China will become the world's largest panel producer in 2018. The demand for upstream and downstream industries of panel driver ICs is strong. Recently, BOE has to build its own panel driver IC production line. It will buy in the form of cash stocks in accordance with Ziguang's shareholding (6239) model. The next inspection of the Nanmao (8150) Shanghai plant.
BOE is headquartered in Beijing, and the semiconductor unit is in line with national policies. On the one hand, it is easy to get funds. BOE has set up a special unit for semiconductors, which is led by Wang Jiaheng, who was responsible for the small and medium-sized business group, and has been initially contacted for the Nanmao shareholding case. The case will be the first purchase of the unit.
Nanmao Capital is 8.7 billion yuan, LCD driver IC is 30% market share, ranking second in the world. In the first half of this year, EPS was 1.4 yuan. The Shanghai factory was established in 2002. For the BOE, it will invest in Nanmao Shanghai Plant, Nanmao. Reluctant to comment on the market.
MediaTek has a hidden feeling
China is actively expanding the panel industry, but it is still lacking in the upstream and downstream of the panel-driven IC supply chain. Recently, MediaTek (2454) and IC design operator 奕力 (3598), the market has always said that MediaTek is subject to China. Supporting, eating 奕力, the most obvious evidence of MediaTek's recent series of purchases and actions, 奕力 is merged by MediaTek's subsidiary, and 锜 是 is merged by MediaTek ontologies, and Philip is independent in the subsidiary, which is convenient for future MediaTek to do disciplinary action. . As for the downstream packaging and testing, under the premise of China's decision to establish its own supply chain, it was decided to invest in the Nanmao Shanghai Plant by BOE.
China wants to build a panel industry chain
Under the government's financial assistance, the Chinese panel factory actively promoted the expansion plan. The panel maker BOE has built a 6-generation and 8.5-generation production line in Hefei. It is expected that the 10.5-generation line will be built at the end of the year. Huaxing Optoelectronics and Nanjing CLP Panda Information Industry The Group will also expand its panel production capacity. The market estimates that several panel manufacturers in China will build at least seven large panel factories within three years. In 2017, panel production capacity will surpass Taiwan, and in 2018, it will surpass Vietnam and Korea. crown.
China National IC Industry Investment Fund with more than 600 billion yuan is also planning to establish a driving IC supply chain. The 12-inch wafer fab jointly invested by Powerchip and Hefei Municipal Government has held a groundbreaking ceremony to specialize in production driver ICs. The fab has a total investment of 13.53 billion yuan. Initially funded by Hefei, Lijing will participate in the panel drive IC foundry service with 0.15, 0.13 micron and 90 nm. It is expected to be completed in 2017 and the initial monthly production capacity. Planning for 40,000 tablets.
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