Taipei, Friday, May 6, 2016 05:04 (GMT+8)
thunderstorms
Taipei
28°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
  • SPIL April revenues down on-year

    Bits + chips | 7h 11min ago

  • KYEC posts record April revenues

    Bits + chips | 7h 11min ago

  • PTI to buy factory building from Epistar for NT$620 million

    Bits + chips - Stockwatch | 7h 13min ago

  • PCB firm Apex reports increased April revenues

    Bits + chips | 8h 49min ago

  • Sinbon Electronics sees increased April revenues

    IT + CE | 8h 54min ago

  • Digitimes Research: China vendors ship 128.6 million smartphones globally in 1Q16

    Mobile + telecom | 9h 10min ago

  • HMI to see strong rebound in 2Q16, says report

    Bits + chips - Stockwatch | 9h 12min ago

  • Global Unichip net profits rise over 40% in 1Q16

    Before Going to Press | 7h 26min ago

  • Faraday looks to 17-22% revenue growth in 2Q16

    Before Going to Press | 7h 26min ago

  • Yageo April revenues rise on-year

    Before Going to Press | 7h 28min ago

  • TSMC to begin tape-out of 10nm A11 chips for Apple in 2H17

    Before Going to Press | 7h 28min ago

  • Catcher Technology nets NT$5.40 per share for 1Q16

    Before Going to Press | 8h 55min ago

  • Largan Precision April revenues up on month, down on year

    Before Going to Press | 9h 7min ago

  • Taiwan market: Huawei Technologies unveils smartphone

    Before Going to Press | 9h 24min ago

  • Quanta Storage nets NT$0.33 per share for 1Q16

    Before Going to Press | 9h 26min ago

  • Getac Technology April revenues down on month, up on year

    Before Going to Press | 9h 26min ago

  • Genesis Photonics to buy back 10 million shares

    Before Going to Press | 9h 27min ago

  • Systex posts 1Q16 net EPS of NT$0.38

    Before Going to Press | 9h 28min ago

  • China vendors offer entry-level 3G smartphones equipped with Intel platform at US$28-33

    Before Going to Press | 9h 28min ago

  • Posiflex Technology nets NT$1.75 per share for 1Q16

    Before Going to Press | 9h 29min ago

  • Shuttle to decrease capital by 30%

    Before Going to Press | 9h 29min ago

  • SAS posts 1Q16 net EPS of NT$0.36

    Before Going to Press | 9h 30min ago

Pause
 | 
View more

Taiwan server shipment forecast and industry analysis, 2016

RESEARCH EXTRAS | Apr 1, 15:47

Strong demand from the cloud computing market helped Taiwan's server shipments grow 12.5% on year to break 10 million units in 2015, accounting for 90.7% of worldwide shipments and the percentage is expected to grow to 91.1% in 2016. This Digitimes Research Special...

China smartphone touch-panel industry 2016 forecast

CHINA SMARTPHONE | Feb 6, 17:23

In 2016, China's smartphone panel capacity is expected to increase steadily, with BOE and Tianma expanding 6G capacity and GVO and Truly Optoelectronics increasing their share of handset panel production. This Digitimes Research Special Report analyzes the key...

Taiwan small- to mid-size LCD panels – 1Q 2016

TAIWAN LCD PANEL | May 4, 15:05

A strong earthquake caused serious damage to Taiwan-based panel makers' production facilities in the first quarter, resulting in decreased shipments. But their shipments will rise in the second quarter as they recover from the damage.

Taiwan LCD TVs – 1Q 2016

TAIWAN DISPLAY SYSTEM | Apr 29, 14:01

Taiwan's LCD TV shipments decreased 28.2% sequentially and 1.7% on year to reach 7.35 million units in the first quarter of 2016.

Taiwan LCD monitors - 1Q 2016

TAIWAN DISPLAY SYSTEM | Apr 27, 13:37

Taiwan makers saw relatively strong sales in the first quarter of 2016, which helped their inventory return to healthier levels.

Innodisk Corporation
Wireless broadband developments in Southeast Asia markets
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.