Nantai strong earthquake, hit the South Branch panel supply chain, Innolux, Caijing, and Xinxin were spared, because the earthquake caused by the shaking of the machine and the fragment to be repaired, not only the entire supply chain was plagued by the fish, even South Korea Samsung OLED panel is also a victim. Samsung immediately sent staff to Taiwan for solid goods and orders, and Huaying became a beneficiary of the earthquake accident.
Nantai Strong Earthquake hits Samsung OLED panel supply chain Huaying unexpectedly broke the list!
Due to the Nantai earthquake, many machines were automatically shut down due to the shaking of the earthquake. The displacement of the machine including the exposure machine required the original technician to come to Taiwan for repair. However, there are many manufacturers to be processed, so the entire recovery time may be delayed. In addition to the serious damage caused by this group, He Xin was also a direct victim of the earthquake disaster.
Hexin's fastest 2 weeks recovery
Hexin's 5.3-generation production line, which produces touch sensors, is used as an AMOLED (Active-matrix organic light-emitting diode) panel. The main customers are Samsung, which accounts for Xinying. More than 60% is received, and the monthly injection amount exceeds 35,000 glass substrates.
Hexin was hit and Samsung became a victim. Since Samsung’s touch sensor foundries in Taiwan are Hexin and Huaying, respectively, with monthly shipments of more than 3 million mobile phone panels, the earthquake has had a huge impact on Samsung’s production capacity. So after the earthquake, Samsung immediately sent people. I came to Taiwan to understand the situation and actively carry out the transfer of orders. Since Samsung has placed orders at both Huaying and Hexin, there is no need to re-certify the order.
Deeply afraid of the Chinese market
IHS pointed out that the AMOLED panel is exclusively produced by Samsung Display. It has only been supplied to Samsung's Galaxy smart phone in the past six years. However, due to the poor sales of Samsung mobile phones, Samsung monitors have been changed to China Mobile Phone Brand. The panel price reduction strategy worked, and in the second half of 2015, it successfully entered China's Huawei, Lenovo and OPPO and other Chinese mobile phone brand factories.
It is understood that the current Xinxin machine needs time adjustment and recovery. If it takes 2~3 weeks, Samsung will not be able to enter the Chinese mobile phone brand factory, saying that it can't drop the order, because it is eager to transfer the order to China. Therefore, Huaying has a single shot regardless of the touch sensor or the 5-inch amorphous silicon (a-Si) panel.
Huaying panel orders doubled
Regarding the transfer of orders, Hua Ying, vice president of Huaying, said that “no comment on a single customer”, but the current order volume has indeed increased, and the production capacity of the 4.5 and 6 generation plants has increased, including the monthly output of 4.5 generations. Originally 75,000 pieces, 6 generations of factories were 60,000 pieces, of which 4.5 orders increased by 1.5 times, and the 6th generation also doubled.
As the customer pursues the urgency, will Huaying rethink the re-linking of the previously stopped 4.5L1B? Zhong Zhaoqi said: "The double line is not considered at present. At present, I hope to choose a better profit order to take orders to maintain the company's better profit."
As for the 5-inch panel order for amorphous silicon, there is indeed an inquiry from the customer. As for whether the customer will place an order, or wait for the customer to make a judgment.