crisis, the BOE in China market rapidly rising sales, by July 2007, China district sales have reached 55 thousand a month, 8 times a year ago, China similar products in the market, almost entirely by the BOE occupation.

The ability of rapid growth in the crisis, which laid the foundation for the BOE better operating conditions. In June 2007, the global LCD panel market began to pick up, the BOE realized the first quarter earnings. The 5 generation of all-round improvement of the operation of the line, the BOE in 2007 net profit of 700 million yuan, and at this stage quickly paid off most of the debt. But the roller coaster effect LCD cycle continues, the first half of 2008, BOE profit 700 million yuan, to the second half of the year, the financial tsunami, the global TFT market once again plunged into recession. The BOE flagship 19 inch LCD screen as an example, the first half of 2008 the price of $120 per piece, to January 2009 has dropped to about $50, resulting in the first half of the loss of more than 1 billion 300 million yuan. The draw, 2008 annual loss of 800 million yuan boe.

But with a recession confound different, the latest round of this recession, despite the losses, the financial basis of the BOE, because most of the pay off bank loans, much more stable than before. Especially after 1 years before the test of life and death, the BOE for LCD cycle has a very strong psychological ability. Then, with a struggle for survival on the contrary, in the liquid crystal recession cycle has not ended, the BOE began a massive expansion of the pace. This is a global TFT LCD panel industry nervous cycle of anti cycle.

A contrarian expansion LCD storm

As the LCD industry development calendar proves , enter this industry was like riding a tiger, uncomfortable riding down, but more dangerous. As long as you do not want to quit, you must continue to expand the scale of investment. BOE management is very clear: the 5 generation line cutting panel, and can supply the most potential market, large screen LCD tv. China is the world's largest LCD TV market, annual sales of more than 30 million units, the output value of more than one hundred billion yuan. As the core of the large-size LCD panel, all rely on imports.

BOE 5 generation line after the completion of the expansion plan, should start from the "dragon plan" in Shenzhen. The second half of 2005, in support of the Shenzhen municipal government, by restricting the import panel the pain of SKYWORTH, TCL, Konka, Changhong and other four color TV giant, plans for a joint venture in Shenzhen construction of the 6 generation LCD panel production line. But in the pursuit of technical support to foreign companies, or simply refused, or be asked for a huge transfer fee. So they take the initiative to find the BOE, each accounted for 40% of the shares, plus the super company (on behalf of the Shenzhen municipal government) accounted for 20% of the shares, the formation of the Shenzhen Julong photoelectric company (registered capital of 8 million yuan). Shenzhen municipal government also expressed willingness to provide 7 billion 700 million yuan of financial support.

In fact, in the preparation of BOE 5 generation line, while the establishment of the B2 project of the 6 generation line, just because the overseas listing plan to implement the abortion. Dragon plan agreed immediately on the formation of the BOE technology team of hundreds of people. But after the news came out of the Dragon plan, the Japanese SHARP in June 2006 to take the initiative to build a 7.5 generation line of Shenzhen's plan, the Shenzhen municipal government and the four major color TV giants have shaken. Changhong simply do the withdrawal of plasma (PDP), BOE languishes in. After a year of negotiations, SHARP violated its original commitment to require the transfer of technology under the control of the case, leading to negotiations to terminate in September 2007. SHARP later went to Shanghai when the spoiler, SHARP and SVA cooperation of the 6 generation line project has been approved, it withdrew from the. In this way, the Japanese played around the country after a circle, so that China's high generation LCD panel production line at least postponed 2-3 years. China's imports of more than 30 billion US dollars a year panel.

At the end of 2006, the BOE and SVA NEC losses were 1 billion 500 million and 2 billion yuan, Ivo is difficult. In this case, the three companies have explored the integration, but it is difficult to reach a consensus on the management of the dominant. By 2007 the market improves, it will settle a matter by leaving it unsettled. In the next development strategy, think on the high generation line of BOE to the risk is too big, so I decided to choose a into can attack, retreat to the road of low generation line construction investment scale is small, small and medium-sized market in the LCD panel market to the strongest, and then to Gao Shidai to Xian Kuozhang.

In 2007 through the financial crisis, the BOE had started to expand the opportunity, and the first step is the construction of Chengdu in a 4.5 generation line. This project comes from the Dragon plan, several local governments (Wuhan, Chengdu, Changchun etc.) the possibility of actively looking for talks at the local BOE production line. Because of Chengdu city to provide better conditions, the two sides hit it off.

Although not built high generation production line, but the Chengdu 4.5 generation line to take the mode of financing, is a significant breakthrough for later BOE construction of the 6 generation and 8.5 generation line opened a financing channel. The success of this model from the Beijing municipal government to invest in the 5 generation line. Previously, the Beijing municipal government (by SASAC Beijing industrial investment company) 2 billion 800 million loan to the BOE to support the 5 generation line construction. In the later encountered financial difficulties, the BOE BOE loans into shares, on the one hand can help the BOE survive, while the government can still through the capital market recovery funds.

The Beijing municipal government agreed to this approach. It turned out that this investment is very cost-effective for Beijing. In addition due to the project and get revenue (profit and $about 1000000000 each year on the 5 generation line upstream matching enterprises taxes paid 2 billion 780 million yuan), later BOE's stock price from 2.72 yuan debt of up to 12 yuan, the Beijing municipal government in the share price of 10 yuan will be half of the Equity Cash sold 2 billion yuan and the rest of the equity market capitalization of more than 2 billion 500 million yuan.

