Guangdong counter-trend to undertake the global transfer of optoelectronic industry
In the face of the gradual downward economic situation, the Guangdong and Taiwan optoelectronic industries have keenly captured the economic growth point of this sunrise industry.
Recently, the 2008 Guangdong-Taiwan Optoelectronic Industry Cooperation and Exchange Conference jointly hosted by the Guangdong Provincial Information Industry Department and the Guangdong Provincial Taiwan Affairs Office was held in Zhaoqing City. It was originally expected to invite less than 300 people to exchange, but attracted more than 300 cross-straits including Chi Mei Electronics, Lite-On Technology, Asia Sun, Hanyu Caijing, Konka Group, TCL, Skyworth Group, BOE, Longteng Optoelectronics and other well-known enterprises. The top executives of the company attended the meeting. In addition, there were more than 600 professionals from industry associations, research institutes, universities and investment institutions. The scene was so hot that it even surprised the organizers.
The timing of the Guangdong-Taiwan Optoelectronic Industry Cooperation and Exchange Conference was quite interesting. Not long ago, at the 4th Cross-Strait Economic and Trade Cultural Forum held in Shanghai, the 10 Huitai policies proposed by the mainland included working together to promote the development of the flat panel display industry and establishing a cooperative mechanism for complementary cross-strait industrial advantages.
In fact, the world's optoelectronic industry transfer is the trend of the times. Taiwan's optoelectronic industry occupies the high end of the world's industrial chain. In recent years, the intention to transfer to the mainland is very high. Some provinces have already seen this phenomenon and stepped up the layout. Guangdong's top management and competent authorities have always attached great importance to the investment promotion of LCD TV panel production lines. The modern industrial system proposed in 2008 is to vigorously develop the optoelectronic industry. The Guangdong Provincial Information Industry Department believes that Guangdong has a solid manufacturing base and a large consumer market for optoelectronics end products. The prospect of cooperation between Guangdong and Taiwan optoelectronics is considerable.
The vitality of the sunrise industry in the financial cold is still strong
The photovoltaic industry, which is dominated by flat panel display, semiconductor lighting (LED) and solar energy, is known as the most promising sunrise industry in the 21st century.
In this round of financial crisis, the information industry has also been affected, but three markets are almost immune to the financial turmoil. Peng Ping, deputy director of the Information Industry Department of Guangdong Province, said in an interview.
Peng Ping said that the first is the import substitution market. Guangdong's information industry accounts for one-third of the country's total, of which exports account for 70%. We need to import 70 cents for every US dollar exported. How much space is there in the middle? In addition to chips, we can't do it temporarily, like modules, panels, etc. If we can replace imports by extending the industrial chain, the prospects and market will be great.
The second is the product replacement market, such as LCD TVs replacing CRTs, LEDs replacing traditional light sources, analog TVs for digital TV, and Blu-ray for DVDs. We only popularized TV in 1998. Who would have thought that LCD sales in the domestic market in November 2008 had exceeded CRT? So far, the sales growth of LCD TVs has reached 35%. Whether it is engineering or consumption, the interference from the financial crisis is relatively small.
The third type is the same-generation market represented by thin-film solar cells, that is, the domestic market and the global market grow simultaneously, and new market opportunities are also bred.
Peng Ping believes that with the joint efforts of the two manufacturers, Guangdong is becoming a comprehensive optoelectronic industry base with global market significance. However, he pointed out that the government must also make some changes, such as from simply promoting the investment environment to the docking of professional industries, assisting Taiwanese businessmen to intervene in the mainland investment market and consumer market, and encourage domestic enterprises to deepen industrial cooperation.
Home appliances to the countryside plan is encouraging
This time, the plan to promote home appliances to the countryside is simply a gift to us. Chen Liyi, director of the TV panel business of Chi Mei Electronics Co., Ltd. said that sales of TV panels in the European and American markets fell by 40% this year, but sales in the domestic market rose by 10% to 15%, which boosted their confidence. The realization of cross-strait three-way, the delivery time of semi-finished glass products has been shortened from one week to five days, and the freight rate has also been reduced. At least I have been flying more easily. He smiled and said.
Chi Mei is the manufacturer with the highest panel share in China, and is expected to break through 50% in 2008. In 2006, Chi Mei established the LCD TV Technology Center in Nanhai, Guangdong. In this round of home appliances to the countryside, Chi Mei has produced TV panels for 15 companies. According to industry insiders, it is a Skyworth company that is expected to sell 500,000 LCD TVs in the 80 days before the Chinese New Year.
Mainland enterprises are also optimistic about this round of business opportunities, and want to take advantage of the trend to extend the industrial chain.
Chen Yaohua, vice president of Konka Group Co., Ltd. said at the forum: If Taiwan provides LCD panels and mainland manufacturers are responsible for assembly, it is only the relationship between customers and suppliers. We do not need to talk about cross-strait optoelectronic cooperation here.
He believes that under the financial crisis, the Guangdong-Taiwan optoelectronics industry should be united as an industrial alliance as early as possible. LCD panels are only intermediate products, and LCD TVs must be sold to consumers to realize real value. Therefore, the cooperation goal of flat-panel enterprises across the Taiwan Straits is to enhance The Color of the whole color TV is globally competitive. At present, the cooperation has not yet reached integration, and the next step is to rise from the product cooperation level to the capital cooperation level.
Luo Huaijia, deputy director-general of the Taiwan Electrical and Electronic Industry Association, believes that after years of development, enterprises in Taiwan have advantages in technology research and development, manufacturing processes, and personnel training, while mainland enterprises consume advantages in processing and manufacturing and human resources. Taiwanese companies have a good foundation in the panel module industry, while mainland TV production has strong capabilities, and the cooperation between the two sides will be strong and strong.
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