The depression 2011 makes action of firm of Japanese face plate again and again: Business of conformity of manufacturer of face plate of Japanese much home, face plate of cut large size is produced, scale of labour of aggravating and abroad generation, use a government to take the lead in closing to recombine business of small size face plate, farther dash forward the advantage that shows upriver material and equipment to make, the lock decides new-style indication parts of an apparatus and the development that use data.
One. Depression of face plate industry makes day factory transition
Japan serves as once of face plate industry one bully, below the rise of the follow closely of plant of the press hard on that is in Han factory, station and industry of mainland face plate, comfortable meet global economy depression reachs 311 earthquakes of Japanese, its already were in in the lead dominant position of face plate industry change infirmly gradually, already retreated house whole world from dimensions the position of the 4th. However " much distress regenerates a nation " , the hardship of the revulsion of the market and outstanding achievement also forces Japanese manufacturer to change before conservative attitude, begin to change in succession, with period day of can heavy Zhen Xi is brilliant.
(One) enterprise reforming, in changing direction, small size face plate develops
1.Fade out of large size face plate, in fight in some places one by one small size face plate
Below the main promotion of brand manufacturer and face plate manufacturer, through osmosis of 6 years, up to now TFT-LCD TV already obtained absolutely city to occupy rate. However this also means LCD TV market to already tended saturated, future grows slow, finish occurrence decline in the influence of global economy even. The large size face plate such as TV, Monitor and NB accepts market demand decline is affected and supply exceeds demand is serious, cause the price all the way be expected to fall. Experienced 2011 drop situation, at present average price already was less than the area of every unit of NB 0.2 dollars, monitor and TV are to be under 0.15 dollars more; the factory of Japanese face plate of this tall to manpower and operation cost look forward to, a few without gain profit but character.
And after catenary of industry of mobile of whole world of Apple product change, those who be used at intelligence mobile phone and flat computer is medium small size face plate, discovered fulminic market potential. The heat of Apple product sells also attract other firm to follow suit in succession, intelligence mobile phone and flat computer are in in pairs got 2011 relatively substantially grow, the demand urgent hurriedly of small size face plate in also be being driven warms up. In order to apply at flat computer in dimension face plate is exemple, since 2012, the flat computer that waits for a batch of high resolution as New IPad appears on the market, drove high-ranking in the shipment of dimension face plate, also pull tall in of area of unit of dimension face plate all valence, it is 0.75 dollars about at present, the large size face plate such as outclass TV. And intelligence mobile phone is mixed the demand of flat computer still is increasing, inside 2 years in small size face plate still has space of very great progress.
Be based on the market to reach just about gain profit consideration, manufacturer of Japanese face plate made the decision of small size in fading out of large size face plate, fight in some places one by one in succession.
The G6 that Sharp is producing large size face plate originally and G8 factory lock are decided high-ranking in small size face plate, in order to answer the demand that intelligence mobile phone and flat computer jump. G10 factory turns toward production 50 , 60 exceed large size face plate, the gross profit is inferior face plate under 40 is adopted outside the means of the bag. Sharp will be medium the key domain that fixed position of small size face plate is itself, beforehand appraise arrives Sharp G8 of the four seasons was produced 2012 can 80% will turn toward in small size face plate, especially the face plate that flat computer uses; Additionally 20% will continue to be Japanese mainland and mainland market to offer TV face plate.
And suffer for a long time stranded the big plant Sony in deficit to also end the cooperation with Samsung at the beginning of 2012, the total equity of joint-stock company S-LCD two enterprises makes work with zhuan3huan2 of 1.08 million Han at Samsung, s-LCD will become the wholy-owned subsidiary of Samsung; From this, sony with the loss the cost of 66 billion yen exits domain of large size face plate thoroughly, sequel general to in small size face plate tilts, dedicated the Japan Display that at mixing Toshiba, Hitachi establishs. In addition, lie the Sony of transition period will spread out " One Sony " plan, devote oneself to a brand to rebuild and will cut down the member of persons employed 10 thousand person.
Panasonic is immersed in deficit continuously because of TV career, also announce to will exit face plate of large size LCD, sell its are located in 1000 foliaceous counties of Japanese luxuriant the G6 factory of former city; In addition Panasonic still plans stop production Ni Qi the PDP of the 3rd factory produces a line.
