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Discussion Starter · #1 ·
For financial reasons, Sony will increase the percentage of LCD TV panels procured from cheap Taiwanese manufacturers from the current level of 30% to a quite alarming 50%. This means that in the near future, half of the LCD panels installed on Sony Bravia HDTV displays will have come from factories in Taiwan.


Source:

http://www.hdtvtest.co.uk/news/sony-...0101207950.htm
 

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And about 80% of the Bravias sold would be OEM/ODM products.....


I think there are some people here don't like Samsung's SPVA panels....this may not be that a bad news for them
 

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I think this is worth copying the entire article. The words "panel lottery" stuck out like a sore thumb:


"For financial reasons, Sony will increase the percentage of LCD TV panels procured from Taiwanese manufacturers from the current level of 30% to a quite alarming 50%, according to Japanese national newspaper Yomiuri Shimbun. This means that in the near future, half of the LCD panels installed on Sony Bravia HDTV displays will have come from factories in Taiwan.


Sony officials cited the Japanese yen's continual strength (which eroded profits from exports) and the worldwide economic malaise (which affected TV sales) as two key factors that forced the company into making the decision. Aggressive cost-cutting was necessary to keep Sony's TV operations - which had already seen its sixth consecutive years of losses in 2010 - alive, and since LCD panels constitute around 70% of an LCD TV's manufacturing costs, securing LCD panels at a cheaper price is seen as the most effective strategy to boost the company's bottom line.


Going along the same line of thought, Sony has also decided against investing further capital into Sharp's Sakai LCD plant which was originally meant to be a joint collaboration between the two Japanese television makers to produce high-quality LCD panels. Under the agreement reached in July 2009, Sony is supposed to increase its stake in the LCD panel factory from the existing level of 7% to a maximum of 34% by the end of April 2011, but that will not happen now due to rechanneling of funds.


Sony will instead seek to purchase more Taiwan-made LCD TV panels at competitive prices to be fitted onto its Bravia range of LCD HDTVs. Taiwanese manufacturers Wistron and Foxconn International - both OEM partners of Sony who have previously made LCD TVs for the company - are expected to be the main beneficiaries from Sony's outsourcing push.


One thing's for sure: from now on there is going to be a rise in incidents of panel lottery - where separate samples of the same HDTV model may exhibit a variation in picture quality due to different LCD panels used - when it comes to buying Sony LCD televisions. The average consumers may complain that the Sony HDTVs they bought do not perform as well as the reviews say they should, while the more knowledgeable and proactive enthusiasts will probably try their best to obtain a set with the right LCD panel."
 

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it seems like soon the only "safe" sets to buy will be those made by Sharp and LG. Unfortunate.
 

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Discussion Starter · #5 ·
Sony Bravia HDTV LCD panels for 2010:

