Zhitong Financial APP learned that on August 5, TCL Technology (000100.SZ) said on the investor interaction platform that the current companyThe coordinated development of the two main industries，It shows that the industry is facing demand fluctuations in the short term.The prices of TV, monitor and notebook products are different.The new production capacity of the production line construction will not be released in the short term.. As an important raw material in the upstream of the photovoltaic industry, the price of polysilicon has been on the rise since the beginning of last year. Due to strong downstream demand and insufficient production capacity and other factorsAt present, polysilicon is still in a state of shortage.. TCL HuaxingStrengthen the size business in LCD through T9 constructionEffectively enhance the competitiveness of the business portfolioT3 production expansion is carried out synchronously and orderly, and after the completion of production expansion, it will become the largest and most competitive LTPS production line in the world.
At present, polysilicon is still in a state of shortage.
According to TCL, at present, the two main industries of the company have coordinated development, and the global energy structure has been transformed into a new energy photovoltaic industry to build a broad growth space. As one of the pioneers in the AR glasses market in China, the company demonstrated the concept device Project Archery in IFA 2019 and launched version 2.0 in CES 2020. At SID Display Week 2021, the world's largest display exhibition, the company launched its first LCD VR display with a PPI of up to 1512.
In addition, as an important raw material in the upstream of the photovoltaic industry, the price of polysilicon has been on the rise since the beginning of last year. Due to the strong downstream demand and insufficient production capacity and other factors, polysilicon is still in a state of shortage. On July 7, the company issued the "announcement on Foreign Investment". The company cooperated with the photovoltaic leader Xiexin Group to invest in new photovoltaic and electronic-grade silicon projects. This layout will realize the business expansion of the company in the upstream core materials of new energy photovoltaic and semiconductor materials, which is conducive to realizing the strategic coordination of the industrial chain, strengthening the stability of the supply chain, and helping to realize the company's "new energy photovoltaic global leading strategy. Semiconductor materials catch up and surpass strategy".
It shows that the industry is facing demand fluctuations in the short term, and the new production capacity of production line construction is not released in the short term.
When asked whether the company's panel production line is considering suspending construction, TCL Technology said that the display industry is facing demand fluctuations in the short term, the price changes of TV, display and notebook products are different, and the new capacity of production line construction is not released in the short term.
Through the construction of T9, TCL Huaxing strengthens the size business in LCD, and the competitiveness of the business portfolio is effectively enhanced; T3 production expansion is promoted in a synchronous and orderly manner, and after the completion of production expansion, it will become the largest and most competitive LTPS production line in the world. The company's T3 LTPS production line accelerates the medium-size transformation. At present, more than 40% of the production capacity of T3 is used to produce high-end NB, car and flat panel products, with abundant customers and orders, and the car business is imported into many brand customers at home and abroad.