Wednesday, December 22, 2010

Sony OLED partners sought! Samsung again bird plum?

In the display manufacturers Sony Japan (Sony) force push, OLED TV is currently flat panel display market is the most popular technology. Recently, Japan media, Sony, in earthen Bowl good governance (RyojiChubachi) said that Sony may seek to manufacture and sell OLED TV in partnership, the common market. This makes their potential partners who is interested in. In LCD TV (LCDTV) panel manufacture and Sony has the depth of cooperation, and in the development of OLED technology also has extremely high achievements of Korea manufacturer Samsung Electronics (SamsungElectronics) whether to have another chance to bird plum, OLED area again with Sony, staged the "double S" combination?

Sony in December 2007 in the Japan market official sales 11-inch OLED TV, thickness about 3, only generic LCD TV 60% of electricity consumption, shocking colors, and next-generation display technology concepts help to push to make it once appeared as well as out of stock situations. Now that the product will enter the United States market in early 2008, and in the United States 2008InternationalCES exhibition attracted global attention from visitors, the current flat panel display market is the most popular technology. This also allows Sony to become the leading in the field of OLED TV, every copy of the foreign firms merit special attention. Recently, President of Sony in a bowl good governance in the Nikkei News (Nikkei), noted that Sony may seek to manufacture and sell OLED TV partner cooperation into the cause, again causing OLED industry wide concern. Obviously, neither Sony seeking partners themselves, or their potential partners who will be on OLED television industry have a significant impact on the development process. However in the Bowl good governance not disclose more details. From Sony's perspective, looking for OLED industry partners have had difficulties. This is because OLED materials and production technology is not yet perfect, OLED Panel volume production of yield are still low, the OLED TV's high price. For example, Sony OLED TV XEL-1 Although only 11 inches in size, but in Japan market sales price reaches 20 million yen (approximately RMB 13000), in the North American market prices reached 2500 dollars (about RMB 18000), this show was too expensive. In addition, although the current OLED TV limelight, but remain large volume production difficulties, service life is uncertain, the OLED screen is susceptible to moisture, and can suffer, and other technical issues. Sony needs to find partners and their joint development, joint investment, risks of doing business. In addition, most importantly, in addition to the Sony recently, Japan's Matsushita, Korea's Samsung, LG, China Taiwan region of crystalline photovoltaic and mainland China, and other manufacturers have focused CHANGHONG into OLED TV's research and development and manufacturing. According to the Institute for extension pu industry (TRI), although in 2007 the OLED TV shipments in approximately less than 4000 or so, the shipping amount only 710 million. But in a large number of inputs to vendors, OLED TV shipments in 2010 will have a more significant growth forecast to 2012 OLED TV shipments will reach 375 million units. OLED TV shipment amount in 2007-2012 will have 234% CAGR, predicted 2012 will have the opportunity to reach 29 billion, and its rapid development velocity anomaly. Especially after Japan three electronic provides the Matsushita Electric (Panasonic), Canon (Canon) and Hitachi (Hitachi) announced the composition of strategic alliances, joint development of OLED Panel business. To the three companies in the consumer electronics market strength, combined with capital and Sony OLED technology, such as further exploiting market alone, the pressure in the future will be very great. Select cooperation and common development is a wise choice.

So, Sony in OLED potential strategic partners who might be? Samsung Electronics is perhaps the most selected people. On the one hand, Samsung Electronics is also actively developing OLED, in the United States 2008InternationalCES exhibition, besides Sony, Samsung SDI has not much to show the largest size 31-inch OLED TV, its Panel module thickness only 4.3mm, equivalent to traditional TFT-LCD one-tenth of the thickness of the Panel modules, and more generally 32-inch LCDTV panel more power, more exquisite picture quality. The visible area of the Samsung OLED technology accumulation is not bad, just can and Sony jointly developed OLED technology challenges. In addition, Samsung and Sony in the LCD has a deep relationship of cooperation, mutual investment to build a LCD Panel plant S-LCD, including a 7-generation factory and a 8-generation factory, and that both parties are discussing jointly invested the second 8-generation plant. If the parties to the cooperation in the field of LCD, OLED area extends is likely. However, Samsung and Sony in addition to cooperation in the field of LCD Panel, in the Terminal market and are very strong brand, there is fierce competition, to seize market share is also no leeway. In those days because Sony still steeped in the telilong CRT unparalleled fine quality, unwilling to face plate and the rise of the tide, as well as lost opportunities of development and LCD TV. In Sharpe and Panasonic LCD and plasma respectively into areas of King, Sony had to turn to foreign aid, joint development of liquid crystal. But for current OLED, the situation is different. Sony has been in this field of research and development for many years, in advance and have a large number of technical accumulation, although now also exist many problems, but Sony might not want to be looking for one like the Samsung this so strong partners, maybe Sony needs is a technically relatively weak, but on the production capacity of enterprises

Industry. The partners who is it?, is a plant, or continent manufacturers?

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