Asian electronics manufacturing eco-remodeling

Hon Hai took shares in Sharp and became the largest shareholder of Japan’s 100-year company, leaving behind a blockbuster for the global electronics industry. In the context of stagnant economic growth, the impact of end-product market demand, and the revolutionary changes that smart terminals have brought, the past was proud of its invention, and Japanese brands that have swept the world have lost ground. Apple's innovative scientific and technological achievements began to impact the balance of supply and demand in the electronics industry in Asia. In the past, Asia’s electronics industry supply chain has been an important cornerstone of the global IT industry and digital communications industry. However, with the rise of the brand power of the electronics industry in Korea and mainland China, and the revolutionary effects of mobile smart terminals, the growth and decline of Asian markets has gradually undergone qualitative changes, which has also caused a significant change in the supply chain.

Asia's rise of new forces <br> <br> In addition to Apple, Asian manufacturers in the production capacity and brand awareness have made some progress, the new force is emerging in Asia.

In 2007, Apple introduced the first iPhone. Since then, there has been a large-scale reshuffle in the mobile phone market. Immediately after the advent of the Tablet PC, it disrupted the supply chain of the traditional PC market. The rise of Apple has also stimulated the development of electronics manufacturing manufacturing and spare parts supply in Asia, and has stimulated the rise of brand manufacturers. Among them, Hon Hai and Quanta, the Taiwanese manufacturers of Apple, which made Apple's foundry, are best known. These foundry manufacturers who started in China and now set up factories in mainland China have become an indispensable link in the process of American creativity and Chinese production. They will use Apple’s expertise through their own, accurate OEM processes. Creativity and design become reality.

Smartphones are developing rapidly. In mature markets, such as North America and Europe, sales of feature phones are gradually declining. Even in emerging markets that have grown rapidly in recent years, they will follow this development rule, pushing traditional mobile phone manufacturers. Into the cruel playoffs. Nokia, Motorola and other traditional mobile phone manufacturers have rapidly declined in the evolution of this round of smart touch. Motorola Mobile is directly acquired by Google. Nokia is actively working with Microsoft and hopes to create a new situation.

Also affected are the unique but relatively closed Japanese brand mobile phones. The Japanese manufacturers that have gradually entered the dead-end alley, under the impact of the iPhone and Android phones, are currently being adjusted, such as Hitachi, Casio alliance, Toshiba and Fujitsu to establish Fujitsu Toshiba mobile communications company, Sony also acquired Sony Ericsson Ericsson Holding shares.

In this new round of shock adjustment, some Chinese and South Korean manufacturers have emerged. South Korea’s Samsung, LG, and Taiwan’s HTC have all used the Android platform to expand the market. Samsung has replaced Nokia as the most-selling brand in the mobile phone market. Domestic manufacturers such as ZTE, Huawei, Lenovo, and the recent millet mobile phone, have also gained market recognition with low prices and high performance. These examples show that in addition to Apple, Asian manufacturers have made some progress in terms of productivity and brand awareness in terms of smartphones and tablets, and new Asian forces are emerging.

Hon Hai challenges Korean companies

In recent years, the ownership of key technologies has gradually shifted from Japan to South Korea and other countries.

Although the Japanese brands are declining, Japanese manufacturers still have a number of key technologies that stifle the throat of the supply chain. However, in recent years, the ownership of key technologies has gradually shifted from Japan to South Korea and other regions. Among the largest parts and components, apart from memory, it is an LCD panel. Although the LCD panel was first developed by Sharp Japan, its production capacity has been surpassed by South Korea's Samsung and LG, and Japan had to give up the name of "the first producer of LCD panels."

The rise of the LCD panel industry in Korea can be seen from the LCD panel companies jointly invested by Philips and LG, Sony and Samsung. In 2012, Sony formally withdrew from the LCD panel company jointly with Samsung. South Korea has gradually established its position as the leader in the LCD panel industry. Its LCD panels span large, medium and small sizes, from LCD TVs, laptops, tablets to mobile phones, and terminals. Manufacturers have to rely on LCD screens provided by Korean manufacturers. Among them, Samsung in the AMOLED field on the exclusive share of more than 90%, coupled with Samsung's products across multiple areas, its vertical integration capabilities so that all manufacturers are threatened.

In the face of the strong rise of South Korea, Japan’s small and medium size LCD panel industry will change after being re-dominated by the Japanese government. Japan's government-led, Toshiba, Hitachi and Sony jointly established the Japanese LCD panel company will attack in the small and medium size LCD panel market.

At present, the only one that can compete with Korean companies is China's Taiwanese panel makers. Among them, Chi Mei and AUO have taken the lead in the world rankings after undergoing many adjustments. However, due to the fact that the rate of expansion of investment in previous years was not as high as that of Korean manufacturers, companies are currently lagging behind in terms of capacity and technology. Without high-end technical support, companies have fallen into a serious loss situation under the conditions of economic downturn and low gross profit. In the past, Hon Hai, who earned large sums of cash with Apple's orders, has invested heavily in Sharp's losses after joining Chi Mei. This inevitably raises speculation. In the future, will Sharp, Hon Hai, and Chi Mei be able to collide with more sparks and reverse the dominance of South Korean companies to obtain high-end LCD technology in the field of mobile smart terminals and attack the high-end, large-size LCD panel market? We will wait and see.

Samsung has overtaken Sony to become the upstart <br> <br> Samsung 1980 after Sony's new Asian electronics industry giants.

TrendForce believes that the transformation and adjustment of the Asian electronics industry supply chain market is the inevitable result of fierce market competition. Backward market players are eliminated and new applications and technologies are born. A round of market shuffling. This constant renewal of the industry is the root of the sustainable development of the electronics industry in Asia, and also the reason why global brands rely on Asian manufacturing.

Samsung's success has benefited from the rapid adjustment of the company. The company continued to spin off its key components business and separated from its brand business, and then raised funds in the international market. This series of major adjustments has enabled Samsung to succeed as a link in the supply chain or as an independent brand manufacturer. TrendForce believes that Samsung, as an Asian company, is now a heavyweight brand manufacturer on the global market, and it is rare. It is undoubtedly the new giant in Asia's electronics industry after Sony in the 1980s, and it has key spare parts technology and mass production capacity. This will have an impact on the ecology of the traditional Asian electronics manufacturing industry and thus become another important driver for the promotion of the Asian electronics manufacturing ecosystem.