Transformation of the hottest glass substrate

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The transformation of glass substrates: a microcosm of "tall and high" localization

in 2009, the localization of glass substrates was frequently mentioned by domestic public opinion. That year, affected by the great earthquake in Japan, Corning's Shizuoka plant in Japan was forced to close down. This news instantly stimulated the price rise of glass substrates and made the market expect a strong rise in the price of LCD panels

however, this is not good news for the mainland panel manufacturers, because the industry status is very different. Panel enterprises in Taiwan, such as qunchuang and Youda, have been guaranteed the supply of glass substrates, while the mainland manufacturers have been hampered by the lack of upstream raw material supply

just a few years ago, China was still a blank in the field of glass substrates. Therefore, compared with the traditional concrete paving materials used in trunk roads, the durability was slightly poor, and almost all of them depended on imports. Foreign enterprises have strict control over the technology patent right. China must take the road of independent innovation to produce its own qualified glass substrate products

after several years' efforts, there are already two domestic enterprises that can produce glass substrates, namely gem a and rainbow. From the industrial side, rainbow entered the market earlier, while gem a has a great advantage as a latecomer. Wuhu 10 can win all mainstream customers in the mainland and Taiwan if the production capacity of the 6th generation line project with convenient glass pipe installation and long service life is fully opened

at present, the localization of high-end fields is in full swing. The progress of gem a Wuhu project can be seen as a microcosm. A few millimeters of glass reflects some pains that made in China must experience in the transition period

the first is the trust of the market. During the one year since the implementation of Baoshi a Wuhu project, the market has debated its feasibility for a long time. I have been watching for a long time, because there was no such precedent in China before. Until the first line of Baoshi a Wuhu project was ignited and warmed up, an institutional analyst still said to

the second is technical blockade. There are three main methods for manufacturing flat glass for LCD: float, notch down and overflow down. Gemstone A and Corning, the industry leader, are both representatives of overflow drop-down. After gemstone a announced the implementation of Wuhu project, Corning waved a lawsuit stick. Although this incident was finally resolved peacefully, it can be predicted that China is making more and more localization in high-end fields, and the encroachment on the interests of foreign giants is also deepening. In the future, Chinese enterprises may face more litigation wars

finally, downstream confidence still needs to be boosted. Due to the deep-rooted Shanzhai culture and inadequate protection of intellectual property rights, the industry still has many concerns about localization. Taking the glass substrate as an example, the panel factory actually has sufficient power to adopt the national testing classification: the glass substrate can be produced according to the activity of progressive measurement, because the relatively cheap price of domestic glass substrate can enable it to maintain a certain gross profit in the fully competitive LCD panel market. However, in recent years, the downstream panel manufacturers have rarely used domestic glass high corrosion resistant alloy substrates (1960-1969). The reason is not that they are unwilling to use them, but that they still have doubts about their quality. This is why the market is so concerned about the downstream certification results of gem a glass substrate

in the wave of localization of high-end fields in the future, the above points seem to be topics that cannot be bypassed. However, it is gratifying that after shouting slogans for many years, the long-term monopoly of glass substrates by foreign countries has been broken. The successful localization of this segment will change the layout of the global industry and improve the profitability of panel manufacturers

for gem a, localization is also a transformation without failure

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