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>> LG Display CEO hired Sony LCD panel 7th,July,2017
With the Sharp and Sony strategic alliance after the joint venture gradually formed, the Korean panel maker LG Display also intends to consolidate the panel source Japanese business Sony waved. According to South Korea's media Korea Times, Kwond Young-soo, chief executive of LG Display, said he expects Sony to take the initiative to negotiate with the company to buy panel supplies. However, Kwon also pointed out, but this does not mean that Sony is now immediately to LG Display to buy the panel, all the time to be mature.
In terms of panel size, Kwon clarified that the company is currently maintaining its 40-inch panel as its main strategy and said it will invest in 8-generation expansion. Kwon said he believes that Sony is eager to Sharp Union, consolidate the 60-inch panel supply strategy, so he was very hesitant. In the Samsung Electronics (Samsung Electronics) and Taiwan and other panel makers to delay the 8-generation line of investment in the case, 2008 ~ 2009 global panel market downturn is not falling.
In addition, the Japanese plant together, the outside world often speculated whether the Korean factory will work together. Kwon pointed out that LG Display is currently negotiating with Samsung to supply the final stage of the 37-inch panel, and he believes that Korean panel makers do need to maintain a sound partnership.
The report said, LG Display currently no 10-generation line of investment plans. With the company intends to increase investment in the 8-generation line compared to 10 on behalf of the line to cut 60-inch level panel for priority. In the high amount of investment, 60-inch panel market demand is unknown before, only Sharp and recently invested Sony, 10-generation investment to build.
However, Dow Jones (Dow Jones) reported that investment institutions Lehman Brothers (Lehman Brothers) analyst James Kim pointed out that although some panel manufacturers with its current 7-generation line or 8-generation line equipment level, in the next 1 ~ 2 years to maintain competitiveness, however, towards the 10-generation line is more able to ensure that manufacturers maintain the advantages of price competitiveness.
Although the 10-generation line is mainly cut 60-inch panel-based, but also at a lower cost, cutting 40-inch panel capacity. This is one of the reasons why Sony is actively trying to build a 10-generation line with Sharp.
Analysts believe that although Samsung has enough financial resources to build a 10-generation line, but the Taiwan plant if you have the opportunity to cooperate with Samsung to build 10-generation line, to create a win-win feasibility is also not acceptable; However, another analyst suggested that if Taiwan factory is interested in looking for strategic partners to have Panasonic TV Panasonic Panasonic, more feasible, although for now, Panasonic to invest in IPS Alpha 8-generation line for the priority panel supply sources, but if the future 60 inches Level TV LCD panel with the 10 generation line, the cooperation with the Taiwan plant can also share the cost of investment.
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