© rob hill dreamstime.com Analysis | April 01, 2013
Taiwan & Japan share tasks, AMOLED launched inevitably
Sony revealed the first 56” 4K2K OLED TV of the industry in CES this year, not only showing its ambition for OLED TV planning but allowing the market to peek at the highly-anticipated product of Sony and AUO’s cooperation.
According to WitsView, the display research division of TrendFroce, in the LCD market, the integration ability usually means competitiveness advantages, as the resources are constantly shared and the brand power is weakened, the professional task sharing may replace the complete integration in the future, will be the new mainstream market value, and further impacts the OLED TV developments. WitsView indicates that Taiwan’s panel manufacturing faces challenges from Korea in terms of technology and threats from China in terms of capacity. In addition, without the support of the domestic brands, Taiwanese makers have relied only on external clients’ orders for a long time, seeing mounting obstacles. Although they lack vertical integration advantages, Taiwanese makers’ role as professional component suppliers is neutral and apparent. Besides, Taiwan-based panel makers such as AUO and Innolux continue the R&D on various display technologies and products. Taking AMOLED for example, AUO has not only devoted significant research resources, but controlled the IGZO capacity of large generations. It lags Koreans in maturity but leads Chinese and Japanese makers on the OLED product developments. WitsView believes that the TV brands’ focus shift is another key that drives OLED TV developments. Japanese brands who dominated the market during the CRT era have lost their competitiveness advantages when the LCD TVs rise, which is quite related to the acquirement strategy of the crucial component LCD panel. Both Sharp and Panasonic put their own abilities to the LCD panel production, but the brand developments are dragged down by the panel manufacturing which turns out to be a heavy burden on elevated production costs. Although Sony chose to co-develop panels by joint-venture with Samsung, the joint-venture showed limited benefits to Sony actually and provided chances for Samsung to grow instead, forcing the Japanese maker to give up the No. 1 crown with regrets. The integrations between brands and LCD panel production don’t seem successful, and this will be a strategy mirror for Japanese panels to review the importance of the resource integration and the professional tasking when developing OLED TVs. The Korean brand LG has officially put its OLED TV on sale at the beginning of this year, but the elevated costs and significant production complexity cause high selling prices, indicating the OLED TV development is only at the initial stage and the following coopetition and development direction still have large flexibility. WitsView says that Taiwan owns professional manufacturing ability and ample production bases, while Japanese TV brands enjoy great brand reputation and marketing resources in the global market. In the condition of professional task sharing and execution, if manufacturing-oriented Taiwan and marketing-oriented Japan can work together on OLED TV developments, they can save overlapping costs expenditure significantly and perform the complementary effect of “one plus one is greater than two. This kind of combination will hold quite good conditions and compete with the Korean brands who appeal for high integration.
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Aspocomp starts phase two of its plant investment in Oulu Finnish PCB manufacturer company Aspocomp, has been granted a total of EUR 1.35 million in development support by the ELY Center for the implementation of the second phase of its Oulu plant investment.
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Swedish EG Electronics acquires WEAB EG Electronics AB, a KAMIC Group company, has acquired all the shares in WEAB, Wermlands Elektronik AB.
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Romanian EMS provider expands as it relocates Romanian EMS-Electra has successfully finalised the process of relocating to a new building, in the industrial area of Iasi, Romania.
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TI maintains firm grip as world's top analog IC supplier TI's 2019 analog marketshare grew to 19% and ST climbed to fourth place as the top-10 suppliers collectively accounted for 62% of total analog sales.
Big Ass Fans adds third Hentec/RPS machine Complementing the purchase of two Hentec Industries/RPS Automation Vector 300 selective soldering machines in 2018, Big Ass Fans (BAF), a high-volume, low- speed (HVLS) airflow manufacturer, has just added a third machine to its factory in Newman Lake, Washington.
CE3 Electronics Inc. taps MIRTEC for 3D AOI technology Canada-based CE3 Electronics has purchased a MIRTEC MV-6 OMNI 3D AOI machine.
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North American PCB industry sales up 4.3% in April The IPC says that total North American PCB shipments in April 2020 were up 4.3% compared to the same month last year. Compared to the preceding month, April shipments fell 18.2%.
Volkswagen intensifies e-mobility activities in China Volkswagen has initiated the next chapter for its business in China. The automotive giant plans to increase its share in JAC Volkswagen, its joint venture for e-mobility.
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REDCOM EMS expands certification for medical device manufacturing New York-based REDCOM EMS has secured ISO 13485:2016 certification, complementing the company’s existing ISO 9001:2015 and AS9100D certifications.Load more news