2.Grand sea becomes a shareholder Sharp
Long in March 2012 the Sharp that suffers be a burden on of 10 acting lines decides to sell G10 equity eventually, in order to ease deficit pressure. Making over just is the electronic product with the oldest whole world group of sea of letter of acting plant business, sharp company sells about 10% equity to grand sea group, add in order to get 66.91 billion yen endowment. Below division of grand sea group 4 companies - grand sea nicety, grand health international accuses accurate, Fuji with Q-Run, part in order to admit 4.06% , 2.53% , 0.65% with the form of 2.64% contributive. Hong Haicheng is Sharp the largest stockholder. Sharp gives the right of administration of in part of plant of city G10 grand sea, and the of 50% product that grand sea assures to purchase G10 to produce a line.
Experienced 2011 the Sharp of deficit of a huge sum, associate of need capital, need will improve management promotion market. After this equity is made over, sharp will use this capital to invest IGZO technology, rise abruptly with intelligence of race to control mobile phone and flat computer first machine.
To grand sea character, the brand of Sharp, face plate is supplied and also its place values the technology very. Grand sea becomes a shareholder after Sharp, the plan makes G10 transition high-ranking face plate supply a plant, the acting labour with by means of and other trademark compact business concerns, obtain more order to be led with raising its sow to move, restore its gain ability; On the other hand, the technology of LCD face plate with superior Sharp of by means of, help grand sea strives for order of new acting class, form grand sea and Sharp double win an aspect. In addition grand sea becomes a shareholder after Sharp, sequel enters advanced position of Guang Fuhe LED likely.
3.Connect a hand by force by force to make Japan Display
Big plant of industry of electron of Japan of Toshiba, Sony, Home Hitachi3 was experienced 2011 after deficit, in Japanese government take the lead below, finished 2012 eventually incorporate. You Guanmin is collective fund - Japanese industry innovates an orgnaization (INCJ) dominant, the Japan Display with Toshiba, Sony, joint-stock Hitachi held water formally in March 2012. Among them the INCJ of semiofficial property allocates with tripartite add type of those representing capital to throw 2, 0 yen, hold 70% share, sony, Toshiba and Hitachi part hold 10% share. Of the Japan Display after incorporating in city of whole world of small size face plate occupies rate and battalion to close occupy than, achieved respectively 12% with 25% , make global scale the biggest in supplier of small size face plate, what main production includes 11 of 3.5 ～ is high-ranking in small size face plate, to production value hopeful was achieved 2015 7, 50 billion yen.
From the point of the technology, 3 day factory is on technology of high-ranking face plate each has his strong point: Hitachi is had wait for a technology when red IPS wide perspective and MENS, toshiba is bibcock of LTPS face plate, and Sony owns a lot of technologies and patent on AMOLED face plate. Japanese government hopes to have resource of face plate advantage through integrated Japan, with in small size face plate is breach, the industrial position with new stronger seek is opposite with answering of Korea rise abruptly.
Japan Display paddles his own canoe manage, have the A-Si before incorporating and LTPS product line of two kinds of LCD in all 6 factories. The price that Japan Display controls with 20 billion yen again later, buy Panasonic to be located in 1000 leaves county luxuriant the is used at producing TV face plate originally G6 plant of former city. As a result of,the line should be produced before this of adjacent Hitachi in factory of small size face plate, have easily the good point that the technology changes, reason obtains the favour of INCJ greatly. After Japan Display buys the G6 of Panasonic, the plan increases investment to this factory about 1, 0 yen, change its the advanced factory of small size face plate in be, will guide angle of a tall brightness, wide eye shot, and apply to touch the Hitachi that accuses face plate " IPS " face plate makes a technology. Predict to begin a quantity to produce at 2012 second half of the year use the face plate product at intelligence mobile phone and flat computer. Cause of stability of line of increase production of enlarge of by means of of Japan Display expectation is main dish, come from the competition of stage Han manufacturer in order to contend.
The plan of Japan Display follow-up is always invest 5 years in future 3, 0 yen, among them the half is used at technical research and development; Transform Hitachi to be located in luxuriant the G4.5 of former city is used at OLED of research and development; Toshiba is located in the G5.5 LTPS that adds congratulate to produce a line at entering an amount in June 2012; Sequel still will be in to Panasonic luxuriant the G6 of former city undertakes transforming, make the product line of LTPS and AMOLED, build oneself CF and touch accuse face plate to produce a line, and devoted IGZO research and development and production.
(2) distribution new technology
Advanced technique of banner, by means of manufactures the technology the basic strategy that product of high additional cost gets rich and generous profit is Japanese manufacturer, this strategy also won't not shake.