This experience shows a new way of financing for the BOE: to the government or the specific "strategic investors" issuance of shares to obtain enough capital. So this model is applied to the Chengdu project. Chengdu in addition to providing land, tax and other aspects of support, but also provide financial support. In July 2008, the BOE had a private placement for the Chengdu 4.5 generation line, Chengdu to the issuance of shares of 1 billion 800 million yuan. In addition, the National Development Bank led consortium to provide 1 billion 600 million yuan of loans, and the repayment period is 10 years. In March 2008, second of the TFT line of BOE, Chengdu 4.5 generation line project, a total investment of 3 billion 400 million yuan, to mass production in October 2009, April 2010 reached full production. The utility model relates to a small size liquid crystal screen which is mainly used for mobile multimedia terminals. The completion of this round of investment, the BOE's capital channel and industrial development through the basic relationship.

Once you find a new financing mode, the BOE "ambition" re initiation, start looking for the construction of the 6 generation line opportunities; and the target is mainly aimed at three areas of the Yangtze River Delta, Pearl River Delta and Bohai bay. Originally the BOE still consider the choice of Shenzhen, in addition to transportation, market and other factors, the 6 generation line to finance 17 billion 500 million yuan, must be with the city has the resources to talk about cooperation. In April 2008, the management of the BOE was invited to visit Anhui Hefei, a Hefei municipal government moved. Site of the Hefei land area has been ready, Shenzhen also promised to how much they gave much. After the evaluation, the BOE found that Hefei is a good choice. Here the east west of the Yangtze River Delta, the hinterland of central China, more important is full of water and electricity supply (a 6 generation line of daily water consumption of more than 20 thousand tons, the power consumption, the Yangtze River amazing) and Chaohu, and Anhui province is a power output. In addition, Hefei's technical personnel intensive, ranking fifth in the country, but the staff is relatively stable. At the same time, Hefei has accumulated a number of relative size of the household electrical appliance industry, but because of the technical content is not high and unstable. Hefei municipal government in full consideration of the risks, make the BOE 6 generation line project.

The autumn of 2008, BOE signed with the Hefei city 6 generation line capital framework agreement, Hefei promised invested 6 billion yuan, and 9 billion yuan in additional promise guarantee is not successful. In April 13, 2009, plans to invest 17 billion 500 million yuan in the BOE 6 generation line in Hefei started. Due to the construction of the BOE 6 generation line, has been for 3 years, so technically very confident. November 17, 2010 Hefei 6 generation line production, the design of the monthly production capacity of 90 thousand, the main cutting 18-37 inch TV and computer display.

In June 8, 2009, the BOE is approved by the Commission after the announcement, the issuance of 12 billion yuan for the Hefei 6 generation line orientation. As the community optimistic about the LCD industry (the central government has been listed as the focus of the development of new types of monitors), coupled with the local government to join, making investors confidence. The BOE smoothly from the capital market to raise 12 billion yuan, the Hefei municipal government only paid 3 billion yuan, let the 6 generation line settled in Hefei. And after the 6 generation line construction, has attracted more than a dozen supporting enterprises in Hefei development zone. This cluster of industries, so that Hefei had to apply to the central government to increase the Development Zone land permit.

After the financial crisis in 2008, in response to the threat of recession, the Chinese government has also launched a counter cyclical investment, launched a 4 trillion investment plan. Beijing municipal government for stimulating domestic demand, investment projects, the person in charge of the Yizhuang Development Zone, immediately think of the BOE 8 generation line. In fact, early to declare BOE 8 generation line project to the city, but was then busy with the Olympic leaders to attend to the matter. The support from the government, the BOE 8 generation line immediately enter the program implementation phase. In August 31, 2009, BOE 8 generation line (after adjustment for the 8.5 generation line) foundation in Beijing Yizhuang Development Zone, a total investment of 28 billion yuan. Since the 8.5 generation line in the process of the line with the 6 generation and there is no essential difference, but the process has increased the difficulty, so the project is advancing very quickly. Samsung, LG, SHARP are built in the 5, after the 6 generation line, built the line of the 8 generation

BOE 8.5 generation line project construction area of about 710 thousand square meters, is located in Beijing Yizhuang economic and Technological Development Zone East of C1, C2, C5, C6 block, including the array of factories, into a box factory and color film factory, factory module and comprehensive power station, comprehensive office building, sewage treatment plant and other facilities. Design capacity of 90 thousand glass substrates per month, substrate size 2200mm * 2500mm. In July 31, 2010, building the main structure of the cap, the end of December 2010 began to move into the process equipment. Plans to put into operation in 2011, the three quarter of June 2011 to achieve mass production. After the project put into operation, can drive a large number of supporting enterprises, the annual output value of nearly 100 billion yuan, providing more than 20 thousand jobs. Beijing municipal government, the national development and Reform Commission and the Ministry of industry has given strong support for the project. In April 2009, the national development and Reform Commission approved the first Chinese TFT-LCD technology in the establishment of the National Engineering Laboratory, boe. In order to promote the development of liquid crystal display devices, the integration of upstream and downstream technology, marking and personnel training.

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The remnants of the 798 Art District in Beijing bauhaus. This huge factory was originally Beijing radio three factory, built in 1957. Since the 50s of last century, China has built a large number of electronic enterprises, but in the planned economy system, most of these enterprises failed to form competitiveness. To the 80s of last century, a large number of technological transformation in bankruptcy.