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At the end of August, there was a significant signal from the color TV circle. Why did TCL support the Samsung panel

via:驱动之家     time:2020/8/31 18:20:09     readed:352

People outside the circle should be viewed as news, while those inside the circle should be viewed as major changes in the industry.

On August 29, TCL released a news report, seemingly calm on the surface, but in fact, undercurrent surging, which will have a significant impact on the future trend and pattern of color TV industry.

Let's look at the reasons for this

TCL Technology Group announced that TCL Huaxing Optoelectronic Technology Co., Ltd., its holding subsidiary, intends to sign the equity transfer agreement and capital increase agreement with Samsung display Co., Ltd., and TCL technology intends to sign the shareholders' agreement with Samsung display.

After the signing of the agreement, TCL technology will acquire 60% equity of Suzhou Samsung Electronic LCD Technology Co., Ltd. and 100% equity of Suzhou Samsung display Co., Ltd. for consideration of US $1080 million (about RMB 7622 million).

Samsung display will increase the capital of TCL China Star with the consideration of 60% equity of Suzhou Samsung electronic liquid crystal display for us $739 million (about RMB 5.213 billion). After the capital increase, Samsung display will hold 12.33% equity of TCL Huaxing.

To sum up, TCL's csot purchased 60% equity of Suzhou Samsung LCD company and 100% equity of Suzhou Samsung display company with RMB 7.6 billion;

Suzhou Samsung display company continued to increase capital for TCL csot with 5.213 billion yuan. After the completion of both parties' delivery, Samsung display held 12.33% equity of csot.

This is not a simple transfer and blessing. Looking at the key nodes of the current highly competitive color TV industry, the epidemic situation changing the world pattern, and the color TV industry is facing the dispute between the old and the new display, the merger and acquisition event reveals several signals:

First, TCL ChinaStar panel product line will be more comprehensive and its advantages will be more concentrated.

TCL Huaxing Optoelectronics is the only one established in China

Csot has its own advantages. After the acquisition of Suzhou Samsung, csot has more advantages in economic cutting products of 32 ", 55" and 65 ", which is one of the most important assets of TCL csot in acquiring Suzhou Samsung.

According to the global network report, after the completion of the acquisition, it will have high generation production capacity of 3 8.5 generations and 2 11 generations. After the completion of the acquisition, it will realize the production of large-scale panels with a monthly output of more than 600000 large boards.

Through endogenous growth and extensive acquisition, TCL csot's capacity scale and market share will continue to grow at a high speed. At the same time, it will also grow rapidly in large-scale commercial display, E-sports and other product categories, and the product structure will develop more balanced.

Second, it is more comprehensive in the field of display,It can meet the needs of enterprises for different display technologies, and the cost advantage will be more obvious.

In terms of overall display technology, TCL csot has established a competitive innovation layout in the display field, including Huaxing (semiconductor display industry manufacturing), Juhua (printing and display technology research and development public platform), Huarui (AM-OLED display materials), TCL Institute of Optoelectronics (quantum dot materials and Technology), and has participated in industrial chain projects such as kateeva (printing and display equipment manufacturer) and other industrial chain projects.

While establishing the competitive advantages of TFT-LCD industry and LTPS industry, we have achieved breakthroughs in OLED display materials, qled display materials, printed OLED and printed qled devices.

In color TV products, the panel accounts for about 60% of the total cost of color TV products. It is conceivable that the panel business will influence and control the cost of color TV.

On the one hand, TCL csot has production lines that can meet the needs of different display technologies. On the other hand, the cost control will be more refined, which undoubtedly increases the brand competitive advantage.

The third is to meet their own needs and gain benefits through the output panel business, and take the initiative in the industry competition.

TCL panel business market share is expanding. In February this year, csot surpassed BOE as the world's largest LCD TV panel supplier with an 18.8% market share.

Although this is only a month, it can not become the normal, but it can prove that the market share of csot is constantly expanding.

After merging with Suzhou Samsung LCD and Samsung display company, it is impossible for TCL to absorb all of these production capacity, and TCL is still unable to reach this level.

Then the best way is to send panels to peers and related enterprises, which is necessary to ensure the expansion of Huaxing Optoelectronic capacity and ensure increase in revenue.

Most importantly, holding the source of core components of the color TV industry, TCL csot's initiative advantage will be more obvious.


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