ディスプレイサーチ 日本事務所は アジア各国のLCD TVパネルメーカの提携・合弁事業の最新動向を掲載した特別レポート、Asian LCD TV Panel Maker Alliances and Joint Ventures Analysis Report を3月下旬に発刊しました。本記事では掲載内容の一部をご紹介します。

■掲載レポート■
Asian LCD TV Panel Maker Alliances and Joint Ventures Analysis Report （1回配信）

【掲載提携メーカ】
国内外8組
Sony-Sharp, Sony-Samsung, Hitachi-IPS Alpha-Canon-Panasonic, Samsung-LG Display, JVC-Funai, Sharp-Pionee & Sharp-Toshiba, HannStar-LG Display, PVI-BOE Hydis

【掲載内容】
・アジア各国のTFT LCDメーカの関係 ※本記事の図1に該当　
・LCD TFTパネルメーカ別 生産能力及び見通し （2007-2009年）
・LCD TV トップ10ブランド 出荷実績及び将来予測 （2006-2010年）
・LCD TVパネルメーカ⇔ブランド 調達相関
・提携・合弁メーカ別の詳細情報 （上記8組）
・今後の提携・合弁事業のシナリオ

DisplaySearch, the worldwide leader in display market research and consulting, recently released a new topical report called Asian LCD TV Panel Maker Alliances and Joint Ventures Analysis Report that explains how changing alliances and joint ventures among Asian TFT LCD panel makers is creating new opportunities for the flat panel display and TV industries. In the last year, many new relationships have been formed including alliances, mutual investments and supplier agreements, as shown in Figure 1. These new relationships are impacting fab expansion plans and timing, supplier-assembler-brand relationships, panel allocation by market segment and brand, regional supply strategies and more.

※詳細データを当該レポートにてご確認ください。ご購入者様には担当アナリストから最新市況・メーカ別動向などのさらなる補足説明もいたします。サンプルご希望はこちらまで

DisplaySearch’s Asian LCD TV Panel Maker Alliances and Joint Ventures Analysis Report, authored by Vice President David Hsieh, covers the most critical strategic analysis behind the multiple relationships among the Asian LCD TV panel suppliers, TV brands and OEMs. The LCD TV panel supply and allocation relationships in 2007 and 2008 expectations are revealed in the report as well as the LCD TV brands’ 2008 and 2009 business plan and strategies. The report’s findings are based on an analysis of key industry players’ relationships providing various scenarios and perspectives for the FPD and TV industries.

Other key findings in the report include

• Samsung and Sony have aggressive strategies to each capture 20% share of worldwide LCD TV market, driving them to purchase more LCD TV panels from others panel makers and OEM TV makers, especially from Taiwan suppliers.
• Among the top five brands, Sharp has the lowest Y/Y growth rate and has allocated more of its fabrication of LCD panels to external customers. The most significant is Sony.
• The most impacted TFT LCD panel makers by the Sony-Sharp joint venture will be Samsung, AUO and CMO. These three will have to re-assess their customer base when considering an investment in Gen 10 fabrication facilities.
• DisplaySearch estimates that the Sharp Gen 10 glass substrate size will be 2880 × 3130 mm, which will provide better economic cuts of 40" and 46“ panels for Sony than previous candidate sizes. 2880 × 3130 mm is also optimum for 57” and 65” panels produced 8-up and 6-up, respectively.
• Through the S-LCD joint venture of Sony and Samsung and their focus on the 40” and larger TV market, the two companies have successfully grown the 40” and larger LCD TV market, extended their brand recognition and market share and applied significant pressure on other TV brands.
• DisplaySearch estimates that the recently announced IPS Alpha Gen 8 fab will focus on 32” and 46” panels, as well as 52” LCD TV panels for Panasonic.
• Through the KDIA (Korea Display Industry Alliance), Samsung and LG Display (formerly known as LG.Philips LCD) will develop a complicated and delicate relationship covering their product plans, components and new fabs.
• Through the alliance of Pioneer and Sharp, as well as Pioneer’s announcement to retreat from plasma panel manufacturing, Pioneer will begin LCD TV manufacturing with assistance from Sharp.
• JVC will supply LCD TVs made at their Mexico plant to Funai, while JVC will market LCD TVs in Europe produced by Funai’s Poland plant. Meanwhile, the two will possibly co-develop LCD TVs in the future.
• DisplaySearch expects more joint ventures and alliances in the future, especially among smaller LCD TV panel makers seeking investments in expensive Gen 7 and Gen 8 fabs.