1.Sharp is face plate of second for generations to develop way with IGZO technology certainly
Having " the father of liquid crystal " the Sharp that say regards face plate industry as pioneer, although be in,many respects are overtaken by Korea Samsung and LG, but the place that there still are its to precede on the technology.
Face plate of banner will high resolution uses Apple to go up in new product, lift the climax of demand of high resolution face plate. Face plate of high resolution small size can use LTPS technology to make; But still cannot use LTPS on the large size product such as NB and TV, IGZO technology is the optimal technology that is thought to solve quantity of face plate of high resolution large size to produce at present, and Sharp is most measure the face plate plant that produces IGZO TFT first, already the low cost amount of this technology produces establishment technology.
IGZO is to use by indium (In) , Potassium (Ga) , zinc (the oxide semiconductor that Zn) place makes, the miniaturization of the TFT that can achieve drive LCD and layout are subtle change, essence of life is fineness but relatively originally LCD raises 1 times, conduce to popularize face plate of resolution of 4k × 2k predominate application. In addition IGZO mobility is tall, it is a few times of A-Si, preparation craft is simple, homogeneity good and it is transparent, increased mouth of parts of an apparatus to lead greatly, raised brightness thereby, reduce power comsumption, still have curve function very well, can cooperate very well flexible OLED, and IGZO is made become make Cheng and traditional A-Si likeness, it is online and OK to be produced in existing face plate through less scope investment tries to come true. IGZO is current nevertheless the technology has not mature, make programmed control accurately make difficulty taller, life problem still does not have very good solution, the quantity produces difficulty tall it is its technology obstacle.
Because IGZO is having the huge advantage that leads an industry the innovation, sharp develops technology of IGZO face plate to be politic main shaft certainly, plan at hundreds 100 million yen were being invested before the bottom 2013, transform product line, production uses the LCD face plate of latest technology, the LCD factory most of prospective Sharp is changeover production face plate of LCD of second for generations.
At present Sharp chelonian hill after the first factory sells G6 equipment panda of the report in Nanjing, provided capital and space to develop LTPS TFT technology independently.
And chelonian hill the 2nd factory (the quantity that G8) leads forerunner to enter IGZO TFT face plate is produced, narrow since 2011 TV uses face plate crop gradually, changeover is what use with flat computer is medium or small face plate is given priority to. In addition Sharp still plans to be in ternary factory and providential factory to guide IGZO technology, investment time place is inspected the market and accept the order the state decides again.
And after Sharp and grand sea cooperate, also plan to guide IGZO technology city G10 produces a line, this will be record of the first large investment after bilateral collaboration; Will make so Sharp makes the whole world supplier of face plate of the biggest high resolution.
2.Sony combines Panasonic to maintain AMOLED old standard again
In AMOLED respect, although Samsung and LG acquired larger dominant position on AMOLED dimensions at present, but Japan is had in AMOLED respect send an advantage first, will accumulate substantial technical reserve and experience for years: Japanese Pioneer began a sale to match lattice of stock green OLED to display screen 1997 (the car of 256 × 64) carries FM receiver; Of the same age, japan gives light to promote produce development to give OLED of full prize of 5 QVGA to display screen; CDT and Seiko Epson also developed LTPS jointly 1998 active OLED of high polymer monochromatic, in order to increase product performance. Pioneer sale deployed the car that polychromatic OLED lattice displays screen to carry sound equipment 1999; Sony revealed the OLED full prize of 13 to display screen 2001. The Sony end 2007 rolls out quantity of 11 AMOLED TV to produce a product, declare OLED product shows flat of large size of make one's bow the field. Although ever since Sony because the deficit of in successive years, and the research and development that must weaken AMOLED temporarily throws strength, but its technology and talent reserve are not abate however.
At this late hour, japan reachs the domain with the technology such as material, equipment and patent concentrated height to holding lead position as before in AMOLED core technology. Having " dream of face plate course of study is combined " the two strong Sony in the Japan Display that say and Panasonic also are promoting AMOLED TV enterprise actively, the plan begins a quantity to produce OLED face plate from 2013, the hope redeems his to be in in OLED domain the position of global TV market.
