2010年7月5日星期一

Region banks on vertically integrated supply chains


Region banks on vertically integrated supply chains
China’s LCD module and LCD panel industries thrive in the region’s most dynamic economic zones: the Bohai Bay Economic Zone, Yangtze River Delta and Pearl River Delta. Smaller concentrations of active suppliers can also be found in Fujian and neighboring provinces.
More than 60 percent of China’s TN/STN-LCD module and LCD product suppliers are located in the Pearl River Delta. Large companies have set up production facilities in the cities of Shenzhen, Guangzhou, Dongguan and Foshan. The aggregate capacity of Truly, Tianma, Varitronix International Ltd, China Display Technology Co. Ltd, Shantou Goworld Display Co. Ltd and other large companies situated in this area accounts for about 70 percent of the local supply.
The Pearl River Delta boasts a vertically integrated supply chain for TN/STN-LCD modules. Some of the largest LCD module makers in China, including Shenzhen Shenchao, Tianma and Truly, are based in the Pearl River Delta. These companies source ITO glass, color filters, polarizers, driver ICs and backlighting units from suppliers in the area.
TFT-LCD module makers in the area get their panels from foreign-invested companies such as Innolux Display Corp., LG Electronics and Chunghwa Picture Tubes (CPT), which likewise have factories in the delta. The Pear River Delta is also home to a few companies that offer TFT-LCD terminals. Some of LCD module makers’ biggest clients, such as TV makers Konka, TCL and Skyworth, also maintain operations in the area.

The Yangtze River Delta is the major TFT-LCD module manufacturing hub in China and, arguably, the entire world. Makers of TFT-LCD modules in the delta are mostly located in Shanghai; Nanjing, Suzhou and Kunshan in Jiangsu; and Ningbo in Zhejiang. Most of these are foreign-invested enterprises with a large production capacity. Companies here, including Samsung, LG, CMO, Sharp, CPT, SVA, IVO, Epson, Wintek TPO Displays, AU Optronics Corp. (AUO) and HannStar Display Corp., specialize in large TFT-LCD modules and panels.

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