2012年9月23日星期日

Korean panel companies to compet

the backdrop of industrial relocation and replacement of the vertical between enterprises and horizontal followed by staged. Reporter confirmation yesterday from China, Sharp, Sharp to issue new shares through a third party with complement, the hand of Hon Hai, Taiwan's Hon Hai under the four companies including Foxconn, and other total accounting for Sharp's 9.88% stake, involving funding of approximately 67 billion yen (about 51 million).
no doubt, is a complementary partnership, Taiwan's low-cost manufacturing advantage and the Japanese electronics giant's high-tech R & D capacity to achieve the docking. Sharp and Hon Hai what they need, especially for Sharp, under the panel decline to find a stable to the sea. This is also the competition for the alliance of the right to speak, in the field of new technology OLED, only the Japanese Sharp can contend with the Korean series, on the order of the attacks on the Samsung (microblogging), access to Apple, enterprise, Sharp and Hon Hai stood together.
low-cost manufacturing docking of high-tech R & D
Southern reporter learned from China, Sharp was informed that the Hon Hai Group, Hon Hai, Foxconn, Foxconn and Q-R un and three other companies warrants, respectively, 4.06%, 2.53%, 0.65% and 2.64%, Sharp Jin Yicheng shares of warrants held by four companies. Though not the single largest shareholder, but from the perspective of the Hon Hai Group, the four companies together hold shares has exceeded the former major shareholder Nippon Life, Sharp China, told reporters the South, Hon Hai Sharp whether the Board to participate in the operation, and not have further information.
due to lack of orders and brand TV by fierce competition, Japan's Sharp on behalf of T-the FT the LC D, production line capacity utilization has been at a low point, the struggling? Panel research institutions swarm intelligent consulting, research director Liya Qin told reporters the South, Sharp generation of line capacity utilization is only 30% .2011 fiscal year net loss of Sharp is expected to reach 290 billion yen, or about 24 billion yuan, refresh the record of the history of the worst .
Sharp speaking, the timely replenishment of the panel to the sea is necessary. Statement according to Sharp, Hon Hai will be put into Japanese Yen 67 billion (about 5.1 billion yuan) in the tenth generation of Sharp line, as the conditions of exchange, Hon Hai will obtain half of the tenth generation of Sharp line capacity, while Sharp will also increase at Foxconn OEM Television proportion of the whole business. According to the Southern Reporter has learned two years ago, the initial shareholders of Sony decided not to continue to invest, Sharp began looking for new investors, and has been the object of discussion, including Foxconn, TPV (TPV) and China Electronics Corporation (CEC). Through this capital injection, the tenth generation of Sharp's line of equity structure for the Sharp 46.5%, Hon Hai 46.5%, Sony (7%).
Liya Qin said that the reason why the loss of the Japanese electronics industry, because of the appreciation of the yen, as well as the localization of manufacturing of the high cost of inability to compete with Korea University and the Chinese enterprise, and now Sharp and Hon Hai hope to achieve complementarity low-cost manufacturing advantage with the combination of Japanese high-tech R & D capabilities. It may also be a model for the future of Sino-Japanese business cooperation.
Hon Hai has also been map. NPDD isplaySearch analyst told reporters the South, Hon Hai is how to expand and deepen its LCD TV OEM business, and strengthen the position of the industry is very important. The two companies will be sharing resources, and use a common scale of procurement to supplier negotiations. The next component supplier will face more downward pressure on prices, which will also contribute to the goal of the two companies to reduce costs. Foxconn LCD TV OEM business in the 2012 shipment target of 9.5 million units, of which 8 million units a Sony, Sharp, 1.5 million units. The future, with Sharp on behalf of line capacity and technology plus hold Foxconn in a better position to expand its foundry business, in addition, will also get Sharp's advanced flat-panel technology, the future, Sharp also may be transferred to Foxconn, these technologies will including high-resolution low-temperature polysilicon (LTPS), metal oxides (oxide TFT), color film and other high-end manufacturing technology. dimensional consulting, general manager of Yu Leung-sing said that the context of a time when the industrial transfer, voice transfer and compete. Sharp has the same competitor - South Korea's Samsung. Moment, due to the advantages of the Taiwan-based panel makers, mainly in the 8.5 generation line, to the tenth generation of online Korean panel companies to compete, only Sharp. In the next-generation display OLED of this recognized technical, Hon Hai's Chi Mei, Samsung left behind.
on the OLED, Samsung layout is significantly faster than its rivals, only Sharp eight-generation line OLED and Samsung a higher, if you can pull low-cost, Hon Hai can get Apple ITV and other orders.
Foxconn is currently the most important foundries of the Apple iPad and iPhone products, Sharp is Apple's main panel supplier. Cooperation between the two sides will also enhance the weight in the negotiations with Apple, as Apple's suppliers, the two companies compete and Samsung.
However, even joint Kanghan, Hon Hai and Sharp's challenge is not small. Samsung TV has been established to improve the vertical integration of upstream and downstream, Samsung is the recent successful launch of the direct type LED backlight LCD TV is an example, fully demonstrated the success of the economies of scale and vertical integration model run.
Southern Reporter Wang Haiyan
share:> Related reports: Hon Hai shares quite upset David Sharp aims to get the Apple TV orders to Hon Hai denounced 5 billion transfiguration Sharp largest shareholder performance burned Sea Group, an alliance Sharp will hold about 9.9% stake in microblogging Recommend | SAN official microblogging

没有评论:

发表评论