Taipei, Tuesday, August 22, 2017 00:21 (GMT+8)
scattered thunderstorms
Taipei
33°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.

Topics: Page 2

Realtime news
  • Intel soon to debut Coffee Lake CPU

    Before Going to Press | 2h 24min ago

  • Compal to sell stake in China JV in near future

    Before Going to Press | 2h 33min ago

  • HTC announces US$200 cut for Vive

    Before Going to Press | 2h 47min ago

  • Mitac to invest in India-based IT manufacturer

    Before Going to Press | 3h 4min ago

  • Chroma Ate to enjoy strong demand for VCSEL testing in 2018

    Before Going to Press | 3h 35min ago

  • China PCB firms step up capacity expansion

    Before Going to Press | 3h 37min ago

  • Digitimes Research: China smartphone shipments fall 11.8% in 2Q17

    Before Going to Press | 3h 43min ago

  • Rising graphics card demand to buoy backend houses profitability in 2H17

    Before Going to Press | 3h 43min ago

  • Qualcomm developing 3D depth sensing technology

    Before Going to Press | 3h 44min ago

  • Global 2Q17 NAND flash market posts 8% growth, says DRAMeXchange

    Before Going to Press | 4h 27min ago

Pause
 | 
View more

China AMOLED panel capacity expansion forecast, 2016-2020

RESEARCH EXTRAS | Jun 8, 15:37

This Digitimes Research Special Report examines the China AMOLED industry, focusing on the expansion capacity of the makers, the current implementation plans of major smartphone vendors in the market and the technological hurdles faced by China's makers.

Taiwan server shipment forecast and industry analysis, 2017

TAIWAN MOBILE DEVICE | May 31, 10:20

According to surveys and analyses conducted by Digitimes Research, revenues generated from sales of server motherboards, servers, storage systems and related network system equipment by Taiwan-based vendors rose 4.8% on year to reach NT$555.8 billion (US$18.79...

China smartphone market and industry – 2Q 2017

CHINA SMARTPHONE | Aug 18, 14:38

Digitimes Research estimates smartphone shipments to the China market in the second quarter of 2017 totaled 94.1 million units, maintaining a similar level to that seen in the first quarter of 2017 but down 11.8% on year.

Taiwan LCD TVs – 2Q 2017

TAIWAN DISPLAY SYSTEM | Aug 14, 11:13

Taiwan TV makers' shipments to some of their China-based clients were weakened by rising LCD panel prices in the second quarter of 2017, during which shipments to China's financially-troubled LeEco had mostly stopped.

Taiwan large-size LCD panels – 2Q 2017

TAIWAN LCD PANEL | Aug 10, 15:30

The large-size LCD panel market has reached maturity, and no significant growths are expected for Taiwan's makers in 2017.

Yilan Science Park
Global AP demand forecast, 2017-2020
Global notebook shipment forecast, 2017 and beyond
  • China AMOLED panel capacity expansion forecast, 2016-2020

    This Digitimes Research Special Report examines the China AMOLED industry, focusing on the expansion capacity of the makers, the current implementation plans of major smartphone vendors in the market and the technological hurdles faced by the China makers.

  • Global AP demand forecast, 2017-2020

    Digitimes Research expects global AP shipments to surpass the 1.9 billion mark in 2017, with smartphones remaining the main application. Qualcomm will be leading the market in 2017, as other players continue playing catch up and scramble for funds to invest in more diverse applications.

  • Global notebook shipment forecast, 2017 and beyond

    This Digitimes Special Report examines key factors in the notebook industry, including products, vendors and ODMs, that will affect total shipments in 2017 and through 2021.