E-Tea: BOE repeated repeated losses are hidden built-LED, BOE, Spreadtrum – electronics industry
> LED technology has matured voice strengthening of domestic enterprises
> Analog IC business leaders in the field will not appear?
> Polysilicon production capacity surplus is low
> Frequently repeated losses hidden LCD screen built BOE gamble
> Spreadtrum rebirth plagued with MediaTek Featured Daily
LED technology has matured voice strengthening of domestic enterprises
Abstract: Experts point out that if domestic firms can LED Backlight side take the initiative, will greatly enhance the industry's voice. LED current domestic production of the atmosphere has been formed, BOE, AU Optronics, Konka and other enterprises has been launched led products, Hisense, Tsinghua Tongfang will also include future development plans LED. I believe once the break cost, LED backlight TV The application will be rapidly gaining in popularity. Detailed
Analog IC business leaders in the field will not appear?
Abstract: Intel CPU market leader in wireless high-pass Chip Market leader. Simulation IC Market leaders in it? No. Because the analog IC market, over-dispersion, because analog IC has been in a position of supporting roles, but also because for years we would be an enormous amount of equipment, plant investment to pound a digital IC, so far, very fragmented analog IC supplier, the largest in Texas Instruments are also only 14% of the share, which compared to the high number of IC vendors focused on quite different. Detailed
Polysilicon production capacity surplus is low
Abstract: China Electronics Materials Industry Association, an industry report showed that by the end of June 2009, China has 19 companies in the polysilicon project in operation, production capacity of 30,000 tons / year, while enterprises in the construction, expansion of polysilicon projects with a total planning capacity is expected to more than 100,000 tons by 2010. Polysilicon in 2008 the total demand in China was 17,000 tons. The all-round capacity, if realized, will exceed more than 2 times the global demand. Detailed Company News
Frequently repeated losses hidden LCD screen built BOE gamble
Abstract: "BOE doing 'poor' for too long, such as pocket money, and we engaged in several generations of line is not a problem." BOE chairman Wang Dongsheng last words still ringing in our ears, 280 billion in the largest investment in the field of LCD panels now crashing landing . Start such a large "burn" project, funds are still hungry for the current BOE is not an easy thing, only in the May 5 billion private placement shares and fund-raising 12 billion yuan on behalf of the line launched 6. In less than 6 months, re-directed issuance of 3 – 2.3 billion shares, and fund-raising not more than 10 billion yuan launched the 8th generation line. Detailed
Hot topics Spreadtrum rebirth plagued with MediaTek
Abstract: Next year, MediaTek (Mediatek, Taiwan's IC industry is known as the big "M") days would be more uncomfortable. It is in the 2G and the TD mobile phone market will be the development of information from mainland China and Taiwan compatriots MStar (known as the small "M") of the pincer attack. Despite repeated this year, a record monthly shipments of MTK record, but it started in the 2G market share shrinking, there may be Spreadtrum Communicate Back more than 15% market share.
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