According to overseas news, September 22nd, announced a major operation strategy of Sony, the first pre adjustment for TFT LCD panel division, pointed out that the Sony radio equipment department president Mu Mu Cheng told the Financial Times interview, TFT LCD is not enough to solve the dilemma, is currently considering the expansion of the overall production capacity of S-LCD and Samsung the joint venture company, or by the acquisition strategy to obtain the panel supply, while increasing attention as electronic base in Asia can not be ignored, Taiwan. The fitness of Taiwan LCD factory and the critical moment, coupled with the current universal, Sony is the most likely acquisition object Taiwan factory, then triggered the industry and many even want to, and seriously consider the possibility of establishing triangular cooperation relationship between Sony and Samsung, Taiwan factory.
Although Sony executives revealed only do not rule out buying other panel factory, Miyakawa household electric network company Sony group and the thin display career minister is visiting Taiwan, stressed that the Sony has yet to purchase any TFT LCD factory plan, the relevant information with the Taiwan panel Wuhu did not meet with the Sony, and also to the conservative attitude for Mu Mu Cheng said. However, the industry has suffered difficulties in the field of cooperation with LCD in the field of Sony and Samsung, as well as the potential benefits of Sony to seek cooperation and sparked heated discussion.
In fact, SONY and Samsung on LCD cooperation embarrassed, because both sides are competitors in the LCD market, and the market share gap between the two sides is expanding year by year, therefore, signs on the LCD manufacturing and brand have a conflict of interest, LCD distribution and supply has become a big problem Sony facing, especially Sony in 2004 in the global LCD TV market brand also finished second, behind SHARP (Sharp), but in 2005 it was quickly PHILPS (Philips) and Samsung after falling, ranking fourth in the world, therefore, as soon as possible to find adequate TFT LCD source, but in the LCD market decline Sony, has become a pressing matter of the moment, while the merger plant is one of the options panel. Sony regardless of the final decision is to continue to invest and expand the capacity of S-LCD, or is decided through a merger with LCD to make sure that the sources of supply, the industry is most concerned about the merger, if the Sony to LCD plant, each selected opportunity how high? Industry positive, anti opinion are, opinions vary.
Some optimists argue that Sony enhanced 20 - 32 inch LCD screen in the product line, need therefore, merger objects must be with more than five generation line of TFT LCD manufacturers, under this condition, the manufacturer's chances of a fairly large.
But the opposite view of the industry believes that the acquisition of Sony production line TFT LCD manufacturers difficulty, I am afraid than to continue to cooperate with Samsung difficulty is higher, the main problems of resources and the distribution of benefits of migration to product balanced with major international TFT LCD production and accessories manufacturers.
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