本帖最后由 choi 于 6-8-2015 15:35 编辑
(1) Bruce Einhorn and Jungah Lee, LG’s Slim Screens Get Slimmer. Bloomberg BusinessWeek, June 8, 2015
www.bloomberg.com/news/articles/ ... screens-get-slimmer
Note:
(a) summary underneath the title in print: The company is spending billions on high-end TV displays
(b)
(i) BOE Technology. Chinese Champion 中国投资, undated
www.chinese-champions.com/boe-technology/
("The BOE Technology Group Co, Ltd [京东方科技集团股份有限公司] formerly known as Beijing Orient Technology Group, was founded in 1993. It is headquartered in Beijing and it is a subsidiary of the Beijing Orient Investment and Development Company Limited. The Group is a non-governmental company * * * BOE is the biggest high-tech company in the FPD (Flat Panel Display) industry in mainland China and the world's sixth biggest company in the panel display industry")
(ii) Chinese Champion (home page)
www.chinese-champions.com/
("The study [Chinese Champion] is a collaborative project of the Technische Universität München (TUM) and Munich Innovation Group")
(c) Taiwan also has its makers of OLED and AMOLED. How they are doing, I do not know.
(2) Samsung | The Soft Succession; As he gradually takes the reins of the South Korean conglomerate, Lee Jae-yong will have an even tougher job than his father did when he took over 28 years ago. Economist, May 23, 2015
www.economist.com/news/business/ ... yong-will-have-even
My comment:
(a) Do not read text. View the two charts only. LG Electronics’ ratio of net profit over revenue is so slim. Apple is an exception, as electronics companies, generally speaking, have small ratio (due to fierce competition worldwide), but LG's net profit is way too little, relative to irs revenue. That is LG Electronics, whose products are televisions, mobile devices and home appliances (according to Wikipedia).
(b) LG Display and LG Electronics are, among others (LG does not make semiconductors), subsidiaries of LG Group.
en.wikipedia.org/wiki/LG_Corporation
(table)
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