历史资料:日期、报道观点、资质和数据保留原发布语境,不表示当前状态。Historical archive: dates, reported views, qualifications and figures retain their original context and do not represent current status.
北京时间6月22日消息,PDP正静悄悄的再次重回人们关注的视野中,并有望与液晶电视后续较量中扳回一成。腾讯家电在“2011年PDP国际论坛”的会议上获悉,国际信息显示学会将汇聚全球的技术和人才优势在中国启动PDP工程师培训计划,而中美日韩为代表的等离子阵营正在组建PDP技术路线工作小组。Beijing, June 22: PDP technology is quietly returning to public attention and may regain ground in its continuing competition with LCD televisions. At the 2011 International PDP Forum, Tencent Home Appliances learned that the Society for Information Display would bring together global technological expertise and talent to launch a PDP engineer training program in China. Meanwhile, the plasma display industry, represented by China, the United States, Japan and South Korea, is forming a PDP technology roadmap working group.
诱惑:PDP毛利润达35%水平远超液晶The attraction: PDP gross margins of 35%, far above those of LCD
全球PDP市场回暖的迹象不得不让电视领域的上游面板业、整机企业以及零部件生产商再度给予重视,一组数据显示:去年全球等离子出货量达到1900万台;今年1-4月,中国等离子电视增长速度超过30%,而液晶只有6.6%的增长速度。Signs of recovery in the global PDP market are prompting upstream panel makers, television manufacturers and component suppliers to pay renewed attention. Figures show that global plasma television shipments reached 19 million units last year. From January to April this year, plasma television sales in China grew by more than 30%, compared with just 6.6% for LCD televisions.
除此之外,特别是3D在平板显示领域中的快速发展,TCL、海信等越来越多的企业开始借助3D加入等离子阵营。中国视像行业协会副会长林元芳认为,未来几年,在中国市场等离子还将保持不低于30%的快速增长。In addition, the rapid development of 3D in flat-panel displays is encouraging a growing number of companies, including TCL and Hisense, to enter the plasma market through 3D products. Lin Yuanfang, vice chairman of the China Video Industry Association, believes that plasma displays will continue to grow rapidly in China over the next few years, at no less than 30% annually.
而更让等离子阵营重振旗鼓的是其较高的毛利率。韩国信息显示协会会长Ki-WoongWhang教授认为,从全球等离子的发展来看,等离子业务已经开始盈利,在显示屏的生产厂家和配套厂家中,等离子的产品生产量已经超过了液晶电视。Higher gross margins are giving the plasma industry an even greater boost. Professor Ki-Woong Whang, president of the Korean Information Display Society, said that, viewed globally, the plasma business had begun to turn a profit. Among display panel manufacturers and supporting suppliers, production volumes of plasma products had already surpassed those of LCD televisions.
另外,奥维咨询总经理喻亮星透露,等离子的价格的稳定也带动其毛利率的提升,达到35%的水平。会上,长虹多媒体营销公司总经理程勇更是直言不讳地表示:“长虹PDP的毛利率是LCD的两倍以上。”Yu Liangxing, general manager of AVC Consulting, also reported that stable plasma prices had helped raise gross margins to 35%. At the meeting, Cheng Yong, general manager of Changhong Multimedia Marketing, stated plainly: 'Changhong's PDP gross margin is more than twice that of LCD.'
可见,等离子在3D技术上较低的成本以及较高的毛利润让整机和上游面板企业看到了卷土重来的希望。Plasma's lower costs for 3D technology and higher gross margins have therefore given television and upstream panel manufacturers hope of a comeback.
瓶颈:面板扩产速度缓慢The bottleneck: slow expansion of panel capacity
尽管等离子发展势头令产业界上下游的参与者们不可小觑,三星、松下、长虹,海尔因3D逐步返回等离子阵营。但等离子面板的扩产速度非常缓慢的事实也成为与会专家担心的问题。面板的产能能否满足市场的需求将成为彩电企业是否对PDP大力投入的决定性因素,也是PDP产业目前需要解决的问题。Although the momentum of plasma displays cannot be ignored by upstream and downstream industry participants, and Samsung, Panasonic, Changhong and Haier are gradually returning to plasma because of 3D, the very slow expansion of plasma panel capacity remains a concern for the experts attending the forum. Whether panel capacity can meet market demand will be decisive in determining whether television makers invest heavily in PDP, and is an issue the industry must now resolve.
“由于等离子面板投入企业非常少,对中国市场的供应更多来源于两条等离子生产线,整机企业对等离子面板的供应有一些担忧。”喻亮星表示,“更多的等离子面板供应都集中在长虹,对新进入的整机企业会面临一定的风险。因此,长虹应该加快面板产能,才能更好与中国企业合作。”'Very few companies have invested in plasma panels, and much of the supply to the Chinese market comes from two plasma production lines, so television makers have some concerns about panel supply,' said Yu Liangxing. 'More of the plasma panel supply is concentrated at Changhong, which creates certain risks for new television manufacturers entering the market. Changhong should therefore accelerate the expansion of panel capacity so that it can cooperate more effectively with Chinese companies.'
机会:中美日韩等离子阵营联手The opportunity: plasma industries in China, the United States, Japan and South Korea join forces
而要推动等离子发展,除了解决面板扩产的速度外,与会专家还认为,人才与技术的储备也是目前等离子后续发展的重中之重。国际信息显示学会秘书长Yong-SeogKim教授透露,SID将会对中国市场制定出PDP培训项目,对中国市场制定出等离子研发人员和技术人员的培训项目,支持中国等离子事业的发展。据悉,国际信息显示学会目前有7000多名成员,遍布世界各地,约有30%的成员来自美国。协会每年都会在美国的主要城市召开世界级会议和显示信息业会议、举行论坛、发行出版物。Experts at the forum believed that, in addition to accelerating panel capacity expansion, building a reserve of talent and technology was essential to the industry's future. Professor Yong-Seog Kim, secretary of the Society for Information Display (SID), said SID would develop a PDP training program for China, training plasma researchers and technical personnel to support the country's plasma industry. SID reportedly has more than 7,000 members around the world, approximately 30% of them in the United States. Each year, the society holds world-class conferences, display industry meetings and forums in major U.S. cities and publishes industry materials.
长虹集团等离子技术首席科学家严群博士认为,等离子技术未来的发展着眼于3D的技术、高光效、低功能、低成本的趋势。他透露,为应对这一趋势,中美日韩正联手组建PDP技术路线图的工作小组,并确定了工作小组的范围、成员、制定技术路线图的时间表。Dr. Yan Qun, chief scientist for plasma technology at Changhong Group, said the future of plasma technology would focus on 3D, high luminous efficacy, low power consumption and low cost. To respond to these trends, he said, China, the United States, Japan and South Korea were jointly forming a PDP technology roadmap working group and had defined its scope, membership and timetable for developing the roadmap.
此外,等离子产业一直得到国家政策上的支持。中国电子视像行业协会副会长林元芳对此表示,“十二五”规划中明确了等离子产业的三个主要项目,包括全高清的PDP模组的研发和产业链、支持等离子用的高光效的材料的产业化项目,以及制定了等离子技术方面的政策。(本文来自中华液晶网)The plasma industry has also continued to receive national policy support. Lin Yuanfang, vice chairman of the China Video Industry Association, said that the 12th Five-Year Plan specified three main initiatives for the industry: research and development of full-HD PDP modules and the associated supply chain; support for the commercialization of high-efficiency materials for plasma displays; and policies relating to plasma technology. (Source: China LCD Network.)

