日前，臺灣鴻海集團宣布與日本液晶顯示器(LCD)制造龍頭夏普結盟。鴻海出資669.05億日元(約新臺幣238億元)，取得夏普10.95%股權，成為夏普最大單一股東。鴻海集團董事長郭臺銘也以個人名義入股位于大阪市的夏普十代面板廠Sharp Display Products(SDP)，夏普未來計劃將SDP約46.48%的股權，轉讓給郭臺銘及其他投資法人，總價格為660億日圓(約新臺幣235億元)。未來鴻海將向夏普市十代廠采購面板及模塊，鴻海未來采購比重將占該廠總產(chǎn)能的一半。 目前有三家廠商被授權生產(chǎn)蘋果的視網(wǎng)膜顯示器，夏普是其中一家，另外兩家是韓國三星和LG。由于顯示器短缺，蘋果一直無法滿足市場對于其新款iPad的需求。迄今為止，只有三星電子有能力大批量生產(chǎn)這種顯示器。 據(jù)報道，這是鴻海集團繼入股奇美電后，又一次在面板業(yè)重要布局，將勢力延伸至品牌，為臺灣面板業(yè)“聯(lián)日抗韓”跨出一大步。鴻海新聞稿指出，未來不排除也讓夏普入股，雙方交互持股。面板業(yè)內人士解讀，鴻海的動作，除了解除夏普資金問題，也同步掌握夏普、索尼兩大品牌的電視系統(tǒng)組裝代工訂單，利用夏普的技術，爭取更多蘋果訂單。

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日企為什么還沒緩過來？ 當前全球前四大面板業(yè)者依序是韓廠LGD、三星、奇美電與友達，奇美電與夏普結盟后市占率提高為20%，逼近三星的25%，LGD為31%。 像其它液晶顯示器廠商一樣，夏普也面臨顯示器需求增長放緩和平均銷售價格(ASP)下跌的困擾。三星剝離了液晶顯示器業(yè)務，并使之成為一個獨立的部門，以專注于開發(fā)OLED——利潤更高的新型面板技術。 夏普的新任社長奧田隆司對《紐約時報》表示： 面對日圓升值和多變的商業(yè)環(huán)境，我們必須采取行動。一切從開發(fā)、設計、生產(chǎn)、銷售再到民服務，這種做法不再可行。與商業(yè)伙伴聯(lián)手以增加自己在市場中的競爭力，這對于我們更加重要。 據(jù)《紐約時報》，由于來自三星等外國同業(yè)的競爭，夏普、索尼和Panasonic這三家日本主要電視生產(chǎn)商預計今年虧損170億美元。 據(jù)市場調研公司IHS iSuppli，2月份液晶顯示器的總體價格趨于穩(wěn)定。這意味著2月跌幅小于前幾個月。 “最近四個月價格平均下跌0.5%，表明市場正在恢復穩(wěn)定。從2011年8月到10月，大尺寸面板的價格每月平均下滑3-4%。大尺寸面板是指10.x英寸以及更大的面板，”IHS iSuppli公司在報告中表示。 編譯：Luffy Liu 本文授權編譯自EBN Online，版權所有，謝絕轉載 參考英文原文：Foxconn Shores Up Display Supplies, by Barbara Jorgensen

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{pagination} Foxconn Shores Up Display Supplies Barbara Jorgensen Hon Hai Precision Industry, parent of EMS provider Foxconn Electronics Inc. and a leading supplier to Apple Inc. (Nasdaq: AAPL), is taking a 10 percent stake in Sharp Electronics Corp. in an effort to shore up a source of liquid crystal displays. Sharp is one of three display makers, in addition to Korea's Samsung and LG, that are licensed to manufacture Apple's new Retina displays. Apple has been unable to meet demand for its new iPad because of a shortage in displays. So far, only Samsung Electronics Co. Ltd. (Korea: SEC) has been able to produce the trademarked displays in volume. Hon Hai/Foxconn will invest $808 million in Sharp, making it the top shareholder of the Japanese company. Sharp, like other LCD makers, has been suffering from slowing demand of the displays and lower ASPs. Samsung has spun its LCD business off into a separate unit in order to focus on the development of OLEDs, a new, higher-profit panel technology. Sharp's new president, Takashi Okuda, told The New York Times: We needed to take action, as we face a strong yen and a rapidly changing business environment. It’s no longer an option to do everything from development, design, manufacturing, marketing and customer service. It’s more important for us to collaborate with business partners to be competitive in the market. Sharp, Sony, and Panasonic, Japan’s three main TV makers, expect to lose $17 billion this year, hit by competition from foreign rivals led by Samsung, according to the NYT. Overall pricing for LCDs stabilized in February, according to market research firm IHS iSuppli. That stabilization means prices fell less rapidly than in prior months. "The last four months have seen decreases averaging 0.5 percent -- indicating the arrival of stability in a market that saw pricing contract by 3 to 4 percent per month from August to October of 2011 for large-sized panels, defined as those sized 10.x inches and larger," IHS iSuppli reports.