At present AMOLED quantity produces a technology to had be notted standardize, in although plating of evaporate of material of OLED young member makes Cheng can have been measured,be being produced face plate of small size AMOLED, but evaporate plating is the biggest the overall material utilization factor of 30% very go against cost to drop, then technology of deposit of various OLED material still is developed continuously in. Samsung and LG are produce AMOLED TV as soon as possible, market of race to control first machine, adopt a quantity to produce the evaporate plating technology with high sex, but because material price is reached,use up taller, anticipate price of its AMOLED TV glides extent won't be very fast. For example the price of 55EM9600 of TV of 55 OLED that LG booked 2012 to roll out may approach 10 thousand dollar. Because the price is high, samsung and LG still cannot firm strike with the palm of the hand dominates AMOLED TV market.
And Sony and Panasonic plan development to presswork technology, hope Jie aids low cost to presswork make Cheng can the latercomers surpass the formers surmounts Korea competitor. Panasonic passes through NEDO plan, give off light with OLED of Tu Bu of Slot Die of Japanese TAZMO joint development a technology, data utilization rate amounts to 80% above. If Sony pressworks with what Panasonic develops,the success that make Cheng enters a quantity to produce, can roll out cheaper AMOLED TV, at the appointed time sale is expected to surpass Korea brand product, the latercomers surpass the formers becomes AMOLED TV market to lead a brand, the AMOLED domain that predicting day factory will precede temporarily in Han factory opens a blue sky.
(3) advance appoint outside acting labour
All the time since, the manpower cost of day factory high specified number and operation cost make its product competition ability great sell at a discount, also weakened its gain ability. Through long deficit, japanese manufacturer has realized to the strategy is included outside must be being started, want stop production even cheap low rank product, promote profit margin thereby; Use stock kind of the package outside mixing external, already made day of plant the main strategy of next Cost Down. Through will medium low rank the bag outside face plate or TV product gives Taiwan or mainland, can reduce cost already, can center energy to wait for burgeoning indication technology at high-ranking LTPS or AMOLED again.
The big plant such as Sony, NEC, Toshiba is enlarging the bag outside production actively at present, in order to reduce cost. Panasonic already planned to turn plasma plant equipment to the mainland; Toshiba Mexican LCD TV the factory sells Ren Bao; Sharp and grand sea will close build face plate and component joint ventures; NEC PC is associated formally and buy.
2. Follow-up of industry of Japanese face plate develops pair of two sides effects
(One) Taiwan
1.Hong Haisheng calculates geometry
Because the Sharp at the beginning of 2011 is successive much season loss and factory of face plate of G10 of hill of chelonian of sell one's own things group of 46.5% seas giving letter, this creates a field in face plate and even whole electron consumable is major event, to grand sea future development has bigger effect. Grand sea is low cleaned out treasure after all, still pull went up to iron hand sweet potato, afford for thought.
(1) becomes a shareholder Sharp gets brand and face plate resource for Hong Haiying
Before this although rank the world,500 strong grand of great capacities are the acting plant business with the biggest whole world, but its profit margin is very low, it is only 2% . To promote profit margin, obtain the strong desire that strong brand is him Tai Ming of Hong Haihe Guo all the time. Sharp is the business of electronic product brand with famous whole world, brand value is higher, guide Sharp brand will conduce to grand sea be versed in by era the manufacturer is extended to brand manufacturer.
When grand sea replaces IPhone of Apple acting labour and IPad before, saw with one's own eyes witnessed intelligence mobile phone and flat computer erupt type grows, also make in intelligence mobile phone, the respect such as original design accumulated rich experience; And although Sharp brand also occupies position in mobile phone industry, but dimensions was not done all the time big, the product is singler also. Grand sea becomes a shareholder after Sharp, the brand that will use Sharp establishs mobile in the mainland joint-stock company, popularize the mobile phone business of Sharp, and be in the collaboration with business of Sharp mobile phone, grand sea will guide gradually oneself design and research and development, accumulate experience to manage his brand in the future.
Although grand sea is stemmed from,maintain existing client to concern, and express the condition is still immature and publicly, the near future did not propose the plan of business of brand mobile phone oneself; But from long-term consideration, stem from the pursuit of pair of brand value and profit, and of oneself technology and experience accumulate, grand sea is met necessarily follow the lead of grand amount to report, below the market environment that glides ceaselessly in acting industry profit, to have transition of manufacturer of brand mobile phone oneself. With the actual strength of grand sea, will become the competitor with mobile phone strong market at the appointed time.
