The first generation of the domestic LCD panel 10-generation line led by Foxconn has become the target of competition. Whether Shenzhen can create the advantage of the right place and the people, and the 10th generation line will be settled. People will wait and see.
Guo Taiming went to Japan six times in February
On May 10, at the groundbreaking press conference of Foxconn Shanghai Headquarters Building, Foxconn President Guo Taiming first revealed the news of the panel's 10th generation line to the outside world.
Guo Taiming said that he went to Japan six times in the last two months and lived in Japan for more than one month. Signed an agreement with Sharp Corporation to jointly build the 10th generation line of LCD panels.
On March 27th, Sharp announced in Japan that Taiwan Hon Hai Group invested 5.2 billion yuan to acquire Sharp's 10% stake and became Sharp's largest shareholder. Since then, people have speculated that Guo Taiming and Sharp cooperate to continue to travel to Japan. According to media reports, Foxconn will invest 800 million US dollars in the Sharp 10th generation line. As a conditional exchange, Foxconn will obtain half of the capacity of Sharp's 10th generation line, and Sharp will also increase its proportion in the Foxconn OEM TV business. Recently, it has been reported that Foxconn will push mobile phones with Sharp and enter the field of communication.
On May 10, Guo Taiming said that he had an intensive visit to Japan, mainly to investigate Sharp's 10th generation line factory and technology, and negotiate a cooperation agreement. Foxconn will own half of Sharp's 10th generation line. Guo Taiming said that according to the practice of Japanese companies, signing such an agreement requires at least three months of procedures. But he asked Sharp to produce results in a week, to promote project cooperation to accelerate progress.
Foxconn intends to upgrade LCD panel technology
Technically less than South Korea's Samsung, Apple iPad needs to purchase Samsung precision LCD panels, is a big knot in recent years. In particular, at the end of 2010, due to the “manipulation panel priceâ€, four companies including Chi Mei and AUO in Taiwan and LG in South Korea were severely punished by the European Union. Among them, Chi Mei punishes 300 million euros, and Guo Taiming rebuked Samsung as a "stained witness."
There is also an important knot. In the competition of the Asian Tigers, Taiwan and South Korea are currently the biggest competitors in the global electronics manufacturing industry, and Samsung is the largest competitor in the electronics industry. Samsung's ubiquity in manufacturing, semiconductors and LCD panels, and Guo Taiming's demise as "state capitalism" is the biggest obstacle for Foxconn to become the champion of global manufacturing technology companies.
Taiwan's electronics foundry has overtook South Korea, but it has lost to South Korea in semiconductors and LCD panels. Taiwan’s Taiwan’s UMC and TSMC’s chip foundry have been robbed by South Korea’s Samsung. The LCD panel headed by Foxconn Chi Mei is also not as good as Samsung.
Foxconn Chi Mei has mastered the basic manufacturing technology of LCD panels, and has a relatively large market share in low-end products such as computers, mobile phones, and televisions, but in-plane switching technology (IPS), low-temperature polysilicon technology (LTPS), and metal oxide semiconductors. New panels such as (IGZO) are not as good as Samsung. In these technical fields, Japan Sharp is the originator of liquid crystal technology, leading Samsung. In particular, the higher-tech LCD panel 10 generation line, only one line of Sharp. Sharp's Kameyama 8th generation line can meet more than half of Sharp's own panel demand, and the utilization rate of the 10th generation line has never exceeded 50%. This year, with Sharp's LCD TV shipment target lowered by 20%, its capacity utilization rate It has dropped to around 30% and obviously needs more support from external orders. Sharp's huge losses are also a rare opportunity for Foxconn to take over the 10th generation line. Because Japanese companies are known for their technology and quality, they rarely transfer manufacturing and technology to people.
Guo Taiming raised the cooperation with Sharp to the height of the new model of cooperation between Japan, Taiwan, the mainland and the United States. The industry refers to this model as the United States.
Foxconn's 10th generation line is not only a larger device, but also a larger cutting panel, but an overall improvement in technology.
