[FPDI China] Asian Panel Makers Express Strong Interests in Chinese Market
Five world's leading panel makers delivered keynote speeches after greetings from officials of the Chinese government and the Beijing city government at the FPD International CHINA 2010 / Summit and Seminar.
The event took place Dec 10, 2010.
Frank Ko, vice president and general manager of AU Optronics' TV business group, explained that the Chinese TV market is different from the global TV market. Specifically, while global companies such as Samsung Electronics Co Ltd, LG Display Co Ltd and Sony Corp have large market shares in the global TV market, Chinese makers have about 80% market share in the Chinese TV market, he said.
Ko also said that AU Optronics (AUO) can supply more panels to such Chinese makers than any other panel makers and will continue to invest in manufacturing facilities in China. Thus far, AUO has tended to purchase components and produce panels in Taiwan and assemble TVs in mainland China. But the company plans to carry out all the processes in mainland China for the future.
As for products that AUO will focus on, Ko mentioned polarized 3D displays. Japanese and Korean makers own core technologies including chip technologies for 3D displays using a time-sharing method, which are currently mainstream. But AUO can supply all the core technologies necessary for polarized 3D displays, giving a competitive edge to the company, he said.
Jun H. Souk, vice president of Samsung Electronics, said that, from now, panel makers cannot survive just by cutting costs and it is necessary to offer new added values to consumers by employing new technologies. The company is now focusing on themes such as "3D," "interactive," "smart & convenience" and "green."
As for 3D, though there are currently many problems, it will certainly become mainstream, he said. Samsung aims to expand the market by enhancing the drive frequency of panels to 480Hz and enabling to show natural images that can be viewed without special glasses.
In regard to new added values, Souk introduced translucent displays and showed movies to explain how they will be used. To commercialize them, he intends to improve their transmissivity from the current 5% to 20%.
Chengming He, vice president of TCL Corp and president of Shenzhen China Star Optoelectroncis Technology (a joint venture of TCL and a Shenzhen-based state fund), delivered a speech on the current status of the joint venture. It was established in November 2009, and it is now construing a manufacturing plant for the 8.5th-generation LCD panels.
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