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О как - сони с самсунгом объединяются, а лыжи с филипсом...

Автор: Beaverage
Дата: 22.09.03, @11:11

для производства LCD панелей. Срочно сдавайте ЭЛТы.

06:44 22Sep2003 RTRS-UPDATE 2-Samsung, Sony say mulling LCD panel venture

(Adds analyst comment, TOKYO dateline)
SEOUL/TOKYO, Sept 22 (Reuters) - South Korea's Samsung Electronics Co Ltd <05930.KS> and Japan's Sony Corp <6758.T> said on Monday they were considering a joint venture for liquid crystal display (LCD) panels for televisions and computers.
"If signed, it would be a win-win strategy for both of them," said Song Myong-sup, an analyst at Meritz Securities in Seoul.
"Samsung also wants to protect itself from a potential supply glut of flat panels in the future by securing a solid customer base and Sony will help it out."
The possible joint venture comes as Samsung, the world's second-largest maker of LCD panels, plans to invest 20 trillion won ($17 billion) in new production lines for liquid crystal displays by 2010.
Sony, the world's largest consumer electronics maker, would get a steady supply of flat screens for products it considers a key growth area for its struggling electronics division.
"We are reviewing various methods of cooperation, including a joint venture, but no detailed decision has been made yet," Samsung said in a filing to the Korea Stock Exchange.
Sony spokeswoman Mina Naito said the company was in talks with several firms including Samsung about a possible tie-up in flat panels, but no decision had been made.
Sony has launched a major offensive against rivals in the fast-growing market for flat-panel TVs, aiming to capture a bigger slice of a market that it has lagged in.
Unlike rivals Sharp Corp <6753.T>, Samsung and Matsushita Electric Industrial Co Ltd <6752.T>, Sony is totally reliant on outside suppliers for LCD panels, but in May it said it wanted its own line of large, TV-use LCD panels.
Sony is expected to seek an alliance with an existing display manufacturer rather than come up with the entire $2 billion yen a new LCD plant is estimated to cost.
"Sony wants to secure a big, stable and price-attractive supply channel, and South Korean companies appear most suitable at the moment as they have the technology to make big panels efficiently," said Meritz's Song Myong-sup.
A joint venture would not be new for Sony. Last year, it invested five billion yen ($45 million) in a plasma display unit of NEC Corp <6701.T> to ensure a steady supply of the flat panels used in large televisions.
Spurring the LCD panel boom is a rapidly growing market for slim televisions. Analysts estimate replacement demand for LCD televisions will hit 31.9 million units in 2007 from just 1.7 million units last year.
Global display makers, betting on a recovery in the IT industry, are investing over $26 billion in new plants that promise to cut costs sharply by cutting the panels from larger plates of glass.
LG.Philips LCD, a 50-50 joint venture between South Korea's LG Electronics Inc <66570.KS> and the Netherlands' Philips Electronics NV <PHG.AS>, is the world's top LCD maker.
LG.Philips has a 22 percent share of the global market for LCD displays, ahead of Samsung with 19 percent and Taiwan's AU Optronics Corp <2409.TW> with 12 percent, analysts said.
Shares in Samsung, Asia's most valuable technology issue, dropped 3.84 percent to 413,500 won as of 0202 GMT and Sony tumbled 3.95 percent to 4,130 yen.
($1=111.69 Yen)

Сообщения в ветке

О как - сони с самсунгом объединяются, а лыжи с филипсом... -- Beaverage -- 22.09.03@11:11 (Чит.: 165)

Ага, сдавайте! Можно мне сдавать что нибудь 29-34. Мыло сверху (-) -- MAX -- 22.09.03@14:40 (Чит.: 87)
Перевод... -- Beaverage -- 22.09.03@13:37 (Чит.: 123)

' для производства LCD панелей. Срочно сдавайте ЭЛТы.
' 
' 06:44 22Sep2003 RTRS-UPDATE 2-Samsung, Sony say mulling LCD panel venture
' 
'  (Adds analyst comment, TOKYO dateline)
'     SEOUL/TOKYO, Sept 22 (Reuters) - South Korea's Samsung Electronics Co Ltd <05930.KS> and Japan's Sony Corp <6758.T> said on Monday they were  considering a joint venture for liquid crystal display (LCD) panels for televisions and computers.
'     "If signed, it would be a win-win strategy for both of them," said Song Myong-sup, an analyst at Meritz Securities in Seoul.
'     "Samsung also wants to protect itself from a potential supply glut of flat panels in the future by securing a solid customer base and Sony will help it out."
'     The possible joint venture comes as Samsung, the world's second-largest maker of LCD panels, plans to invest 20 trillion won ($17 billion) in new production lines for liquid crystal displays by 2010.
'     Sony, the world's largest consumer electronics maker, would get a steady supply of flat screens for products it considers a key growth area for its struggling electronics division.
'     "We are reviewing various methods of cooperation, including a joint venture, but no detailed decision has been made yet," Samsung said in a filing to the Korea Stock Exchange.
'     Sony spokeswoman Mina Naito said the company was in talks with several firms including Samsung about a possible tie-up in flat panels, but no decision had been made.
'     Sony has launched a major offensive against rivals in the fast-growing market for flat-panel TVs, aiming to capture a bigger slice of a market that it has lagged in.
'     Unlike rivals Sharp Corp <6753.T>, Samsung and Matsushita Electric Industrial Co Ltd <6752.T>, Sony is totally reliant on outside suppliers for LCD panels, but in May it said it wanted its own line of large, TV-use LCD panels.
'     Sony is expected to seek an alliance with an existing display manufacturer rather than come up with the entire $2 billion yen a new LCD plant is estimated to cost.
'     "Sony wants to secure a big, stable and price-attractive supply channel, and South Korean companies appear most suitable at the moment as they have the technology to make big panels efficiently," said Meritz's Song Myong-sup.
'     A joint venture would not be new for Sony. Last year, it invested five billion yen ($45 million) in a plasma display unit of NEC Corp <6701.T> to ensure a steady supply of the flat panels used in large televisions.
'     Spurring the LCD panel boom is a rapidly growing market for slim televisions. Analysts estimate replacement demand for LCD televisions will hit 31.9 million units in 2007 from just 1.7 million units last year.
'     Global display makers, betting on a recovery in the IT industry, are investing over $26 billion in new plants that promise to cut costs sharply by cutting the panels from larger plates of glass.
'     LG.Philips LCD, a 50-50 joint venture between South Korea's LG Electronics Inc <66570.KS> and the Netherlands' Philips Electronics NV <PHG.AS>, is the world's top LCD maker.
'     LG.Philips has a 22 percent share of the global market for LCD displays, ahead of Samsung with 19 percent and Taiwan's AU Optronics Corp <2409.TW> with 12 percent, analysts said.
'     Shares in Samsung, Asia's most valuable technology issue, dropped 3.84 percent to 413,500 won as of 0202 GMT and Sony tumbled 3.95 percent to 4,130 yen.
'      ($1=111.69 Yen)

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