Samsung Suzhou Plant will mass production Taiwan factory group create AUO fear of suffering
Samsung Suzhou's eight-generation factory announced mass production on the 25th. As in 2015, there will be eight eight-generation panel factories in China, which will be mass-produced. The demand for LCD TVs will become saturated, and the panels will have new capacity to be opened. And AUO and other Taiwanese panel manufacturers have long-term operations.
Affected by the poor market conditions of the panel and the news that Samsung announced the mass production of the eight-generation factory in Suzhou, panel stocks fell across the board on October 27. Among them, Innolux fell 0.35 yuan to close at 11.35 yuan, with a volume of 53,300. AUO fell 0.16 yuan to close at 9.71 yuan, with a volume of 542,000.
AUO and Innolux will hold legal meetings on the 30th and 31st respectively. The market believes that due to the current high inventory of mainland TV panels and the continued decline in panel prices, the panel tigers may release a conservative view on the fourth quarter. . However, Samsung and LG Display (LGD) have taken the lead in bearish performance in the fourth quarter.
Yonhap News reported that Suzhou Samsung Electronics Liquid Crystal Display Technology Co., Ltd. (SSL; joint venture between Samsung Display and TCL Group) began mass production on the 25th of the 8th generation panel factory in Suzhou Industrial Park.
Samsung pointed out that the global LCD TV panel shipments in the third quarter of this year showed a quarterly decline, the first time in history, mainly due to the decline in demand for LCD TVs in China and Europe. Looking forward to the fourth quarter, Samsung estimates that demand for LCD TVs will remain sluggish this season, and the overall TV panel inventory problem remains unresolved.
In the third quarter of 2013 (July-September), the revenue of the Display Panel division decreased by 4.4% year-on-year, and increased by 1% to 8.09 trillion won. The operating profit decreased by 16% year-on-year and the quarter decreased by 12% to 0.98. Mega won.
Affected by the poor market conditions of the panel and the news that Samsung announced the mass production of the eight-generation factory in Suzhou, panel stocks fell across the board on October 27. Among them, Innolux fell 0.35 yuan to close at 11.35 yuan, with a volume of 53,300. AUO fell 0.16 yuan to close at 9.71 yuan, with a volume of 542,000.
AUO and Innolux will hold legal meetings on the 30th and 31st respectively. The market believes that due to the current high inventory of mainland TV panels and the continued decline in panel prices, the panel tigers may release a conservative view on the fourth quarter. . However, Samsung and LG Display (LGD) have taken the lead in bearish performance in the fourth quarter.
Yonhap News reported that Suzhou Samsung Electronics Liquid Crystal Display Technology Co., Ltd. (SSL; joint venture between Samsung Display and TCL Group) began mass production on the 25th of the 8th generation panel factory in Suzhou Industrial Park.
Samsung pointed out that the global LCD TV panel shipments in the third quarter of this year showed a quarterly decline, the first time in history, mainly due to the decline in demand for LCD TVs in China and Europe. Looking forward to the fourth quarter, Samsung estimates that demand for LCD TVs will remain sluggish this season, and the overall TV panel inventory problem remains unresolved.
In the third quarter of 2013 (July-September), the revenue of the Display Panel division decreased by 4.4% year-on-year, and increased by 1% to 8.09 trillion won. The operating profit decreased by 16% year-on-year and the quarter decreased by 12% to 0.98. Mega won.
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