Can Shenzhen win the 10th generation line?
Guo Taiming revealed that Shanghai has already expressed its willingness to introduce the 10th generation line.
Previously, Sharp and Nanjing also had an intention to invest in the 10th generation line. However, after Foxconn dominated the 10th generation line, Nanjing has already considered it no play.
Beijing, Chengdu, Guangzhou, Hefei and other cities are very aggressive in the field of LCD panels, and the 10th generation line also attracts their attention.
Shenzhen has already made a first-best move to the LCD panel industry. It has already built the first 8.5-generation line in China. It will be a hesitant decision for Foxconn's 10th generation line. It will be the key to the problem.
At the beginning of Foxconn's production panel, it plans to invest in LCD panel production lines in Shenzhen. Due to technical restrictions in Taiwan and other reasons, only a five-generation line was built. Later, Chi Mei’s 7.5-generation line in Foshan was acquired. The plan to invest in the 8.5-generation line has not been approved.
From all aspects, Foxconn's 10th generation line is most beneficial in Shenzhen. Shenzhen is a global manufacturing base for electronic products such as computers and mobile phones. The color TV industry is also an internationally competitive industry. It is the largest use of LCD panels. The construction of the 10th generation line will further improve the electronics industry chain in Shenzhen. From the group to the Chi Mei, Foxconn has accumulated rich experience and mature technology in the field of LCD panels, and its investment ability is not doubtful, and the success will be greater. Foxconn started from Shenzhen and can be regarded as a local enterprise in Shenzhen. The number of employees in Shenzhen is 500,000. Shenzhen naturally has priority conditions. However, since 2010, Foxconn's industry has accelerated its internal migration. In just two years, it has built new production bases in Chengdu, Zhengzhou, Chongqing, Tianjin, Changsha and Nanning. The Zhengzhou base has reached 200,000 a year, Chengdu. The base also has more than 100,000 people. Foxconn has more choices.
It is said that the 10th generation line investment will reach 35 billion yuan.
Foxconn's 10th generation line is the one who will fall into Shenzhen. People will wait and see.
Guo Taiming went to Japan six times in February
On May 10, at the groundbreaking press conference of Foxconn Shanghai Headquarters Building, Foxconn President Guo Taiming first revealed the news of the panel's 10th generation line to the outside world.
Guo Taiming said that he went to Japan six times in the last two months and lived in Japan for more than one month. Signed an agreement with Sharp Corporation to jointly build the 10th generation line of LCD panels.
On March 27th, Sharp announced in Japan that Taiwan Hon Hai Group invested 5.2 billion yuan to acquire Sharp's 10% stake and became Sharp's largest shareholder. Since then, people have speculated that Guo Taiming and Sharp cooperate to continue to travel to Japan. According to media reports, Foxconn will invest 800 million US dollars in the Sharp 10th generation line. As a conditional exchange, Foxconn will obtain half of the capacity of Sharp's 10th generation line, and Sharp will also increase its proportion in the Foxconn OEM TV business. Recently, it has been reported that Foxconn will push mobile phones with Sharp and enter the field of communication.
On May 10, Guo Taiming said that he had an intensive visit to Japan, mainly to investigate Sharp's 10th generation line factory and technology, and negotiate a cooperation agreement. Foxconn will own half of Sharp's 10th generation line. Guo Taiming said that according to the practice of Japanese companies, signing such an agreement requires at least three months of procedures. But he asked Sharp to produce results in a week, to promote project cooperation to accelerate progress.
Foxconn intends to upgrade LCD panel technology
Technically less than South Korea's Samsung, Apple iPad needs to purchase Samsung precision LCD panels, is a big knot in recent years. In particular, at the end of 2010, due to the “manipulation panel priceâ€, four companies including Chi Mei and AUO in Taiwan and LG in South Korea were severely punished by the European Union. Among them, Chi Mei punishes 300 million euros, and Guo Taiming rebuked Samsung as a "stained witness."
