LG Display’s OLED panel production line in Guangzhou, China, is set to go into full operation in early 2020, improving the company’s performance, Hi Investment & Securities forecast on Dec. 12.
据Business Korea报道,Hi Display&Securities 于12月12日预测,LG Display在中国广州的OLED面板生产线将在2020年初全面投入运营,进而改善公司的业绩。“
LG Display needs to operate the OLED line in Guangzhou to expand its OLED TV panel shipments from next year,” said Jung Won-seok, a researcher at Hi Investment & Securities. Currently, LG Display’s OLED production lines in Korea are operating at a rate of about 90 percent. Initially LG Display was expected to start the operation of the OLED plant in Guangzhou in August this year, but the schedule was put off due to a delay in yield stabilization work.
Hi Investment&Securities研究员郑元锡称,“ LG Display需要在广州运营OLED生产线,以扩大明年的OLED电视面板的出货量。”目前,LG Display在韩国的OLED生产线的产能利用率约为90%。最初,LG Display原先有望于今年8月在广州启动OLED工厂的生产,不过因为良率迟迟未达预期水准,导致量产的时间一再遭到延迟。“
LG Display will reduce the weight of the money-losing LCD panel business in sales and fill the void with large OLED panels, which are profitable,” Jung said. If LG Display shuts down a significant portion of the 7th- and 8th-generation lines in Korea beginning early next year, its LCD TV panel shipments are expected to fall by about 16 million units next year. But as the average price of an LCD panel is as low as US$90, the cut in LCD production will have a limited impact on LG Display’s earnings. On the other hand, the average unit price of OLED TV panels is expected to reach US$700, even if panel prices are lowered within the range of cost saving to expand the OLED TV panel market.
郑元锡称,“ LG Display将减轻亏损的LCD面板业务在销售中的比重,并用可盈利的大型OLED面板来填补空白。”如果LG Display从明年初开始关闭韩国第七代和第八代大部分生产线,那么,明年其液晶电视面板的出货量预计将下降约1600万片。不过,由于液晶面板的平均价格低至90美元,液晶显示器产量的下降将对LG Display的收入产生一定的影响。另一方面,即使在节省成本的范围内降低OLED电视面板市场以扩大OLED电视面板市场,OLED电视面板的平均单价也有望达到700美元。“
LG Display’s overall sales will grow by more than 1 trillion won in 2020 compared with this year due to increased shipments of OLED TVs,” Jung added. “The company is expected to post 24.5 trillion won in sales and 396 billion won in operating profit in 2020.”
郑元锡补充道,“由于OLED电视出货量的增加,LG Display的整体销售额到2020年将比今年增长超过1万亿韩元。预计到2020年,LG Display公司的销售额将达到24.5万亿韩元,营业利润为3960亿韩元。”
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