Huaxing low-cost grabs Taiwan's high-priced 4K panels or enters the era of small profits

Huaxing Optoelectronics launched a high-end 55-inch 4K2K TV panel to grab the market at a price lower than 20%, vowing to grab the first, fearing that the high-priced 4K panel will enter the era of small profits, adding value to Innolux (3481) and AUO.

The subsidy policy for mainland household appliances will soon expire at the end of May. Is there any follow-up policy consideration? Shen Danyang, spokesman of the mainland's Ministry of Commerce, said on the 16th that the issue of the expiration of the home appliance subsidy policy has been studied with the Ministry of Finance, the Ministry of Industry and relevant ministries. There is no new plan.

Taiwanese industry insiders worry that after the end of the energy-saving subsidy policy, the mainland home appliance market is likely to face a “vacuum period” due to early overdraft consumption from June to September. This is likely to spur the impact of Innolux and AUO's TV panel demand in the second half of the second quarter and the third quarter.

The yield of Huaxing 55-inch 4K panel has reached 85%. It plans to make a large number of films in the third quarter. It hopes to grab the first place in the 55-inch 4K panel market in the second half of the year, and plan to capture 100,000 pieces in the second quarter. Guan, it is worth noting that Huaxing has the low-cost advantage of duty-free and transportation-free, and grabs the market at a price lower than the market price of 20%, which may lead to the entry of high-priced 4K panels into the era of small profits.

Last year, Huaxing's 90% capacity was used to produce 32-inch panels, while Taiwanese factories focused on producing 42-inch large-size panels. The mainland produced low-end, large-scale products. Innolux and AUO produced high-priced, high-quality products. Division of labor.