WitsView睿智显示·2025-08-01 10:26Core Viewpoint - The article highlights the growing trend of display module manufacturers, including TCL Huaxing, BOE, and AUO, establishing production capacities in Vietnam and Thailand to meet the demands of major IT brands like Dell and HP, reflecting a strategic shift in the global display industry [10]. Group 1: TCL Huaxing's Expansion - TCL Huaxing's new module factory in Vietnam is expected to achieve mass production by September 2023, primarily serving the IT product market [1]. - The company has planned display (MNT) and laptop (NB) module capacities in Vietnam, both set to enter mass production in the second half of 2023 [1]. Group 2: Competitors' Strategies - Other panel manufacturers, including BOE, AUO, and LG Display, are also establishing display and laptop module capacities in Vietnam, with some already reaching mass production status [2]. - AUO, LG Display, and BOE are utilizing different strategies for capacity expansion, with AUO and LG Display achieving mass production, while BOE's capacity is expected to reach mass production by Q3 2025 [3][5]. Group 3: Investment in Overseas Projects - Companies like Tianma Microelectronics and Hanbo High-tech are investing in overseas display module projects, with Tianma planning a factory in Thailand with an investment of 1.08 billion yuan [8]. - Hanbo High-tech's factory in Vietnam aims for a monthly capacity of 1.4 million backlight sources and 500,000 LCMs, expected to be fully automated by 2025 [8]. Group 4: Market Dynamics - The article notes that the capacity layout of liquid crystal modules reflects the current global display industry landscape, with leading companies extending their production lines to overseas locations to mitigate supply chain risks and adapt to international trade changes [10]. - The ongoing technological innovations and capacity expansions in the display module sector are anticipated to drive a new wave of growth and transformation [10].