Taipei, Wednesday, August 24, 2016 13:19 (GMT+8)
scattered thunderstorms
Taipei
32°C
Digitimes Insight: Japan small- and medium-size LCD panel firms gear up competition
Jason Yang, DIGITIMES Research, Taipei [Tuesday 21 June 2011]

The media in Japan reported the news of an integrated new firm by Sony Mobile Display and Toshiba Mobile Display (TMD) on June 7, 2011. Shipments of small- and medium-size panels of the new firm could exceed Sharp and become the world's largest panel maker. This will also retrieve the lost market shares from South Korea- and Taiwan-based competitors. However, Sharp has been shifting production and market strategies by using its 8G production line (2,160mmx2,460mm, monthly production capacity of 100,000 glass substrates) to produce small- and medium-size panels and will incept the production of oxide semiconductor TFT. Therefore, even if Sony Mobile Display and TMD complete integration, their largest production line is only 4.5G, and it would be difficult to compete with Sharp in the Japan market.

Hence, the integration between Sony Mobile Display and TMD is not only to gain market share of the high-end small- and medium-size TFT LCD panels, but also to improve on the technology and production schedule of AMOLED where South Korea-based firms are the market leaders. The new firm has been anticipated to combine the AMOLED and oxide semiconductor TFT technology development by Sony Mobile Display and the production capacity of LTPS TFT LCD by TMD to bring Japan-based firms to the leading position in such technologies. In addition, some media in Japan stated that Sony and Toshiba anticipate the semi-official investment foundation for promoting industries to provide JPY 1 trillion (US$12 billion) to fund the new integrated company. The foundation will hold 70-80% of the new company's shares and the government will direct the development of the company. Sony and Toshiba have refused to verify the news.

Overall, Sony and Toshiba might integrate the current panel technology and capacity through government funding to gain significant market share. However, difficulties still exist for Sony and Toshiba to lead the industry due to aggressive capacity expansion by Sharp and low prices by Taiwan-based panel makers.

Realtime news
  • IEI Integration sees increased orders for lottery terminals from Gtech

    IT + CE - Stockwatch | 53min ago

  • Taiwan market: Philips launches Hue 2.0 smart LED lighting

    LED | 58min ago

  • Taiwan July manufacturing production index up, says MOEA

    Bits + chips | 59min ago

  • Taiwan market: Acer, CHT jointly launch smart mobile office solutions

    Mobile + telecom | 1h 2min ago

  • China-based selfie app vendor Meitu plans IPO in HK, says paper

    Mobile + telecom - Newswatch | 1h 4min ago

  • Digitimes Research: China firms to share up to 30% of 2016 global fingerprint sensor shipments

    Bits + chips | 1h 8min ago

  • TSMC 28nm utilization rate to fall on slowdown in Intel orders

    Bits + chips | 1h 20min ago

  • Digitimes Research: Qualcomm to extend lead in smartphone AP market

    Bits + chips | 1h 24min ago

  • Prices for handset peripheral chips falling

    Bits + chips | 2h 5min ago

  • Taiwan premier worried about lack in investment in emerging industries

    Before Going to Press | Aug 23, 21:20

  • China-based smartphone vendor Meitu plans to offer IPO in Hong Kong in 4Q16

    Before Going to Press | Aug 23, 21:19

  • Taiwan July manufacturing production index up, says MOEA

    Before Going to Press | Aug 23, 21:19

  • Nvidia unveils Tegra Parker mobile SoC

    Before Going to Press | Aug 23, 21:18

  • HTC to take part in TGS 2016

    Before Going to Press | Aug 23, 20:26

  • Innolux, AUO to showcase 100-inch TV panel, AMOLED panels at Touch Taiwan 2016

    Before Going to Press | Aug 23, 20:25

  • Digitimes Research: China mobile AP shipments increase 8% in 2Q16

    Before Going to Press | Aug 23, 20:23

  • Vendors mostly adopt on-board memory in Apollo Lake notebooks, say Taiwan makers

    Before Going to Press | Aug 23, 20:13

  • Sharp plans to buy back TV business operations in US, Europe

    Before Going to Press | Aug 23, 20:09

  • TSMC orders equipment for NT$7.69 billion

    Before Going to Press | Aug 23, 20:07

Pause
 | 
View more
IFSEC
Trends and forecasts for the China FPD industry, 2014-2017
The transition to 4k TV - UHD TV market forecast, 2014-2017
  • Wireless broadband developments in Southeast Asia markets

    As of 2013, the 10 ASEAN nations had a total of over 700 million mobile subscriptions, with the CAGR from 2003-2013 reaching 24%. This Digitimes Research Special Report analyzes the various mobile broadband markets in ASEAN and looks at the respective trends in 4G LTE development for those markets.

  • 2015 global tablet demand forecast

    This Digitimes Research Special Report provides a 2015 forecast for the global tablet market and analyzes the strategies of key market players such as Google, Apple, Intel, and Microsoft.

  • 2015 China smartphone panel trend forecast

    This Digitimes Research Special Report analyzes the strategies of key China-based major panel makers BOE, Tianma and IVO for attacking the different market segments through technology and pricing, and their relationship to local vendors Huawei, Lenovo, ZTE, Xiaomi and Coolpad.