鴻海

Lex_Hon Hai: the point of Sharp
Lex專欄:鴻海會是夏普的白武士嗎?


據傳夏普將剝離顯示技術業務,這是該公司最大的營收來源,也是其最大虧損源頭。臺灣的鴻海似乎會是一個靠譜的「白武士」,聯姻對雙方都有益處。

It is hard to be profitable supplying to Apple, no matter how superior one’s technology. Japan’s Sharp, maker of device displays, knows this better than most. Its Igzo screen technology, good enough to make it into some Apple products, should have ensured its survival even as it exited other failing divisions. Instead, the LCD technology, too, seems set for a new home. 21st of Sept, reports intensified that Sharp will spin off its display technology business. Display is the company’s largest revenue generator but also its largest lossmaker. Despite its stronger technology, it has lost out to rivals with cheaper production and struggled as competition in China has worsened.

不管一家公司的技術多麼卓越,爲蘋果(Apple)供貨也很難獲利。日本顯示設備製造商夏普(Sharp)比大多數公司更懂得這個道理。夏普擁有足以被應用在一些蘋果產品上的銦鎵鋅氧化物(Igzo)螢幕技術,即使夏普退出一些失敗的業務,這項技術應該也能夠保證夏普的存續。不過,其液晶顯示螢幕(LCD)技術似乎也要換一個新家了。9月21日,有關夏普將剝離其顯示技術業務的報導增多。顯示業務是該公司最大的收入來源,但也是該公司最大的虧損項目。儘管夏普的技術更強,它還是輸給了生產成本更低的競爭對手,還因爲中國市場的競爭變得激烈而苦苦掙扎。

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