In addition, grand sea becomes a shareholder the high-powered face plate that Sharp also obtained Sharp for grand sea directly. Sea of the grand before this is taking the place of for Apple when labour IPhone and IPad, the cost of high-ranking face plate such as Samsung and LG is purchased outside taller. However now, grand sea can pass correlation to trade, obtain the face plate with top-ranking Sharp with inferior value, conduce to reduce cost to promote profit. Because the product of Apple is IPhone, IPad and Macbook Pro are gone to no matter,deploy development of high resolution face plate, as Apple the Hong Haire of the biggest acting plant can assist Apple to obtain stable high resolution face plate to furnish, certainly will conduces to the acting labour order of firm Apple. Sharp takes the lead in measuring not only produce IGZO TFT face plate, and Japanese firm blood relationship also accords with the supplier strategy with new Apple.
In the meantime, after grand sea obtains Sharp equity and face plate resource, also will farther hook in is the biggest client Apple, form tripartite to tighten close cooperation relation to defy the competition of Samsung. Nowadays grand sea is combining Apple actively, develop the ITV product of the Sharp face plate that uses IGZO technology. Before, grand sea has bought the TV with next major Sony to assemble business, grand sea returns the share of electron of hold strange beauty at the same time; Technology of Dan Jimei face plate asks to still have difference from Apple, and use Samsung and LG face plate not only price tall look forward to returns be enslaved to be enslaved to person. This after obtaining Sharp face plate, hong Haixian had crucial chip like that, be in and provide more in the negotiation of Apple active.
(2) obtains the intent of IGZO technology Yi Honghai to be in through becoming a shareholder
To grand sea, the high-ranking face plate that gains stability supplies the main effect that achieves investment Sharp only, acquire technology of Sharp advanced face plate smoothly, just calculate those who manage investment the greatest benefit. Competition of current electron product is very intense, high resolution face plate is used at operation unit to go up like Smartphone and Tablet PC not only, also guiding even NB, TV gradually, macbook Pro of Apple new generation will take the lead in using resolution to be as high as 2880 × 1800 face plate, toshiba already preceded sale resolution is 3840 × of 2160 naked inspect 3D TV, electronic product deploys high resolution face plate to already became a trend; As business of numerous terminal brand swarm into, urgent hurriedly of demand of market of high resolution face plate expands.
However high resolution face plate is produced can finite, if grand sea can get Sharp advanced technique, again jib exceeds photoelectricity and Tian Yixian next strange beautiful electrons, greatly to instruct the concern firm such as science and technology to the banner, can obtain more by arrive greatly the supply of high-ranking face plate of small various size, build buy to perfect high resolution face plate to supply a system, will be helpful for grand sea increasing acting industry profit, the electronic product generation that strives for more Android and Windows operating system is versed in order, enlarge domain of course of study of acting defence works.
Because this grand sea is in,become a shareholder after Sharp, the intent invests through raise the quota, add hold Sharp share, get the end of technology of Sharp advanced face plate in order to achieve. However this action sufferred the technology stands however this Sharp excuse oneself from, sharp president Ao Tianlong manages in shareholder plenary meeting the response points out, do not have the plan that accepts grand sea to enlarge investment.
In fact, conservative Japanese absolutely won't easily commentate give an advanced technique. Sharp agrees to cooperate to basically be based on improvement with grand sea consideration of itself battalion carry, expectation adds a client through grand sea pull wires, and reduce be in a poor light module cost, will improve gain profit to be produced with activation G10 line can, because the cooperative limits of this hope appears,high-ranking face plate supplies a be confined to to be versed in with Sharp product generation production reachs a sale, do not include to wait for IGZO TFT technology of sensitive second for generations to release grand sea.
Will simply tell is grand sea can take face plate only, do not take a skill. Sharp rejects grand sea to enlarge investment basically also is to prevent grand to transgression enters a board of directors and affect managemant decision; So grand sea is afraid need is additional pay giant right gold, just obtain the advanced technique of Sharp possibly, the wishful thinking that consequently Sharp of grand sea investment obtains face plate advanced technique also is its one's own wishful thinking only, the Sharp that technology of deep know well is accrual path won't be done sustain losses in business the business.
(3) is short-term inside grand sea will by Sharp be a burden on
If says from long-term will tell, buy Sharp to be helpful for grand sea brand and acting industry development, so short-term inside an extremely urgency that the package of Sharp deficit will be grand sea.
Through the adjustment of a quarter, up to now the outstanding achievement of Sharp changes without a bit. The start working rate of Sharp G10 of the 2nd season still was behaved 2012 low fan. In addition as extraordinary loss, still will plan carry what concern with lawsuit of forestall of face plate price to reconcile gold makes an appointment with 16 billion yen, the amalgamative and final profit and loss of the 2nd season predicted 2012 deficit 1, 0 yen is controlled.
