Japanese Media: Tuam Tshoj Striding Ua Ib Pawg Txawb Xov Tooj Ntxiv
May 22, 2018
Panels rau smartphones yeej ib txwm yog lub tsev hauv paus ntawm Japanese thiab Kauslim tuam ntxhab, tab sis lub xub ntiag ntawm Suav vaj huam sib luag ua tau zoo tuaj. Tuam Tshoj tsim yim lub xov tooj txawb xov tooj nyob rau hauv ob xyoos, thiab ntau tshaj 5 lub chaw tsim khoom tshiab tau teem tseg rau ob xyoo tom ntej. Tuam Tshoj tus vaj huam sib luag yuav tsis tuaj yeem ua kom muaj peev xwm ntau lawm, tab sis tseem nce qhov nqi ntawm cov khoom tiav. Suav tuamyeem 'ua lag luam sib faib khoom rau 30%. Thaum muaj kev lag luam hauv kev lag luam, txhawm rau ntes nrog Nyiv thiab Kaus Lim qab teb, Suav vaj huam sib luag tuam txhab lag luam txuas ntxiv mus ua lag luam nyob rau hauv cov khoom nrog kev nkag siab ntawm poob.
"Txij thaum pib ntawm ib xyoo dhau los, qhov ntau ntawm cov khoom tsim tau zoo dua tuaj." Peb tau pom tseeb tias qhov kev ua haujlwm kom tiav thiab kev tivthaiv kev tivthaiv tau mus txog theem siab, "tus muag khoom ntawm lub tuam txhab Japanese tau txais kev pab. Lub tuam txhab khoom siv khoom siv ua kua Crystal vaj huam sib luag rau Suav Tianma Microelectronics 'Xiamen cog.
Nws tau tshaj tawm tias lub Hoobkas uas tau muab tso rau hauv kev ua lag luam nyob rau thaum xaus ntawm 2016 yog pib hauv cov teeb meem nrog huab hwm coj ntau ntawm cov ntsiab lus siab LCD panels thiab tau xa rov qab los ntawm qee tus suav xov tooj txawb manufacturers. Lub Tianma Group tau muab cov neeg ua hauj lwm los ntawm NEC cov kua qoob loo coj los ua xyoo 2011. Cov nroj tsuag tau tsim cov khoom tsim tawm thiab nce nws cov qoob loo.
Raws li daim ntawv soj ntsuam ntawm IHS Markit, cov khoom xa tuaj ntawm Tianma cov chaw ua haujlwm me me thiab nruab nrab (2017 cov txiaj ntsim tau los) tau $ 3.7 billion, loj tshaj 66% xyoo-rau-lub xyoo. Boeing Technology Group (BOE) kuj nce ntxiv ntawm 26% ntawm ib xyoo. Kev sib koom ua lag luam ntawm Suav vaj huam sib luag tau txog li 30%, thiab nws tau nce mus rau theem sib xws rau Japanese tuam txhab xws li Nyiv Zaub (JDI) thiab Sharp.
Kev xav txog LCD panels, Japanese manufacturers xws li Sharp thiab Casio Computer tau pib kev sib tw ua haujlwm thiab lawv cov kev siv tau nthuav los ntawm cov tshuab computer monochrome los xim TV. Nyob ib ncig ntawm lub xyoo 2000, South Kauslim thiab lwm cov tuam txhab tsim tau sai heev. Nyiv lub IBM tau muag cov lag luam ua lag luam rau Taiwanese cov lag luam hauv xyoo 2001. Nrog rau qhov no raws li lub sijhawm, cov tuam txhab loj Japanese electromechanical tuam txhab tau pib los txo lawv txoj haujlwm.
