日本大廠松下(Panasonic)宣布將于 2014年3月停產(chǎn)電漿電視;放棄無法營利的業(yè)務(wù)一直是2012年始任松下總裁的津賀一宏(Kazuhiro Tsuga)優(yōu)先必辦事項之一,不過退出時程比原先預(yù)期早了一年。
近年來,衰弱的電視業(yè)務(wù)是許多日本消費性電子大廠的棘手問題,包括松下在內(nèi);據(jù)統(tǒng)計,松下的電視業(yè)務(wù)部門在過去兩個會計年度,已經(jīng)讓該公司凈虧損150億美元。去年,松下電視業(yè)務(wù)部門的營業(yè)虧損達到885億日圓(約9.13億美元)。
日本廠商是開發(fā)電漿電視的先驅(qū),但日立(Hitachi)已經(jīng)在2008年退出電漿電視市場,一年后Pioneer也退出,只余松下孤軍奮戰(zhàn)。松下在本世紀初決定在專門生產(chǎn)電漿電視的Amagasaki廠投資5,000億日圓,但當(dāng)時液晶技術(shù)已經(jīng)成為全球平面電視市場主流。
津賀是第一個對電漿是否優(yōu)于液晶技術(shù)提出質(zhì)疑的松下高層,他在2012年接受日本某雜志媒體訪問時還描述了他自己在家里做的一個實驗──2011年4月他接管虧損的松下電視業(yè)務(wù),就在家里各放了一臺松下電漿電視與競爭對手的液晶電視,以消費者的角度來進行比較。
他表示:“我跟我太太每天都看這兩臺電視,我太太因為是松下支持者,就說電漿電視好象比較好,但我并沒有看到很明顯的差異?!彼上乱呀?jīng)停止了電漿電視新產(chǎn)品的開發(fā),但仍將繼續(xù)銷售庫存產(chǎn)品,據(jù)了解在下一個財務(wù)年度就會清空。
而津賀也一直強調(diào),若任何業(yè)務(wù)在三年內(nèi)無法達到5%的營業(yè)利潤,就會放棄;他也逐漸玻璃一些所謂的非核心資產(chǎn)。例如松下上個月已宣布同意出售生產(chǎn)血糖監(jiān)測機、電子紀錄維護設(shè)備的醫(yī)療照護業(yè)務(wù),買主是美國私募基金業(yè)者KKR & Co.,總價16.7億美元。
本文授權(quán)編譯自EE Times,版權(quán)所有,謝絕轉(zhuǎn)載
編譯:Judith Cheng
參考英文原文:Panasonic Kisses Plasma Goodbye,by Junko Yoshida
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Panasonic Kisses Plasma Goodbye
Junko Yoshida
TOKYO — Call it the end of an era. Panasonic will stop producing plasma TV panels by March 2014.
Ditching the unprofitable business had been high on Panasonic President Kazuhiro Tsuga's to-do list since he took office last year, but the exit will be made a year sooner than had been predicted.
In recent years, the weakening TV business has stalked Japan's many ailing consumer electronics companies, including Panasonic. Its TV division has contributed to the company's $15 billion of net losses over the past two fiscal years. Last year, that division posted an operating loss of 88.5 billion yen ($913 million).
Japanese manufacturers were ground breakers in the development of plasma TV. But with the handwriting on the wall, Hitachi left the plasma panel business in fiscal 2008. Pioneer called it quits a year later, leaving Panasonic as the last company to abandon plasma screens.
Especially damaging to Panasonic's business was its decision to invest more than 500 billion yen in its plasma-focused Amagasaki facility in the mid-2000s, when LCD panels were already dominating the flat-panel TV market worldwide.
Tsuga earned his reputation by becoming the first Panasonic executive to question openly if plasma screens were visibly better than LCD panels. In a 2012 essay that appeared in the reputable monthly publication Bungei Shunju, Tsuga described a personal experiment at home. Soon after taking over the money-losing TV unit in April 2011, he had a Panasonic plasma TV and a rival brand's LCD TV installed in his home to compare them from the consumer's viewpoint. "My wife and I watched them every day. My wife, who was probably rooting for Panasonic, said that plasma TV might be a little better. But I didn't see a discernible difference."
Panasonic has halted development of new plasma TVs. It will continue selling them -- reportedly until next fiscal year, when inventory is expected to run out.
Tsuga has been outspoken about shutting down any division that fails to meet a 5 percent operating margin within three years. He is also offloading so-called noncore assets. Panasonic agreed last month to sell its healthcare business, which makes blood sugar monitoring devices and electronic recordkeeping systems, to the US private equity firm KKR & Co. for $1.67 billion.
責(zé)編:Quentin