Ceaseless deficit already forced Sharp the degree that cut down the member of persons employed and sells off family belongs, to reduce deficit, sharp preparation should be carried out " when lie between 62 years " those who come cut down the member of persons employed first, cut 16 present branches it is 9, in March 2013 make employee number decreases before the bottom about 5, 000 people. Besides emeritus wait for natural depletion of numbers and the depletion of numbers that make over asset to bring beyond, will carry out retire ahead of schedule of one's own accord; Be based on make over asset reductive number to be about 1, 300 people, accordingly the rest is made an appointment with 3, 700 people will be mixed through natural depletion of numbers retire of one's own accord will come true. The office building that Sharp is located in Tokyo with carry out of chronometer lay off a few unused praedial. The production that because the price glides,causes the solar battery that gain circumstance is worsening also will by considerably cut, improve outstanding achievement in order to accelerate.
The loss with consecutive Sharp also pulls its new shareholder letter of great capacity unloaded water. The data that publishs according to grand sea shows, with the closing quotation price of Tokyo stock market was on June 22, 2012 accurate, as a result of Sharp company share price drop, this investment also brought money of about 6.4 billion yuan of new station for grand sea at the same time (213.9 million dollar) Zhang face loss.
Although grand sea values long-term cooperative dominant position more, but short-term inside must bear however Sharp deficit is inertial brought labour pains. And although Guo Taiming has artifice and strategy relatively, but cross a country to become a shareholder be not the company that runs independently, more what is more,the rather that Guo Taiming also is not in the board of directors have decision-making place, even if have measure of bursa of ten million bright and beautiful, but see old-fashioned Japanese look even.
This shows, grand sea becomes a shareholder Sharp is not is the buying and selling that low copies a copy, the Yu Honghai of Sharp also is not is completely " a ready source of money " , short-term in still have undoubtedly " bottle pulling oil " disrelish. Grand sea and Sharp form an alliance strive resists Samsung likelihood also is a happiness only wish scene, cooperate after all the wishful thinking that both sides is hitting him severally, harmonious, strategy makes the profit, company culture also facing contradiction and test. Of course if grand sea is pressed handholding nowadays Sharp to get suffocative tremendous chance by financial pressure, farther with lure by promise of gain, can force Sharp sell one's own things probably, or the way that develops through combination at least commentate give technology of face plate of second for generations, be like this grand sea criterion it may be said is gotten the better of greatly. Otherwise, with short-term will explain half of Hong Haixi care, take an examination of Lv criterion for a long time still benefit much harm is little.
2.Day factory transition makes station plant attention
Japan and Korea firm force climb face plate new technology to also bring Taiwan manufacturer pressure, produce AMOLED TV to need to use G5.5 above normally however deposit of layer of glow of full measure OLED and enclose the technology that make Cheng and equipment to just have economic benefits. Below the circumstance with at present immature technology, talent of devoted and enormous funds of research and development develops certainly will to be able to be measured produce make Cheng; In addition investment product line also the price not Fei, beforehand appraise is brand-new the 2 ～ that AMOLED builds plant cost is the TFT-LCD that be the same as era 2.5 times, increase the market immature, deep-set TFT-LCD is the longest the factory of Taiwan face plate of winter, in battalion carry was not improved before, product line of AMOLED TV of won't extensive investment.
But plan in Japan and Korea while second for generations demonstrates a skill, station plant also does not wish to overlook. Friend amounts to photoelectricity and plan of strange beautiful electron to produce face plate of small size AMOLED at quantities of 2012 second half of the year; As to in large size AMOLED maintains experimental level, after waiting for terminal product market to mature, decide in whether wanting to throw, large size AMOLED is produced again. At the same time friend is amounted to also plan to adjust the part yield a line such as its G5, G6, G8.5 to produce the research and development that can be used at IGZO and trial-produce, plan to be produced at was being measured 2013.
In addition, although Sony and Panasonic are high-key,announce to want to develop AMOLED technology energetically, but tell objectively, the Sony after deficit of a huge sum and Panasonic financial capacity are far already be inferior to Samsung and LGD, because although big plant of two big Japan develops an AMOLED TV quantity to produce a technology jointly,this can be judged, be afraid also cannot be like Korea a person of same business the enlarge of same in a big way is produced, should meet seek tripartite collaboration to enlarge scale of production, and Taiwan friend amounts to photoelectricity and strange beautiful electron will be potential collaboration object, this will be the chance that factory of Taiwan face plate cuts AMOLED TV quickly. Abandon the Sony of line of tall for generations, the yield that amounts to possibly also in friend is online, the amount that realizes backboard of large size OTFT is produced. In light of the experience that turns by past TFT-LCD ability nevertheless, the condition that day cooperates below square strong dominant may comparative Yan Ke.
