Hon Hai tus ntse yuav loj-tsim OLED panels. Tsis tsuas yuav smartphones nrog phiaj tsev OLED panels yuav muag no lub caij nplooj zeeg, tab sis kuj vam tias yuav zom rau hauv cov kua iPhone khoom saw thiab lwv nrog Samsung thiab LG rau OLED vaj huam sib luag txiav txim.
Nyob rau ntawm daim ntawv tshaj tawm nyiaj txiag lub hli dhau los ntawm lub Xya hli ntuj 31, Sharp Vice President Nomura tau hais tias Sharp tau pib ua cov haujlwm OLED hauv lub Rau Hli, thiab Sharp smartphones nrog cov khoom siv hauv tsev OLED yuav raug muag rau lub caij nplooj zeeg.
Raws li Asahi Shimbun, Ntse tau tso nyiaj ntawm billions ntawm yen nyob rau hauv txoj kab hluav taws xob OLED ntawm Mie Plant thiab Handan Factory. Lub vaj huam sib luag ntawm OLED yuav raug ntsia rau ntawm tus qauv siab kawg ntawm nws tus kheej AQUOS, thiab nws yuav tsum tau ua kom pom qhov zoo ntawm cov vaj huam sib luag ntawm OLED. Nyob rau hauv lub neej yav tom ntej, nws yuav raug muag mus rau lwm lub tuam txhab xws li Apple thiab mainland smartphone factories.
Ntse nthuav dav Apple lub iPhone khoom saw zog
Hon Hai yeej ib txwm yog cov chaw tsim ua lub ntsiab ntawm Apple's iPhone khoom. Yog tias ntse yuav nkag mus rau Apple supply chain tom qab hnyav loj ntawm OLED panels, nws tuaj yeem pab Hon Hai ua tiav lub hom phiaj ntawm cov kev lag luam hauv One-stop, uas yuav pab txo Hon Hai tus nqi kom zoo thiab txhim kho. Cov nyiaj paj tau paj.
Qhov tseeb, Kua tseem xav txhawb cov neeg muag khoom tshiab sab nraud ntawm cov khoom siv hauv tsev kawm ntawv kom muaj kev sib fwm sib txuas lus thiab kis tau zoo.
Samsung tau lub ntsiab lag luam ntawm OLED cov ntxaij lim dej rau Apple's iPhones, nrog rau tus nqi ntawm 90% nyob hauv lub ntiaj teb me me thiab nruab nrab ntawm cov lag luam OLED vajtse. Txawm li cas los, kev ua lag luam taug xaiv, txhawm rau tiv thaiv cov khoom ntawm OLED panels, Kua kuj yog tas mus txuas nrog LG thiab Suav manufacturers BOE.
Txawm li cas los xij, raws li Kauslim Teb cov ntawv tshaj tawm, txawm hais tias cov koog me me thiab nruab nrab ntawm OLED tau ua los ntawm LG tau dhau qhov pib daim ntawv pov thawj ntawm cov kua, pom ntawm cov khoom qis tsis tshua muaj, nws yuav tsis tuaj yeem muab khoom pub rau xyoo tshiab no. Nyob rau hauv cov ntaub ntawv ntawm Apple lub loj hlob xav tau rau OLED panels, Sharp qhov loj ntau lawm ntawm OLED panels yuav pab tau lub "ib zaug-starning" ntawm Apple lub khoom saw.
Qhov tseeb, ntxiv rau lub vaj huam sib luag ntawm OLED, Sharp lub zog hauv cov koob yees duab yees tsis muaj peev xwm ua tsis tau.
Kantatsu, lub subsidiary ntawm Sharp, yog tus ua lag luam ntawm smartphone lub koob yees duab lo ntsiab muag nyob rau hauv Nyiv. Yuav kom tsim kho qhov muag tshiab, Kua pib pib nrog Kang Dazhi nyob rau hauv 2013. Xyoo 2013, Apple tau tshaj tawm cov lag luam kev ua lag luam nyob rau hauv Japanese lub lag luam rau Lub Yim Hlis 2, 2016, thiab ntau tus neeg Nyij Pooj tau hais txog lub sijhawm ntawd nrog Kang Dazhi.
Taiwan xov xwm kev tshawb fawb hais tias nyob rau hauv lub xov tooj ntse koob yees duab tam sim no, Da Liguang cov khoom nyob rau hauv high-end lo ntsiab muag account rau txog 60%. Tom qab Sharp tus tshaaj ntawm Kangdazhi ua lag luam, ntxiv rau qhov feem ntawm lwm cov kab muag kho tshuab lens thib ob, Hon Hai siv tau qhov no los sib tw nrog Taiwan tus Da Liguang rau iPhone xaj kom ntxiv dag zog rau nws txoj hauj lwm nyob rau hauv cov khoom muag kua.
