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正当韩国两大TFT LCD巨人──三星电子与乐金飞利浦(LG Philips)引领LCD面板制造市场时，当地的设备供货商却饱受产业环境不佳之苦。
While the two Korean giants - Samsung Electronics and LG Philips LCD – are leading the LCD panel manufacturing market, the local equipment providers are suffering from poor business environment.
三星电子与Sony于2004年4月在韩国成立的S-LCD公司，最近宣布了一项大型投资计划，将再投入20亿美元在其LCD生产在线。此一做法可望在现行每月6万片面板的产能之外，每月再增加5万片面板的产量以因应明年平面电视高涨的需求。
Samsung Electronics, which established a joint venture with Sony, S-LCD Corp., in Korea, in April 2004, recently announced a massive plan to cash into some $2 billion to the LCD production line. This is supposed to meet skyrocketing demands for flat-screen TVs with a monthly production capacity of 50,000 panels next year, in addition to existing monthly capacity of 60,000 panels.
三星集团通过巨额的投资已经居于市场的龙头地位，连同该公司永远的对手──LG，促使LCD 7代线的导入。他们在PDP和OLED两方面皆达到快速的进展，其中Samsung SDI在OLED市场显然已经居于领导地位。
The Samsung group has been pioneering the market through a huge volume of investments, and this, together with its everlasting rival – LG -, resulted in the launch of the 7G LCD production line. Their quick move touches both PDPs and OLEDs that Samsung SDI now apparently takes a leadership in an OLED market.
LG Philips公司在最近8个月，刚成功开发出100英寸 (1,950mm x 2,250mm)面板的生产线。当他们还在为这个成就自豪时，夏普(Sharp)也将在今年第三季，加紧脚步以8代线开发106英寸的面板。
For LG Philips LCD, the recent new record of 100” panel development in eight months was newsworthy enough. While the company boasts of the world’s largest 100” LCD panel (1,950 mm x 2,250mm) production line, Sharp accelerates its development pitch for the 106” version at its 8G production line during the third quarter of this year.
新友达势力进逼龙头地位
New force from “New AUO”
然而，韩国看似乐观的显示市场主导地位，也引起了原本屈居三、四军的厂商紧追在后，特别是最近来自中国台湾的厂商友达并购广辉一事，更是备受业界瞩目；因为根据iSupply在2005年第四季所发布的数据为基底估算，完成合并后的新友达，将占据20.6%的市场份额！已然超越三星的20.3%及LG Philips的19.7%。
However, Korea’s seemingly bullish market leadership encounters the global third and fourth runners, AU Optronics and CMO of Taiwan region in China. AUO’s acquisition of Quanta Display draws a great industrial attention as the acquisition will result in a combined LCD market occupation of 20.6 percent (based on the iSupply figures for the last quarter of 2005)., jumping atop above Samsung Electronics (20.3%) and LG Philips (19.7%).
产业普遍预测，随着友达的显示器面板产量逐渐超越韩国，其笔记型计算机LCD面板产量亦将攀上顶峰。如此一来，这个台湾的巨人将在一年内超越三星、LG Philips和奇美，为液晶电视面板再创另一傲人记录。
Industry forecast has it that AUO’s notebook PC LCD panel production will rank atop in the global market with its monitor panel production exceeding Korea. Then, the Taiwan region’s biggest giant is supposed to overpass Samsung Electronics, LG Phillips LCD and CMO in one year, marking another record for the TV LCD panels.
至于台湾地区面板业的另一个挑战──需求日益增加的创投资金，根据业界人士表示，台湾地区的创投资金总数约在300个左右，超过美国和日本；以1980年代半导体的历史荣景推估，中国台湾正享有具竞争力的基础建设和不可思议的分析能量。
Taiwan region’s challenge is also propelled by an increasing number of venture capitals. According to industry insiders, the number of venture capitals in Taiwan region totals some 300, exceeding that of the United States and Japan. Based on sturdy experiences for the semiconductor industry in 1980s, they enjoy competitive infrastructures and visionary analysis power.
事实上，中国台湾约有20%的投资是聚焦于半导体业，这个比例几乎是美国的3倍；大部分的投资已开始从美国硅谷转移到中国台湾。不过，这还需视中国大陆的市场成长状况而定。
In fact, about 20 percent of their investments is focused on semiconductors, almost tripling the U.S. counterparts. Most of them begin the portfolio in Silicon Valley and switch to Taiwan region in China. However, they seem to watch the ever-growing Chinese market.
Next step of Japanese competitors
日商布局的下一步
日本竞争者亦是不容忽视的。松下依然将主导PDP市场，而日立已经宣布将透过合资企业──IPS Alpha科技，加大LCD面板的投资；到了2008年，其最大年产能将超过450万片。另一方面，富士通和日立本身，也将筹建PDP面板工厂，预料将在2008年完工。
They can’t stay idle watching the Japanese competitors, either. Japan-based Matsushita still dominates the PDP market, and Hitachi has already announced a heavy investment to the LCD panel production through its joint venture IPS Alpha Technology. Completed in 2008, its yearly production capacity will expand to 4.5 million panels to the maximum. Fujitsu Hitachi Display, meanwhile, pours into the construction of PDP panel factory for the target completion of 2008.