3.Japan will be increased be purchased to stage face plate and appoint outside acting labour
Although Japan is fading out of industry of large size face plate gradually, but brand of day department TV still is developing, the TV face plate because of manufacturer of this future Japan will be many outside buy. Because Han mill face plate is preferential,supply oneself brand, and the price also face plate of plant of prep above station, can foreknow the purchasing that brand of prospective Japan TV will increase pair of Taiwan face plate. It is with Sony exemple, mix at that time when G8.5 of Samsung joint venture, to assure the normal operation of face plate factory, sony needs to purchase G8.5 the crop of nearly 50% , arrange 40K/ month. After Sony is rolled out from G8.5 acting line now, have the obligation of packet of crop no longer, because this will naturally be increased passable to function low-cost Taiwan face plate is purchased, friend is amounted to and strange beauty will be benefited.
Sharp is in change direction super- face plate of large size TV and in in the process of small high-ranking face plate, face plate also purchases Xiang Jimei electron under 40 , bag proportion will rise outside 14% . And strange beauty also is face plate of Panasonic acting labour before this, in obtaining Sharp UV2A and Hitachi attestation of small size IPS. Sequel the augment as crop of line of continent tall generation, be in even a few in low the meeting in rank fund type uses mainland face plate.
In TV brand respect, as LCD TV market saturated with each passing day, outside removing individual and high-ranking product, major standards TV already was entered spell price level, to reduce cost, japanese brand factory also can comply with tide general a few in low rank type product is handed in by the bag outside acting factory, its are OK high-ranking product and brand build prep bent on. And Taiwan acting factory will be the object that day plant is willing to cooperate most, predict shipment of Taiwan TV OEM was measured 2012 will relatively grew 2011 about 30% . Future is stemmed from reduce cost to consider further, partial product also hires acting worker worker of mainland OEM factory outside the meeting.
(2) the mainland
1.Day plant hot water crosses a country to buy for mainland manufacturer offer an opportunity
The enthusiasm that manufacturer of mainland face plate invests face plate to produce a line is in of the government give aid to below, had never dropped. All through the ages of face plate technology is accepted " double tall " in door bank, capital door bank already was tickler no longer the manufacturer to the mainland, but technical door bank is to block the obstacle on road of advancement of manufacturer of mainland face plate however. Indeed, factory of mainland face plate digs horn through high pay, in acquire international talent while also accumulated have a technology oneself, but still obtain hard to technology of a few forward position and patent. And produce a line through buying abroad, can acquire the talent of the other side, facility not only, can obtain patent, technology and conduit more, and the works of Japanese face plate that stresses technical energy entering is thought to be provided most purchase value.
Panda of the report in Nanjing always invests 13.8 billion yuan of RMBs before, from Sharp chelonian hill the first factory buys the equipment that get G6, make oneself 6 acting lines. And the G10 of Sharp is more medium the central issue that electric panda heat expects, also negotiate cooperative matters concerned with Sharp for many times. Sharp respect stems from the long-term admissibility that expands to oneself, chose to let grand sea become a shareholder finally in order to make G10 acquires a new life. If be only,spend a consideration from horn suction gold, sell the mainland to be able to sell a good price more it seems that.
And the mainland another with in day of Ma Ji that small size face plate gives priority to business Wu is round through buying 70% equity, become company limited of technology of NEC liquid crystal (the biggest partner of NLT) . After day horse buys NLT, basically be the patent that wins NEC and conduit, try the successful experience of NLT to use, development project accuses medical treatment face plate.
In economic environment at present stagnant circumstance falls, more dash forward show capital to be king, japanese manufacturer exceeds his in capital pressure can after susceptive limits, lv of certainly will unified exam introduces foreign capital. And the manufacturer of Japanese face plate in transition also hopes to be able to pass through the equipment that sells a few inadequacy that achieve profit and technology necessarily, will obtain capital to throw the research and development of new technology and production. The mainland is to grasp the area that has most capital and highest glow undoubtedly. Because this can foreknow,the collaboration of the mainland and Japan in face plate soft hardware and capital respect and communication follow-up are met more frequent.
