鸿海

Lex_Hon Hai: the point of Sharp
Lex专栏:鸿海会是夏普的白武士吗?


据传夏普将剥离显示技术业务,这是该公司最大的营收来源,也是其最大亏损源头。台湾的鸿海似乎会是一个靠谱的“白武士”,联姻对双方都有益处。

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.

不管一家公司的技术多么卓越,为苹果(Apple)供货也很难获利。日本显示设备制造商夏普(Sharp)比大多数公司更懂得这个道理。夏普拥有足以被应用在一些苹果产品上的铟镓锌氧化物(Igzo)屏幕技术,即使夏普退出一些失败的业务,这项技术应该也能够保证夏普的存续。不过,其液晶显示屏(LCD)技术似乎也要换一个新家了。9月21日,有关夏普将剥离其显示技术业务的报道增多。显示业务是该公司最大的收入来源,但也是该公司最大的亏损项目。尽管夏普的技术更强,它还是输给了生产成本更低的竞争对手,还因为manbetx3.0 市场的竞争变得激烈而苦苦挣扎。

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