The yield rate of the LCD production line of BOE B9 factory stabilizes, and the monthly output of 90,000 units will be reached by the end of this year
After the BOE 10.5 generation LCD production line was put into production at the end of 2017, the monthly output has been smoothly increased. In addition to 65-inch panels, it has also begun mass production of 75-inch panels, gradually expanding the market share of super-large LCD TV panels rate.
According to Korean media ET News, the yield rate of BOE's 10.5 generation LCD production line (B9) in Hefei has been smoothly improved. The production line is planned to have a maximum monthly production capacity of 120,000 pieces. It is estimated to be 2018 By the end of the year, it will be able to produce 90,000 pieces per month.
The BOE B9 production line was launched in December 2017, and officially entered mass production in the second quarter of 2018. In the early stage of mass production, it was reported that the quality of samples sent to customers was not good, but the quality has been stabilized, and the output has gradually increased. The product continues to be shipped to customers at home and abroad. The product size covers 65 inches and 75 inches, and it is expected to play an active role in the 10th generation. The advantage of the line.
IHS Markit, a city survey agency, said that after the BOE B9 production line started mass production in April, the capacity will be about 40,000 pieces in July, about 50,000 pieces in August, and about 60,000 pieces in September, 2018 By the end of the year, the monthly production capacity will be further increased to 90,000 pieces. The rate of yield improvement and stabilization is faster than expected, but because the production line has been put into production time is still short, the production cost may be high, and the profitability cannot be assessed for the time being.
The 8.6 generation lines of Xianyang Rainbow Optoelectronics and CLP Panda were also put into use at the end of 2017, and it is generally smooth now. As the 8.6-generation line is more conducive to cutting 65-inch and 75-inch panels than the 8-generation line, the 65-inch and 75-inch TV market is expected to gradually expand. Affected by the concentration of panel companies in mainland China to produce large-size panels, mid- to long-term panel prices may fall.
IHS Markit said that although BOE, Xianyang Rainbow Optoelectronics, and CLP Panda have launched new production lines, in order to increase shipments, they adjusted the production line utilization rate and prioritized the clearing of panel inventory. In July 2018, the 9-inch LCD panel shipment ranking ranked first with BOE 24%, and LG Display ranked second with 19%. In terms of shipping area, LG Display leads with 20%, and BOE ranks second with 18%.