LCD panel import tariffs rose from 3% to 5%

According to the Ministry of Finance recently on the adjustment of some of the import tariffs on goods notice, from April 1st, 32 inches and above without backlight module LCD panel tax rate will be raised from the original tentative to 5% by 3%.

LCD panel tariff adjustments are related to industry investment, the domestic LCD panel giant is the highest voice of tariff increases, and even raised the BOE from 3% to 8%-10% program. However, there are market research agencies that frequent tariff adjustment is a double-edged sword". In the short term, although the protection of the domestic panel industry, but also can lead to a slowdown in the growth of LCD TV sales, hurt the entire lcd panel industry chain. The LCD panel industry in the second half of 2010 began to enter the industry including South Korea and Taiwan LCD panel giant deep losses, while gross margin declined sharply to single digit tariff increase 2% new means that their survival line was down to the mainland to invest and build factories become inevitable.

It is understood that South Korea's Samsung in Suzhou, LGD in Guangzhou, and Taiwan's three in Kunshan 8.5 generation line has received NDRC approval, but because of weak market demand temporarily shelved. Recently, there is news that LGD plans to restart the 8.5 generation line plan during the year, these foreign counterparts through the investment to circumvent the tariff barriers will bring greater pressure on the domestic panel manufacturers. The industry believes that, in the global LCD panel production capacity has been a surplus situation, the possibility of Samsung, LGD, to the new panel production line is almost zero, according to the plan will be in South Korea the 8.5 generation line equipment to Chinese, so in Chinese while bypassing the tariff barriers without increasing capacity situation. For the domestic high generation panel industry, the effect of liquid crystal panel tariff increases began to occur, but with some of its initial forecast. From the current domestic LCD panel industry, the loss of 3 billion yuan last year (hereinafter referred to as the yuan) of the situation facing the most difficult boe. The November 2010 production of Hefei 6 generation line has the capacity utilization rate does not exceed 50%, the production of 32 inch, 26 inch LCD TV panel is still in the domestic TV manufacturers to sample testing and trial stage, and Beijing 8 generation line the same.

TCL has a lower demand for multimedia support Huaxing power is better. TCL multimedia sources said, according to the group's plan, this year, TCL multimedia LCD TV shipments will reach 14 million 500 thousand units, of which about 5 million sets of 32 inch LCD TV panel will purchase from huaxing. Huaxing Power Plan by the end of the year will reach 100 thousand monthly production capacity, while in 2012 the annual panel shipments will reach 600-800 million. In addition to TCL multimedia, accounting for 15% of the shares of Samsung Electronics TV LCD TV sales in China will also be part of the supply.

But even so, Huaxing Power, BOE and other domestic panel makers need to upgrade the product structure in time, especially foreign manufacturers currently in South Korea panel, LED backlight, 3D panel, and 4K*2K Ultra HD panel field completed the layout, and developed many new panels, and the current BOE panel size to 32 inch, 46 inches, 55 inches of conventional size, LED, 3D in the domestic TV rapid popularization, the domestic panel needs to continue to improve in the layout of the product can.