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Since Nanjing Panda will spend 35 billion yuan to launch the first 10th generation LCD panel line (hereinafter referred to as "Panda 10th Generation Line"), the news has been kept secret since the announcement in July this year.
Xue Wenjin, vice president of the Nanjing Flat Panel Display Industry Association, told reporters during the 2012 High-tech LED Conference held in Guanlan Lake, Shenzhen. The Nanjing Panda Tenth Generation Line has been approved by relevant government departments and is currently negotiating technical cooperation with Sharp.
"Nanjing's tenth generation line has a lot of variables." Xue Wenjin said that both the technical partner Sharp and the mainland market have variables.
Although Sharp recently worked with Qualcomm to develop new panels and introduce Qualcomm's capital, the negotiations for Hon Hai's capital injection in Sharp are continuing. If Hon Hai has taken a stake in Sharp, he has mastered the Hon Hai, which has half of the capacity of the Sharp 10th generation line, or will not want to see the rise of new competitors in the mainland. The cooperation between the Panda Tenth Generation Line and Sharp will also be variable.
Tenth generation line "Triangle Love"
Sharp started production of the world's first tenth generation line in 2009, but coincided with the financial crisis in Europe and the United States, huge capacity was not fully released, and long-term loss. In March 2012, Sharp's 10th generation line introduced Hon Hai's shareholding of 37.6%, and Hon Hai has 50% of production capacity, which enabled Sharp's 10th generation line to find a new "seaport".
Sharp's 10th generation line has a huge production capacity, 60-inch LCD panel, which can produce 7.2 million pieces a year. In order to digest the huge production capacity, Hon Hai's 60-inch LCD TVs even mark the price of 999 US dollars in North America.
Hon Hai is also selling in mainland China, the world's largest color TV production base. Skyworth Digital CEO Yang Dongwen revealed at the Skyworth semi-annual performance briefing on December 3 that Hon Hai and Skyworth and Haier both negotiated to purchase 60-inch LCD panels.
"The Sharp 10th generation line has been revived." Li Yaqin, research director of Qunzhi Consulting, said that the operating rate of the Sharp 10th generation line in the third quarter of this year has increased from 30% to 90%. It is expected that its 60-inch LCD panel will be global in December this year. Shipments have a chance to reach 500,000 pieces.
Whether the Nanjing Panda Tenth Generation Line can receive Sharp's technical support, Hon Hai is an important variable factor.
"Hong Xia Lian" has been twisted and twisted, and the bilateral saw-and-saw negotiations have so far failed. In a recent written reply to this reporter, Sharp not only said that the rumor that it sold three color TV factories to Hon Hai was “not a definitive factâ€, but also denied that Hon Hai would reduce the share price and get more Sharp shares.
"The problem with Sharp now is whether Hon Hai will inject capital." Li Yaqin said that how much Honghai invested and how much it is still in talks. Sharp applied the IGZO technology panel, which is currently only used on the iPad, and will gradually expand to Ultrabook in 2013. Hon Hai hopes to share Sharp's IGZO technology to establish a blueprint for the entire industry chain with panel, technology and Apple customers.
Professor Gu Zhihua, director of the Flat Panel Display Engineering Research Center of Fudan University, believes that once Hon Hai participates in Sharp, he is certainly not willing to add a ten-generation line to the mainland to cultivate a competitor.
Will the Panda 10th generation line be changed to the 8.5 generation line?
Sharp is now "The Three Caves of Rex Rabbit." Gu Zhihua said that Sharp and Qualcomm cooperated to ease the funds, and then continue to negotiate with Hon Hai for shareholdings; at the same time, the possibility of technical cooperation with the Chinese mainland to negotiate the tenth generation line.
"Nanjing 10th generation line is talking with Sharp about technical cooperation, and is currently in the negotiation period." Gu Zhihua said.
Xue Wenjin revealed that if the ten-generation online horses fail, the Nanjing Pandas may retreat to the next level, and the 8.5-generation line will be launched. The partner will still be Sharp. Because Nanjing currently has only one 6th generation line, it cannot meet the needs of the development of the local flat panel industry.
However, Gu Zhihua said, "I am not optimistic about the cooperation between Sharp and Hon Hai." Even if Sharp does not give technical support, China has mastered the oxide TFT technology, and it is not impossible for China to seek its own breakthrough in the 10th generation line. "The two 8.5-generation lines of BOE and Huaxing Optoelectronics have been put into production. Samsung 8.5 generation line and LGD Guangzhou 8.5 generation line are under construction. If the Nanjing Panda 10th generation line is settled, then from the perspective of industry scale, China will surpass South Korea and become The world's largest LCD panel production base. The domestic ten-generation line must be seized."
Xue Wenjin said that regardless of the 10th generation line or the 8.5th generation line, Nanjing will continue to improve the industrial support, including the introduction of the upstream glass substrate project.
(This article is reproduced on the Internet. The texts and opinions expressed in this article have not been confirmed by this site, nor do they represent the position of Gaogong LED. Readers need to verify the relevant content by themselves.) 
The Panda Tenth Generation Line was approved as "Hong Xia Lian" Evolution "Triangle Love"
"If Hon Hai is a member of Sharp, he has mastered the Hon Hai of half of Sharp's tenth generation line, or will not want to see the rise of new competitors in the mainland. The cooperation between the Panda Tenth Line and Sharp will also be variable."