"Corning cov kev txiav txim siab peev yog tsim raws li tus neeg xav tau kev pab thiab kev xav tau ntawm kev lag luam, qhov chaw nyob ntawm tus neeg qhua thiab tsim kom muaj ib lub koom haum nyob ze tus qhua." Ji Kebin, tus thawj coj ntawm Corning Glass Technology Group, said hauv kev xam phaj nrog tus sau.
Nyob rau lub Ob Hlis 16, US iav loj heev cov kua siv ua kua tshiab (LCD) iav substrate hoobkas nyob hauv Liangjiang New District, Chongqing, tau raug muab tso rau hauv ntau lawm, thiab pib muab nws cov neeg siv nrog iav substrates ntawm 8.5 tiam thiab saum toj no. Qhov tshiab rov qab ua cog yog Corning tus thib ob LCD iav substrate Hoobkas hauv mainland Tuam Tshoj. Yav dhau los, nws tau siv li $ 800 lab hauv ib lub koomhaum hauv Beijing nrog lub hauv siab, kev sib sau thiab kev ua haujlwm tom qab ua haujlwm txog 8.5 cim ntawm lub iav LCD.
Raws li cov ntaub ntawv pej xeem, Corning tau tsim hauv 1851 thiab yog lub hauv paus hauv Corning, New York, Tebchaws Asmeskas, thiab yog tus neeg muag khoom ntawm cov iav tshwj xeeb thiab cov khoom siv tais ntaub. Corning Display Technologies 'cov khoom yog siv hauv iav substrates rau cov kua siv lead ua kua (LCD) thiab cov organic teeb tsa emitting diode (OLED). Nyob rau hauv 2015, Corning tshaj tawm tias nws tau nqis tes rau kev tsim kho tshiab ntawm 8.5-xyoo thiab 10.5-xyoo iav substrate nroj tsuag hauv Chongqing thiab Hefei, Suav. Raws li tam sim no, Corning tus peev nyiaj tag nrho hauv mainland teb chaws tuaj txog US $ 3 kuj.
Ji Kebin tau hais rau cov xov xwm tawm hauv xov xwm tias cov peev nyiaj raws li Corning lub zog xav rau LCD iav substrates nyob hauv Suav teb, thiab cov khoom siv kuj yuav pab tau Suav vaj huam sib luag ua zoo dua.
Raws li kev lag luam cov ntaub ntawv, tam sim no, qhov kev lag luam vaj huam sib luag kev lag luam tsav los ntawm tus neeg siv khoom xws li flat-panel TVs thiab ntse xov tooj tau tsim ib qho qauv ntawm cov khoom tsim ua hauv Suav teb, Kaus lim qab teb, Nyiv thiab Taiwan. Raws li Nyiv txoj kev poob qis thiab Suav Taiwanese kev lag luam yog cuam tshuam los ntawm yam tseem ceeb xws li qhov loj ntawm kev loj hlob, Tuam Tshoj thiab Kaus lim qab teb tau pib ua lub ntiaj teb zaub vaj huam sib luag tsim kev lag luam.
Raws li ib daim ntawv qhia tawm los ntawm Qunzhi Consulting, uas tau tshawb fawb nyob rau hauv kev lag luam zeeg, nyob rau lub ib hlis ntuj xyoo no, ntiaj teb LCD TV vaj huam sib luag khoom tau nce 258 lab units hauv xyoo 2016, txawm tias cov khoom poob 2.5% piv rau xyoo 2015, Ntau lub peev xwm tseem nthuav, thiab kev xa khoom yog thib ob tsuas yog rau Kaus Lim Kauslim, qeb duas thib ob hauv lub ntiaj teb.
Nyob rau hauv cov nqe lus ntawm lub vaj huam sib luag ua, nyob rau hauv 2016, BOE, Huaxing Optoelectronics thiab Tuam Tshoj lub teeb thiab Fais Panda peb LCD vaj huam sib luag khoom mus txog 76.73 lab units, nrog ib tug tag nrho kev ua lag luam ntawm 30%. Lub ntim xa khoom loj yog thib ob tsuas yog rau Kaus Lim Kauslim, qeb duas thib ob hauv lub ntiaj teb. .
Ji Kebin ntseeg hais tias kev lag luam thoob ntiaj teb yog tseem tab tom loj hlob tuaj. Feem ntau ntawm txoj kev loj hlob yog los ntawm kev thov kev lag luam rau cov TV loj loj. Raws li lub ntiaj teb lub TV ua lag luam tshaj plaws, Tuam Tshoj twb yog qhov tseem ceeb tshaj plaws ntawm cov khoom siv hauv LCD hauv cheeb tsam hauv ntiaj teb.
Qunzhi Consulting qhov kev tshaj qhia kuj kwv yees hais tias nrog cov sib npaug ntawm ntau cov kab ntau lawm xws li BOE thiab Huike hauv 2017, qhov sib qhia ntawm Tuam Tshoj cov vaj huam sib luag hauv lub ntiaj teb LCD TV qhov chaw lag luam yuav nce ntxiv mus.