2.Japanese TV brand increases mainland conduit to build
At present the mainland already replaced North America and Europe, become the area with the biggest sale of global LCD TV, and increase rate also be in front row in various places; Because after this add increases investment to mainland market, also become Japanese brand manufacturer to answer a strategy with global fatigued and weak economy.
It is with Sharp exemple, released many high-ranking product in the mainland not only at the beginning 2012, still be in 2011 on 63 agency foundation new increase 41; So far, sharp rises in the amount of mainland agency 104. The LCD TV with current Sharp still basically is in one, sale of 2 class market, to promote mainland market portion further, the consequence of aggrandizement Sharp brand, 2, the market that 3 lines city will be development of Sharp future key, be aimed at 2, 3 lines market, sharp will pass through the product that makes phasing answer to combine, adjust the collocation of product of rank of on any account appropriately, make the other brand product of the product of Sharp and local market maintains appropriate price limits, contented 2, demand of 3 lines consumer. 41 basically distributing in 2, of 3 lines city add agency newly establish, make the conduit of Sharp farther undoubtedly extend downward.
3.Transition of Japanese face plate and market change also cause mainland manufacturer vigilance
Because the market reachs depression of face plate industry and Japan and Korea quicken transition, allow pressure of feeling of station plant equipment not only, also bring mainland manufacturer crisis sense. Wang Dongsheng near future shows president of group of Beijing east science and technology, producing can be the objective that Beijing east follow-up pursues no longer, force is climbed small size is high-ranking in technology and transition the development strategy that face plate will be Beijing east follow-up. Can foreknow prospective mainland respect is produced as line of tall for generations can release in succession, native land manufacturer also can face large size face plate to produce likewise can superfluous reach profit to glide, because this dogs international market footstep, to in small size and new technology transition, also can be the pattern that mainland manufacturer follow-up develops, group of horse of this field day goes in the mainland other undoubtedly before the manufacturer.
The applied foreground of the small size face plate is long vitality in seeing beforehand and new technology, day horse group shifts to an earlier date layout. At present the 4.5 generation of factory of Shanghai of day Ma Zaiji try in AMOLED online, already developed 3.2 and the sample of 12 , still change in development notebook at the same time, appear partly instead partly, narrow the new technology such as frame, wide perspective, already all had sample. And its produce line item in the 5.5 acting LTPS of Xiamen also will within 2012 finishing, at present main body workshop already the structure seals a top.
3. TRI viewpoint
(One) pass through conformity, japanese hopeful is heavy brace up face plate general affairs
The depression 2011 makes each Japan face plate give birth to a manufacturer to carry out strategic transition, fade out of large size face plate, dedicated in small size career. Sharp is passed through make over share to give grand the of great capacity, obtained sequel to develop the capital of technology of face plate of second for generations and stable shipment. And Sony, Toshiba and Hitachi take the lead through the government, establish Japan Display to will concentrate each advantage power, with period in current and high-ranking in anticipate opportunity is grabbed when demand of small size face plate is exuberant. However the operation expenses of Japanese company high specified number and manpower cost and yen appreciate, it is its from beginning to end the soft costal region when facing Han factory.
(2) layout technology of face plate of second for generations, contend Han factory
Intelligence mobile phone and flat computer are ecbolic face plate technology upgrades, and Han factory also develops AMOLED market in a large-scale, this forces day of factory to accelerate the research and development of technology of face plate of second for generations and quantity to produce. IGZO and AMOLED are the two old technologies that follow-up of factory of Japanese face plate develops mainly, contend with this of Han factory step by step press hard on. Sharp takes the lead in guiding the quantity of IGZO TFT face plate is produced in G8, plan to guide IGZO technology G10 produces a line. Sony and Panasonic plan development to presswork AMOLED face plate of the technology, pass the AMOLED production of low cost, hopeful is in and Han factory inverts in the implementation in the competition of AMOLED surmount.
(3) the collaboration that day plant future will be strengthened and Taiwan reachs the mainland
Experience of operation of the capital of Taiwan, low cost reachs industrial basis, the market of the mainland, capital and policy, attracting day factory to be in wider spread out collaboration with deeper domain and mainland and Taiwan manufacturer, among them grand sea is to accept the firm with the most far-reaching influence undoubtedly. Grand sea becomes a shareholder Sharp since collaboration also is rich play chess, grand sea gets the brand of Sharp and face plate get core technology hard however, and bear even the deficit be a burden on of Sharp, short-term inside have so that have break, long-term and character must be broken more little; And the face plate of Taiwan and acting industry firm also will expand because of day factory be bought outside face plate and overall outside wrap and gain profit.