There is also an important knot. In the competition of the Asian Tigers, Taiwan and South Korea are currently the biggest competitors in the global electronics manufacturing industry, and Samsung is the largest competitor in the electronics industry. Samsung's ubiquity in manufacturing, semiconductors and LCD panels, and Guo Taiming's demise as "state capitalism" is the biggest obstacle for Foxconn to become the champion of global manufacturing technology companies.
Taiwan's electronics foundry has overtook South Korea, but it has lost to South Korea in semiconductors and LCD panels. Taiwan’s Taiwan’s UMC and TSMC’s chip foundry have been robbed by South Korea’s Samsung. The LCD panel headed by Foxconn Chi Mei is also not as good as Samsung.
Foxconn Chi Mei has mastered the basic manufacturing technology of LCD panels, and has a relatively large market share in low-end products such as computers, mobile phones, and televisions, but in-plane switching technology (IPS), low-temperature polysilicon technology (LTPS), and metal oxide semiconductors. New panels such as (IGZO) are not as good as Samsung. In these technical fields, Japan Sharp is the originator of liquid crystal technology, leading Samsung. In particular, the higher-tech LCD panel 10 generation line, only one line of Sharp. Sharp's Kameyama 8th generation line can meet more than half of Sharp's own panel demand, and the utilization rate of the 10th generation line has never exceeded 50%. This year, with Sharp's LCD TV shipment target lowered by 20%, its capacity utilization rate It has dropped to around 30% and obviously needs more support from external orders. Sharp's huge losses are also a rare opportunity for Foxconn to take over the 10th generation line. Because Japanese companies are known for their technology and quality, they rarely transfer manufacturing and technology to people.
Guo Taiming raised the cooperation with Sharp to the height of the new model of cooperation between Japan, Taiwan, the mainland and the United States. The industry refers to this model as the United States.
Foxconn's 10th generation line is not only a larger device, but also a larger cutting panel, but an overall improvement in technology.
Can Shenzhen win the 10th generation line?
Guo Taiming revealed that Shanghai has already expressed its willingness to introduce the 10th generation line.
Previously, Sharp and Nanjing also had an intention to invest in the 10th generation line. However, after Foxconn dominated the 10th generation line, Nanjing has already considered it no play.
Beijing, Chengdu, Guangzhou, Hefei and other cities are very aggressive in the field of LCD panels, and the 10th generation line also attracts their attention.
Shenzhen has already made a first-best move to the LCD panel industry. It has already built the first 8.5-generation line in China. It will be a hesitant decision for Foxconn's 10th generation line. It will be the key to the problem.
At the beginning of Foxconn's production panel, it plans to invest in LCD panel production lines in Shenzhen. Due to technical restrictions in Taiwan and other reasons, only a five-generation line was built. Later, Chi Mei’s 7.5-generation line in Foshan was acquired. The plan to invest in the 8.5-generation line has not been approved.
From all aspects, Foxconn's 10th generation line is most beneficial in Shenzhen. Shenzhen is a global manufacturing base for electronic products such as computers and mobile phones. The color TV industry is also an internationally competitive industry. It is the largest use of LCD panels. The construction of the 10th generation line will further improve the electronics industry chain in Shenzhen. From the group to the Chi Mei, Foxconn has accumulated rich experience and mature technology in the field of LCD panels, and its investment ability is not doubtful, and the success will be greater. Foxconn started from Shenzhen and can be regarded as a local enterprise in Shenzhen. The number of employees in Shenzhen is 500,000. Shenzhen naturally has priority conditions. However, since 2010, Foxconn's industry has accelerated its internal migration. In just two years, it has built new production bases in Chengdu, Zhengzhou, Chongqing, Tianjin, Changsha and Nanning. The Zhengzhou base has reached 200,000 a year, Chengdu. The base also has more than 100,000 people. Foxconn has more choices.
It is said that the 10th generation line investment will reach 35 billion yuan.
Foxconn's 10th generation line is the one who will fall into Shenzhen. People will wait and see.
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