Japan's display expansion capacity Taiwan panel factory has not yet made an investment
It is reported that the impact of the yen on the depreciation of the US dollar exchange rate emerged, and the world's largest mobile device panel maker, Japan Display, decided to expand production capacity locally.
According to the industry, Japan Display mainly produces low-temperature polycrystalline germanium (LTPS) high-resolution panels, which is also the largest supply chain for Apple's iPhone 5. The technology is relatively mature, and Taiwan's panel makers have not yet invested. In the long run, high-end technologies in this area must still be upgraded.
The Japanese display was led by the Japan Industrial Innovation Agency (INCJ), which merged the small and medium-sized panel business of Sony, Toshiba and Hitachi, and benefited from the depreciation of the Japanese yen. It will be expanded to be located in Chiba Prefecture's high-resolution LCD display factory. Capacity. It is planned to start the project in June.
The industry pointed out that this year is a year of explosive growth of smart phones, which is expected to exceed 800 million. The relevant supply chain is too late to supply. Currently, high-, medium-, and low-end panels are out of stock, so Taiwan panel makers don’t have to worry about it. Japan's display expansion capacity, the competitive pressure of the yen's depreciation, it is worrying that the panel boom cycle will come.
According to the industry, Japan Display mainly produces low-temperature polycrystalline germanium (LTPS) high-resolution panels, which is also the largest supply chain for Apple's iPhone 5. The technology is relatively mature, and Taiwan's panel makers have not yet invested. In the long run, high-end technologies in this area must still be upgraded.
The Japanese display was led by the Japan Industrial Innovation Agency (INCJ), which merged the small and medium-sized panel business of Sony, Toshiba and Hitachi, and benefited from the depreciation of the Japanese yen. It will be expanded to be located in Chiba Prefecture's high-resolution LCD display factory. Capacity. It is planned to start the project in June.
The industry pointed out that this year is a year of explosive growth of smart phones, which is expected to exceed 800 million. The relevant supply chain is too late to supply. Currently, high-, medium-, and low-end panels are out of stock, so Taiwan panel makers don’t have to worry about it. Japan's display expansion capacity, the competitive pressure of the yen's depreciation, it is worrying that the panel boom cycle will come.
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