Huadong Technology(SZ:000727)2022-12-08 08:42Group 1: Company Collaboration and Technology - The company collaborates with Sharp due to its strong investment foundation in Nanjing and its partnership with China Electronics Corporation on a sixth-generation LCD panel project [2] - The company aims to replace existing mainstream small and medium-sized panel products with its new investment project, focusing on mid-to-high-end products that are currently reliant on imports [2] Group 2: Competitive Advantages and Technology - IGZO and LTPS technologies show no performance differences at 400ppi and below, with IGZO being superior in process and cost, while LTPS excels in small size and high-end products [2] - A-SI technology offers good cost-performance for large TV panels [2] Group 3: Production and Market Strategy - The company plans to adjust product sizes flexibly based on market conditions, focusing on mobile phones, tablets, computers, and televisions [3] - The new 8.5 generation line is expected to commence production around March 2015, with a ramp-up period of approximately 9 months [3] Group 4: Industry Insights - The company respects Xiamen Tianma's LTPS technology and considers it a learning benchmark, while focusing on its own 8.5 generation line project for reference [3]