"BOE yog ib tug ntawm peb cov neeg muas zaub loj tshaj. Nws tawm tsam Corning cog rau hauv lub vaj huam sib luag hauv Chongqing, "said Ji Kebin. "Jingdong yog tam sim no lub ntiaj teb sab saum toj peb LCD vaj huam sib luag ua lag luam, nrog lub community launch ntawm tus tshiab BOE cog. Loj ntau lawm ntawm Hefei 10.5 tiam cog, BOE yuav ua rau lub ntiaj teb loj tshaj plaws nyob rau hauv chaw tsim hluav taws xob LCD.
"Kev qhib lub koomhaum nyob ze rau tus neeg tuaj koom, kev xaav thiab kev thauj mus los yuav yog qhov yooj yim, tus menyuam lub sijhawm thiab kev ruaj ntseg tuaj yeem lav tau. Tshwj xeeb tshaj yog, Corning yog tsim lub 10.5-xyoo iav substrate Hoobkas hauv Hefei, lub iav loj loj dua, lub Hoobkas ncaj qha Nws txuas nrog BOE hoobkas kom nws tuaj yeem nkag ncaj qha los ntawm kev ceev cov iav hauv lub thawv nqa, nws hais.
Vim hais tias Corning cov khoom yog cov loj thiab hnyav ua kom nyias, ob qho tib si kom tau raws li cov kev xav tau zoo thiab raws sij hawm, thiab tsis haum rau kev thauj mus los ntev-ntev, Corning cov kev txiav txim siab peev yog ib txwm raws raws li tus neeg xav tau kev pab thiab kev lag luam. Txawm li cas los, Corning Chongqing cog raug muab tso rau hauv ntau lawm thaum lub sij hawm thaum US Thawj Tswj Hwm tshiab Trump tau ua haujlwm thiab ua tiav nws cov "American company rov qab los rau Tebchaws Meskas kom coj rov tuaj rau Tebchaws Meskas."
Ua ntej, ib pawg ntawm cov tuam txhab xws li Foxconn tshaj tawm cov qauv tsim hluav taws xob hauv Teb Chaws Asmeskas, Intel kuj rov ua tiav txoj kev npaj tsim kho thaum ntxov, uas zoo li qhia tias Tebchaws Asmeskas tau txais kev pabcuam los ntawm kev tsim khoom loj. Nyob rau hauv no regard, Ji Kebin tau hais tias Thawj Tswj Hwm Trump nyuam qhuav tau ua haujlwm. Corning muaj ntau qhov chaw rau tsoomfwv tshiab los nkag siab thiab kawm. Nws yog ib qho tseem ceeb ntxiv kom nkag siab txog kev tshaj tawm thiab kev tsim kho ntawm tsoom fwv cov cai thiab cov cai tswj. Tam sim no, Corning lub tswv yim yog los tsim cov khoom lag luam nyob ze cov qhua.
Thaum tsim lub koomhaum ua kom tau raws siab nyiam cov neeg xav tau, Ji Kebin kuj qhia tias Corning yuav txhawb nqa lub tuam txhab R & D thiab innovation nrog cov peev nyiaj ruaj khov los txhim kho lub tuam txhab txoj kev sib tw. Tshwj xeeb, Corning yuav nqis peev nyiaj ntawm 8% -10% ntawm nws cov nyiaj muag khoom txhua xyoo rau kev tshawb kawm thiab kev tsim kho. Qee qhov nyiaj pab no yuav raug siv los tsim cov kev yees duab tshiab thiab cov khoom siv los muab cov qhua tuaj yeem nrog cov kev daws tshiab; lwm feem ntawm lub peev yuav raug siv los ua kom zoo dua lawv cov txheej txheem thiab cov txheej txheem.
"Nyob rau hauv keeb kwm ntawm Corning tshaj li ib puas xyoo, lub tuam txhab kev khiav hauj lwm yog cyclical, nrog ob qho tib si kev loj hlob sai thiab tsawg hav," said Ji Kebin. "Tam sim no, Corning lub lag luam khoom lag luam yog nyob rau theem ntawm cov nyiaj khwv tau zoo, thiab peb yuav nqis peev nyiaj cov nyiaj tau los." Cov lag luam tawm tshiab yog siv los txhawb qhov kev lag luam tshiab thiab kev tsim peev txheej txhawm rau pab lub tuam txhab kev lag luam tawm sai sai, "nws hais.
Raws li Corning lub xyoo 2016 cov nyiaj txiag tau tshaj tawm rau Lub Ib Hlis 24, Corning Display Technology cov tub ntxhais kawm txhua xyoo kev muag khoom rau 2016 tau $ 3.6 billion thiab cov nyiaj tau los yog $ 1 billion. Rau tag nrho xyoo ntawm 2016, qhov kev thov rau Corning iav hauv lub iav LCD iav yog nce ntawm 5%.
Lub tuam txhab xav kom khw muag khoom ua lag luam thiab iav xav kom nce qib rau xyoo tas los ntawm xyoo 2017 ua 5%. Lub tuam txhab xav kom ShowCast qhov ntim ntawm thawj peb lub hlis xyoo ntawm xyoo 2017 yuav ua tiav ib xyoo ntawm kev nce qib ntawm 15%, thiab 5% los yog kom tsawg.
