Iphaneli ye-LCD ifake ngokusemthethweni inkathi yeDuopoly. Kungani i-tcl yehluleka ukunqoba umugqa wokukhiqiza?

Sep 30, 2020 Shiya umlayezo

Mayelana nokutholwa kwezimboni ezimbili ze-LCD Panel ze-Clp Panda, ekugcineni kwamenyezelwa ngoSepthemba 23 lapho boe, i-LCD Pannel Pannel, yaba ngumthengi omkhulu, enotshalomali oluphelele lwe-yuan.


Kusihlwa ngoSepthemba 23, uBoe wakhipha isimemezelo esithi ahlela ukuchitha isikhathi esingaphansi kuka-5.591 billion inkampani " I-Ltd. ("Chengdu G8.6 Inkampani") ye-RMB 6.526 billion.


Ngaphambi kwalokhu, imboni, kufaka phakathi ubuchwepheshe be-ding, kuhlaziye ukuthi ngokwesimo sezinkampani zaseKorea ukuhoxisa kancane kancane ngenxa yokukhiqizwa kwe-LCD, kuphela i-BOE noma i-TCL Ngakho-ke kungani umthengi omkhulu uBoe esikhundleni se-TCL huaxing?


Ubuchwepheshe be-Ding bahlaziye phambilini ukuthi yize ukutholwa kwemigqa emibili yokukhiqiza ye-LCD ye-CECA PANDA 8.5 no-8.6, kubaluleke kakhulu kuBoe. Isibonelo, ubuchwepheshe be-CECA BADA kanye ne-VA ubuchwepheshe be-IGZO bungabuyisa ubuchwepheshe be-IPS, obuzuzisa uBoe. UBoe unwebisa isilinganiselo sawo samakhasimende futhi ahlangabezane nezidingo ezahlukahlukene zamakhasimende, futhi ngasikhathi sinye anesakhiwo esingcono futhi esisheshayo emkhakheni wamaphaneli amakhulu we-LCD, kepha asemkhakheni wokutholwa kwemigqa emibili ye-LCD ye-Clp Panda 8.5 no-8.6 kungenzeka ukuthi akwanele.


Ngaphezu kwalokho, ngasekupheleni kuka-2019, ubuholi bukaBoe buphinde futhi basho obala ukuthi iBoe izoyeka ukutshala imali emigqeni yokukhiqiza ye-LCD futhi igxile kakhulu kumasimu aholwa amancane nama-mini aholayo. Lokhu futhi kwenza ubuchwepheshe bezipikili bakholelwe ukuthi uBoe ngeke akuthathe kalula. Umugqa wokukhiqiza we-clp panda. Uma kuqhathaniswa noBoe, i-TCL China Star, esesimweni sokubanjwa, kubonakala sengathi sinesisusa esinamandla sokuthenga umugqa wokukhiqiza ongenhla. Noma ngabe kususelwa ekuhlolweni kokwandisa imakethe ye-IT, imakethe ye-NB noma imakethe ye-TV, noma ukucubungula ukusheshisa ukuthuthukiswa kanye nokukhiqizwa kwamaphaneli anama-oled amakhulu, i-tl huaxing ibonakala inesisusa esithe xaxa sokuwina i-CLP Panda.


Ngaphezu kwalokho, uma kuqhathaniswa nemininingwane ekhishwe ngabaphathi beBoe ukuyeka ukuqhubeka nokutshala imali emigqeni yokukhiqiza ye-LCD, abaphathi be-TCL HUAX baphinde bacabangele ukutshala imali ekuqhubekeni kokuthuthuka, okuzokwenza ubuchwepheshe bezipikili okuzothatha i-CLP Panda Ngakho-ke, kungani imigqa emibili yokukhiqiza ye-LCD ye-CLP Panda yagcina iwele eBoe? Kungenzeka kube nezizathu eziningana:


Okokuqala, kusukela ekuqaleni kwalo nyaka, i-TCL HUAXIng yenze ukuhlangana okujwayelekile okuphikisayo nokutholwa kanye nokutshala imali, futhi kuyaqhubeka ukuchitha amashumi ezinkulungwane zezimali, wesaba ukuthi kuzoba nezingozi ezinganele zokuphumula futhi kuzoletha ubungozi bokusebenza. NgoJuni, ubuchwepheshe be-TCL bamemezela ukutshalwa kwezimali ezigidini ezi-2 eJoled; NgoJulayi 15, i-TCL ithole ngempumelelo u-100% weqembu leZhonghuan cishe amabhiliyoni ayi-11; Ngo-Agasti, ubuchwepheshe be-TCL bamemezele ukuthi kuzochitha ama-dollar ayizigidi eziyizinkulungwane eziyi-1.08 baseMelika (cishe ama-7.622 billion yuan) ukuthola ifektri yama-suzhou 60% ye-Suzhou Panel Fanel.


