A number of large panel factories have restarted the expansion of production. In the next three years, more than 10 panel factories will have expansion and re-line requirements. The automation system industry will be the alliance, the equipment factory Zhisheng and Junhao, the clean room factory Hantang, and the Chong The construction of its sewage treatment system plant is expected to benefit. The equipment industry said that the panel industry is actively expanding its small and medium size and touch panel production capacity, which will be an important growth momentum in 2014. Many PCB equipment manufacturers are actively participating in the field of touch panels.
Panel makers AUO, Huaying, and Hon Hai's Tianyi are planning to expand the production capacity of small and medium-sized panels in the mainland. As for Huaxing Optoelectronics, Panda, BOE and other large panel manufacturers, they also have expansion plans, the mainland from 2014 to 2016. It is estimated that more than 10 panel factories will have new capacity or re-route requirements, which is expected to provide new opportunities for Taiwanese automation systems and process equipment manufacturers.
Dry process equipment manufacturer Zhisheng said that the orders from the mainland panel factory were prosperous. In the first half of 2014, the shipment of hot-air multi-layer furnaces, ovens, exposure machines and other equipment became the main growth performance. The automation system industry alliance also pointed out that the amount received from the panel factory increased by about 80%. The equipment industry believes that the capital expenditure of the Taiwanese panel factory has been very conservative in the past few years. In 2014, it has gradually bottomed out, and is optimistic that the performance in the second half will grow significantly compared with the first half of the year.
As the panel factory restarted production in the mainland, the alliance not only increased its orders, but the subsidiary Shanghai Union also benefited from the mainland automation investment boom. The recent orders increased by about 40%, and the overall order visibility has reached 5 months. As for the semiconductor The fab's computer information system requirements are flat. In 2014, the operation of the alliance will rise quarter by quarter, and the annual consolidated revenue and profit growth will be 20%.
Chongyue's wastewater treatment system company Jianyue benefited from the demand of the new plant of the mainland panel factory. In 2014, the project revenue is expected to increase significantly, becoming another growth momentum outside the semiconductor advanced process. As for other non-dust room manufacturers Hantang, panel equipment factory, Hao, agent equipment business Xin Hao, etc. can also hope to obtain more new business opportunities.
Equipment manufacturers said that the large-capacity panel capacity expansion is not much, mainly concentrated in 4K and OLED technology, making the corresponding equipment demand is quite strong; as for small and medium-sized panels and touch panels, it is driven by the growth of demand for smartphones and tablets. There will be more significant expansion needs.
In addition, the touch panel has become an active part of the PCB equipment industry, such as the wet process equipment of Zhisheng Subsidiary. In 2014, the PCB industry has touched the touch panel customers, and revenue is expected to increase by more than 2 places per year. number. In addition, Mengli, AOI equipment factory Mude, exposure machine factory Chuanbao, etc. also launched a new product line for touch panels, cultivating cross-strait touch panel customers.