This immediately reminded another case of Japanese integration last year - Sony, Toshiba, Hitachi, etc. have merged small and medium size panels.
This is by no means an ordinary case. Because the Japanese government funds are involved, and their integration has the same purpose, that is, to focus on two core hardware resources to meet the global consumer electronics boom.
However, this boom has released energy since 2004. Why does Japan only respond to this problem? Moreover, Japanese electronics companies have been accustomed to vertically integrated operations in the past. At that time, they were linked to "panic self-help."
Samsung, Apple, and China’s industrial power are making Japanese electronics companies nervous.
The two major integration cases are directly targeted at Samsung and Taiwanese companies. In the past three years, Samsung has taken Apple's small-size panel orders from Sharp and stole flash orders from Toshiba, and has become a global processor giant.
Taiwan also makes it anxious. OEM giants such as Taiwan Semiconductor Manufacturing Co., Ltd. have been enjoying orders from major manufacturers such as Renesas. The reasons for forcing Japanese companies to outsource are the weakening influence of Japanese brand giants and the fact that Japanese manufacturing is under pressure from cost. The depreciation of the U.S. dollar relative to the yen has made it hard for Japan to make it.
In the past few days, Sony, Panasonic, and others have fallen in loss. The world is skeptical about the electronics industry in Japan and even the entire Japanese manufacturing industry.
Over the past year, integration has become the inevitable self-help path for Japanese electronics companies. Before Panasonic had already eaten Sanyo, Hitachi and Mitsubishi Heavy Industries also reported news of integration.
Although the integration is self-help, it will in fact possibly destabilize Japan's electronics industry development system.
For more than 40 years, Japan has been regarded as a tightly guarded market. With a sound industrial division of labor, it has a large number of companies in almost all areas, once ruled the global calculator, electronic watch, MP3, camera, television market, in the PC and mobile phones, has also had a strong force.
For example, the HP PC peaked in 2007, but the Japanese market accounted for less than 10%. Japanese companies relied on group wolf tactics to disintegrate the impact of giants.
Behind the support is a highly fragmented industrial system. If only competing hardware and manufacturing, there is almost no global giant that can challenge it independently. Although Samsung's hardware is strong, but relying on a single brand to go to the sea, the overall inability to fight.
But this proud scene was smashed by the increasingly deep Internet era. When the United States, South Korea, Taiwan, and China began to fully adapt to this upsurge, Japan stuck to the hardware site.
Up to now, in the field of Internet, Japan has hardly received a giant that is disdainful to the world, and many sub-sectors have even lost to China.
The Internet relies on global brands, especially Apple and Google's leading mobile Internet camps. The Japanese electronics industry is bleak in front of them. In 2009, the sum of the 9 major Japanese brands' single-season profits was lost to the Samsung family, farther from Apple. The growth driver of the global IT industry has shifted from hardware to the Internet and software.
A few days ago, Sony’s new CEO, Hirai Hirai, probably delivered the voice of the Japanese company’s crisis: Although the reforms are painful, they must be promoted in earnest, and there is no time to hesitate.
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