Mainland may again increase panel import tariffs

It is reported that mainland China may once again increase the tariff on panel imports, from the original 5% in the second half of next year, and then to 8% upwards, fears will greatly impact the Taiwanese panel dual tiger Innolux, AUO, Taiwan's panel plant to prepare.

Innolux pointed out today that the company is continuing to observe the tax rate and is also striving to actively innovate in products and reduce operating costs. AUO said that mainland China has a vast market and the government also supports the local industry with abundant funds and policies. It is a topic that the Taiwanese government needs to address seriously. Peng Sanglang, the general manager of AUO, pointed out earlier that AUO's module at this stage was produced in Suzhou and Xiamen. Therefore, the impact of the tax rate is not as high as expected.

The mainland’s move to raise panel tariffs in a row is to protect and support local panel makers. Local panel makers have recently given full support and financial assistance from the government. Although they are “back-propaganda” in the panel industry, the power to catch up has not been underestimated. With the 8.5-generation line gradually out of production capacity, improve panel self-sufficiency, and the panel procurement gradually increased the proportion of local panel factory, the downstream has a huge market and the brand under the sea, so that the market share of the mainland continues to climb. According to a survey, last year, the output of the mainland panel plant reached 24 million, and the global market accounted for 10.5%. This year, the capacity of the mainland will increase to 44 million, the global share will be about 17.6%, and the self-sufficiency rate will increase to about 30.1%.

The mainland will be rumored to increase panel import tariffs in the second half of next year. However, the mainland government recently announced that it will raise the tariff rate to 8% again, putting pressure on the operation of the panel plant in Taiwan. According to legal person analysis, there is still a gap in mainland panel makers in recent years, and procurement is still required for Taiwan, but the amount of future purchases will gradually decrease. Taiyuan is facing the dual test of lower procurement and higher tariffs, and it is a trend that must be developed for high value-added products. .

Peng Shuanglang pointed out recently that AUO's modules were produced in Suzhou and Xiamen. The impact on tax rates was not too high. With the opening of production capacity in the mainland, it was also actively exported. However, due to the problems of product quality and intellectual property rights, the export capacity was weak. Only sprinting into the local market will inevitably lead to a squeeze on the market.

Peng Shuanglang further analysis, but the mainland factory can only do entry-level products, AUO TV panel because of the large-scale development, but because of the expansion of production capacity makes the shipment seems to reduce, the company layout of high-tech, large-size panels, running more than the land plant In the front, including the 4K2K ultra-high resolution panel and touch integration solution eTP, etc., there are great advantages in the first half year. High-tech and high-investment industries are the winners, and the back-end people can't earn much money.