Want to make a big move? Sharp no longer provides TV panels to Samsung LG
[PConline News] In 2016, the biggest news in the global panel industry is undoubtedly Hon Hai’s acquisition of Sharp. This battle, which lasted for almost four years, finally ended in early 2016. Someone once commented that Terry Gou is a person with a clear vision of love and hate. After Hon Hai succeeded in capturing Sharp's success, this seems to be more obvious. Recently, Sharp has announced that it will interrupt the supply of TV panels to manufacturers such as Samsung, LG and Hisense in 2017. However, I feel that Gou is an ambitious person. Of course, this is not a derogatory term. Any successful entrepreneur should have enough ambition. Among them, Samsung should be the first to receive the news. According to statistics, Samsung supplies approximately 10% (5 million pieces) of TV panel demand each year from Sharp. Among them, Sharp is Samsung's sole supplier of 60-inch and 70-inch high-end TV panels. Once the supply is interrupted, there will be no impact on Samsung TV's market layout in 2017. Samsung once asked Sharp to withdraw this decision, and Gou Ming responded with high-profile remarks: "That would increase the panel price by 2 times." It can be seen that Chairman Guo has a firm attitude. In addition to Samsung, South Korea's LG and China Hisense have also been told that Sharp will suspend supply panels in 2017. Perhaps this is one of the reasons why Hisense and TCL have entered into a panel of deep cooperation. Coincidentally, Samsung, LG, and Hisense have all had some disputes with Hon Hai Group. In the global panel industry, Samsung and LG have always been old rivals of the Hon Hai Group. In 2008, Hon Hai's panel maker Chi Mei and another AUO panel factory were always one of the suppliers of Samsung and LG. However, after the financial crisis hit, two Korean companies collectively withdrew their orders, resulting in the loss of the panel industry in Taiwan. heavy. Samsung, on the other hand, took up a market share of about 24.5%, and the industry status was stabilized. Hon Hai wants Sharp Hill to make a comeback At the same time, even in Hon Hai’s acquisition of Sharp, Samsung has also frustrated it. Now it is easy to find the direct search for news of Hon Hai and Samsung. The competition between the two companies is much more intense. However, as an outsider, market competition is originally very cruel, and there is nothing wrong with it. However, as the head of the Hon Hai Group, Gou is naturally emotional towards rival Samsung. Not to mention the acquisition of Sharp after the status of the panel industry is not lost to Samsung, the decision to interrupt the supply of panels is certainly more justified. As for Hisense, the reason is a bit simpler. In 2015, Hisense acquired Sharp's factory in the Americas and won Sharp's brand rights in the Americas and all channel resources. When Hon Hai bought Sharp, he tried to take back the Sharp American plant in Hisense and was rejected. However, if you really think that Gou's decision is to retaliate against competitors, then you are too small to measure the scale of such a big entrepreneur! As I said before, any successful entrepreneur should have enough ambitions. Sharp gave Hon Hai a best chance. Interestingly, this way, Samsung is likely to be like the old rival LGD asking for help. On the one hand, Hon Hai has suspended panel supply from TV makers such as Samsung and LG in 2017. On the other hand, with the support of Hon Hai, Sharp has invested heavily in the construction of a large panel plant in the mainland. Earlier, Hon Hai decided to invest 48 billion yuan in Guangzhou to establish a new large-scale LCD panel factory. Recently, there is definite news that Hon Hai will invest 61 billion yuan in Zengcheng, Guangzhou, to establish an 8K display eco-industrial park and heavily bet 8K panels. The Japan Co., Ltd. factory is the world's earliest mass-produced tenth generation wire panel, and it has always been the pride of Sharp Technologies. According to the latest news, Hon Hai Group has already controlled a 53% stake in Handan Plant and has almost turned this world's top panel plant into a subsidiary of Hon Hai. In recent years, the mainland panel makers BOE and Huaxing Optoelectronics have successively built new high-generation panel production lines, and the competition in the panel industry will become more intense. Hon Hai will focus on building Sharp TV As the father of LCD, Sharp's achievements in LCD technology are not lost to any panel maker. Prior to the acquisition of Sharp by Hon Hai, Sharp had been plagued by financial problems, causing its influence to decline year by year. The reason why Hon Hai was not so bad was that it was so big at the beginning. The purpose was very clear - to return to the dominance of global panel makers. It stands to reason that panel suppliers will not easily reject such large customers as Samsung and LG, but it is only because Goo's ambition is not limited to the panel industry. Along with Sharp's decline, there is the Sharp TV product line. Today, there are only one Japanese TV brand still active in the country. Sharp, on the verge of being forgotten, was finally brought back by Hon Hai at the end of the year. The panel is the core hardware of color TV, occupying more than 70% of the cost of a TV. How can Sharp, who masters the LCD panel's core technology, be willing to only do behind-the-scenes hardware suppliers? After all, Sharp TV has been brilliant for a while. It is reported that Terry Gou has ordered the "Tai tiger plan" to be launched in 2017 Sharp will cancel the supply of Samsung, Hisense and other competitors, from the panel, the assembly to the vertical integration of the brand, to create a one-stop panel. According to news from the new science and technology newspaper, Sharp aims to increase global LCD TV sales to 10 million units in 2017 and 20 million units in 2018. Sharp wants to return to the television industry's leading position, which is Sharp's long-cherished wish. For the Red Sea, it can be described as a double-edged sword. Foxconn has long been known as an OEM for Apple and has since been labeled as a foundry. In fact, Hon Hai tried to get rid of such a label. Sharp TV gave Hon Hai an excellent opportunity. Foxconn's world-class foundry + Sharp panel, which can give Sharp TV enough competition. Summary: Interrupting the supply of panels from Samsung, LG, and Hisense TV makers seems to be a sloppy decision. However, after careful consideration, he can actually see the ambitions of Terry Gou, or Hon Hai, and he wants to return to the leading position in the panel industry and television industry through Sharp. To get rid of the label of the foundry and own its own brand of products, this is what Hon Hai wants to achieve. With such a background willing to invest, Sharp 2017 may really be able to put a big move! Anti-Jamming RC Arc Extinguisher
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