Workflow
总金额1400亿!京东方、TCL华星、惠科投资项目一览
WitsView睿智显示·2025-06-13 04:43

Core Viewpoint - The panel manufacturers are focusing on continuous investment to maintain competitive advantages and enhance technological capabilities, with significant investments planned in OLED, LCD, and MLED sectors [1][7]. Investment Overview - In the past year and a half, the three major domestic panel manufacturers have primarily directed their investments towards specific areas: BOE is focusing on the 8.6-generation AMOLED production line with an investment of 63 billion yuan [2]. - CSOT is strengthening its LCD business with a total investment of approximately 25.4 billion yuan through acquisitions [3]. - HKC is expanding its investments in the MLED and E-paper sectors, with a total investment of around 26 billion yuan in MLED and 13.5 billion yuan in E-paper [3]. Total Investment Scale - The total planned investment by the three major panel manufacturers in the past year and a half is approximately 140 billion yuan, with the highest investment in the OLED sector at 45%, followed by LCD at 20%, MLED at 19%, E-paper at 9%, and IC at 6% [6]. - BOE accounts for the largest share of investment at 48%, primarily due to its significant investment in the 8.6-generation AMOLED production line [6]. - HKC follows with a 34% share, focusing on MLED and E-paper projects, while CSOT's investment is primarily in the LCD sector, accounting for 19% [6]. Future Outlook - As these investment projects are implemented, the competitiveness and technological level of the panel manufacturers are expected to improve further. Future investments are anticipated to continue focusing on OLED, supplemented by LCD investments [7].