Sony TV + HTC 3D + Liugong

choi

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(1) Jonathan Sobe. Sony Faces Pressure to Pull Plug on TVs; Technology Hardware; News analysis; The Japanese group is struggling to tune into a changed market. Financial Times, Aug 17, 2011.
http://www.ft.com/intl/cms/s/0/309d0d38-c405-11e0-b302-00144feabdc0.html

Quote:

"The television was bright, elegantly designed and – here was the downside – damnably tricky to make. But when Sony engineers learnt to finesse the new Trinitron’s three-cathode tube into place, they created a worldwide hit.

"Sony is not the only Japanese producer to struggle in the flatscreen era: Hitachi, Toshiba, Sharp are among those to have lost market share.

"In the past decade, Japanese technology groups have lost almost a third of their overall market share to Taiwanese and South Korean rivals, according to a survey by CLSA, the independent brokerage and investment group. In televisions the decline has been sharper: Japanese companies make less than 10 per cent of the LCD panels that are the core of modern flatscreen sets, down from half a decade ago and virtually 100 per cent when the technology was first commercialised in the 1990s.

Note:
(a) Trinitron
http://en.wikipedia.org/wiki/Trinitron
(the Trinitron was announced in 1966 to wide acclaim for its bright images, about 25% brighter than common shadow mask televisions of the same era)
(b) 2011 TV Market Outlook Reduced in Latest Forecast. Display Search, July 27, 2011
http://www.displaysearch.com/cps/rde/xchg/displaysearch/hs.xsl/110727_2011_tv_market_outlook_reduced_in_latest_forecast.asp
("Figure 1: Worldwide TV Forecast by Technology" shows that from 2004-2011, cathode-ray tube (CRT) has shrank drastically whereas LCD rocketed)
(c) Riddhi Patel, Vizio Maintains Lead in U.S. LCD TV Market. IHS iSuppli, Feb 24, 2011
http://www.isuppli.com/Display-Materials-and-Systems/News/Pages/Vizio-Maintains-Lead-in-US-LCD-TV-Market.aspx
(top table: in 4Q10, Vizio had 27.6% and Samsung 20.2% of US LCD TV market share; bottom table included plasma display TV, which Taiwan has not made for years; both judged by unit shipments)
(d) Global TV Shipment Growth Improves to 15% Y/Y in Q4’10 as LCD Share Surges/ Display Search, Feb 22, 2011.
http://www.displaysearch.com/cps/rde/xchg/displaysearch/hs.xsl/110222_global_tv_shipment_growth_improves_to_15_y_y_in_q4_10_as_lcd_share_surges.asp

(i) Summary:
* Table 1: Q4‘10 Worldwide TV Shipments by Technology
(LCD 81.8%; PDP 7.3%; CRT 10.8%)
* Table 2: Q4‘10 Worldwide Flat Panel TV Brand Rankings by Revenue Share
(No 1 Samsung 21.4%; 2 Sony 14.2%; 3 LGE 12.7%; 4 Panasonic 8.3%; 5 Sharp 8.1%; Others 35.3%)

(ii) Quote:

"Samsung was the #1 brand on a revenue basis, with a 21.2% share of total global TV revenues and a 21.4% share of global flat panel TV revenues. For the full year 2010, Samsung remained #1 in flat panel TV, although their share fell about a point from 2009 on growth from LGE as well as increases by Japanese brands due to the strong home market. Samsung was the #1 LCD TV brand in Q4’10, and Panasonic was the #1 plasma TV brand. By region, Samsung was #1 in LCD TV unit share in most markets during 2010. However, Chinese brands still dominate the domestic China market, and Vizio moved past Samsung on a volume basis for LCD TVs in North America.

"For 3D TV, Sony was the top 3D LCD TV brand on a unit shipment basis in Q4’10, and Panasonic was the top 3D PDP TV brand. However, in total combined 3D TV shipments across all technologies, Samsung was the leader.

(e) Paul Gray and Deborah Yang, The Final Act: Philips Exits TV. Display Search, Apr 19, 2011 (blog)
http://www.displaysearchblog.com/2011/04/the-final-act-philips-exits-tv/
("Philips announced on April 18 that it is divesting its TV business into a joint venture with TPV. TPV will own 70% and control the operations, and Philips will license out its brand name and own the remaining share. * * * Philips had 3.8% share of the global LCD TV market in 2010")
(f) My comment:
(i) More than a decade ago, I heard that Chinese TV makers were itchy to go abroad. Some plants of theirs were destroyed in 2008 Sichuan earthquake. Still, to date Chinese brands are virtually unheard of putside.
(ii) The LCD industry of Taiwan fought vigorously to catch up with Korea's. It is said that Taiwan purchased at least some technology from Japan. The LCD tuurns out to be a game changer. Old guards cede the stage to newcomers. Nonetheless, thanks to the ties that bind, Japanese have had nothing but admiration for the pluck of Taiwanese.


(2) Jeffrey Wu, HTC Launches Glasses-Free 3D Smartphone in Taiwan. Central News Agency, Aug 19, 2011
http://focustaiwan.tw/ShowNews/WebNews_Detail.aspx?Type=aALL&ID=201108170029
(The HTC EVO 3D is world's second 3D smartphone, after LG launched Optimus 3D on June 16, 2011)

(3) James R Hagerty, China Treads New Turf, Wall Street journal , Aug 16, 2011
http://online.wsj.com/article/SB10001424053111904823804576502470230542978.html

Quote:

"A Syracuse NY dealer for Liugong, "Mr. Coon bought nine of its machines for a total of about $1 million. He hasn't sold any, although a few construction firms have rented the equipment. Many potential customers ask '"Who the heck is Liugong?"' Mr. Coon says.

"Mr. Coon says Liugong uses parts from popular suppliers to the industry, such as Cummins Inc. for engines and Kawasaki Heavy Industries Ltd. for hydraulic pumps. 'The guts of the machine are the same thing everybody else is using."'

Note:
(a) Guangxi Liugong Machinery Co  广西柳工机械股份有限公司 (based in Liuzhou)
(b) For wheel loaders, see Loader (equipment)
http://en.wikipedia.org/wiki/Loader_(equipment)
(A loader (also known as: bucket loader, front loader, front end loader, payloader, scoop loader, shovel, skip loader, and/or wheel loader) is a type of tractor, usually wheeled, sometimes on tracks, that has a front mounted square wide bucket connected to the end of two booms (arms) to scoop up loose material from the ground)
(c) CNH (company)
http://en.wikipedia.org/wiki/CNH_(company)
(incorporated in the Netherlands; created in 1999 through the merger of New Holland N.V. and Case Corporation; stock is listed on the New York Stock Exchange; Headquarters  Burr Ridge, Illinois [a suburb of Chicago]; majority-owned by Fiat Industrial SpA)


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