Flat display industry sources have revealed that the relevant state departments have decided to increase China's LCD panel import tariffs this year. The panel tariffs for 32-inch and above panels will increase from 3% to 5%. According to Southampton, the head of the color TV manufacturer, he has heard that tariffs have been raised since April 1. Since the panel tariffs have triggered the whole body, relevant departments will choose to announce the above matters.

Panel tariff above 32 inches or adjusted from 3% to 5%

Starting in September of last year, the Ministry of Industry and Information Technology organized the China Electronics Video Industry Association and the China Flat Panel Display Industry Association to consult with domestic and foreign panel makers and machine manufacturers on several rounds of adjustments to import tariffs on LCD panels. “Although we hope that the tax rate will remain unchanged, we have already heard that panel tariffs will increase since April 1.” Some domestic machine makers said to Nandu yesterday, “The increase in tax rate is one aspect, but the most important thing is to look at the relationship between supply and demand. At present, the overall supply of the panel market is in excess of demand, and the global LCD panel prices have fallen."

The background of the increase in tax rates is the succession of domestic panel projects: On March 30 last year, the Nanjing 6th Generation panel line of CEC’s China Panda Corporation was announced and put into operation; at the end of June, the 8.5th generation of BOE was officially put into operation; on August 8th, the TCL Group held shares. 55% of the China Star Optoelectronics 8.5 generation line was officially put into production. After the 8.5-generation line is put into production, it will be able to produce a full range of products from 1.7-inch mobile phone screens to 55-inch TV LCD screens.

At present, domestic import panel tariffs are divided by 32 inches, tariffs below 32 inches are 5%, and 32 inches above 3%. Zhang Yu, vice president of BOE believes that the original 3% of the import tariff is too low, in the case of the original domestic LCD panel line, this tariff is to reduce the cost of the entire machine, but with BOE, Huaxing photoelectric production, must be protected The birth of the domestic high generation line. BOE has been operating losses for several consecutive years. Increasing import tariffs will obviously stimulate the purchase of domestic panels by domestic machine manufacturers to ease the short-term operating pressures of BOE and China Star Optoelectronics.

A reporter from the color TV industry told Nandu that the earlier panel tax rate may be raised from the current 3-5% to between 8% and 12%, but a sharp increase in tax rate will hurt the interests of color TV manufacturers, so the policy will be biased toward the middle The method is to increase slightly first and make subsequent plans based on the results.

Taiwan's large-size panels strive for zero tariffs into the Mainland

At present, domestic color TV makers basically purchase panels from South Korea and China Taiwan. According to the Quzhi Consultation Report, in November last year, the ratio of panel purchases of the six major TV brands in China was 30% for Chi Mei and 21.9% for AUO, and 21.7% and 20.2% for LG and Samsung respectively.

According to Li Dongsheng, chairman of TCL Group, last year, TCL’s LCD TV shipments exceeded 10 million units, and only Samsung panel purchases reached 4.7 billion yuan. “Even if prices are lowered and production capacity is reduced, the upstream still has enough right to speak.”

The person in charge of the color TV company with support panel tax rate increase emphasized to the newspaper that the country’s determination to support the color TV industry chain is very firm, “focusing on the long-term innovation capability of the industry and nurturing its own panel industry”.

If tariffs increase, Taiwan's LCD panel industry will be further affected. Since the end of 2010, the global LCD panel market has fallen into a slump, prices have been declining. Chi Mei has accumulated a loss of 51.9 billion Taiwan dollars in the third quarter of last year. Chi Mei Chairman Liao Jinxiang physically and mentally responded and resigned at the end of last year. According to the latest report from the Taiwan media, Taiwan’s relevant departments intend to restart negotiations under the framework of the Cross-Strait Economic Cooperation Framework Agreement (ECFA). In the 7th-generation line economy, cut 50-inch and 55-inch LCD TVs, hoping to win over Taiwan’s large-size panel. tariff.