Now, what's going on with these panel makers?
BOE: Normal production at production lines across the country, and now it has not much impact
It is understood that BOE Wuhan's 10.5 generation line is the company's new production line. Although the overall progress has been delayed, it does not have much impact on the overall operating situation. At the same time, the production and operation of the company's other local factories are normal.
BOE staff pointed out, "The Wuhan Line is a new production line. There is not much output now, and it is still in the process of ramping up production capacity. If there is continued epidemic control in the future, the progress of climbing may be slightly slower. Said there was not much impact. "
In addition, the relevant person in charge of Chongqing BOE also said that during the Spring Festival, BOE is also working overtime, and has continued production and operation activities.
At the same time, BOE recently stated that the company, as a major industrial project in various cities, has maintained full and close communication with local governments. The local government has given great support to the company in various aspects such as transportation, and the current epidemic situation of each production line operation is limited.
On the issue of raw material inventory, BOE said that the company and upstream suppliers have certain reserves to meet the needs of current production. In addition, the company has established a diversified supplier system for many years, and the impact of local epidemics on supply chain security has been limited.
Visionox: The epidemic will not have a major impact on the company's production and operation
In the announcement released on February 4, Visionox stated that the company's industry is the display panel industry, the production process is unique, and the production line needs to operate continuously throughout the year. During the Spring Festival, the company's production line continued to produce in an orderly manner in accordance with the production plan, and notified the relevant government departments of production progress and response control measures for the epidemic situation in a timely manner. At present, the raw material inventory of the company's production lines can meet the current production needs.
At the same time, in response to the temporary shortage of raw materials that may occur in the future affected by the epidemic, the company is also ensuring the supply of raw materials and production line operations by actively coordinating suppliers and logistics channels and adjusting production strategies. The epidemic will not cause the company's production and operation Great influence.
Shentianma: Material inventory can meet current production needs, and subsequent impact cannot be determined for the time being
Shenzhen Tianma announced on the 4th that according to industry characteristics and market demand, the company's production line maintained continuous production and operation during the Spring Festival.
On the other hand, the company pointed out that the production base of Wuhan Tianma Microelectronics Co., Ltd., a subsidiary of Wuhan Tianma Microelectronics Co., Ltd., accounts for about 20% of the total production capacity. In the short term, logistics, return of employees, and supply of some raw materials are facing certain pressures.
At the same time, in response to the issue of material inventory, Chi Yunfeng, the person in charge of Shenzhen Tianma Operation Center, said that from the current situation, the company's material inventory can meet the current and certain production needs. The company has also actively coordinated logistics channels with suppliers Negotiate, apply for support from relevant authorities, etc., and strive to ensure that follow-up raw materials enter the market on demand. The company pays close attention to the changes in the epidemic situation, and maintains smooth communication with partners in the upstream supply chain, and timely adjusts and responds to the supply chain.
Chi Yunfeng emphasized that the epidemic was nationwide, and the upstream and downstream industrial chains were affected to a certain extent. The company's production lines continued to produce and operate during the Spring Festival. Through the allocation of the production capacity of various basic real estate lines, the supply of module shipments Capabilities can meet customers' existing needs.
It is worth mentioning that, as the main supplier of display screens for various medical products, since the outbreak of the epidemic, relevant customers of Shenzhen Tianma have increased demand and have urgent needs for some products. In this regard, Shenzhen Tianma said that from the current order acceptance, customer orders are sufficient, and no adjustments to cut orders or reductions have been received. At present, the epidemic situation is still in the process of development and change. The subsequent impact on the industry can not be determined for the time being. The factors that determine whether the upstream or downstream changes are greater, and specific assessments need to be made based on the actual changes that follow.
TCL Huaxing: Affected by the epidemic, some production materials may have short-term lags
On the 2nd, TCL Group issued an announcement on the company's response to the new coronavirus outbreak in 2019.
In the announcement, TCL stated that Huaxing's t3 and t4 factories that produce small and medium-sized products are located in Wuhan. During the Spring Festival, production and operation were planned, and the current shipping channels for finished products are normal.
At present, the company's material inventory can meet the current production needs, but due to the epidemic situation, the supply of some production materials may have a short-term lag due to factors such as delayed resumption of work by suppliers and poor logistics. The company has actively coordinated logistics channels and negotiated guarantees with strategic suppliers. Way to advance materials into the market as needed. The company will adjust its production and operation strategies in a timely manner according to the epidemic situation and market changes.
Sharp: Impact expands, will consider moving production out of China
Sharp, one of the iPhone screen suppliers, said recently that it would consider moving production out of China if the impact expands.
Sharp's vice president, Masaki Nomura, said at the financial report on the 4th that if the impact of the pneumonia epidemic in Wuhan is prolonged, it will consider moving production from China to other regions.
Earlier market news pointed out that Sharp plans to build the largest LCD panel factory in Guangdong. The total investment is expected to reach 1 trillion yen. The project is expected to start construction in 2020. Now it seems that this is full of unknowns.
Innolux: Mainland Plant Has Not Started, Cannot Make Forecasts
It is understood that Innolux Taiwan panel factory in China has set up factories in Nanjing and Ningbo, but have not yet started.
Innolux Nanjing is a rear module factory for small and medium-sized panels, while Ningbo is a module factory for IT and automotive panel products. With the intensification of the new crown virus epidemic, both Nanjing and Ningbo have implemented community-based closed management. Innolux pointed out that since these two factories cooperate with the mainland's Spring Festival holiday resumption policy, they have not yet started construction, so it is impossible to make impact predictions. .
AUO: If the epidemic situation is not controlled in the short term, it will have a greater impact on subsequent performance
Recently, AUO, another panel manufacturer in Taiwan, said that although the AUO factory in mainland China has not been shut down during the Spring Festival and there is still inventory to meet market needs, it still faces suppliers, customers who have not resumed work, and local governments across the country. Three major challenges including strict control.
AUO Chairman and CEO Peng Shuanglang pointed out at the 6th French press conference that AUO has production bases in Suzhou, Kunshan and Xiamen. It maintains production during the Spring Festival and there is no shutdown, so there is no problem of resumption of work. However, the delay in the resumption of work by suppliers and customers, coupled with the impact of transportation, will have an impact on raw materials, finished products, production and shipment, and sales. If the epidemic situation is not controlled in the short term, the materials and transportation conditions will be irregular, and will be docked. The downturn has a big impact.
It can be said that the sudden epidemic situation continued to spread, and the factories and production lines in the affected areas were more or less affected. In the short term, it will help panel manufacturers to destock and ease the situation of oversupply in the market. At the same time, it is also a good phenomenon for panel vendors to stop falling and recover panel prices; however, if the epidemic is not effectively controlled in the short term, production operations are expected to be affected for a long time, and the supply chain may even face shortages, which will inevitably accelerate. The industry is shuffled, and the panel industry is likely to enter the next "cold winter." Because of this, we must actively respond to the prevention and control of the epidemic and minimize the harm before we can solve the immediate need.