Recently, Sony Corporation of Japan and Samsung Electronics of South Korea have successively announced that they will terminate the joint venture LCD TV panel business by the end of January next year. It is reported that Samsung Electronics will purchase Sony's S-LCD stake in the panel factory jointly invested by the two companies (about RMB 6 billion), and has signed a contract to accept shares held by Sony. The acquisition will be at the end of January next year. Pay before. Single Phase Ammeter,Energy Meter,Digital Energy Monitor,Led Ammeter zhejiangjinyidianqiyouxiangongsi , https://www.jooeei.com
Sony plans to switch to manufacturers in Taiwan and other places to purchase low-cost LCD panels to reduce the cost of about 50 billion yen per year and strengthen its competitiveness in the TV business. It is expected that Sony’s loss from the sale of shares, including exchange losses, will be approximately 66 billion yen.
S-LCD was established in 2004 by Sony and Samsung Electronics to produce large LCD TV panels. According to reports, since the second half of 2008, the global environment has been affected by the weak economic situation in Europe and the United States, and the development of the LCD TV industry has so far, the penetration rate in major markets has reached a high point, and the overall market demand for LCD TVs has begun to slow down, resulting in The LCD panel is in a serious oversupply situation. The company has suffered losses for seven consecutive quarters, with a cumulative loss of $6 billion. Sony's market share in LCD TVs also fell from the original world number one to the current third. Therefore, Sony and Samsung Electronics decided to purchase all of Sony’s shares in S-LCD.
The industry believes that the end of the S-LCD cooperation business has a positive and negative effect on Samsung Electronics. Due to the joint venture relationship of S-LCD, Sony can control 19% of the panel production capacity of Samsung Electronics. However, with the end of the cooperation, the production capacity will all return to Samsung Electronics. For Samsung Electronics, the surge in capacity and how to effectively deal with it are also related. Will accompany you. In response, Samsung Electronics plans to reduce the production of large-scale TV LCD panels that have fallen sharply due to oversupply, while increasing the output of small mobile machines that have recently seen a sharp increase in sales.
The industry said that in the future, Sony's strategy for panel procurement will have higher autonomy, cooperate with the market positioning of terminal TV products, and carry out low, medium and high-level strategic procurement for different markets and product lines. It is expected that Sony will also purchase in the future. Panels produced by Sharp, Samsung Electronics, LG and Taiwanese companies. According to South Korea, LG has begun to contact Sony in order to supply products in the future.
In addition, Samsung Electronics also said it will acquire a 50% stake in its Samsung LED to strengthen its competitiveness in the LED business. Samsung Electronics has designated the LED business as one of the top five growth drivers in the future. If Samsung Electronics acquires Samsung LED, it is expected to create more multiplier effects.