Ngokusho kokulinganisa, izinyanga eziyi-8 kuphela zokutshala imali nokutholwa, ubuchwepheshe be-TCL bachitha cishe amabhiliyoni angama-24.8 yuan (kufaka phakathi inani lamasheya akhishwe kanye nezibopho eziguqukayo). Uma uqhubeka nokuwina umugqa wokukhiqiza we-CLP Panda, kuzobiza ngaphezu kwe-10 billion yuan, okungenzeka ukuthi akuyona inselelo encane ye-TCL HLCEIng yezezimali ye-TCL. Ngaphezu kwalokho, ngokutholwa komugqa wokukhiqizwa kwePhaneli we-Samsung Suzhou kanye ne-TCL HUAXIng's Production kanye nesabelo semakethe sekusondele kuBoe, futhi ukuhlanganiswa okuningana okulinganiselwe kanye nokutholwa kuzoletha ukuphathwa okukhulu, ukusebenza, kanye nezingozi zokuthengisa.


Okwesibili, uBoe, njenge-TCL HUAXIng, ubona ukuthi inani eliphelele lokuhlanganiswa nokuzitholela okukhohlisayo nokutholwa kudlula ubungozi. Ngasikhathi sinye, ngaphansi kwesimo ukuthi i-tl huaxing ijaha eduze, ukunqoba imigqa emibili yokukhiqiza ye-Clp Panda izosiza nokuhlanganisa izinzuzo zayo zobuchwepheshe nezemakethe. Esimemezelweni, uBoe wabuye washo nokuthi ukutholwa kwengxenye yokulingana kwe-Nanjing G8.5 kanye ne-Chengdu G8.6 imigqa yokukhiqiza ihambisana nenhloso yentuthuko ye-BOE yokuba ngumholi wenkampani ephelele, futhi inganikeze ukudla okugcwele emakethe, ebuchwepheshe nasekusebenzeni. Izinzuzo, ukwehla embonini yamakhemikhali kuyithuba lokuthuthuka, okuphelele kwezinkampani zezobuchwepheshe zenkampani, zithuthukise amakhono okukhiqiza, ukucebisa iphothifoliyo yomkhiqizo, ukuqinisa ukubambisana kwamakhasimende, futhi kuqhubeke ukuhlanganisa isikhundla esiholayo somkhakha.


Okwesithathu, i-Clp Panda ibhizinisi elinesizinda sempahla ephethwe nguhulumeni, kanye nezimpahla zalo nokuthengisa okuthengiswayo nakanjani kuzoqapha kakhulu, kuyilapho iBoe ibuye ibe yimpahla enkulu yamasheya. Kulula ukwenza ukuthengiselana kwempahla phakathi kwalokhu okubili, okuhlobene nokuthengiswa kwezimpahla enhlokodolobha yangasese. Izinkampani ezivelele zinobungozi obuphansi.


UMajor General Ding, obona iSankei, ukholelwa ukuthi uBoe wawina imigqa emibili yokukhiqiza ye-Clp Panda 8.5 / 8.6, enesipholi esicebile sabasekeli bezobuchwepheshe futhi futhi bangandise ibanga elivela kubancintisiso. Kusukela ekuqaleni kwalo nyaka, i-TCL China Star noBoe benze ukuhlangana nokuzitholela nokuzitholela. Amandla womabili awo akhuthaze ngokuhlangene ukulungiswa okusheshayo kwesakhiwo somkhakha wephaneli emhlabeni jikelele. Isabelo esihlanganisiwe salaba bobabili sedlule ama-50%. Inkathi lapho izinkampani zaseChina zibusa amaphaneli e-LCD. Vele, kufanele futhi sibone ukuthi zonke izinhlobo zobuchwepheshe obusha bokubonisa kanye nezimboni zithuthuka ngokushesha. Ubuchwepheshe, umthamo wokukhiqiza, umnotho, kanye ne-senziwawland konke kuyadingeka embonini yokubonisa yaseChina.