The panel industry strengthens cooperation Evergrande is committed to the development of AMOLED

Sony, Toshiba and Hitachi jointly established a small and medium size panel company, and it is expected that this new joint venture will be promoted to the world's leading panel size for small and medium size in 2012. Takubo Industrial Research Institute stated that in the past, the production capacity of Japanese panel makers did not keep up with Taiwan and South Korea in the expansion of production capacity and lost the market competitiveness of large-size panels. With the post-PC era, manufacturing thinking gradually exited and long-term commitment to R&D was high. Japanese companies of meta-technology can finally show their talents, and provide customers with comprehensive solution services through resource integration, and stabilize the best position after reorganization.

According to the manager of Takurai Industrial Research Institute Berdrad, the purpose of setting up a new company in Japan's top three is to reduce panel costs and increase competitiveness through multi-integration of marketing channels, management costs, and customer sources. However, if we look at its existing capacity, it will be difficult to meet market demand. If the market conditions are not clear, if we want to expand the production line, we will definitely give priority to the purchase of ready-made production lines and factories. However, such investment will come to the Japanese manufacturers with deteriorating revenue. It said that it will not be a small burden. Taiwanese panel makers should seize the next half of the production window period. In terms of IPS and AMOLED, by providing some of Japan's production capacity, they can strengthen their cooperation with OEM or empty glass supply models. , And then strive for Japanese panel plant technology integration opportunities; In addition, Taiwan's regional government should also come forward to integrate AUO and Chi Mei's AMOLED technology resources, and Japanese companies work together against South Korea, to create a lot of panel industry to respond to the advent of the post-PC era.

Only by insisting on technology research and development can it be permanently resistant to the enemy

The key development trend of the current hot portable products is to use LTPS process with IPS technology or AMOLED with IPS technology. Now the Japanese government has injected funds into the company to integrate all the technical advantages of the manufacturers, and the Japanese industry is expected to expand the production capacity, technology, capital and production capacity. All are in place, fully strive for the orders of international brand manufacturers. For Taiwan and South Korean panel makers whose technology is mostly from Japan and some key equipment and key materials are held in Japan, it is indeed a major concern.

Takuya said that manufacturers face the trend of reorganization of the industrial landscape in the post-PC era, unless they are globally integrated resources (hardware, software, content, and cross-industry cooperation), such as Apple, or Samsung with strong technology and production capital. Only the ability to lead in the post-PC era, and even other industry leaders like HP PSG and Nokia, have to face the risk of growth stagnation caused by industrial reshuffle. Taiwanese panel makers, who think in terms of manufacturing and manufacturing, continue to be in a state of hardly expanding or nearly saturated under the situation of continuous oversupply in the global market. In the past, Japanese panel makers once faced the same situation and upheld the technology-based Japanese panel makers since 2008. Abandoning the production of large-size panels one after another, Sharp only needs to maintain the overall situation. However, with the high-end technological advantages in the rapid changes in the industry, Japan's panel plant's growing technical resources can still stand.

Actively promoted Taiwan’s complementary efforts to develop AMOLED

Tuo pointed out that in the post-PC era, the industry restructuring is bound to become a big trend, and that Taiwanese companies must change their mentality of single-mindedness and the framework that has focused on integrating the strategic thinking of the industrial chain. They have transformed from manufacturing foundry to service providers. Taiwan's regional government also needs to actively think about the Japanese government's approach. In the LTPS and IPS strategy, the Taiwanese and Japanese companies are united to allow Japanese manufacturers to work together to enter the brand supply chain through Taiwan’s advantages in TFT substrate production and electronic product assembly OEM supply chain. In order to increase profitability and enhance Taiwan’s technological competitiveness in LTPS and IPS panels, it will be possible for Korean companies to grow short.

In addition, AMOLED is a new opportunity for today's panel makers. Looking at the smart phone market alone, there will be 130 million, 220 million, and 290 million supply requirements from 2011 to 2013, and most of the production capacity will be Samsung led the AUO and Chi Mei's AMOLED divisions to achieve significant integration at this stage and to jointly develop technology, patents, talent, and funds to have the opportunity to obtain tickets for the next generation of globally advanced AMOLED display technologies. .