Ntse muaj yav tas los hais tias nws tau yuav lo ntsiab muag los ntawm Kangdazhi thiab ua cov koob yees duab modules rau kev muag khoom. Kev koom tes ntawm ob yuav ua kom Sharp lub koob yees duab module ua lag luam kom muaj kev sib koom ua ke ntawm qhov chaw ntawm cov khoom tsim kom tiav cov khoom tsim.
Cov nyiaj khwv tau los rau lub quarter sib law liag ntawm kev loj hlob Lub yim hli ntuj muab cov nqi yuav tawg
Khwv nyiaj thawj lub quarter (Lub Plaub Hlis - Lub Rau Hli 2018) tau txais nyiaj tshaj tawm tom qab lub Xya Hli 31 qhia tias cov nyiaj tau muab los ua ke tau nce mus txog 533.8 billion yen, nce 5.4% ntawm tib lub sij hawm xyoo tas los, thiab kev nce qib tau nce rau lub quarter sib law liag. Tau pom zoo ua hauj lwm nyiaj ntawm 24,8 billion yen, ib qho kev nce ntawm 45% nce tib lub sij hawm xyoo tas los, thiab tau txais nyiaj rau yim lub quarter sib law liag.
Tshwj xeeb, Sharp cov kev tshaj tawm hauv kev lag luam (Hauv TV, qhov loj loj hauv lub LCD thiab qhov chaw loj me thiab loj nruab nrab ntawm phab ntsa) tau pom 15.4% txo tau nyiaj rau lub quarter rau 211.1 billion yen, thiab qhov nyiaj nce 55.6% mus 10.5 ni . IOT Electronic Components Division (lub koob yees duab modules thiab cov tshuab hluav taws xob) nyiaj tau nce 33.6% rau 111.2 billion yen, kev khiav hauj lwm nyiaj poob 43.5% rau 900 lab yen; ntse lub tsev sector (lub zog daws teebmeem, kev sib txuas lus IOT) thiab kev lag luam ib puag ncig ntawm kev lag luam) nce li 15.6% rau 150.5 billion yen, nyiaj nce ntxiv los ntawm 19.9% mus rau 11,8 billion yen; cov lag luam ua lag luam tsim lag luam yog nce li ntawm 8.9% mus rau 78.6 billion yen, qhov chaw khwv tau nyiaj ntau tshaj 20.7% rau 3.6 billion yen.
Ntsig qhov kev ua tau zoo rau lub xyoo (Plaub Hlis 2018-2019) yuav tsum nyob tsis hloov. Cov nyiaj tau muab faib ua ke yuav tsum nce ntxiv li ntawm 19.1% xyoo-rau-xyoo rau 2.89 trillion yen, thiab cov nyiaj tag nrho yuav nce 22.1%. 110 billion yen (qhov kev sim ntawm 1 Asmeskas nyiaj tawm tsam 102 yen).
Nws to taub tias tom qab Sharp tau tso tawm nws cov nyiaj tau tshaj tawm, cov nqi khoom qis qis heev 7.16% thaum lub Yim Hli 1 thiab kaw thaum 2,770 yen, teem ib lub siab tshiab hauv ib hlis thiab ib nrab.
Nws to taub tias ntxiv rau ntau lawm ntawm OLED panels thiab nyiaj txiag cov ntaub ntawv mus rau cov xov xwm zoo, kev tshwm sim ntawm Sharp txawb xov tooj kuj ntxiv hluav taws kub mus rau tus nqi npaj.
Raws li cov ntaub ntawv tso tawm los ntawm Japanese IT daim ntawv ntsuam xyuas lub tuam txhab, Sharp, uas yog swb Sony rau xyoo 2017 raws li tus kwv tij ntawm cov Japanese hauv xov tooj, txuas ntxiv mus ua txoj kev nyob rau hauv 2018. Nyob rau hauv thawj ib nrab ntawm 2018, Sharp lub lag luam qhia tawm hauv lub tshuab ua lag luam hauv tshuab nyob rau hauv Nyij Pooj mus txog 25.9%, nrog ib 6.1 feem pua taw tes kom zoo dua rau suppress Sony (19.8%) hauv thawj qhov chaw. Lub thib peb ntawm qeb Huawei muaj ib qho lag luam tawm ntawm 18.4% nyob rau hauv lub tshuab ua lag luam hauv Nyiv.
