On July 28, Peng Shuanglang, executive vice president of AUO's global business, said that because of the tax pressure on large-size TVs, it is necessary to set up factories in Europe. It is expected to set up TV assembly plants in Europe and America in the next year.
Peng Shuanglang pointed out that in addition to cooperating with mainland Changhong, Haier and TCL TV brand manufacturers, the production of rear panel modules for TV panels, in cooperation with TPV in Europe, has been invested in mainland Jingzhi for TV assembly.
He said that in Europe, the location of the plant, in addition to considering the module factory in the back of the Czech panel, may also evaluate other locations, but the Americas can never choose the United States, the main cost is too high, Mexico is a possible location. AUO has invested in Jingzhi to engage in TV assembly, mostly for light-emitting diode (LED) models. It is mainly due to slower entry into the field of TV assembly. If you invest in a mature cold cathode tube (CCFL) model, you must lose others, but do LEDs are different. After all, everyone is just starting out and standing on an equal footing.
AUO has invested in Jingzhi and is engaged in the TV assembly business. After the capacity is expanded, the monthly production capacity can reach 200,000 to 300,000 units, but this year's overall shipments are only over 1 million units, which is lower than expected, but the shipment targets have been included in the world. Top 5 TV brands.
AUO and TV brand factory joint venture TV panel rear module factory, the monthly production capacity before the end of the year can reach 5 million to 6 million.
He said that the LCD monitor LED backlight panel in the second quarter of this year's overall market accounted for 17% of all LCD monitor panels, and the proportion of AUO LED monitor panels was 22%. In the third quarter, the market share was 23% and AUO was 30%. In the fourth quarter, the market share will be above 30%, and AUO will reach 50%.
In addition, in the second quarter, LED TV panels accounted for about 14% of the total LCD TV panels, and AUO LED TV panels accounted for about 15%. In the third quarter, the overall market is about 26% to 28%, and AUO is 30%; in the fourth quarter, AUO is expected to reach 40%.
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