Comments on: The Influence of Sony’s Investment in Sharp’s LCD TV Panel Factory

By: leo salvador

leo salvador — Sat, 06 Mar 2010 14:31:27 +0000

i plan to buy a new tv at the of this month ,but i did not know what is the best brand of tv do i buy the size of my room is 4×3 meters. can you help me on this matter

By: David Hsieh

David Hsieh — Mon, 07 Apr 2008 09:50:45 +0000

LG Display, one of the largest LCD TV panel makers, announced today (2008/4/7) that it will form a strategic alliance wit Skyworth, one of the leading television makers in China. The alliance will be focusing on the LCD TV backend module co-operation since Skyworth will invest in LG Display’s LCD module lines in Guangzhou in the southern China where most of the Skyworth’s LCD TV assembly lines are located. Meanwhile, both companies will set up a joint R&D center. The alliance of LGD and Skyworth is viewed to be positive for both companies in terms of the panel supply and marketing risk sharing, especially for LCD TV market in China. However, LG Display also sells many LCD TV panels to other China TV companies therefore it will be interesting to see the reactions of other LG Display’s Chinese customers. Besides with Skyworth, many words circulating in Asia are also indicating that LG Display is planning to form an alliance with AmTRAN or Vizio. Apparently, LG Display is trying to get more friends to explore the market opportunities as well as share the risk, especially when the others (such as Samsung and Sony, Sony and Sharp, Panasonic and Hitachi) are getting together.

By: Paul Gray

Paul Gray — Sat, 15 Mar 2008 14:06:29 +0000

I wonder if the are seeing the first signs that Sony and Sharp sense that the ‘bigger is better’ driver of LCD TVs to consumers is ending. Fundamental issues of space (home size) and consumer preference mean that there is a finite size limit, regardless of pricing. Maybe it’s sooner rather than later?

By: Richard Clode

Richard Clode — Tue, 11 Mar 2008 15:34:23 +0000

Further developments in Japan include Toshiba sourcing panels from Sharp’s planned 10G fab and Matsushita investing heavily in IPS Alpha to fund a new 8G fab. Both are customers of LG Display and the Taiwanese. Without strong in-house brands I think pure panel makers will see more volatility as significant new supply comes onstream from 2009 and demand for LCD TVs matures. Interestingly Sharp is indicating it plans to be competitive at 40″ with its 10G fab. This is the first time I have heard of a new generation fab competing with prior generations and not just moving to larger size TVs although is remains to be seen whether this strategy will be cost competitive.