https://servicesplus.us.sony.biz/groupid132601.aspx


40HX800 LTY400HL02 Samsung S-PVA

55EX500 LTY550HJ01 Samsung S-PVA

52EX700 LCD PANEL Sharp 52LEST

46EX500 LTY460HJ01 Samsung S-PVA

40EX700 LK400D3LA4B Sharp

40EX500 LTY 400HF06 Samsung S-PVA SLCD

46EX500 LTY 460HJ01 Samsung S-PVA SLCD

32EX500 LTY 320HF01 Samsung S-PVA SLCD

37EX500 T370HW03 AUO A-MVA3

46EX402 LTY 460HM01 Samsung S-PVA SLCD

37EX402 T37HW03 AUO A-MVA3

32EX402 LTY 320HM01 Samsung S-PVA SLCD

32EX302 LTY 320AP04 Samsung S-PVA SLCD

55EX500 LTY 550HJ01 Samsung S-PVA SLCD


22BX300-T216XW01 V3 AUO

22EX308-T216XW01 V3 AUO

26BX30H-26B3-05 CHI MEI

26BX300 -26V0 AUO

26BX300-LTY[Z]320AP04-001 Samsung


32EX300-LTY[Z]320AP04-001 Samsung

32EX305-LTY[Z]320AP04-003 Samsung

32EX400,32EX405-LTY[Z]320HM01-A02 Samsung

32EX500-LTY[Z]320HF01-A03 Samsung

32EX600,32EX605-LTY[Z]320HM02-001 Samsung

32EX700,32EX705-LK315D3LA4S Sharp


37EX500-T370HW03 V9 AUO


40EX400/401-LTY[Z]400HM01-A05 -A06 Samsung

40EX500-LTY[Z]400HF06-002 Samsung

40EX600,EX605-LTY[Z]400HM02-001 Samsung

40EX700-LK400D3LA4S Sharp

40HX700-LTY[Z]400HL01-001 Samsung

40HX800-LTY[Z]400HL02-001 Samsung

40NX700-LK400D3LA4S Sharp

40NX705- LK400D3LA4T Sharp


46EX400-LTY[Z]460HM01-A02 Samsung

46EX405- LTY[Z]460HM01-001 Samsung

46EX500- LTY[Z]460HJ01-A02 Samsung

46EX600- LTY[Z]460HM02-001 Samsung

46EX700- LK460D3LA8S Sharp

46EX700- LTY[Z]460HJ02-001 Samsung

46HX701- LTY[Z]460HQ02-001 Samsung

46HX800- LTY[Z]460HQ03-001 Samsung

46NX700- LK460D3LA8S Sharp

46NX705- LK460D3LA8T Sharp

46NX800- LK460D3LA9S Sharp


52EX700- LK520D3LB1S Sharp

52NX800- LK520D3LB2S Sharp


55EX500,EX505- LTY[Z]550HJ01-002 Samsung

55HX701-LTY[Z]550HQ01-001 Samsung

55HX800- LTY[Z]550HQ02-001 Samsung


60EX500- LK600D3LA3S Sharp

60EX700- LK600D3LA5S Sharp

60EX703- LK600D3LA5S Sharp

60NX801- LK600D3LA6S Sharp
 

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Discussion Starter · #7 ·
In the Straits Times there is an article that Sony abandons LCD plan for a joint venture with Sharp manufacturing liquid crystal display (LCD) panels. Instead, Sony will increase its purchases of LCDs from Taiwanese companies which offer less expensive panels than Sharp, the newspaper said.


Source:

http://www.straitstimes.com/Breaking...ry_608110.html
 

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Quote:
Originally Posted by theblackkeys /forum/post/0


Article also says that this information is according to the newspaper Yomiuri Shimbun. Key word would be according.

It has been known for years this inevitable trend as S-LCD sours. Both foxconn and Wistron has been buying manufacturing plant to service Sony. IMHO CMI will be the major beneficiary as it is foxconn group now and can provide one stop shop.
 

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maybe this will also negatively impact Sharp now.. they do not have the right funding and probably tech/engineers as a result..


I know LG makes their own panels, but why is it that they have had a panel lottery this year for their lower end panels like 5400 etc..? There are IPS vs VA panels floating around by them as well when their specs claim they are IPS etc.
 

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Quote:
Originally Posted by BoilerJim /forum/post/19619005


I think this is worth copying the entire article. The words "panel lottery" stuck out like a sore thumb:


"One thing’s for sure: from now on there is going to be a rise in incidents of “panel lottery” – where separate samples of the same HDTV model may exhibit a variation in picture quality due to different LCD panels used – when it comes to buying Sony LCD televisions.

AFAIK, the LCDs in the N. American market, IMO worth mentioning, w/o panel lottery are Sharp, Panasonic, (only has 42" and smaller LCDs), and Toshiba(?).
 

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well, i meant LG in the sense that their use of panel lottery seems to be limited to just a few models so far, but yes you're right.
 

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Quote:
Originally Posted by specuvestor /forum/post/19619725


It has been known for years this inevitable trend as S-LCD sours. Both foxconn and Wistron has been buying manufacturing plant to service Sony. IMHO CMI will be the major beneficiary as it is foxconn group now and can provide one stop shop.

What do you mean by sours? Do you mean that Sony and Samsung are now seeing each other more as obstacles to marketshare and don't see the benefits of having a shared production facility?


Does anyone know if Sony actually does any engineering work on the panels they sell in their tvs? If Sony doesn't do much engineering on the panels, buying from AUO or whoever seems like a better alternative to acutally owning a stake in a production facility.
 

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MacBooks and some iPod are EMS by quanta actually.


With Sony being the latest CRT legacy victim, the Koreans are the only ex-CRT players left making panels. How the world changed in just 10 years.


LGE and LGD are different entities, so as far as LGE is concern, the panels are similar to them on cost basis. Go figure.

Quote:
Originally Posted by eneyman /forum/post/0


maybe this will also negatively impact Sharp now.. they do not have the right funding and probably tech/engineers as a result..


I know LG makes their own panels, but why is it that they have had a panel lottery this year for their lower end panels like 5400 etc..? There are IPS vs VA panels floating around by them as well when their specs claim they are IPS etc.
 

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Discussion Starter · #19 ·
The top-end Bravia HDTV displays will still have the LCD panels from Samsung and Sharp because Sony has higher margins on the products. The high volume mid-range and low-end products will have LCD panels from different Taiwanese manufacturers and maybe Sony will use the 'panel lottery' system to further increase margins. The performance of a HDTV display highly depends on the quality of the LCD panel. In the end as a consumer you will not get the best bang for the buck.
 

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^^Correct and low-mid range J6P isn't as concerned as AVS forumer on panel quality. But I have seen the quality of low end Sony and it is horrendous with cheap bezel, maybe even worse than Chinese brands. They should know better that packaging can be more important than the tech itself.

Quote:
Originally Posted by Toski /forum/post/0


What do you mean by sours? Do you mean that Sony and Samsung are now seeing each other more as obstacles to marketshare and don't see the benefits of having a shared production facility?


Does anyone know if Sony actually does any engineering work on the panels they sell in their tvs? If Sony doesn't do much engineering on the panels, buying from AUO or whoever seems like a better alternative to acutally owning a stake in a production facility.

Yes they were fierce competitors in the set space so the S-LCD venture soured some 2 years back when they were neck to neck in market share. We all know who won. Hence Sony went to sharp instead for new JV but S-LCD stopped at 8G fab.


There are pros and cons for outsourcing panels. You can focus more on the graphic engine and system just as a PC maker. For eg MCFI, 3D, inverse telecine etc. However you will be disadvantaged if there are new tech on the panel module for eg LED backlit as your expertise to integrate the new panel tech would not be as seamless. Having a stake also ensures supply which can be life or death. For eg now samsung can choose who he gives the OLED supply to.


But again it is a tradeoff with quality and execution. Vizio doesn't make panels either and they are doing well with LED
 
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