Depth analysis: the layout of the current situation of Taiwan Market

Taiwan science and technology industry has always been used in mass production, fast shipping business model, such as NB is included more than 9 global OEM market, but the gross profit margin of 3, Paul often maintain 4 of the security situation, compared with the end customer, high margin is also the brand of NB industry, always have to do the wedding dress to sigh people.

Samsung's digital resources with set the industry benchmark notices

Taiwan government to promote the concept of Digital Signage Industry, but also can not jump out of this framework.

Taiwan science and technology industry has always been to hardware production, industrial policy with the government to increase the size of the hardware production center, recently the relevant unit for digital signage industry development view, also stays in the digestion of Taiwan TFT LCD panel industry too much production stage.

Some manufacturers also have the same trend, Taiwan due to environmental constraints, the size of the market has always been small scale manufacturers also tend to focus on certain single product, but the lack of a larger scale, cause package hills sea multinational enterprises, therefore, in the face of this new digital signage, directly to the product itself to enter the market as a starting point.

Multinational companies are not, because of its business sector covers a very wide range, so the development of digital bulletin business, by the various departments to deploy resources.

South Korean giant Samsung, Samsung is a positive example of multinational development of digital sign, the company specializes in commercial DID display industry as the main force, combined with the system, communication, terminal services, radio frequency, control division, the development of rich digital signage products and services, both hardware and software production due to long service, has become one of the Digital Signage Industry benchmark companies.

Taiwan from the TFT LCD layout

Taiwan for digital signage of the industry's attention, and Taiwan TFT LCD industry two trillion binary position has a close relationship.

Large size TFT LCD application development by the end of the last century so far, can be divided into three stages, the first is the NB application market, by 2005, the LCD monitor market share has reached more than 7, to replace the CRT monitor into the mainstream market. From the 6 generation production line started after the LCD TV industry began to seize the global TV market, TFT has become LCD industry the third wave of mainstream applications.

LCD TV market development although fast, but not the mainstream size products with the market size and growth increased, currently on the market mainstream LCD TV sales still remain in the 30 inch size, resulting in TFT LCD factory must be originally used in the production of 40 inch, 50 inch class product of the 8 generation line, transferred to production 30 inch products, at the same time derivative overcapacity problem.

Digital signage and TFT LCD selection

For the digestion of excess capacity, and promote the sales of large size and high margin products, TFT LCD industry must find a considerable number of demand for 40 inch large size panel of the fourth wave of market application, to continue the third wave of LCD TV market growth, and maintain a higher proportion of the gross profit.

At present, LCD vendors will be called the fourth wave of the market to set the tone for the digital signage market, looking forward to the market to create the equivalent of LCD TV market as big as the panel demand scale. For example, Samsung believes that the scope of application of public display can expand LCD, increase TFT favorable LCD panel mainstream size, so it can improve the product price and gross profit, but also beneficial to the digestion of TFT LCD new generation capacity.

Single TFT-LCD vendors of wishful thinking, this is reasonable, but it should be noted that, unlike the TV monitor and digital signage is the development of a mature market, digital signage is a new application, market demand is not a short period of time can be created, requires considerable time brewing. This CRT is different with the LCD to replace the trend, as long as the TV manufacturers do not produce CRT TV and LCD TV can, do not need to spend too much time, in a short period of time will be an amazing growth.

From the observation of production, TFT-LCD new generation production line of the amount of investment is still high, 1 of the 8 generation line after the production line investment, hundreds of huge funds of more than $2 billion, for such a large investment, the product target market of course is quite clear.

The LCD TV is relatively mature market, the development scale and can be well controlled, but the digital signage otherwise, because this market is still brewing bud stage, the main products market is not considered as the TFT-LCD industry investment in new plants, can only as a secondary product of high additional value block.