Nyob rau hauv Nyiv, JDI thiab Sharp, tsim los ntawm rau electromechanical tuam txhab uas muag, yog koom hauv cov kua siv lead ua kua. Muab piv rau cov vev tsom loj uas siv hauv cov TV, cov me me thiab nruab nrab lub vojvoog rau cov xov tooj ntawm tes, cov tshuab computer, thiab cov ntawv siv automotive muaj qhov chaw ua haujlwm hauv high-txhais. Cov tuam txhab Japanese tau maj mam txav los ntawm qhov loj me me mus rau nruab nrab thiab me me. Niaj hnub no, nyob rau hauv cov kev pabcuam ntawm tsoomfwv cov nyiaj, cov tuam txhab suav uas pheej txuas ntxiv qhov kev sib koom ua lag luam nyob hauv lub tuam txhab loj-loj loj kuj tseem tabtom nias zog thiab nyuab zog hauv cheeb tsam me me thiab nruab nrab.
South Kauslim lub Samsung Electronics tau hloov nws lub hom phiaj ntawm LCD mus rau ib tiam tshiab ntawm cov organic EL panels ntev dhau los. Txawm li cas los xij, Suav tuam txhab xws li BOE thiab CSOT kuj tsim LCD thiab organic EL vaj huam sib luag factories, ze ze ntawm Samsung.
"Qhov tseeb lub luag haujlwm ntawm Suav cov tuam txhab yog tsuas yog kwv yees li 20%," said technical personnel los ntawm Japanese-funded electromechanical lub tuam txhab rau Huaxing Optoelectronics. Hauv Suav teb, tsoom fwv hauv zos muab nyiaj txiag txhawb los ntawm kev siv nyiaj los tsim cov khoom lag luam ntau tshaj plaws. Los ntawm LCDs rau cov xov tooj ntawm tes thiab xov tooj ntawm tes rau cov organic EL factories, nws tau hais tias nws muaj peev xwm muab tau pua pua billions nyiaj hauv kev pab nyiaj "subsidies." Lub
Txawm li cas los xij, tus vaj huam sib luag Suav kuj muaj qaug zog. Vim hais tias cov neeg tseem ceeb hu ua Huawei lub xov tooj txawb thiab lwm cov chaw lag luam hauv domestic, qhov kev ua tau zoo kom ua tau kom muaj kev ruaj khov ntau lawm tau los ua ib qho teeb meem thiab nws yog qhov nyuaj uas tau txais los ntawm Apple's iPhone hauv Tebchaws Meskas.
Yav dhau los, Suav pheej ua lag luam txuas ntxiv mus txuas ntxiv, thiab Suav teb xov tooj txawb nrog cov lag luam muaj kev lag luam kuj tsim tau sai. Lub vaj huam sib luag yog ib qho tseem ceeb ntawm lub xov tooj ntawm tes, BOE thiab Tianma thiab lwm lub vaj huam sib luag ua tau nce cov khoom xa tuaj. Txawm li cas los xij, kev lag luam xov tooj suav Suav, uas tau tsav cov kev lag luam hauv xov tooj thiab cov neeg siv khoom ua ke, tau qis tshaj theem kev sib tw rau plaub lub xyoo dhau los. Suav vaj huam sib luag ua tau zoo uas ua tiav cov tsev lag luam tshiab tseem txhawj xeeb txog kev tiv thaiv. Yuav ua li cas kom cov muag khoom ntxiv rau Nyiv, Tebchaws Asmeskas, Kaus Lim Kauslim thiab lwm cov lag luam hauv xov tooj cua nyob rau yav tom ntej yuav yog qhov tseem ceeb rau kev loj hlob.
Cov cuab yeej ntawm cov khoom lag luam tau tshaj tawm los ntawm Nyiv mus rau South Kauslim, Taiwan, thiab tam sim no nws yog kis mus rau mainland Tuam Tshoj. Nrog loj loj nyiaj raws li keeb kwm, Suav mainland manufacturers nrog lub zoo dua ntawm lig pib mus rau master kev siv tshuab, Japanese, Kauslim thiab Taiwan tuam txhab yuav tsis muaj peev xwm kom ntseeg tau zoo.
